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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
252K+ 1979.19% |
$5.48M - $5.61M
|
265K
$5.78M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
56.7KNew |
$1.23M - $1.26M
|
56.7K
$1.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
BUY
|
- |
24.6KNew |
$534K - $546K
|
24.6K
$536K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
21.8K+ 97.63% |
$474K - $485K
|
44.2K
$962K
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.8K+ 21.86% |
$278K - $284K
|
71.4K
$1.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.8KNew |
$235K - $241K
|
10.8K
$236K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
9.22KNew |
$200K - $205K
|
9.22K
$201K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
9.22KNew |
$200K - $205K
|
9.22K
$201K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.81K+ 14.3% |
$104K - $107K
|
38.4K
$837K
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
4.45K+ 4.04% |
$96.7K - $98.8K
|
115K
$2.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
3.65K+ 17.26% |
$79.3K - $81.1K
|
24.8K
$540K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2.01K+ 8.04% |
$43.7K - $44.7K
|
27K
$589K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.65K+ 5.39% |
$35.8K - $36.6K
|
32.3K
$703K
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
373+ 5.66% |
$8.1K - $8.28K
|
6.97K
$152K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
308New |
$6.69K - $6.84K
|
308
$6.71K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
74+ 0.76% |
$1.61K - $1.64K
|
9.81K
$214K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
54.9KNew |
$1.18M - $1.21M
|
54.9K
$1.2M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
21.6K+ 54.12% |
$464K - $475K
|
61.4K
$1.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
19.3K+ 17.48% |
$416K - $426K
|
130K
$2.83M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.7K+ 7.89% |
$382K - $391K
|
242K
$5.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.8K+ 25.23% |
$361K - $370K
|
83.3K
$1.82M
|
|
|
Jul 30, 2024
Q2 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
12.8K+ 7.22% |
$275K - $282K
|
190K
$4.14M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
11.1K+ 15.66% |
$239K - $245K
|
82.1K
$1.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
10.1K+ 17.09% |
$218K - $223K
|
69.3K
$1.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
9.84KNew |
$212K - $217K
|
9.84K
$214K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
9.7KNew |
$209K - $214K
|
9.7K
$211K
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
9.24KNew |
$199K - $204K
|
9.24K
$201K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
8.49K+ 129.7% |
$183K - $187K
|
15K
$328K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.4K+ 7.91% |
$181K - $185K
|
115K
$2.5M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.76K+ 18.16% |
$146K - $149K
|
44K
$959K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.24K+ 33.17% |
$134K - $138K
|
25.1K
$546K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
3.69K+ 31.24% |
$79.3K - $81.3K
|
15.5K
$337K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
3.6K+ 78.01% |
$77.4K - $79.3K
|
8.21K
$179K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.33K+ 11.86% |
$71.6K - $73.3K
|
31.4K
$683K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.3K+ 15.72% |
$49.6K - $50.8K
|
16.9K
$369K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.05K+ 25.6% |
$44.1K - $45.1K
|
10K
$219K
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1.69K+ 82.11% |
$36.4K - $37.2K
|
3.75K
$81.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.3KNew |
$27.9K - $28.6K
|
1.3K
$28.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
589+ 4.85% |
$12.7K - $13K
|
12.7K
$277K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
251New |
$5.4K - $5.53K
|
251
$5.47K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
150+ 4.66% |
$3.23K - $3.31K
|
3.37K
$73.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21+ 0.13% |
$452 - $463
|
16.4K
$358K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2+ 0.01% |
$43.1 - $44.1
|
13.9K
$302K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
26.9KNew |
$594K - $603K
|
26.9K
$585K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.7KNew |
$546K - $554K
|
24.7K
$539K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.64KNew |
$103K - $104K
|
4.64K
$101K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.2KNew |
$952K - $1.04M
|
46.2K
$1.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
9.38KNew |
$193K - $211K
|
9.38K
$204K
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
8.95KNew |
$185K - $201K
|
8.95K
$195K
|
|