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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Top investors of Invesco Taxable Municipal Bond otr stock
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 | 3.0M | $82M | 11% | Dec 2023 |
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| Bank of America Corporation | 1.6M | $44M | -12% | Dec 2023 |
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| State of Wisconsin Investment Board | 1.3M | $36M | -25% | Dec 2023 |
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| Bank of New York Mellon | 1.3M | $35M | 2% | Dec 2023 |
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| Royal Bank of Canada | 1.1M | $32M | -3% | Dec 2023 |
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| Raymond James Financial Services Advisors | 1.1M | $30M | -9% | Dec 2023 |
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| Pnc Financial Services | 1.0M | $28M | 45% | Dec 2023 |
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| Private Ocean | 973k | $26M | 8% | Mar 2024 |
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| HighTower Advisors | 892k | $24M | -2% | Dec 2023 |
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| Raymond James & Associates | 840k | $23M | -3% | Dec 2023 |
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| Wells Fargo & Company | 790k | $21M | -17% | Dec 2023 |
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| Sumitomo Mitsui Financial | 769k | $21M | 2% | Dec 2023 |
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| Bank Of Montreal | 653k | $18M | 52% | Dec 2023 |
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| UBS Group | 622k | $17M | -5% | Dec 2023 |
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| Huntington Asset Advisors | 622k | $17M | 41% | Dec 2023 |
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| Conning | 470k | $13M | 0% | Dec 2023 |
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| Bangor Savings Bank | 456k | $12M | 7% | Mar 2024 |
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| Gould Asset Management | 367k | $9.9M | -3% | Dec 2023 |
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| Onyx Bridge Wealth Group | 304k | $8.2M | 4% | Dec 2023 |
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| Branch Banking & Trust Company | 274k | $7.4M | 33% | Dec 2023 |
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| Tortoise Investment Management | 235k | $6.3M | -14% | Dec 2023 |
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| Bnp Paribas Arbitrage, Snc | 228k | $6.1M | 26% | Dec 2023 |
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| Great Valley Advisor Group | 211k | $5.7M | 59% | Dec 2023 |
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| P.J. Schmidt Investment Management | 203k | $5.4M | 100% | Dec 2023 |
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| Barclays | 200k | $5.4M | 0% | Dec 2023 |
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| Shelter Mutual Insurance Company | 199k | $5.3M | 0% | Dec 2023 |
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| Kingsview Wealth Management | 190k | $5.1M | 22% | Dec 2023 |
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| Guggenheim Capital, LLC Managers | 179k | $4.8M | 7% | Dec 2023 |
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| Stifel Financial | 171k | $4.6M | -9% | Dec 2023 |
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| Donaldson Capital Management | 167k | $4.5M | -30% | Dec 2023 |
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| Smith, Salley & Associates | 142k | $3.8M | 3% | Dec 2023 |
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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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| Eagle Bluffs Wealth Management | 131k | $3.5M | 23% | 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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| Treynor Bancshares | 127k | $3.4M | -52% | Dec 2023 |
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| Exchange Capital Management | 115k | $3.0M | -1% | Mar 2024 |
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| Private Advisor | 114k | $3.1M | 8% | Dec 2023 |
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| Patten | 112k | $3.0M | -2% | Mar 2024 |
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| Advisor Group Holdings | 98k | $2.6M | 38% | Dec 2023 |
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| David J.Sculati | 90k | $2.4M | 14% | Dec 2023 |
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| CI Private Wealth | 85k | $2.3M | 7% | Dec 2023 |
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| Money Concepts Capital Corp | 85k | $2.3M | 8% | Dec 2023 |
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| Oceanside Advisors | 84k | $2.3M | 100% | Dec 2023 |
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| Baker Avenue Asset Management | 84k | $2.3M | 6% | Dec 2023 |
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| United Asset Strategies | 80k | $2.1M | 26% | Dec 2023 |
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| Janney Montgomery Scott | 77k | $2.1M | -2% | Dec 2023 |
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| Signature Wealth Management Group | 76k | $2.1M | 100% | Dec 2023 |
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| Advisory Alpha | 76k | $2.0M | 16% | Dec 2023 |
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| D L Carlson Investment Group | 73k | $1.9M | 2% | Dec 2023 |
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| Astoria Portfolio Advisors | 71k | $1.8M | 37% | Mar 2024 |
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| Smartleaf Asset Management | 69k | $1.9M | 100% | Dec 2023 |
