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 |
|---|---|---|---|---|---|
| Bank of New York Mellon | 1.6M | $45M | 2% | Sep 2024 |
|
| Bank of America Corporation | 1.2M | $34M | -18% | Sep 2024 |
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| Envestnet Asset Management | 1.1M | $31M | 19% | Sep 2024 |
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| Pnc Financial Services | 1.1M | $29M | -4% | Sep 2024 |
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| HighTower Advisors | 965k | $26M | 7% | Jun 2024 |
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| Raymond James Financial Services Advisors | 929k | $26M | -20% | Sep 2024 |
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| Morgan Stanley | 860k | $27M | -8% | Jun 2024 |
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| Sumitomo Mitsui Financial | 745k | $21M | -1% | Sep 2024 |
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| Raymond James & Associates | 741k | $20M | -5% | Sep 2024 |
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| Wells Fargo & Company | 678k | $19M | -1% | Sep 2024 |
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| Gould Asset Management | 506k | $14M | 7% | Sep 2024 |
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| LPL Financial | 498k | $14M | -10% | Sep 2024 |
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| Bangor Savings Bank | 490k | $14M | 3% | Sep 2024 |
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| Conning | 470k | $13M | 0% | Sep 2024 |
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| Kingsview Wealth Management | 470k | $13M | 121% | Sep 2024 |
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| Sontag Advisory | 422k | $12M | -17% | Sep 2024 |
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| Huntington Asset Advisors | 359k | $9.9M | 93% | Sep 2024 |
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| Royal Bank of Canada | 342k | $9.4M | -70% | Sep 2024 |
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| Invesco | 313k | $8.6M | -3% | Sep 2024 |
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| GeoWealth Management | 305k | $8.4M | 130% | Sep 2024 |
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| Branch Banking & Trust Company | 265k | $7.0M | -11% | Jun 2024 |
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| Tortoise Investment Management | 237k | $6.5M | 0% | Sep 2024 |
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| P.J. Schmidt Investment Management | 230k | $6.3M | 0% | Sep 2024 |
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| Mml Investors Services | 221k | $6.1M | 92% | Sep 2024 |
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| Keybank National Association | 219k | $6.0M | -8% | Sep 2024 |
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| Merriman Wealth Management | 206k | $5.7M | -7% | Sep 2024 |
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| Barclays | 200k | $5.5M | 0% | Sep 2024 |
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| Shelter Mutual Insurance Company | 199k | $5.3M | 0% | Sep 2024 |
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| Eqis Capital Management | 196k | $5.4M | 1% | Sep 2024 |
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| Maltin Wealth Management | 194k | $5.3M | 47% | Sep 2024 |
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| Guggenheim Capital, LLC Managers | 193k | $5.3M | 2% | Sep 2024 |
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| Elevation Capital Advisory | 184k | $5.1M | 100% | Sep 2024 |
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| Onyx Bridge Wealth Group | 183k | $5.0M | 176% | Sep 2024 |
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| Stifel Financial | 179k | $4.7M | 4% | Jun 2024 |
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| Hobbs Group Advisors | 144k | $3.8M | 100% | Jun 2024 |
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| Country Trust Bank | 140k | $3.9M | 0% | Sep 2024 |
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| Anderson Hoagland & Co | 134k | $3.7M | 5% | Sep 2024 |
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| Eagle Bluffs Wealth Management | 120k | $3.3M | -5% | Sep 2024 |
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| Money Concepts Capital Corp | 116k | $3.2M | 3% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 114k | $3.1M | 65% | Sep 2024 |
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| Patten | 110k | $3.0M | 0% | Sep 2024 |
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| Citadel Advisors | 109k | $3.0M | 88% | Sep 2024 |
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| CI Private Wealth | 107k | $3.0M | 11% | Sep 2024 |
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| David J.Sculati | 105k | $2.9M | 7% | Sep 2024 |
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| Bnp Paribas Arbitrage, Snc | 105k | $2.9M | 84% | Sep 2024 |
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| Hudson Capital Management | 103k | $2.8M | 100% | Sep 2024 |
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| D L Carlson Investment Group | 96k | $2.6M | 11% | Sep 2024 |
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| Mirae Asset Global Investments | 93k | $2.6M | 0% | Sep 2024 |
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| Cetera Investment Advisers | 91k | $2.4M | 20% | Jun 2024 |
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| Baker Avenue Asset Management | 89k | $2.5M | 8% | Sep 2024 |
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| Oceanside Advisors | 89k | $2.5M | 1% | Sep 2024 |
