Who owns Invesco Taxable Municipal Bond otr?

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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
Invesco 10M $256M 0% Sep 2023
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Sontag Advisory 3.0M $82M 11% Dec 2023
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Ameriprise Financial 2.1M $54M 8% Sep 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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Morgan Stanley 972k $25M 11% Sep 2023
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Private Ocean 898k $24M 43% Dec 2023
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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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Envestnet Asset Management 745k $19M 33% Sep 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 425k $11M 3% Dec 2023
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Gould Asset Management 367k $9.9M -3% Dec 2023
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LPL Financial 359k $9.1M -8% Sep 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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Keybank National Association 263k $6.7M -8% Sep 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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Anderson Hoagland & Co 161k $4.3M 35% Dec 2023
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Smith, Salley & Associates 142k $3.8M 3% Dec 2023
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Country Trust Bank 140k $3.8M 0% Dec 2023
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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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Treynor Bancshares 127k $3.4M -52% Dec 2023
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Exchange Capital Management 116k $3.1M 3% Dec 2023
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Patten 115k $3.1M 8% Dec 2023
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Private Advisor 114k $3.1M 8% Dec 2023
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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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3D/L Capital Management 89k $2.2M -18% Sep 2023
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Mml Investors Services 86k $2.2M -6% Sep 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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Biltmore Family Office 78k $2.0M 49% Sep 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 -4% 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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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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Ti-trust 57k $1.5M 0% Dec 2023
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Wrapmanager 55k $1.5M 1% Dec 2023
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Financial Network Investment Corporation 55k $1.4M 2% Sep 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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Astoria Portfolio Advisors 52k $1.4M 100% 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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GeoWealth Management 44k $1.1M 100% Sep 2023
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Nbc Securities 44k $1.2M -6% Dec 2023
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Cambridge Investment Research Advisors 43k $1.1M -42% Dec 2023
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Goss Wealth Management 40k $1.0M 4% Sep 2023
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Oppenheimer & Co 39k $983k 0% Sep 2023
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AXS Investments 38k $1.0M 171% Dec 2023
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Cetera Investment Advisers 36k $899k 25% Sep 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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IHT Wealth Management 30k $752k 1% Sep 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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Maltin Wealth Management 23k $616k 84% Dec 2023
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Brian McDonald 22k $558k 100% Sep 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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Samalin Investment Counsel 18k $450k -22% Sep 2023
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Strategic Financial Concepts 17k $451k -19% Dec 2023
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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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Atria Wealth Solutions 16k $419k 1% Dec 2023
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Sigma Planning 16k $417k -51% Dec 2023
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Rockefeller Capital Management 15k $396k 2% Dec 2023
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Massmutual Trust 15k $393k 5% Dec 2023
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Waterloo Capital 14k $359k 76% Sep 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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Integrated Wealth Concepts 12k $302k -5% Sep 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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Atlas Capital Advisors 10k $271k 100% Dec 2023
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Cresset Asset Management 10k $254k 0% Sep 2023
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Millington Financial Advisors 9.7k $262k -4% Dec 2023
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Stratos Wealth Partners 8.8k $237k 0% Dec 2023
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Garden State Investment Advisory Services 8.7k $219k 0% Sep 2023
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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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Hoxton Planning & Management 7.9k $212k 100% 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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Northwestern Mutual Wealth Management Company 5.7k $144k 538% Sep 2023
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SRS Capital Advisors 5.4k $145k -38% Dec 2023
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Aptus Capital Advisors 5.0k $127k 0% Sep 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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Peoples Bank 3.8k $103k -68% Dec 2023
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Qube Research & Technologies 3.5k $89k -95% Sep 2023
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Steward Partners Investment Advisory 2.9k $78k -23% Dec 2023
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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
Proficio Capital Partners Jun 2023 49k $1.3M
Forza Wealth Management Sep 2023 42k $1.1M
Orion Portfolio Solutions Sep 2023 20k $514k
Renaissance Technologies Jun 2023 20k $539k
Leucadia National Corporation Jun 2023 16k $416k
Petix & Botte Sep 2023 13k $330k
Sowell Financial Services Sep 2023 12k $300k
Dynamic Advisors Solutions Sep 2023 9.2k $233k
Interactive Financial Advisors Sep 2023 8.1k $205k
Lincoln National Sep 2023 8.1k $204k
Davidson Investment Advisors Sep 2023 2.9k $74k