Purchases and Sales Made in Q1 2024 in Invesco Self Indexed Fd Tr Bul (BSJT)
This table provides information about the institutional ownership of Invesco Self Indexed Fd Tr Bul (BSJT) during Q1 2024. The information is specifically focused on institutions that hold shares of INVESCO SELF-INDEXED FD TR BUL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
251KNew |
$5.25M - $5.35M
|
251K
$5.38M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
251KNew |
$5.24M - $5.34M
|
251K
$5.36M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
153K+ 615.86% |
$3.2M - $3.26M
|
178K
$3.81M
|
|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
51K+ 97.5% |
$1.07M - $1.09M
|
103K
$2.21M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
49.9K+ 115.72% |
$1.04M - $1.06M
|
92.9K
$1.99M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.1K+ 38.82% |
$545K - $555K
|
93.3K
$2M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
26.1K+ 38.82% |
$545K - $555K
|
93.3K
$2M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
19.4K+ 1115.26% |
$405K - $412K
|
21.1K
$452K
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
19.3K+ 125.71% |
$404K - $412K
|
34.7K
$743K
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
13.5KNew |
$282K - $287K
|
13.5K
$289K
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
12.5KNew |
$260K - $265K
|
12.5K
$266K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.51K+ 58.59% |
$199K - $202K
|
25.7K
$550K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.03K+ 44.79% |
$189K - $192K
|
29.2K
$624K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
8.64K+ 27.97% |
$181K - $184K
|
39.5K
$845K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.16K+ 15.98% |
$86.9K - $88.5K
|
30.2K
$645K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.63KNew |
$34.1K - $34.7K
|
1.63K
$34.9K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.39K+ 10.82% |
$29K - $29.5K
|
14.2K
$304K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.18KNew |
$24.7K - $25.1K
|
1.18K
$25.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
94+ 6.98% |
$1.96K - $2K
|
1.44K
$30.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14- 6.51% |
$293 - $298
|
201
$4.3K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-295- 14.44% |
$6.17K - $6.28K
|
1.75K
$37.4K
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-368- 1.89% |
$7.69K - $7.83K
|
19.1K
$409K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.48K- 9.26% |
$51.9K - $52.9K
|
24.3K
$520K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-25.8K- 21.67% |
$540K - $550K
|
93.3K
$2M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-40.4K- 69.39% |
$845K - $860K
|
17.8K
$381K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-41.2K- 49.67% |
$861K - $877K
|
41.7K
$893K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-47.4K- 54.94% |
$990K - $1.01M
|
38.9K
$831K
|