Purchases and Sales Made in Q4 2022 in Invesco (BSMN)
This table provides information about the institutional ownership of Invesco (BSMN) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
297KNew |
$7.39M - $7.47M
|
297K
$0
|
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
262KNew |
$6.52M - $6.6M
|
262K
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
247K+ 151.39% |
$6.15M - $6.22M
|
410K
$0
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
225KNew |
$5.6M - $5.67M
|
225K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
151K+ 54.74% |
$3.77M - $3.81M
|
428K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
95.9KNew |
$2.39M - $2.42M
|
95.9K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
74.6K+ 43.4% |
$1.86M - $1.88M
|
247K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
67.2K+ 170.67% |
$1.67M - $1.69M
|
107K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
46.3K+ 74.58% |
$1.15M - $1.17M
|
108K
$0
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
45.7K+ 74.17% |
$1.14M - $1.15M
|
107K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
42.5K+ 77.47% |
$1.06M - $1.07M
|
97.4K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
38K+ 307.69% |
$947K - $957K
|
50.4K
$0
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
37.3K+ 96.21% |
$930K - $940K
|
76.1K
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
BUY
|
- |
34.9K+ 189.29% |
$869K - $879K
|
53.3K
$0
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
BUY
|
- |
34.8KNew |
$867K - $877K
|
34.8K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
29.9K+ 263.82% |
$745K - $754K
|
41.3K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25KNew |
$622K - $629K
|
25K
$0
|
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
24.1K+ 311.23% |
$601K - $608K
|
31.9K
$0
|
|
|
Aug 28, 2024
Q4 2022
|
Farmers National Bank
Danville, KY |
BUY
|
- |
22.9K+ 206.56% |
$571K - $577K
|
34K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
19.9KNew |
$496K - $501K
|
19.9K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.7K+ 210.08% |
$466K - $471K
|
27.6K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.3K+ 172.53% |
$455K - $460K
|
28.9K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18K+ 42.9% |
$448K - $453K
|
59.9K
$0
|
|
|
Aug 29, 2023
Q4 2022
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
17.5KNew |
$435K - $440K
|
17.5K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.9K+ 19.94% |
$420K - $425K
|
101K
$0
|
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
15.7KNew |
$392K - $397K
|
15.7K
$0
|
|
|
Jan 26, 2023
Q4 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
15.1KNew |
$377K - $381K
|
15.1K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
15.1KNew |
$376K - $380K
|
15.1K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15KNew |
$373K - $377K
|
15K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
14.8K+ 12.27% |
$368K - $372K
|
135K
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
14K+ 107.98% |
$348K - $352K
|
26.9K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
13.9KNew |
$346K - $349K
|
13.9K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.7KNew |
$341K - $344K
|
13.7K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
11KNew |
$274K - $277K
|
11K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.9KNew |
$271K - $274K
|
10.9K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.2KNew |
$253K - $256K
|
10.2K
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
10KNew |
$249K - $252K
|
10K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.15K+ 4.37% |
$228K - $230K
|
218K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.41K+ 9.84% |
$209K - $212K
|
93.9K
$0
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
7.22K+ 39.24% |
$180K - $182K
|
25.6K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.11K+ 12.59% |
$177K - $179K
|
63.6K
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
4.89K+ 24.18% |
$122K - $123K
|
25.1K
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
4.69K+ 41.28% |
$117K - $118K
|
16K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
4.24KNew |
$106K - $107K
|
4.24K
$0
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3.91K+ 126.39% |
$97.3K - $98.4K
|
7K
$0
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.75K+ 18.24% |
$93.4K - $94.5K
|
24.3K
$0
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
2.5K+ 72.84% |
$62.3K - $63K
|
5.93K
$0
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.28K+ 1.28% |
$31.9K - $32.3K
|
101K
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
800+ 7.31% |
$19.9K - $20.2K
|
11.7K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
700New |
$17.4K - $17.6K
|
700
$0
|