Latest Institutional Purchases of Invesco Exchange Self Ind Tr (BSMU)
This list provides information on the latest institutional transactions involving Invesco Exchange Self Ind Tr (BSMU) 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 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
96.4K+ 318.35% |
$2.13M - $2.16M
|
127K
$2.77M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
72.8K+ 47.96% |
$1.61M - $1.63M
|
225K
$4.91M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
49.8K+ 16.51% |
$1.1M - $1.12M
|
351K
$7.69M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
39.7K+ 59.88% |
$878K - $891K
|
106K
$2.32M
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
26.9KNew |
$594K - $603K
|
26.9K
$588K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.7KNew |
$546K - $554K
|
24.7K
$541K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.5K+ 116.88% |
$475K - $482K
|
39.8K
$872K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.3K+ 32.39% |
$360K - $365K
|
66.5K
$1.46M
|
|
Apr 30, 2024
Q1 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
14.2K+ 8.73% |
$315K - $319K
|
177K
$3.88M
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
12.4K+ 12.66% |
$274K - $279K
|
111K
$2.42M
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.2K+ 32.16% |
$269K - $273K
|
50K
$1.09M
|
|
Apr 24, 2024
Q1 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
9.33KNew |
$206K - $209K
|
9.33K
$204K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
9.25KNew |
$205K - $208K
|
9.25K
$203K
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
8.87K+ 56.66% |
$196K - $199K
|
24.5K
$537K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.92K+ 24.07% |
$109K - $110K
|
25.4K
$555K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.9K+ 21.2% |
$108K - $110K
|
28K
$614K
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.64KNew |
$103K - $104K
|
4.64K
$102K
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.43K+ 6.66% |
$98K - $99.5K
|
71K
$1.55M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
3.73K+ 11.12% |
$82.4K - $83.6K
|
37.3K
$815K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.24K+ 59.55% |
$71.5K - $72.6K
|
8.67K
$190K
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
3.08K+ 15.67% |
$68.2K - $69.2K
|
22.8K
$498K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.71K+ 29.83% |
$59.9K - $60.8K
|
11.8K
$258K
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.41K+ 8.75% |
$53.2K - $54K
|
29.9K
$655K
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2.06KNew |
$45.5K - $46.1K
|
2.06K
$45K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.14K+ 7.47% |
$25.2K - $25.6K
|
16.4K
$359K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.11K+ 8.23% |
$24.6K - $25K
|
14.6K
$320K
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.11K+ 4.79% |
$24.5K - $24.9K
|
24.2K
$530K
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
775+ 0.92% |
$17.1K - $17.4K
|
85.3K
$1.87M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
225+ 5.13% |
$4.97K - $5.05K
|
4.61K
$101K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
209+ 2.68% |
$4.62K - $4.69K
|
8K
$175K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
71.4K+ 115.45% |
$1.47M - $1.6M
|
133K
$2.91M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.2KNew |
$952K - $1.04M
|
46.2K
$1.01M
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
13.9KNew |
$286K - $311K
|
13.9K
$304K
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
9.38KNew |
$193K - $211K
|
9.38K
$205K
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
8.95KNew |
$185K - $201K
|
8.95K
$196K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
6.55KNew |
$135K - $147K
|
6.55K
$143K
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
5.35KNew |
$110K - $120K
|
5.35K
$117K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
122+ 3.94% |
$2.52K - $2.74K
|
3.22K
$70.4K
|
|
Q2 2023 | |||||||
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
10.5KNew |
$226K - $236K
|
10.5K
$229K
|
|
Q4 2022 | |||||||
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.1KNew |
$22.6K - $24.1K
|
1.1K
$24.1K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.08KNew |
$22.1K - $23.6K
|
1.08K
$23.6K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
235KNew |
$4.95M - $5.3M
|
235K
$5.15M
|
|
Oct 13, 2022
Q3 2022
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.81K+ 13.68% |
$38.1K - $40.8K
|
15.1K
$330K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.71KNew |
$36K - $38.6K
|
1.71K
$37.5K
|
|
Q2 2022 | |||||||
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
177KNew |
$3.75M - $4.12M
|
177K
$3.88M
|