Latest Institutional Purchases of Invesco Exchange Self Ind Tr (BSMU)
This list provides information on the latest institutional transactions involving Invesco Exchange Self Ind Tr (BSMU) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
133KNew |
$2.87M - $2.95M
|
133K
$2.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
22.4K+ 93.21% |
$484K - $498K
|
46.4K
$1.01M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
17.4K+ 249.12% |
$375K - $386K
|
24.3K
$530K
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
16.2K+ 36.72% |
$351K - $361K
|
60.4K
$1.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
9.17KNew |
$198K - $204K
|
9.17K
$200K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
9.11KNew |
$197K - $203K
|
9.11K
$199K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
8.59K+ 31.78% |
$186K - $191K
|
35.6K
$776K
|
|
|
Jan 29, 2025
Q4 2024
|
Collier Financial
Denver, CO |
BUY
|
- |
5.29KNew |
$115K - $118K
|
5.29K
$115K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.48KNew |
$96.8K - $99.6K
|
4.48K
$97.5K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
4.01K+ 4.25% |
$86.8K - $89.3K
|
98.3K
$2.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.88K+ 4.03% |
$62.3K - $64K
|
74.3K
$1.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
2.05K+ 1.79% |
$44.3K - $45.6K
|
117K
$2.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
1KNew |
$21.6K - $22.3K
|
1K
$21.8K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
928+ 3.77% |
$20.1K - $20.6K
|
25.5K
$556K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
759+ 3.27% |
$16.4K - $16.9K
|
24K
$523K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
720New |
$15.6K - $16K
|
720
$15.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
268+ 1.08% |
$5.8K - $5.96K
|
25.1K
$546K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
81K+ 70.73% |
$1.76M - $1.8M
|
196K
$4.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
72.1K+ 22.73% |
$1.57M - $1.6M
|
390K
$8.49M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
66.2KNew |
$1.44M - $1.47M
|
66.2K
$1.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
56.7KNew |
$1.23M - $1.26M
|
56.7K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
55.3KNew |
$1.2M - $1.23M
|
55.3K
$1.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.2K+ 12.07% |
$635K - $650K
|
271K
$5.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
27.6K+ 33.58% |
$599K - $612K
|
110K
$2.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
22.5K+ 36.58% |
$488K - $499K
|
83.9K
$1.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
17.9K+ 115.91% |
$390K - $398K
|
33.4K
$728K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.6KNew |
$361K - $369K
|
16.6K
$362K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
15K+ 182.82% |
$326K - $333K
|
23.2K
$506K
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
12.8K+ 9.88% |
$279K - $285K
|
143K
$3.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Cowen And Company, LLC
|
BUY
|
- |
12.1KNew |
$264K - $270K
|
12.1K
$265K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.8KNew |
$235K - $241K
|
10.8K
$236K
|
|
|
Oct 30, 2024
Q3 2024
|
Innova Wealth Partners
|
BUY
|
- |
9.22KNew |
$200K - $205K
|
9.22K
$201K
|
|
|
Oct 30, 2024
Q3 2024
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
9.22KNew |
$200K - $205K
|
9.22K
$201K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
8.49K+ 12.25% |
$184K - $188K
|
77.8K
$1.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.62K+ 17.3% |
$165K - $169K
|
51.6K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
7.55KNew |
$164K - $168K
|
7.55K
$165K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.57K+ 65.38% |
$143K - $146K
|
16.6K
$362K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.81K+ 14.3% |
$104K - $107K
|
38.4K
$837K
|
|
|
Nov 07, 2024
Q3 2024
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
4.48K+ 2.36% |
$97.4K - $99.6K
|
194K
$4.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.78K+ 15.08% |
$82.1K - $83.9K
|
28.8K
$628K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.23K+ 249.58% |
$70.2K - $71.8K
|
4.53K
$98.6K
|
|
|
Nov 18, 2024
Q3 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
2.02K+ 13.42% |
$43.8K - $44.8K
|
17.1K
$372K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.65K+ 5.39% |
$35.8K - $36.6K
|
32.3K
$703K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.49K+ 1.79% |
$32.4K - $33.2K
|
84.8K
$1.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.44K+ 14.58% |
$31.2K - $31.9K
|
11.3K
$246K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.13K+ 8.86% |
$24.5K - $25.1K
|
13.9K
$302K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.12K+ 6.84% |
$24.4K - $24.9K
|
17.6K
$382K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
960+ 10.99% |
$20.9K - $21.3K
|
9.69K
$211K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
650+ 6.7% |
$14.1K - $14.4K
|
10.4K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
470+ 2.77% |
$10.2K - $10.4K
|
17.4K
$379K
|
|