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| Private Advisor | 88k | $2.4M | 2% | Sep 2024 |
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| Astoria Portfolio Advisors | 87k | $2.4M | 11% | Sep 2024 |
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| Advisor Group Holdings | 87k | $2.4M | -14% | Sep 2024 |
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| Donaldson Capital Management | 87k | $2.4M | 19% | Sep 2024 |
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| Renaissance Technologies | 86k | $2.4M | 25% | Sep 2024 |
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| United Asset Strategies | 81k | $2.2M | -1% | Sep 2024 |
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| Jones Financial Companies, L.L | 81k | $2.2M | 473% | Sep 2024 |
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| Wrapmanager | 79k | $2.2M | 27% | Sep 2024 |
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| Jpmorgan Chase & Co | 79k | $2.2M | 17% | Sep 2024 |
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| Smartleaf Asset Management | 77k | $2.1M | 2% | Sep 2024 |
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| Signature Wealth Management Group | 76k | $2.1M | 1% | Sep 2024 |
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| Biltmore Family Office | 66k | $1.8M | 0% | Sep 2024 |
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| Exchange Capital Management | 64k | $1.8M | -35% | Sep 2024 |
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| KG&L Capital Management | 64k | $1.8M | -1% | Sep 2024 |
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| Cambridge Investment Research Advisors | 62k | $1.7M | -65% | Sep 2024 |
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| Roberts Glore & Co | 60k | $1.7M | 0% | Sep 2024 |
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| Petra Financial Advisors | 58k | $1.6M | 2% | Sep 2024 |
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| Ti-trust | 57k | $1.6M | 0% | Sep 2024 |
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| PFG Investments | 55k | $1.5M | -20% | Jun 2024 |
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| Janney Montgomery Scott | 55k | $1.5M | 1% | Sep 2024 |
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| Advisory Alpha | 49k | $1.3M | 1% | Sep 2024 |
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| Sigma Planning | 46k | $1.3M | 76% | Sep 2024 |
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| Kestra Advisory Services | 43k | $1.2M | -5% | Sep 2024 |
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| Family Legacy | 38k | $1.1M | 3% | Sep 2024 |
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| STAR Financial Bank | 34k | $949k | 100% | Sep 2024 |
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| Farther Finance Advisors | 34k | $948k | 5% | Sep 2024 |
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| Commonwealth Equity Services | 34k | $940k | -70% | Sep 2024 |
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| Toroso Investments | 34k | $898k | 0% | Jun 2024 |
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| HPM Partners | 33k | $912k | 0% | Sep 2024 |
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| We Are One Seven | 31k | $848k | -7% | Sep 2024 |
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| Capstone Capital Wealth Advisors | 30k | $797k | -6% | Jun 2024 |
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| Sequent Planning | 28k | $741k | -8% | Jun 2024 |
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| Glassy Mountain Advisors | 27k | $732k | 6% | Sep 2024 |
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| Massmutual Trust | 26k | $719k | 70% | Sep 2024 |
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| Cibc World Markets | 26k | $713k | 69% | Sep 2024 |
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| Nbc Securities | 26k | $708k | -13% | Sep 2024 |
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| Hilltop Holdings | 25k | $691k | 32% | Sep 2024 |
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| Pensionmark Financial Group | 25k | $658k | 176% | Jun 2024 |
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| Umb Bank N A | 23k | $633k | 42% | Sep 2024 |
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| Hoxton Planning & Management | 23k | $627k | -11% | Sep 2024 |
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| Kingfisher Capital | 22k | $614k | -6% | Sep 2024 |
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| Great Valley Advisor Group | 21k | $576k | -94% | Sep 2024 |
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| Joseph P. Lucia & Associates | 20k | $563k | -19% | Sep 2024 |
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| Oppenheimer & Co | 20k | $562k | -47% | Sep 2024 |
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| Fagan Associates | 20k | $559k | -1% | Sep 2024 |
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| Park Avenue Securities | 19k | $526k | 26% | Sep 2024 |
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| Koshinski Asset Management | 19k | $523k | 67% | Sep 2024 |
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| Rothschild Investment | 18k | $497k | 0% | Sep 2024 |
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| Private Ocean | 17k | $440k | -98% | Jun 2024 |
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| Lakeview Capital Partners | 16k | $441k | 15% | Sep 2024 |
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| Rockefeller Capital Management | 16k | $418k | 0% | Jun 2024 |
