Latest Institutional Transactions on Invesco Bulletshares 2027 Muni (BSMR)
This table provides information on the latest institutional transactions involving Invesco Bulletshares 2027 Muni (BSMR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.28K+ 5.11% |
$30K - $30.5K
|
26.4K
$624K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-114K- 36.93% |
$2.67M - $2.71M
|
195K
$4.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
42.3K+ 368.14% |
$989K - $1M
|
53.7K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.79K- 4.96% |
$41.9K - $42.5K
|
34.3K
$810K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.08K+ 20.28% |
$48.6K - $49.4K
|
12.3K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.35K+ 2.76% |
$78.5K - $79.7K
|
125K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.21K+ 11.27% |
$98.6K - $100K
|
41.6K
$983K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26.5K- 5.26% |
$619K - $629K
|
476K
$11.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-26.1K- 66.81% |
$611K - $621K
|
13K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.07K- 6.92% |
$24.9K - $25.3K
|
14.3K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
15.7KNew |
$367K - $372K
|
15.7K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.04K+ 29.35% |
$165K - $167K
|
31K
$733K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
58.5KNew |
$1.37M - $1.39M
|
58.5K
$1.38M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.2KNew |
$449K - $456K
|
19.2K
$454K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.28K+ 11.59% |
$29.9K - $30.4K
|
12.3K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-120K- 48.69% |
$2.81M - $2.85M
|
126K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
27.2KNew |
$637K - $647K
|
27.2K
$643K
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
11.7KNew |
$273K - $277K
|
11.7K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
13+ 1.31% |
$304 - $309
|
1.01K
$23.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
49.5K+ 49.18% |
$1.16M - $1.18M
|
150K
$3.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
54.3KNew |
$1.27M - $1.29M
|
54.3K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9.27KNew |
$217K - $220K
|
9.27K
$219K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
8.57K+ 28.9% |
$201K - $204K
|
38.2K
$904K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
73.9K+ 35.45% |
$1.73M - $1.76M
|
282K
$6.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.94K+ 3.3% |
$45.5K - $46.2K
|
60.8K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
837+ 6.42% |
$19.6K - $19.9K
|
13.9K
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
7.06KNew |
$165K - $168K
|
7.06K
$167K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
437New |
$10.2K - $10.4K
|
437
$10.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
16.9K+ 9.76% |
$396K - $403K
|
190K
$4.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
64.7K+ 29.98% |
$1.51M - $1.54M
|
280K
$6.63M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.92K+ 12.64% |
$185K - $188K
|
70.6K
$1.67M
|
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
2.1KNew |
$49.2K - $49.9K
|
2.1K
$49.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
2.11K+ 33.13% |
$49.3K - $50.1K
|
8.46K
$200K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.21K+ 11.33% |
$98.6K - $100K
|
41.4K
$978K
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
6.37K+ 18.37% |
$149K - $152K
|
41.1K
$971K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
8.9KNew |
$208K - $212K
|
8.9K
$210K
|
|
|
Oct 21, 2024
Q3 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
9.46KNew |
$222K - $225K
|
9.46K
$224K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.87K+ 9.47% |
$67.2K - $68.3K
|
33.2K
$784K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-36.5K- 32.97% |
$854K - $867K
|
74.2K
$1.75M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
30.7K+ 20.4% |
$719K - $731K
|
181K
$4.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-9.3K- 42.99% |
$218K - $221K
|
12.3K
$292K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
352+ 44.9% |
$8.24K - $8.37K
|
1.14K
$26.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
423+ 2.76% |
$9.9K - $10.1K
|
15.8K
$373K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
8.76KNew |
$204K - $207K
|
8.76K
$207K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-128- 0.98% |
$2.98K - $3.02K
|
12.9K
$305K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
841New |
$19.6K - $19.9K
|
841
$19.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19KNew |
$443K - $448K
|
19K
$449K
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.08K+ 5.62% |
$25.1K - $25.4K
|
20.2K
$477K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
SELL
|
- |
-17.3K- 50.0% |
$404K - $409K
|
17.3K
$409K
|
|