Latest Institutional Purchases of Invesco Bulletshares 2027 Muni (BSMR)
This list provides information on the latest institutional transactions involving Invesco Bulletshares 2027 Muni (BSMR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.7K+ 20.4% |
$719K - $731K
|
181K
$4.28M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
21.4K+ 8.51% |
$502K - $510K
|
273K
$6.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
14.8K+ 62.24% |
$346K - $352K
|
38.6K
$910K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
14.1K+ 43.44% |
$329K - $335K
|
46.5K
$1.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
11.9K+ 20.56% |
$279K - $283K
|
69.8K
$1.65M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
11.1K+ 15.72% |
$260K - $264K
|
81.7K
$1.93M
|
|
|
Oct 02, 2024
Q3 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
9.47KNew |
$222K - $225K
|
9.47K
$223K
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
9.46KNew |
$222K - $225K
|
9.46K
$223K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8.9KNew |
$208K - $212K
|
8.9K
$210K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.92K+ 12.64% |
$185K - $188K
|
70.6K
$1.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
6.37K+ 18.37% |
$149K - $152K
|
41.1K
$969K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
5.09K+ 90.83% |
$119K - $121K
|
10.7K
$252K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.99K+ 918.01% |
$117K - $119K
|
5.54K
$131K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
4.47K+ 27.66% |
$105K - $106K
|
20.6K
$486K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.43K+ 5.15% |
$104K - $105K
|
90.4K
$2.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.21K+ 11.33% |
$98.6K - $100K
|
41.4K
$976K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.87K+ 9.47% |
$67.2K - $68.3K
|
33.2K
$783K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
2.57K+ 14.82% |
$60.1K - $61.1K
|
19.9K
$469K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.11K+ 33.13% |
$49.3K - $50.1K
|
8.46K
$200K
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.1KNew |
$49.2K - $49.9K
|
2.1K
$49.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.7K+ 8.22% |
$39.7K - $40.3K
|
22.3K
$526K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
635+ 25.15% |
$14.9K - $15.1K
|
3.16K
$74.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
423+ 2.76% |
$9.9K - $10.1K
|
15.8K
$372K
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
BUY
|
- |
362+ 0.71% |
$8.47K - $8.61K
|
51.3K
$1.21M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
352+ 44.9% |
$8.24K - $8.37K
|
1.14K
$26.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
85+ 0.76% |
$1.99K - $2.02K
|
11.3K
$267K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
276K+ 121.6% |
$6.44M - $6.52M
|
503K
$11.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
236K+ 2290.76% |
$5.51M - $5.58M
|
246K
$5.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
193K+ 167.44% |
$4.51M - $4.57M
|
309K
$7.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
39.1KNew |
$911K - $923K
|
39.1K
$922K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
30.5KNew |
$711K - $720K
|
30.5K
$719K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
29.7KNew |
$691K - $700K
|
29.7K
$699K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
23.3K+ 15.56% |
$544K - $551K
|
173K
$4.09M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
22.5K+ 19.98% |
$525K - $531K
|
135K
$3.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20.9K+ 55.01% |
$487K - $493K
|
58.8K
$1.39M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
19.6K+ 50.37% |
$457K - $463K
|
58.5K
$1.38M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19KNew |
$443K - $448K
|
19K
$448K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13K+ 6.41% |
$303K - $307K
|
216K
$5.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.7K+ 30.46% |
$272K - $275K
|
49.9K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
10.2KNew |
$239K - $242K
|
10.2K
$241K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
9.19KNew |
$214K - $217K
|
9.19K
$217K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
8.76KNew |
$204K - $207K
|
8.76K
$207K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
7.57K+ 22.62% |
$177K - $179K
|
41.1K
$969K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.08K+ 4.37% |
$118K - $120K
|
121K
$2.86M
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
4.26K+ 33.13% |
$99.3K - $101K
|
17.1K
$404K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
3K+ 8.57% |
$70K - $70.9K
|
38K
$897K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.78K+ 15.37% |
$64.8K - $65.6K
|
20.9K
$492K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.49K+ 6.3% |
$34.7K - $35.1K
|
25.1K
$593K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.35K+ 11.54% |
$31.4K - $31.8K
|
13K
$307K
|
|