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| Jane Street | 16k | $429k | -90% | Sep 2024 |
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| Axxcess Wealth Management | 15k | $419k | -2% | Sep 2024 |
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| Atria Wealth Solutions | 15k | $413k | -86% | Sep 2024 |
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| Whittier Trust Co. of Nevada | 15k | $410k | -54% | Sep 2024 |
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| Whittier Trust | 15k | $404k | -1% | Sep 2024 |
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| Waterloo Capital | 15k | $385k | -3% | Jun 2024 |
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| Goss Wealth Management | 14k | $381k | -57% | Jun 2024 |
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| Stephens | 13k | $363k | 0% | Sep 2024 |
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| Change Path | 13k | $360k | -32% | Sep 2024 |
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| Kestra Private Wealth Services | 13k | $359k | 10% | Sep 2024 |
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| Sanctuary Advisors | 13k | $333k | 100% | Jun 2024 |
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| Stokes Family Office | 13k | $353k | 0% | Sep 2024 |
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| Huntington National Bank | 13k | $347k | 0% | Sep 2024 |
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| Nations Financial Group | 12k | $343k | 0% | Sep 2024 |
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| Integrated Wealth Concepts | 12k | $324k | 0% | Sep 2024 |
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| Ancora Advisors | 12k | $317k | 0% | Sep 2024 |
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| Consolidated Portfolio Review Corp | 11k | $300k | -1% | Jun 2024 |
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| Private Trust Co Na | 11k | $299k | 42% | Jun 2024 |
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| Brian McDonald | 11k | $309k | -48% | Sep 2024 |
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| Envestnet Portfolio Solutions | 11k | $308k | -11% | Sep 2024 |
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| Cullen Frost Bankers | 11k | $298k | 97% | Sep 2024 |
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| MB Generational Wealth | 10k | $286k | 0% | Sep 2024 |
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| Goldman Sachs Group | 10k | $267k | -97% | Jun 2024 |
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| Millington Financial Advisors | 10k | $277k | 8% | Sep 2024 |
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| Quartz Partners | 9.7k | $268k | 100% | Sep 2024 |
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| Kovack Advisors | 9.6k | $265k | 9% | Sep 2024 |
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| Apollon Wealth Management | 9.6k | $265k | -74% | Sep 2024 |
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| Prime Capital Investment Advisors | 9.6k | $264k | 0% | Sep 2024 |
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| Peoples Bank | 8.6k | $238k | 350% | Sep 2024 |
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| Farrell Financial | 8.6k | $230k | -3% | Sep 2024 |
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| Summit Wealth Partners | 8.3k | $230k | 0% | Sep 2024 |
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| Portfolio 21 Investments | 8.3k | $229k | 1% | Sep 2024 |
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| Lazard Asset Management | 8.0k | $220k | 0% | Sep 2024 |
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| Gilliland Jeter Wealth Management | 5.7k | $151k | -26% | Sep 2024 |
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| Harbour Investments | 6.5k | $180k | 938% | Sep 2024 |
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| William Blair $ Company | 6.4k | $176k | -9% | Sep 2024 |
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| Capital Investment Advisory Services | 5.8k | $161k | 0% | Sep 2024 |
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| Vermillion & White Wealth Management Group | 5.8k | $154k | 100% | Jun 2024 |
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| Horizon Financial Services | 5.4k | $142k | 3% | Jun 2024 |
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| Qube Research & Technologies | 3.0k | $79k | -60% | Jun 2024 |
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| SRS Capital Advisors | 2.9k | $81k | -32% | Sep 2024 |
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| IFP Advisors | 2.8k | $74k | 0% | Jun 2024 |
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| Wagner Wealth Management | 2.8k | $77k | 5708% | Sep 2024 |
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| Optimum Investment Advisors | 2.6k | $71k | 0% | Sep 2024 |
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| Steward Partners Investment Advisory | 2.3k | $61k | 0% | Jun 2024 |
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| Atlantic Trust | 2.2k | $59k | 0% | Sep 2024 |
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Who sold out of Invesco Taxable Municipal Bond otr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Milestone Asset Management | Jun 2024 | 166k | $4.4M |
| AXS Investments | Mar 2024 | 60k | $1.6M |
| Strategic Financial Concepts | Jun 2024 | 52k | $428M |
| Thrivent Financial for Lutherans | Mar 2024 | 13k | $344k |
| Millennium Management | Jun 2024 | 10k | $263k |
| Two Sigma Securities | Mar 2024 | 9.7k | $258k |