Purchases and Sales Made in Q3 2024 in Invesco Exchange Self Ind Tr (BSMU)
This table provides information about the institutional ownership of Invesco Exchange Self Ind Tr (BSMU) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Confluence Investment Management LLC
|
BUY
|
- |
252K+ 1979.19% |
$5.48M - $5.61M
|
265K
$5.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
81K+ 70.73% |
$1.76M - $1.8M
|
196K
$4.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
72.1K+ 22.73% |
$1.57M - $1.6M
|
390K
$8.54M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
66.2KNew |
$1.44M - $1.47M
|
66.2K
$1.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
56.7KNew |
$1.23M - $1.26M
|
56.7K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
55.3KNew |
$1.2M - $1.23M
|
55.3K
$1.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.2K+ 12.07% |
$635K - $650K
|
271K
$5.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
27.6K+ 33.58% |
$599K - $612K
|
110K
$2.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Lincoln Capital Corp
|
BUY
|
- |
24.6KNew |
$534K - $546K
|
24.6K
$539K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.5K+ 36.58% |
$488K - $499K
|
83.9K
$1.84M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
21.8K+ 97.63% |
$474K - $485K
|
44.2K
$969K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
17.9K+ 115.91% |
$390K - $398K
|
33.4K
$733K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.6KNew |
$361K - $369K
|
16.6K
$364K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15.4K+ 180.08% |
$335K - $343K
|
24K
$526K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
15K+ 182.82% |
$326K - $333K
|
23.2K
$509K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
12.8K+ 9.88% |
$279K - $285K
|
143K
$3.13M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.8K+ 21.86% |
$278K - $284K
|
71.4K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Cowen And Company, LLC
|
BUY
|
- |
12.1KNew |
$264K - $270K
|
12.1K
$266K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.8KNew |
$235K - $241K
|
10.8K
$238K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
9.22KNew |
$200K - $205K
|
9.22K
$202K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
9.22KNew |
$200K - $205K
|
9.22K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
8.49K+ 12.25% |
$184K - $188K
|
77.8K
$1.71M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.62K+ 17.3% |
$165K - $169K
|
51.6K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
7.55KNew |
$164K - $168K
|
7.55K
$166K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.57K+ 65.38% |
$143K - $146K
|
16.6K
$364K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
4.82K+ 19.85% |
$105K - $107K
|
29.1K
$638K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.81K+ 14.3% |
$104K - $107K
|
38.4K
$843K
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
4.48K+ 2.36% |
$97.4K - $99.6K
|
194K
$4.26M
|
|
|
Oct 29, 2024
Q3 2024
|
Key F Inancial Inc
|
BUY
|
- |
4.45K+ 4.04% |
$96.7K - $98.8K
|
115K
$2.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.78K+ 15.08% |
$82.1K - $83.9K
|
28.8K
$632K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
3.65K+ 17.26% |
$79.3K - $81.1K
|
24.8K
$544K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.23K+ 249.58% |
$70.2K - $71.8K
|
4.53K
$99.3K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.02K+ 13.42% |
$43.8K - $44.8K
|
17.1K
$374K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
2.01K+ 8.04% |
$43.7K - $44.7K
|
27K
$593K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.65K+ 5.39% |
$35.8K - $36.6K
|
32.3K
$708K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.49K+ 1.79% |
$32.4K - $33.2K
|
84.8K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.44K+ 14.58% |
$31.2K - $31.9K
|
11.3K
$247K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.13K+ 8.86% |
$24.5K - $25.1K
|
13.9K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.12K+ 6.84% |
$24.4K - $24.9K
|
17.6K
$385K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
960+ 10.99% |
$20.9K - $21.3K
|
9.69K
$213K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
650+ 6.7% |
$14.1K - $14.4K
|
10.4K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
470+ 2.77% |
$10.2K - $10.4K
|
17.4K
$382K
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
373+ 5.66% |
$8.1K - $8.28K
|
6.97K
$153K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
308New |
$6.69K - $6.84K
|
308
$6.75K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
74+ 0.76% |
$1.61K - $1.64K
|
9.81K
$215K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.8% |
$43.4 - $44.4
|
253
$5.55K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-49- 0.08% |
$1.06K - $1.09K
|
58.7K
$1.29M
|
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
SELL
|
- |
-1K- 4.14% |
$21.8K - $22.3K
|
23.2K
$509K
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-1.12K- 0.82% |
$24.3K - $24.9K
|
135K
$2.96M
|