Latest Institutional Transactions on Invesco Bulletshares 2027 Muni (BSMR)
This table provides information on the latest institutional transactions involving Invesco Bulletshares 2027 Muni (BSMR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
376+ 0.99% |
$8.8K - $8.94K
|
38.4K
$909K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.28K+ 5.11% |
$30K - $30.5K
|
26.4K
$626K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
11.7KNew |
$273K - $277K
|
11.7K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.08K+ 20.28% |
$48.6K - $49.4K
|
12.3K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.35K+ 2.76% |
$78.5K - $79.7K
|
125K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
35.4K+ 169.79% |
$829K - $842K
|
56.3K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.21K+ 11.27% |
$98.6K - $100K
|
41.6K
$985K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.36K+ 14.77% |
$31.8K - $32.3K
|
10.5K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.24K- 48.7% |
$123K - $124K
|
5.52K
$131K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.2KNew |
$637K - $647K
|
27.2K
$645K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
49.5K+ 49.18% |
$1.16M - $1.18M
|
150K
$3.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
13+ 1.31% |
$304 - $309
|
1.01K
$23.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
42.3K+ 368.14% |
$989K - $1M
|
53.7K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-114K- 36.93% |
$2.67M - $2.71M
|
195K
$4.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.79K- 4.96% |
$41.9K - $42.5K
|
34.3K
$812K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-120K- 48.69% |
$2.81M - $2.85M
|
126K
$3M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.28K+ 11.59% |
$29.9K - $30.4K
|
12.3K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.2KNew |
$449K - $456K
|
19.2K
$455K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
58.5KNew |
$1.37M - $1.39M
|
58.5K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.04K+ 29.35% |
$165K - $167K
|
31K
$735K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
15.7KNew |
$367K - $372K
|
15.7K
$371K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.07K- 6.92% |
$24.9K - $25.3K
|
14.3K
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-26.1K- 66.81% |
$611K - $621K
|
13K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
51.1K+ 37.81% |
$1.2M - $1.21M
|
186K
$4.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26.5K- 5.26% |
$619K - $629K
|
476K
$11.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.94K+ 3.3% |
$45.5K - $46.2K
|
60.8K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
73.9K+ 35.45% |
$1.73M - $1.76M
|
282K
$6.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.59K+ 19.21% |
$224K - $228K
|
59.5K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
8.57K+ 28.9% |
$201K - $204K
|
38.2K
$905K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.27KNew |
$217K - $220K
|
9.27K
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
54.3KNew |
$1.27M - $1.29M
|
54.3K
$1.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.12K+ 7.59% |
$72.9K - $74.1K
|
44.2K
$1.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
837+ 6.42% |
$19.6K - $19.9K
|
13.9K
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.94K+ 6.36% |
$45.4K - $46.1K
|
32.4K
$768K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
7.06KNew |
$165K - $168K
|
7.06K
$167K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
16.9K+ 9.76% |
$396K - $403K
|
190K
$4.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
437New |
$10.2K - $10.4K
|
437
$10.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.16K+ 347.5% |
$97.5K - $99K
|
5.36K
$127K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.99K+ 918.01% |
$117K - $119K
|
5.54K
$131K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
10.7KNew |
$250K - $254K
|
10.7K
$253K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
30K+ 51.33% |
$703K - $714K
|
88.6K
$2.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64.7K+ 29.98% |
$1.51M - $1.54M
|
280K
$6.64M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.92K+ 12.64% |
$185K - $188K
|
70.6K
$1.67M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.1KNew |
$49.2K - $49.9K
|
2.1K
$49.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.11K+ 33.13% |
$49.3K - $50.1K
|
8.46K
$200K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
6.37K+ 18.37% |
$149K - $152K
|
41.1K
$973K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.21K+ 11.33% |
$98.6K - $100K
|
41.4K
$981K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
14.1K+ 43.44% |
$329K - $335K
|
46.5K
$1.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
4.47K+ 27.66% |
$105K - $106K
|
20.6K
$488K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.43K+ 5.15% |
$104K - $105K
|
90.4K
$2.14M
|