Who owns Invesco Taxable Municipal Bond otr?
- Ticker: BAB
- CUSIP Number: 46138g805
Tip: Access positions for across all investors
Analyze quarterly positions in Invesco Taxable Municipal Bond otr with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Invesco Taxable Municipal Bond otr this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Sontag Advisory | 3.3M | $87M | 8% | Mar 2024 |
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Bank of New York Mellon | 1.6M | $42M | 23% | Mar 2024 |
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Bank of America Corporation | 1.5M | $40M | -9% | Mar 2024 |
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State of Wisconsin Investment Board | 1.3M | $35M | 0% | Mar 2024 |
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Royal Bank of Canada | 1.1M | $32M | 0% | Mar 2024 |
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Pnc Financial Services | 1.1M | $30M | 7% | Mar 2024 |
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Raymond James Financial Services Advisors | 996k | $27M | -10% | Mar 2024 |
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Private Ocean | 973k | $26M | 8% | Mar 2024 |
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Envestnet Asset Management | 952k | $25M | 28% | Mar 2024 |
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Morgan Stanley | 933k | $30M | -4% | Mar 2024 |
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HighTower Advisors | 899k | $24M | 1% | Mar 2024 |
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Raymond James & Associates | 819k | $22M | -2% | Mar 2024 |
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Sumitomo Mitsui Financial | 752k | $20M | -2% | Mar 2024 |
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Wells Fargo & Company | 702k | $19M | -11% | Mar 2024 |
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UBS Group | 628k | $17M | 1% | Mar 2024 |
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Bank Of Montreal | 527k | $14M | -19% | Mar 2024 |
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LPL Financial | 482k | $13M | 34% | Mar 2024 |
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Conning | 470k | $13M | 0% | Mar 2024 |
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Gould Asset Management | 458k | $12M | 25% | Mar 2024 |
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Bangor Savings Bank | 456k | $12M | 7% | Mar 2024 |
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Huntington Asset Advisors | 392k | $10M | -37% | Mar 2024 |
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Goldman Sachs Group | 305k | $8.1M | 1532% | Mar 2024 |
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Branch Banking & Trust Company | 298k | $7.9M | 9% | Mar 2024 |
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Ameriprise Financial | 294k | $7.8M | -86% | Mar 2024 |
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Great Valley Advisor Group | 294k | $7.8M | 39% | Mar 2024 |
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Keybank National Association | 245k | $6.5M | -7% | Mar 2024 |
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Jane Street | 226k | $6.0M | 100% | Mar 2024 |
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Tortoise Investment Management | 224k | $6.0M | -4% | Mar 2024 |
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P.J. Schmidt Investment Management | 214k | $5.7M | 6% | Mar 2024 |
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Barclays | 200k | $5.3M | 0% | Mar 2024 |
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Eqis Capital Management | 199k | $5.3M | 100% | Mar 2024 |
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Shelter Mutual Insurance Company | 199k | $5.3M | 0% | Mar 2024 |
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Kingsview Wealth Management | 198k | $5.3M | 4% | Mar 2024 |
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Guggenheim Capital, LLC Managers | 179k | $4.8M | 7% | Dec 2023 |
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Stifel Financial | 173k | $4.6M | 1% | Mar 2024 |
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HPM Partners | 164k | $2.4M | 378% | Mar 2024 |
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Country Trust Bank | 140k | $3.7M | 0% | Mar 2024 |
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Hobbs Group Advisors | 133k | $3.6M | 100% | Dec 2023 |
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We Are One Seven | 130k | $3.5M | 43% | Dec 2023 |
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Anderson Hoagland & Co | 127k | $3.3M | -21% | Mar 2024 |
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Eagle Bluffs Wealth Management | 123k | $3.3M | -7% | Mar 2024 |
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Bnp Paribas Arbitrage, Snc | 123k | $3.3M | -46% | Mar 2024 |
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Private Advisor | 122k | $3.2M | 6% | Mar 2024 |
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Exchange Capital Management | 115k | $3.0M | -1% | Mar 2024 |
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Patten | 112k | $3.0M | -2% | Mar 2024 |
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Money Concepts Capital Corp | 110k | $2.9M | 30% | Mar 2024 |
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Advisor Group Holdings | 101k | $2.7M | 3% | Mar 2024 |
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Donaldson Capital Management | 97k | $2.6M | -42% | Mar 2024 |
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David J.Sculati | 96k | $2.6M | 8% | Mar 2024 |
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CI Private Wealth | 91k | $2.4M | 7% | Mar 2024 |
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Oceanside Advisors | 86k | $2.3M | 2% | Mar 2024 |
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Baker Avenue Asset Management | 82k | $2.2M | -2% | Mar 2024 |
