Latest Institutional Purchases of Invesco Exc Self Ind Tr Bullet (BSJS)
This list provides information on the latest institutional transactions involving Invesco Exc Self Ind Tr Bullet (BSJS) 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.05K+ 30.49% |
$153K - $156K
|
30.2K
$653K
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
4.26K+ 1.78% |
$92.4K - $94.5K
|
244K
$5.28M
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
3.87K+ 48.99% |
$83.9K - $85.8K
|
11.8K
$255K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
2.73KNew |
$59.3K - $60.6K
|
2.73K
$59.2K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.61K+ 27.16% |
$56.5K - $57.7K
|
12.2K
$264K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
2.41K+ 17.15% |
$52.2K - $53.4K
|
16.5K
$356K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.38K+ 23.9% |
$51.6K - $52.8K
|
12.3K
$267K
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
2.3KNew |
$49.9K - $51K
|
2.3K
$49.8K
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1.93KNew |
$41.9K - $42.8K
|
1.93K
$41.8K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.84KNew |
$40K - $40.8K
|
1.84K
$39.9K
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.62K+ 2.93% |
$35.1K - $35.9K
|
56.9K
$1.23M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.19K+ 4.11% |
$25.8K - $26.4K
|
30.2K
$654K
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
860+ 2.74% |
$18.6K - $19.1K
|
32.3K
$700K
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
686New |
$14.9K - $15.2K
|
686
$14.9K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
604+ 1.63% |
$13.1K - $13.4K
|
37.6K
$814K
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
502+ 2.41% |
$10.9K - $11.1K
|
21.3K
$462K
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
439+ 3.01% |
$9.52K - $9.73K
|
15K
$326K
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
429+ 1.85% |
$9.3K - $9.51K
|
23.7K
$513K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
392+ 1.59% |
$8.5K - $8.69K
|
25K
$542K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
351New |
$7.61K - $7.78K
|
351
$7.6K
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
267New |
$5.79K - $5.92K
|
267
$5.78K
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
250New |
$5.42K - $5.54K
|
250
$5.42K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
168+ 1.46% |
$3.64K - $3.72K
|
11.6K
$252K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
54+ 3.43% |
$1.17K - $1.2K
|
1.63K
$35.3K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2024 | |||||||
Oct 28, 2024
Q3 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
11.5KNew |
$247K - $256K
|
11.5K
$249K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.7K+ 8.04% |
$229K - $237K
|
143K
$3.1M
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
9.06KNew |
$195K - $201K
|
9.06K
$196K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.06K+ 10.9% |
$130K - $135K
|
61.7K
$1.34M
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.77KNew |
$59.5K - $61.5K
|
2.77K
$60K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.12K+ 6.25% |
$45.5K - $47.1K
|
36K
$780K
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
450New |
$9.67K - $10K
|
450
$9.75K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
450New |
$9.67K - $10K
|
450
$9.75K
|
|
Apr 15, 2025
Q3 2024
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
BUY
|
- |
89+ 0.38% |
$1.91K - $1.98K
|
23.3K
$504K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
36+ 1.77% |
$774 - $800
|
2.07K
$44.8K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.6KNew |
$566K - $577K
|
26.6K
$577K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
510+ 28.52% |
$10.8K - $11K
|
2.3K
$49.8K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
20.2K+ 36.7% |
$432K - $438K
|
75.1K
$1.63M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
12KNew |
$256K - $260K
|
12K
$259K
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
10KNew |
$214K - $217K
|
10K
$217K
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
425New |
$9.1K - $9.23K
|
425
$9.21K
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
27New |
$578 - $586
|
27
$585
|
|
Q4 2023 | |||||||
Feb 06, 2024
Q4 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
2.74K+ 12.88% |
$55.3K - $59.7K
|
24K
$520K
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
30New |
$605 - $654
|
30
$650
|
|
Q3 2023 | |||||||
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24KNew |
$491K - $509K
|
24K
$519K
|
|
Q2 2023 | |||||||
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
21.3KNew |
$440K - $452K
|
21.3K
$462K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
7.8KNew |
$161K - $165K
|
7.8K
$169K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
1.2KNew |
$24.6K - $25.3K
|
1.2K
$25.9K
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.13K+ 6.5% |
$23.4K - $24K
|
18.6K
$402K
|
|
Q1 2023 | |||||||
May 04, 2023
Q1 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
62.9KNew |
$1.29M - $1.37M
|
62.9K
$1.36M
|