Purchases and Sales Made in Q4 2022 in Invesco Bulletshares 2024 Muni (BSMO)
This table provides information about the institutional ownership of Invesco Bulletshares 2024 Muni (BSMO) during Q4 2022. The information is specifically focused on institutions that hold shares of INVESCO BULLETSHARES 2024 MUNI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
229KNew |
$5.57M - $5.68M
|
229K
$5.69M
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
214KNew |
$5.22M - $5.32M
|
214K
$5.32M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
208K+ 64.44% |
$5.07M - $5.17M
|
531K
$13.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
165K+ 94.76% |
$4.02M - $4.1M
|
339K
$8.43M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
145K+ 18142.0% |
$3.54M - $3.61M
|
146K
$3.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
87.8KNew |
$2.14M - $2.18M
|
87.8K
$2.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
81.7KNew |
$1.99M - $2.03M
|
81.7K
$2.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
72.9K+ 30.82% |
$1.78M - $1.81M
|
309K
$7.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
72.3K+ 41.05% |
$1.76M - $1.8M
|
248K
$6.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
68.3K+ 174.78% |
$1.67M - $1.7M
|
107K
$2.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
51.6K+ 76.0% |
$1.26M - $1.28M
|
120K
$2.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
51.3K+ 159.01% |
$1.25M - $1.28M
|
83.6K
$2.08M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
50.6K+ 71.93% |
$1.23M - $1.26M
|
121K
$3.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
44.1K+ 77.99% |
$1.07M - $1.1M
|
101K
$2.5M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
38K+ 96.62% |
$926K - $944K
|
77.3K
$1.92M
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
35.6K+ 124.65% |
$868K - $885K
|
64.1K
$1.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
34KNew |
$829K - $845K
|
34K
$846K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32.8KNew |
$800K - $815K
|
32.8K
$816K
|
|
|
Jan 23, 2023
Q4 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
27.7KNew |
$676K - $689K
|
27.7K
$690K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
25.1K+ 48.78% |
$612K - $624K
|
76.5K
$1.9M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
24.8K+ 2013.39% |
$605K - $617K
|
26K
$648K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
24.2K+ 112.36% |
$589K - $601K
|
45.7K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
23.7KNew |
$579K - $590K
|
23.7K
$590K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20.9K+ 37.59% |
$511K - $521K
|
76.6K
$1.91M
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
20.4KNew |
$497K - $507K
|
20.4K
$507K
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
19.6KNew |
$479K - $488K
|
19.6K
$488K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
19.1KNew |
$465K - $474K
|
19.1K
$475K
|
|
|
Aug 29, 2023
Q4 2022
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
17.6KNew |
$430K - $439K
|
17.6K
$439K
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
17.4K+ 48.91% |
$425K - $434K
|
53.1K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.7KNew |
$383K - $390K
|
15.7K
$391K
|
|
|
Jan 26, 2023
Q4 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
15.3KNew |
$374K - $381K
|
15.3K
$382K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
14.9K+ 19.52% |
$365K - $372K
|
91.5K
$2.28M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.7K+ 15.32% |
$358K - $365K
|
110K
$2.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
13.7K+ 114.2% |
$334K - $341K
|
25.7K
$639K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.7KNew |
$310K - $316K
|
12.7K
$316K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.5KNew |
$305K - $311K
|
12.5K
$311K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
12KNew |
$293K - $299K
|
12K
$299K
|
|
|
Jan 27, 2023
Q4 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
12KNew |
$293K - $299K
|
12K
$299K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.7K+ 7.28% |
$285K - $291K
|
172K
$4.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
10.1KNew |
$247K - $252K
|
10.1K
$252K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
10KNew |
$244K - $249K
|
10K
$249K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.75K+ 116.31% |
$238K - $242K
|
18.1K
$451K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
9.3KNew |
$227K - $231K
|
9.3K
$231K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
9.26KNew |
$226K - $230K
|
9.26K
$230K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.93KNew |
$193K - $197K
|
7.93K
$197K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
7.35K+ 35.74% |
$179K - $183K
|
27.9K
$694K
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
5.63K+ 29.45% |
$137K - $140K
|
24.7K
$615K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
4.87K+ 7.3% |
$119K - $121K
|
71.6K
$1.78M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.61K+ 24.64% |
$112K - $114K
|
23.3K
$579K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.26K+ 38.26% |
$104K - $106K
|
15.4K
$383K
|