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| Citadel Advisors | 68k | $1.8M | 248% | Dec 2023 |
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| Roberts Glore & Co | 67k | $1.8M | -5% | Dec 2023 |
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| Mirae Asset Global Investments | 66k | $1.8M | -12% | Dec 2023 |
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| KG&L Capital Management | 61k | $1.6M | 3% | Dec 2023 |
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| Petra Financial Advisors | 59k | $1.6M | -4% | Dec 2023 |
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| Maltin Wealth Management | 57k | $1.5M | 149% | Mar 2024 |
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| Ti-trust | 57k | $1.5M | 0% | Dec 2023 |
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| Wrapmanager | 55k | $1.5M | 1% | Dec 2023 |
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| Commonwealth Equity Services | 53k | $1.4M | -34% | Dec 2023 |
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| PFG Investments | 53k | $1.4M | -4% | Dec 2023 |
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| Jpmorgan Chase & Co | 51k | $1.4M | 169% | Dec 2023 |
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| WESPAC Advisors | 50k | $1.3M | 0% | Dec 2023 |
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| Whittier Trust Co. of Nevada | 47k | $1.3M | -16% | Dec 2023 |
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| Capital Investment Advisory Services | 46k | $1.2M | -60% | Dec 2023 |
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| Nbc Securities | 43k | $1.2M | -1% | Mar 2024 |
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| Cambridge Investment Research Advisors | 43k | $1.1M | -42% | Dec 2023 |
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| AXS Investments | 38k | $1.0M | 171% | Dec 2023 |
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| Family Legacy | 35k | $951k | 2% | Dec 2023 |
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| Toroso Investments | 35k | $933k | -3% | Dec 2023 |
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| HPM Partners | 34k | $926k | 0% | Dec 2023 |
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| Farther Finance Advisors | 33k | $884k | 9% | Dec 2023 |
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| Capstone Capital Wealth Advisors | 33k | $876k | 100% | Dec 2023 |
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| Joseph P. Lucia & Associates | 28k | $744k | -17% | Dec 2023 |
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| Glassy Mountain Advisors | 25k | $683k | 2% | Dec 2023 |
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| Kestra Private Wealth Services | 24k | $657k | 9% | Dec 2023 |
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| Kingfisher Capital | 24k | $635k | 3% | Dec 2023 |
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| Simplicity Wealth | 23k | $624k | 100% | Dec 2023 |
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| Alterity Financial Group | 22k | $593k | -2% | Dec 2023 |
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| Anchor Capital Advisors | 22k | $580k | 0% | Dec 2023 |
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| Whittier Trust | 21k | $565k | -23% | Dec 2023 |
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| Fagan Associates | 21k | $558k | -5% | Dec 2023 |
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| Hilltop Holdings | 20k | $537k | 11% | Dec 2023 |
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| Centric Wealth Management | 20k | $518k | 100% | Dec 2023 |
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| Goldman Sachs Group | 19k | $502k | 84% | Dec 2023 |
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| Arete Wealth Advisors | 19k | $499k | 100% | Dec 2023 |
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| Strategic Financial Concepts | 17k | $451k | -19% | Dec 2023 |
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| American National Bank and Trust Company | 17k | $442k | 100% | Mar 2024 |
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| Signature Estate and Investment Advisors | 17k | $446k | 100% | Dec 2023 |
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| Koshinski Asset Management | 16k | $440k | 12% | Dec 2023 |
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| Umb Bank N A | 16k | $435k | 1% | Dec 2023 |
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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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| Atria Wealth Solutions | 16k | $419k | 1% | Dec 2023 |
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| Sigma Planning | 16k | $417k | -51% | Dec 2023 |
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| Massmutual Trust | 15k | $402k | 4% | Mar 2024 |
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| Rockefeller Capital Management | 15k | $396k | 2% | Dec 2023 |
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| Aspen Wealth Strategies | 14k | $368k | 0% | Dec 2023 |
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| Lakeview Capital Partners | 13k | $361k | 63% | Dec 2023 |
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| Stokes Family Office | 13k | $344k | 0% | Dec 2023 |
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| Huntington National Bank | 13k | $339k | -5% | Dec 2023 |
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| Apollon Wealth Management | 12k | $329k | 100% | Dec 2023 |
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| Consolidated Portfolio Review Corp | 12k | $312k | 0% | Dec 2023 |
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| Ancora Advisors | 12k | $310k | -59% | Dec 2023 |
