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 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
685+ 4.53% |
$14.7K - $15.1K
|
15.8K
$337K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
617New |
$13.3K - $13.6K
|
617
$13.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
295+ 0.71% |
$6.34K - $6.5K
|
42K
$896K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
200+ 0.47% |
$4.3K - $4.41K
|
43.2K
$922K
|
|
|
May 12, 2025
Q1 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
137+ 0.57% |
$2.94K - $3.02K
|
24.1K
$514K
|
|
|
Apr 30, 2025
Q1 2025
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
118+ 0.12% |
$2.54K - $2.6K
|
98.5K
$2.1M
|
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
42+ 1.08% |
$903 - $925
|
3.92K
$83.7K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.39% |
$21.5 - $22
|
256
$5.46K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
133KNew |
$2.87M - $2.95M
|
133K
$2.83M
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
84KNew |
$1.82M - $1.87M
|
84K
$1.79M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
17.4K+ 249.12% |
$375K - $386K
|
24.3K
$519K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
9.11KNew |
$197K - $203K
|
9.11K
$194K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.48KNew |
$96.8K - $99.6K
|
4.48K
$95.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
1KNew |
$21.6K - $22.3K
|
1K
$21.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
625+ 5.54% |
$13.5K - $13.9K
|
11.9K
$254K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
55.3KNew |
$1.2M - $1.23M
|
55.3K
$1.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Cowen And Company, LLC
|
BUY
|
- |
12.1KNew |
$264K - $270K
|
12.1K
$259K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.8KNew |
$235K - $241K
|
10.8K
$231K
|
|
|
Mar 25, 2025
Q3 2024
|
Higgins & Schmidt Wealth Strategies LLC
Denver, CO |
BUY
|
- |
9.36KNew |
$203K - $208K
|
9.36K
$200K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
9.22KNew |
$200K - $205K
|
9.22K
$197K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
9.22KNew |
$200K - $205K
|
9.22K
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
7.55KNew |
$164K - $168K
|
7.55K
$161K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.65K+ 5.39% |
$35.8K - $36.6K
|
32.3K
$688K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
650+ 6.7% |
$14.1K - $14.4K
|
10.4K
$221K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
308New |
$6.69K - $6.84K
|
308
$6.57K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
74+ 0.76% |
$1.61K - $1.64K
|
9.81K
$209K
|
|
| Q2 2024 | |||||||
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
9.24KNew |
$199K - $204K
|
9.24K
$197K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
150+ 4.66% |
$3.23K - $3.31K
|
3.37K
$71.8K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
26.9KNew |
$594K - $603K
|
26.9K
$573K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
46.2KNew |
$952K - $1.04M
|
46.2K
$985K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
9.38KNew |
$193K - $211K
|
9.38K
$200K
|
|
|
Jan 16, 2024
Q4 2023
|
Valicenti Advisory Services Inc
|
BUY
|
- |
8.95KNew |
$185K - $201K
|
8.95K
$191K
|
|
| Q2 2023 | |||||||
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
10.5KNew |
$226K - $236K
|
10.5K
$223K
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.1KNew |
$22.5K - $24.1K
|
1.1K
$23.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.08KNew |
$22.1K - $23.6K
|
1.08K
$23K
|
|
| Q3 2022 | |||||||
|
Oct 13, 2022
Q3 2022
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
1.81K+ 13.68% |
$37.6K - $40.8K
|
15.1K
$321K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.71KNew |
$35.6K - $38.6K
|
1.71K
$36.5K
|
|
| Q2 2022 | |||||||
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
177KNew |
$3.75M - $4.12M
|
177K
$3.78M
|
|