Latest Institutional Purchases of Invesco Exc Self Ind Tr (BSCU)
This list provides information on the latest institutional transactions involving Invesco Exc Self Ind Tr (BSCU) 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 |
---|---|---|---|---|---|---|---|
Jan 15, 2025
Q4 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
2.6M+ 380.78% |
$42.4M - $44.1M
|
3.28M
$53.5M
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
141K+ 1197.7% |
$2.31M - $2.4M
|
153K
$2.5M
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
137K+ 9.3% |
$2.23M - $2.32M
|
1.61M
$26.2M
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
127KNew |
$2.07M - $2.15M
|
127K
$2.07M
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
97.6K+ 96.45% |
$1.59M - $1.66M
|
199K
$3.25M
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
62.1K+ 32.74% |
$1.01M - $1.06M
|
252K
$4.11M
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
36.1KNew |
$590K - $614K
|
36.1K
$590K
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
32.3K+ 103.46% |
$528K - $549K
|
63.6K
$1.04M
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
27.5K+ 19.04% |
$449K - $467K
|
172K
$2.81M
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
26.1K+ 1.82% |
$426K - $444K
|
1.46M
$23.8M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
22.3KNew |
$365K - $380K
|
22.3K
$365K
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
21.7K+ 78.17% |
$354K - $369K
|
49.5K
$807K
|
|
Jan 17, 2025
Q4 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
18.9K+ 43.76% |
$308K - $321K
|
62.1K
$1.01M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
18.4KNew |
$300K - $313K
|
18.4K
$300K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
15.5KNew |
$252K - $263K
|
15.5K
$252K
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
15.3K+ 32.2% |
$250K - $260K
|
62.8K
$1.02M
|
|
Jan 21, 2025
Q4 2024
|
Legacy Financial Group LLC
|
BUY
|
- |
13.2KNew |
$216K - $225K
|
13.2K
$216K
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
12.1KNew |
$198K - $206K
|
12.1K
$198K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
9.27K+ 5.37% |
$151K - $158K
|
182K
$2.97M
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
7.63K+ 4.9% |
$124K - $130K
|
163K
$2.67M
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
7.45K+ 43.44% |
$122K - $127K
|
24.6K
$401K
|
|
Jan 15, 2025
Q4 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
7.06K+ 64.07% |
$115K - $120K
|
18.1K
$295K
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
6.9K+ 9.51% |
$113K - $117K
|
79.4K
$1.3M
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
6.81K+ 1.88% |
$111K - $116K
|
368K
$6.01M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
6.24K+ 50.49% |
$102K - $106K
|
18.6K
$304K
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
5.62K+ 9.84% |
$91.8K - $95.5K
|
62.7K
$1.02M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.5KNew |
$89.8K - $93.4K
|
5.5K
$89.8K
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
4.63K+ 39.72% |
$75.5K - $78.6K
|
16.3K
$266K
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
3.2KNew |
$52.2K - $54.4K
|
3.2K
$52.2K
|
|
Jan 13, 2025
Q4 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
2.03K+ 0.51% |
$33.1K - $34.4K
|
402K
$6.55M
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.58K+ 6.73% |
$25.8K - $26.8K
|
25K
$409K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.18KNew |
$19.2K - $20K
|
1.18K
$19.2K
|
|
Jan 15, 2025
Q4 2024
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
966+ 1.33% |
$15.8K - $16.4K
|
73.5K
$1.2M
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
901+ 3.83% |
$14.7K - $15.3K
|
24.4K
$398K
|
|
Jan 23, 2025
Q4 2024
|
Field & Main Bank
|
BUY
|
- |
502New |
$8.19K - $8.53K
|
502
$8.19K
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
186+ 1.18% |
$3.04K - $3.16K
|
16K
$261K
|
|
Jan 13, 2025
Q4 2024
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
138+ 1.17% |
$2.25K - $2.34K
|
11.9K
$194K
|
|
Q3 2024 | |||||||
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.49M+ 155.49% |
$24.1M - $25.3M
|
2.44M
$39.9M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
917K+ 37.67% |
$14.8M - $15.6M
|
3.35M
$54.7M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
655K+ 33.87% |
$10.6M - $11.2M
|
2.59M
$42.3M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
514K+ 36.92% |
$8.33M - $8.77M
|
1.91M
$31.1M
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
427K+ 21.71% |
$6.92M - $7.29M
|
2.4M
$39.1M
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
421KNew |
$6.82M - $7.18M
|
421K
$6.88M
|
|
Nov 12, 2024
Q3 2024
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
412KNew |
$6.67M - $7.03M
|
412K
$6.72M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
277K+ 34.84% |
$4.48M - $4.71M
|
1.07M
$17.5M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
266K+ 46.44% |
$4.3M - $4.53M
|
838K
$13.7M
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
256K+ 9.69% |
$4.15M - $4.37M
|
2.9M
$47.3M
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
240K+ 115.02% |
$3.88M - $4.09M
|
448K
$7.31M
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
203K+ 16.95% |
$3.29M - $3.47M
|
1.4M
$22.9M
|
|
Oct 30, 2024
Q3 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
160KNew |
$2.59M - $2.73M
|
160K
$2.61M
|