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Smartleaf Asset Management | 81k | $2.2M | 18% | Mar 2024 |
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United Asset Strategies | 81k | $2.1M | 1% | Mar 2024 |
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Signature Wealth Management Group | 75k | $1.9M | -3% | Mar 2024 |
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D L Carlson Investment Group | 73k | $1.9M | 2% | Dec 2023 |
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Onyx Bridge Wealth Group | 72k | $1.9M | -76% | Mar 2024 |
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Mirae Asset Global Investments | 72k | $1.9M | 9% | Mar 2024 |
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Janney Montgomery Scott | 72k | $1.9M | -7% | Mar 2024 |
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Astoria Portfolio Advisors | 71k | $1.8M | 37% | Mar 2024 |
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PFG Investments | 69k | $1.8M | 31% | Mar 2024 |
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Roberts Glore & Co | 63k | $1.7M | -7% | Mar 2024 |
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KG&L Capital Management | 60k | $1.6M | 0% | Mar 2024 |
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AXS Investments | 60k | $1.6M | 58% | Mar 2024 |
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Jpmorgan Chase & Co | 60k | $1.6M | 18% | Mar 2024 |
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Petra Financial Advisors | 59k | $1.6M | 0% | Mar 2024 |
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Commonwealth Equity Services | 58k | $1.6M | 10% | Mar 2024 |
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Maltin Wealth Management | 57k | $1.5M | 149% | Mar 2024 |
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Wrapmanager | 57k | $1.5M | 2% | Mar 2024 |
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Ti-trust | 57k | $1.5M | 0% | Mar 2024 |
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WESPAC Advisors | 51k | $1.4M | 3% | Mar 2024 |
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Advisory Alpha | 50k | $1.3M | -34% | Mar 2024 |
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Apollon Wealth Management | 48k | $1.3M | 294% | Mar 2024 |
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Citadel Advisors | 47k | $1.3M | -30% | Mar 2024 |
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Whittier Trust Co. of Nevada | 47k | $1.2M | -1% | Mar 2024 |
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Northwestern Mutual Wealth Management Company | 47k | $1.2M | 720% | Mar 2024 |
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Cambridge Investment Research Advisors | 43k | $1.2M | 2% | Mar 2024 |
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Nbc Securities | 43k | $1.2M | -1% | Mar 2024 |
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Oppenheimer & Co | 39k | $1.0M | 0% | Mar 2024 |
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Family Legacy | 36k | $961k | 2% | Mar 2024 |
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Toroso Investments | 34k | $900k | -2% | Mar 2024 |
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Goss Wealth Management | 33k | $887k | -17% | Mar 2024 |
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Farther Finance Advisors | 33k | $858k | -1% | Mar 2024 |
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Capstone Capital Wealth Advisors | 32k | $853k | -1% | Mar 2024 |
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Capital Investment Advisory Services | 32k | $835k | -32% | Mar 2024 |
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Sequent Planning | 31k | $815k | 100% | Mar 2024 |
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Cibc World Markets | 30k | $794k | 100% | Mar 2024 |
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Atria Wealth Solutions | 27k | $724k | 75% | Mar 2024 |
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Sigma Planning | 26k | $682k | 66% | Mar 2024 |
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Glassy Mountain Advisors | 25k | $674k | 0% | Mar 2024 |
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Joseph P. Lucia & Associates | 25k | $669k | -9% | Mar 2024 |
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Kingfisher Capital | 23k | $609k | -3% | Mar 2024 |
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Brian McDonald | 22k | $590k | 1% | Mar 2024 |
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Alterity Financial Group | 22k | $593k | -2% | Dec 2023 |
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Anchor Capital Advisors | 22k | $572k | 0% | Mar 2024 |
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Flow Traders US | 21k | $569k | 100% | Mar 2024 |
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Fagan Associates | 21k | $548k | 0% | Mar 2024 |
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Hilltop Holdings | 20k | $530k | 0% | Mar 2024 |
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Centric Wealth Management | 19k | $496k | -1% | Mar 2024 |
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Umb Bank N A | 19k | $505k | 18% | Mar 2024 |
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Whittier Trust | 18k | $485k | -13% | Mar 2024 |
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Strategic Financial Concepts | 18k | $481k | 8% | Mar 2024 |
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Susquehanna International | 17k | $458k | 100% | Mar 2024 |
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American National Bank and Trust Company | 17k | $442k | 100% | Mar 2024 |
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Treynor Bancshares | 17k | $438k | -87% | Mar 2024 |
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Axxcess Wealth Management | 16k | $433k | 0% | Dec 2023 |
