Purchases and Sales Made in Q3 2023 in Invesco (BSMN)
This table provides information about the institutional ownership of Invesco (BSMN) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
22.4K+ 15.23% |
$561K - $564K
|
170K
$0
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
21.3K+ 67.55% |
$532K - $535K
|
52.8K
$0
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
20.7KNew |
$518K - $520K
|
20.7K
$0
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
- |
16.4K+ 92.32% |
$410K - $412K
|
34.1K
$0
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
10.3KNew |
$257K - $258K
|
10.3K
$0
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.18K+ 72.67% |
$205K - $206K
|
19.4K
$0
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
7.78K+ 18.06% |
$195K - $196K
|
50.9K
$0
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.25K+ 1.66% |
$131K - $132K
|
322K
$0
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.76K+ 18.9% |
$119K - $120K
|
29.9K
$0
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.03K+ 46.46% |
$101K - $101K
|
12.7K
$0
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.72K+ 3.54% |
$93K - $93.5K
|
109K
$0
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.64K+ 22.79% |
$91K - $91.4K
|
19.6K
$0
|
|
Oct 18, 2023
Q3 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
3.17K+ 12.61% |
$79.2K - $79.6K
|
28.3K
$0
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
2.22K+ 11.2% |
$55.4K - $55.7K
|
22K
$0
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.9K+ 8.08% |
$47.6K - $47.8K
|
25.4K
$0
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.89K+ 141.9% |
$47.4K - $47.6K
|
3.23K
$0
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
881+ 3.6% |
$22K - $22.1K
|
25.4K
$0
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
231+ 0.72% |
$5.78K - $5.81K
|
32.3K
$0
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
168+ 0.76% |
$4.2K - $4.22K
|
22.4K
$0
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
98+ 0.27% |
$2.45K - $2.46K
|
36.5K
$0
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
83+ 0.49% |
$2.08K - $2.09K
|
17K
$0
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
70+ 0.7% |
$1.75K - $1.76K
|
10.1K
$0
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
24+ 0.11% |
$600 - $603
|
22.1K
$0
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20+ 0.71% |
$500 - $503
|
2.82K
$0
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
12+ 0.04% |
$300 - $302
|
32K
$0
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
12+ 0.12% |
$300 - $302
|
10.2K
$0
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
5+ 0.03% |
$125 - $126
|
18.5K
$0
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4+ 0.05% |
$100 - $101
|
8.81K
$0
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2+ 0.01% |
$50 - $50.3
|
23.4K
$0
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-263- 1.06% |
$6.58K - $6.61K
|
24.4K
$0
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-438- 4.51% |
$11K - $11K
|
9.28K
$0
|
|
Nov 07, 2023
Q3 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-500- 3.25% |
$12.5K - $12.6K
|
14.9K
$0
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-662- 3.57% |
$16.6K - $16.6K
|
17.9K
$0
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-683- 3.3% |
$17.1K - $17.2K
|
20K
$0
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-742- 6.05% |
$18.6K - $18.7K
|
11.5K
$0
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-921- 10.13% |
$23K - $23.2K
|
8.17K
$0
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-1.15K- 15.58% |
$28.6K - $28.8K
|
6.21K
$0
|
|
Oct 10, 2023
Q3 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.31K- 0.59% |
$32.7K - $32.9K
|
221K
$0
|
|
Oct 24, 2023
Q3 2023
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
SELL
|
- |
-1.77K- 3.84% |
$44.3K - $44.5K
|
44.3K
$0
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.88K- 1.72% |
$47K - $47.2K
|
108K
$0
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.09K- 1.95% |
$52.2K - $52.5K
|
105K
$0
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.45K- 1.23% |
$61.3K - $61.6K
|
197K
$0
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-2.49K- 1.74% |
$62.2K - $62.5K
|
140K
$0
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.92K- 27.0% |
$73.1K - $73.5K
|
7.9K
$0
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-3.06K- 24.13% |
$76.5K - $76.9K
|
9.62K
$0
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.54K- 10.06% |
$88.7K - $89.1K
|
31.7K
$0
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.56K- 5.79% |
$89.2K - $89.6K
|
58K
$0
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4K- 14.47% |
$100K - $101K
|
23.6K
$0
|