Latest Institutional Purchases of Invesco Bulletshares 2029 Muni (BSMT)
This list provides information on the latest institutional transactions involving Invesco Bulletshares 2029 Muni (BSMT) 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
|
- |
168K+ 58.65% |
$3.89M - $3.95M
|
454K
$10.4M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
162KNew |
$3.77M - $3.82M
|
162K
$3.72M
|
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
58.6K+ 208.49% |
$1.36M - $1.38M
|
86.6K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
36.1K+ 84.92% |
$838K - $849K
|
78.6K
$1.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.5K+ 100.15% |
$384K - $389K
|
33K
$757K
|
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
14.3KNew |
$331K - $336K
|
14.3K
$327K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
12.6K+ 13.94% |
$292K - $296K
|
103K
$2.36M
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
11.4K+ 14.16% |
$265K - $269K
|
92.2K
$2.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
11.1KNew |
$258K - $261K
|
11.1K
$254K
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
11.1K+ 28.37% |
$257K - $261K
|
50.1K
$1.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.87K+ 35.35% |
$229K - $232K
|
37.8K
$866K
|
|
|
May 13, 2024
Q1 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
9.17KNew |
$213K - $216K
|
9.17K
$210K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.51K+ 5.86% |
$151K - $153K
|
118K
$2.7M
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
6.41K+ 48.32% |
$149K - $151K
|
19.7K
$451K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
5.98K+ 854.14% |
$139K - $141K
|
6.68K
$153K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.7K+ 56.24% |
$132K - $134K
|
15.8K
$363K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.57K+ 29.7% |
$106K - $108K
|
20K
$458K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.42KNew |
$103K - $104K
|
4.42K
$101K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.78K+ 11.51% |
$87.7K - $88.9K
|
36.6K
$839K
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.63K+ 5.8% |
$84.2K - $85.4K
|
66.2K
$1.52M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
3.61K+ 278.06% |
$83.8K - $85K
|
4.91K
$113K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.88K+ 32.35% |
$66.8K - $67.7K
|
11.8K
$270K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.32K+ 3.17% |
$53.8K - $54.6K
|
75.5K
$1.73M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2.31K+ 8.15% |
$53.5K - $54.2K
|
30.6K
$701K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.3K+ 7.3% |
$53.4K - $54.1K
|
33.8K
$774K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.96KNew |
$45.5K - $46.1K
|
1.96K
$44.9K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.93K+ 8.26% |
$44.8K - $45.4K
|
25.3K
$580K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.36K+ 2.91% |
$31.6K - $32.1K
|
48.1K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
959+ 6.2% |
$22.3K - $22.6K
|
16.4K
$377K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
860+ 34.85% |
$20K - $20.2K
|
3.33K
$76.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
627+ 5.85% |
$14.6K - $14.8K
|
11.3K
$260K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
532+ 0.23% |
$12.3K - $12.5K
|
237K
$5.43M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
199+ 2.59% |
$4.62K - $4.68K
|
7.89K
$181K
|
|
|
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
|
- |
26.3KNew |
$574K - $619K
|
26.3K
$603K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
15.6KNew |
$340K - $367K
|
15.6K
$357K
|
|
|
Mar 21, 2024
Q4 2023
|
Cooksen Wealth, LLC
The Woodlands, TX |
BUY
|
- |
15.2KNew |
$332K - $358K
|
15.2K
$348K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
14.3K+ 301.2% |
$312K - $337K
|
19K
$437K
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
8.53KNew |
$186K - $201K
|
8.53K
$195K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
1.2KNew |
$26.2K - $28.2K
|
1.2K
$27.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
113+ 3.86% |
$2.47K - $2.66K
|
3.04K
$69.7K
|
|
| Q2 2023 | |||||||
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
51.9KNew |
$1.18M - $1.23M
|
51.9K
$1.19M
|
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
9.95KNew |
$226K - $235K
|
9.95K
$228K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.13KNew |
$48.3K - $50.2K
|
2.13K
$48.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
216New |
$4.91K - $5.1K
|
216
$4.95K
|
|
| Q1 2023 | |||||||
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
15.5KNew |
$354K - $366K
|
15.5K
$355K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
99.5KNew |
$2.17M - $2.3M
|
99.5K
$2.28M
|
|
| Q3 2022 | |||||||
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
74.2KNew |
$1.65M - $1.75M
|
74.2K
$1.7M
|
|
|
Oct 13, 2022
Q3 2022
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
11.9KNew |
$265K - $281K
|
11.9K
$272K
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
117KNew |
$2.61M - $2.81M
|
117K
$2.68M
|
|