Purchases and Sales Made in Q4 2023 in Invesco Bulletshares 2024 Muni (BSMO)
This table provides information about the institutional ownership of Invesco Bulletshares 2024 Muni (BSMO) during Q4 2023. 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 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1.12K+ 3.47% |
$27.5K - $27.9K
|
33.4K
$831K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.03K+ 4.51% |
$25.2K - $25.6K
|
23.8K
$591K
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
934+ 1.64% |
$23K - $23.3K
|
57.8K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
730+ 5.57% |
$17.9K - $18.2K
|
13.8K
$344K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
600+ 7.16% |
$14.7K - $15K
|
8.98K
$223K
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
362+ 0.93% |
$8.9K - $9.02K
|
39.1K
$973K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
250New |
$6.15K - $6.23K
|
250
$6.22K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
165New |
$4.06K - $4.11K
|
165
$4.11K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
133New |
$3.27K - $3.32K
|
133
$3.31K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
78+ 0.36% |
$1.92K - $1.94K
|
21.5K
$535K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
35+ 0.07% |
$860 - $873
|
51.5K
$1.28M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16+ 0.56% |
$393 - $399
|
2.87K
$71.3K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
2+ 0.14% |
$49.2 - $49.9
|
1.43K
$35.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-214- 61.67% |
$5.26K - $5.34K
|
133
$3.31K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-326- 10.01% |
$8.01K - $8.13K
|
2.93K
$72.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-382- 9.43% |
$9.39K - $9.52K
|
3.67K
$91.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-400- 2.66% |
$9.83K - $9.97K
|
14.7K
$365K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-743- 7.37% |
$18.3K - $18.5K
|
9.33K
$232K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.3K- 5.67% |
$32K - $32.4K
|
21.6K
$538K
|
|
|
Jan 08, 2024
Q4 2023
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1.38K- 11.2% |
$34K - $34.5K
|
11K
$273K
|
|
|
Jan 23, 2024
Q4 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.51K- 2.82% |
$37K - $37.5K
|
51.9K
$1.29M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.17K- 5.6% |
$53.3K - $54.1K
|
36.6K
$909K
|
|
|
Feb 01, 2024
Q4 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-2.23K- 8.06% |
$54.9K - $55.7K
|
25.5K
$634K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-2.39K- 9.45% |
$58.8K - $59.6K
|
22.9K
$570K
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.45K- 4.86% |
$60.3K - $61.2K
|
48K
$1.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-2.55K- 2.37% |
$62.6K - $63.5K
|
105K
$2.61M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-2.65K- 32.14% |
$65K - $65.9K
|
5.59K
$139K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.81K- 11.78% |
$69.2K - $70.2K
|
21.1K
$524K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.99K- 11.44% |
$73.6K - $74.6K
|
23.2K
$576K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-3.08K- 24.88% |
$75.8K - $76.9K
|
9.31K
$232K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.47K- 0.92% |
$85.3K - $86.5K
|
375K
$9.34M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.63K- 13.49% |
$89.3K - $90.6K
|
23.3K
$580K
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-5.12K- 4.96% |
$126K - $128K
|
98.1K
$2.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-6.33K- 11.12% |
$156K - $158K
|
50.6K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.86K- 1.92% |
$218K - $221K
|
452K
$11.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-14.2K- 55.19% |
$349K - $354K
|
11.5K
$287K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-17.4K- 86.43% |
$427K - $433K
|
2.73K
$67.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-19.8K- 34.1% |
$486K - $493K
|
38.2K
$951K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-19.9K- 28.61% |
$489K - $496K
|
49.6K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-24K- 5.79% |
$591K - $599K
|
391K
$9.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-30.1K- 38.51% |
$741K - $751K
|
48.1K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-47.2K- 25.11% |
$1.16M - $1.18M
|
141K
$3.5M
|