Latest Institutional Purchases of Invesco Bulletshares 2028 Muni (BSMS)
This list provides information on the latest institutional transactions involving Invesco Bulletshares 2028 Muni (BSMS) 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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
117K+ 128.74% |
$2.74M - $2.77M
|
207K
$4.84M
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
105K+ 2086.05% |
$2.46M - $2.49M
|
110K
$2.57M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
87.2KNew |
$2.05M - $2.07M
|
87.2K
$2.04M
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
85.9K+ 141.07% |
$2.01M - $2.04M
|
147K
$3.42M
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
33.7KNew |
$791K - $802K
|
33.7K
$787K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
32.3K+ 62.76% |
$758K - $768K
|
83.8K
$1.96M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.5K+ 15.02% |
$621K - $629K
|
203K
$4.73M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23K+ 76.21% |
$538K - $545K
|
53.1K
$1.24M
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
21.9KNew |
$513K - $520K
|
21.9K
$511K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.5K+ 13.59% |
$457K - $463K
|
163K
$3.8M
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
17.1K+ 12.65% |
$401K - $406K
|
152K
$3.55M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.9KNew |
$326K - $330K
|
13.9K
$325K
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
11.6K+ 29.0% |
$272K - $275K
|
51.6K
$1.2M
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
11.1K+ 29.06% |
$261K - $264K
|
49.4K
$1.15M
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
11KNew |
$258K - $261K
|
11K
$257K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.9KNew |
$255K - $258K
|
10.9K
$254K
|
|
Apr 30, 2024
Q1 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
10.5KNew |
$247K - $250K
|
10.5K
$246K
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
9.23KNew |
$216K - $219K
|
9.23K
$215K
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
6.45K+ 43.5% |
$151K - $153K
|
21.3K
$496K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.16K+ 8.91% |
$145K - $146K
|
75.3K
$1.76M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.96K+ 60.82% |
$140K - $142K
|
15.8K
$368K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.33K+ 61.62% |
$125K - $127K
|
14K
$326K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.47K+ 55.98% |
$105K - $106K
|
12.5K
$291K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.46K+ 2.18% |
$105K - $106K
|
209K
$4.88M
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.37KNew |
$102K - $104K
|
4.37K
$102K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.36K+ 5.92% |
$55.3K - $56.1K
|
42.2K
$985K
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2.15KNew |
$50.4K - $51.1K
|
2.15K
$50.2K
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
1.69K+ 15.16% |
$39.6K - $40.1K
|
12.8K
$299K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.37K+ 16.69% |
$32.2K - $32.6K
|
9.6K
$224K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
846+ 2.86% |
$19.8K - $20.1K
|
30.5K
$711K
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
574+ 4.44% |
$13.5K - $13.6K
|
13.5K
$315K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
425+ 3.98% |
$9.97K - $10.1K
|
11.1K
$259K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
190+ 1.31% |
$4.46K - $4.51K
|
14.7K
$342K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
110+ 8.38% |
$2.58K - $2.61K
|
1.42K
$33.2K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43+ 0.44% |
$1.01K - $1.02K
|
9.83K
$229K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
30.7KNew |
$684K - $728K
|
30.7K
$715K
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
16.1KNew |
$359K - $382K
|
16.1K
$376K
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
15KNew |
$336K - $357K
|
15K
$351K
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
14.1KNew |
$315K - $336K
|
14.1K
$330K
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
13.9KNew |
$311K - $330K
|
13.9K
$325K
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
8.43KNew |
$188K - $200K
|
8.43K
$197K
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1.81KNew |
$40.4K - $43K
|
1.81K
$42.2K
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
1.2K+ 6.75% |
$26.7K - $28.4K
|
18.9K
$441K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
837New |
$18.7K - $19.9K
|
837
$19.5K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
107+ 1.51% |
$2.39K - $2.54K
|
7.19K
$168K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
405+ 1.2% |
$9.12K - $9.53K
|
34.1K
$797K
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
381+ 3.37% |
$8.58K - $8.96K
|
11.7K
$273K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
134New |
$3.02K - $3.15K
|
134
$3.13K
|
|
Q2 2023 | |||||||
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
9.76KNew |
$225K - $233K
|
9.76K
$228K
|