Purchases and Sales Made in Q2 2023 in Invesco (BSMN)
This table provides information about the institutional ownership of Invesco (BSMN) during Q2 2023. The information is specifically focused on institutions that hold shares of INVESCO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
115K+ 284.54% |
$2.87M - $2.89M
|
155K
$0
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
64.8KNew |
$1.62M - $1.63M
|
64.8K
$0
|
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
34.9KNew |
$872K - $878K
|
34.9K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
20K+ 39.72% |
$500K - $503K
|
70.4K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.4K+ 30.68% |
$459K - $462K
|
78.2K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.5K+ 85.02% |
$362K - $364K
|
31.5K
$0
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.3KNew |
$307K - $309K
|
12.3K
$0
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.3KNew |
$307K - $309K
|
12.3K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.5K+ 81.04% |
$263K - $265K
|
23.5K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
9.09KNew |
$227K - $229K
|
9.09K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.58K+ 102.82% |
$214K - $216K
|
16.9K
$0
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
7.64K+ 43.76% |
$191K - $192K
|
25.1K
$0
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
7.35KNew |
$184K - $185K
|
7.35K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.24KNew |
$156K - $157K
|
6.24K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.25K+ 23.45% |
$131K - $132K
|
27.6K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.98K+ 24.68% |
$125K - $125K
|
25.2K
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
4.98K+ 7.97% |
$124K - $125K
|
67.5K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.95K+ 44.99% |
$124K - $125K
|
16K
$0
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.25K+ 13.23% |
$106K - $107K
|
36.4K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.93K+ 26.91% |
$98.3K - $99K
|
18.5K
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
3.9K+ 28.15% |
$97.5K - $98.2K
|
17.8K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.8KNew |
$69.9K - $70.4K
|
2.8K
$0
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.06K+ 9.11% |
$51.5K - $51.9K
|
24.7K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.06K+ 162.07% |
$51.4K - $51.7K
|
3.32K
$0
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.63K+ 12.32% |
$40.7K - $41K
|
14.9K
$0
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
1.56K+ 1.1% |
$38.9K - $39.1K
|
143K
$0
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.51K+ 8.24% |
$37.6K - $37.9K
|
19.8K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.38K+ 4.5% |
$34.5K - $34.7K
|
32K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.05K+ 4.97% |
$26.3K - $26.5K
|
22.2K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
955+ 1.63% |
$23.9K - $24K
|
59.7K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
906+ 2.64% |
$22.6K - $22.8K
|
35.2K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
884+ 1027.91% |
$22.1K - $22.3K
|
970
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
803+ 10.03% |
$20.1K - $20.2K
|
8.81K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
756+ 0.38% |
$18.9K - $19K
|
199K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
580+ 3.24% |
$14.5K - $14.6K
|
18.5K
$0
|
|
|
Jul 19, 2023
Q2 2023
|
Bcs Wealth Management
|
BUY
|
- |
536+ 2.49% |
$13.4K - $13.5K
|
22.1K
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
468+ 0.99% |
$11.7K - $11.8K
|
47.9K
$0
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
387+ 0.91% |
$9.67K - $9.74K
|
43.1K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
300+ 1.99% |
$7.5K - $7.55K
|
15.4K
$0
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
57+ 0.18% |
$1.42K - $1.43K
|
32.1K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
21+ 0.21% |
$525 - $529
|
10K
$0
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
8+ 0.03% |
$200 - $201
|
24.5K
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$25 - $25.2
|
1
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-107- 1.22% |
$2.67K - $2.69K
|
8.68K
$0
|
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-112- 0.88% |
$2.8K - $2.82K
|
12.7K
$0
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-338- 0.32% |
$8.45K - $8.51K
|
105K
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-395- 1.54% |
$9.87K - $9.94K
|
25.3K
$0
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-398- 3.94% |
$9.95K - $10K
|
9.71K
$0
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.19K- 1.9% |
$29.7K - $30K
|
61.5K
$0
|