Purchases and Sales Made in Q3 2023 in Invesco Exchange Self Ind Tr (BSMU)
This table provides information about the institutional ownership of Invesco Exchange Self Ind Tr (BSMU) during Q3 2023. The information is specifically focused on institutions that hold shares of INVESCO EXCHANGE SELF-IND TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
152KNew |
$3.18M - $3.36M
|
152K
$3.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
46.1K+ 11.62% |
$963K - $1.02M
|
443K
$9.71M
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
28.8K+ 87.09% |
$601K - $636K
|
61.8K
$1.36M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
11.7K+ 16.35% |
$244K - $258K
|
83.2K
$1.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.5K+ 83.94% |
$240K - $254K
|
25.2K
$553K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.1K+ 44.16% |
$169K - $179K
|
26.4K
$580K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
7.39K+ 8.41% |
$154K - $163K
|
95.3K
$2.09M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
6.75K+ 15.33% |
$141K - $149K
|
50.8K
$1.11M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.36K+ 39.64% |
$112K - $118K
|
18.9K
$414K
|
|
|
Oct 18, 2023
Q3 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
5.13K+ 20.99% |
$107K - $113K
|
29.5K
$648K
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
4.56K+ 7.85% |
$95.3K - $101K
|
62.6K
$1.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.66K+ 16.32% |
$76.5K - $81K
|
26.1K
$573K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.52K+ 2.69% |
$73.5K - $77.8K
|
134K
$2.95M
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
2.5K+ 17.6% |
$52.1K - $55.2K
|
16.7K
$366K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.44K+ 68.71% |
$51K - $53.9K
|
5.99K
$131K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.73K+ 8.72% |
$36.2K - $38.3K
|
21.6K
$474K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
1.42K+ 102.16% |
$29.7K - $31.4K
|
2.81K
$61.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
533+ 0.91% |
$11.1K - $11.8K
|
59.1K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
506+ 4.42% |
$10.6K - $11.2K
|
11.9K
$262K
|
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
23+ 0.16% |
$480 - $509
|
14.1K
$308K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-4.09K- 12.48% |
$85.4K - $90.4K
|
28.7K
$629K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.6K- 45.97% |
$159K - $168K
|
8.94K
$196K
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-7.66K- 15.84% |
$160K - $169K
|
40.7K
$892K
|
|
|
Oct 30, 2023
Q3 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-18.9K- 9.91% |
$394K - $417K
|
171K
$3.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-45.1K- 23.83% |
$942K - $997K
|
144K
$3.16M
|