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Kestra Advisory Services | 16k | $428k | -3% | Dec 2023 |
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Hoxton Planning & Management | 16k | $415k | 98% | Mar 2024 |
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Massmutual Trust | 15k | $402k | 4% | Mar 2024 |
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Waterloo Capital | 15k | $399k | 6% | Mar 2024 |
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Rockefeller Capital Management | 15k | $396k | 2% | Dec 2023 |
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Stephens | 14k | $381k | 100% | Mar 2024 |
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Lakeview Capital Partners | 14k | $370k | 4% | Mar 2024 |
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Kovack Advisors | 13k | $350k | 100% | Mar 2024 |
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Thrivent Financial for Lutherans | 13k | $344k | 100% | Mar 2024 |
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Stokes Family Office | 13k | $340k | 0% | Mar 2024 |
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Samalin Investment Counsel | 13k | $337k | -29% | Mar 2024 |
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Huntington National Bank | 13k | $334k | 0% | Mar 2024 |
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Integrated Wealth Concepts | 12k | $312k | -2% | Mar 2024 |
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Koshinski Asset Management | 12k | $311k | -28% | Mar 2024 |
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Ancora Advisors | 12k | $305k | 0% | Mar 2024 |
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Consolidated Portfolio Review Corp | 12k | $305k | -1% | Mar 2024 |
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Kestra Private Wealth Services | 12k | $305k | -53% | Mar 2024 |
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Hrt Financial | 11k | $297k | 100% | Mar 2024 |
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Nations Financial Group | 11k | $289k | -1% | Mar 2024 |
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Two Sigma Securities | 9.7k | $258k | 100% | Mar 2024 |
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Envestnet Portfolio Solutions | 9.6k | $256k | 100% | Mar 2024 |
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Park Avenue Securities | 9.6k | $254k | 100% | Mar 2024 |
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Millington Financial Advisors | 9.6k | $254k | -2% | Mar 2024 |
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Pensionmark Financial Group | 9.0k | $240k | 100% | Mar 2024 |
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Stratos Wealth Partners | 8.9k | $236k | 1% | Mar 2024 |
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Creative Planning | 8.3k | $220k | 3% | Mar 2024 |
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Lazard Asset Management | 8.0k | $215k | 0% | Dec 2023 |
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Private Trust Co Na | 8.0k | $212k | 21% | Mar 2024 |
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Beacon Pointe Advisors | 8.0k | $214k | -29% | Dec 2023 |
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Prime Capital Investment Advisors | 7.7k | $208k | -8% | Dec 2023 |
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OMNI 360 Wealth | 7.6k | $201k | 0% | Mar 2024 |
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Qube Research & Technologies | 7.4k | $197k | 112% | Mar 2024 |
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William Blair $ Company | 7.4k | $197k | 0% | Mar 2024 |
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Gilliland Jeter Wealth Management | 5.7k | $151k | -50% | Mar 2024 |
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Palisade Asset Management | 5.4k | $143k | 100% | Mar 2024 |
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SRS Capital Advisors | 5.4k | $145k | -38% | Dec 2023 |
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Horizon Financial Services | 5.2k | $139k | -37% | Mar 2024 |
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Us Bancorp | 3.9k | $104k | 0% | Mar 2024 |
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Cullen Frost Bankers | 3.8k | $101k | 100% | Mar 2024 |
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IFP Advisors | 2.8k | $75k | 0% | Dec 2023 |
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Optimum Investment Advisors | 2.6k | $68k | 0% | Mar 2024 |
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Steward Partners Investment Advisory | 2.3k | $61k | -21% | Mar 2024 |
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Atlantic Trust | 2.2k | $57k | 100% | Mar 2024 |
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Vima | 1.9k | $50k | -3% | Mar 2024 |
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Aptus Capital Advisors | 1.8k | $47k | -65% | Mar 2024 |
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Peoples Bank | 1.3k | $34k | -67% | Mar 2024 |
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Spire Wealth Management | 1.2k | $31k | -49% | Mar 2024 |
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Citigroup | 293.00 | $7.8k | -97% | Mar 2024 |
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GeoWealth Management | 0 | $0 | -100% | Mar 2024 |
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Who sold out of Invesco Taxable Municipal Bond otr?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Smith, Salley & Associates | Dec 2023 | 142k | $3.8M |
Simplicity Wealth | Dec 2023 | 23k | $624k |
Arete Wealth Advisors | Dec 2023 | 19k | $499k |
Signature Estate and Investment Advisors | Dec 2023 | 17k | $446k |
Aspen Wealth Strategies | Dec 2023 | 14k | $368k |
Atlas Capital Advisors | Dec 2023 | 10k | $271k |
Salomon & Ludwin | Dec 2023 | 7.8k | $198k |
First Personal Financial Services | Dec 2023 | 4.2k | $113k |
Milestone Group | Dec 2023 | 2.5k | $68k |