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| Gilliland Jeter Wealth Management | 11k | $307k | 100% | Dec 2023 |
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| Citigroup | 11k | $306k | 0% | Dec 2023 |
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| Nations Financial Group | 11k | $297k | -11% | Dec 2023 |
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| Millington Financial Advisors | 9.7k | $262k | -4% | Dec 2023 |
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| Park Avenue Securities | 9.6k | $254k | 100% | Mar 2024 |
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| Stratos Wealth Partners | 8.9k | $236k | 1% | Mar 2024 |
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| Horizon Financial Services | 8.3k | $222k | 100% | Dec 2023 |
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| Creative Planning | 8.0k | $215k | -33% | Dec 2023 |
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| Lazard Asset Management | 8.0k | $215k | 0% | Dec 2023 |
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| Beacon Pointe Advisors | 8.0k | $214k | -29% | Dec 2023 |
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| Salomon & Ludwin | 7.8k | $198k | 0% | Dec 2023 |
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| Prime Capital Investment Advisors | 7.7k | $208k | -8% | Dec 2023 |
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| OMNI 360 Wealth | 7.5k | $203k | 100% | Dec 2023 |
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| William Blair $ Company | 7.4k | $199k | 0% | Dec 2023 |
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| Private Trust Co Na | 6.6k | $178k | 0% | Dec 2023 |
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| SRS Capital Advisors | 5.4k | $145k | -38% | Dec 2023 |
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| First Personal Financial Services | 4.2k | $113k | 0% | Dec 2023 |
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| Us Bancorp | 3.9k | $105k | 0% | Dec 2023 |
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| Steward Partners Investment Advisory | 2.9k | $78k | -23% | Dec 2023 |
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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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| Milestone Group | 2.5k | $68k | 100% | Dec 2023 |
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| Spire Wealth Management | 2.3k | $60k | 0% | Dec 2023 |
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| Vima | 1.9k | $52k | 100% | Dec 2023 |
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| Hanson McClain Advisors | 1.9k | $51k | 100% | Dec 2023 |
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| National Bank Of Canada /fi/ | 1.7k | $47k | 0% | Dec 2023 |
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| Global Retirement Partners | 1.7k | $46k | 35% | Dec 2023 |
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| Baystate Wealth Management | 1.5k | $41k | 100% | Dec 2023 |
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| Peoples Bank | 1.3k | $34k | -67% | Mar 2024 |
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| Proequities | 1.3k | $34M | -9% | Dec 2023 |
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| Advisory Services Network | 1.3k | $34k | 100% | Dec 2023 |
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| Baldwin Brothers | 1.2k | $31k | 0% | Mar 2024 |
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| First United Bank & Trust | 1.1k | $31k | 100% | Dec 2023 |
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| Versant Capital Management | 1.0k | $28k | 0% | Mar 2024 |
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| Front Row Advisors | 950.00 | $26k | -21% | Dec 2023 |
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| Hartland & Co | 827.00 | $22k | 100% | Dec 2023 |
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| AdvisorNet Financial | 640.00 | $17k | -28% | Mar 2024 |
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| Harbour Investments | 629.00 | $17k | 15% | Dec 2023 |
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| Focused Wealth Management | 592.00 | $16k | 0% | Dec 2023 |
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| CWM | 458.00 | $12k | 690% | Mar 2024 |
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| Caldwell Sutter Capital | 450.00 | $12k | 0% | Dec 2023 |
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| Archer Investment Corp | 400.00 | $11k | 0% | Dec 2023 |
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| Winthrop Capital Management | 360.00 | $9.7k | 100% | Dec 2023 |
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| Wolff Wiese Magana | 350.00 | $9.3k | 0% | 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 |
|---|---|---|---|
| Jane Street | Sep 2023 | 1.0M | $25M |
| Accretive Wealth Partners | Sep 2023 | 140k | $3.5M |
| Forza Wealth Management | Sep 2023 | 42k | $1.1M |
| Orion Portfolio Solutions | Sep 2023 | 20k | $514k |
| Petix & Botte | Sep 2023 | 13k | $330k |
| Sowell Financial Services | Sep 2023 | 12k | $300k |
| Atlas Capital Advisors | Dec 2023 | 10k | $271k |
| Interactive Financial Advisors | Sep 2023 | 8.1k | $205k |
| Lincoln National | Sep 2023 | 8.1k | $204k |
| Davidson Investment Advisors | Sep 2023 | 2.9k | $74k |
| Vestor Capital Corp | Sep 2023 | 1.6k | $40k |
| Creative Financial Designs | Sep 2023 | 1.1k | $27k |
| Cary Street Partner Investment Advisory | Sep 2023 | 977.00 | $25k |
| Boyd Watterson Asset Management | Sep 2023 | 923.00 | $23k |
| Crewe Advisors | Sep 2023 | 718.00 | $18k |
| Townsend Asset Management Corp | Sep 2023 | 600.00 | $15k |
| Parkside Financial Bank & Trust | Sep 2023 | 451.00 | $11k |