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
Download as csv
Download as Excel
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 |
|
| Envestnet Asset Management | 1.1M | $31M | 19% | Sep 2024 |
|
| Pnc Financial Services | 1.1M | $29M | -4% | Sep 2024 |
|
| HighTower Advisors | 965k | $26M | 7% | Jun 2024 |
|
| Raymond James Financial Services Advisors | 929k | $26M | -20% | Sep 2024 |
|
| Morgan Stanley | 860k | $27M | -8% | Jun 2024 |
|
| Sumitomo Mitsui Financial | 745k | $21M | -1% | Sep 2024 |
|
| Raymond James & Associates | 741k | $20M | -5% | Sep 2024 |
|
| Wells Fargo & Company | 678k | $19M | -1% | Sep 2024 |
|
| Gould Asset Management | 506k | $14M | 7% | Sep 2024 |
|
| LPL Financial | 498k | $14M | -10% | Sep 2024 |
|
| Bangor Savings Bank | 490k | $14M | 3% | Sep 2024 |
|
| Conning | 470k | $13M | 0% | Sep 2024 |
|
| Kingsview Wealth Management | 470k | $13M | 121% | Sep 2024 |
|
| Sontag Advisory | 422k | $12M | -17% | Sep 2024 |
|
| Huntington Asset Advisors | 359k | $9.9M | 93% | Sep 2024 |
|
| Royal Bank of Canada | 342k | $9.4M | -70% | Sep 2024 |
|
| Invesco | 313k | $8.6M | -3% | Sep 2024 |
|
| GeoWealth Management | 305k | $8.4M | 130% | Sep 2024 |
|
| Branch Banking & Trust Company | 265k | $7.0M | -11% | Jun 2024 |
|
| Tortoise Investment Management | 237k | $6.5M | 0% | Sep 2024 |
|
| P.J. Schmidt Investment Management | 230k | $6.3M | 0% | Sep 2024 |
|
| Mml Investors Services | 221k | $6.1M | 92% | Sep 2024 |
|
| Keybank National Association | 219k | $6.0M | -8% | Sep 2024 |
|
| Merriman Wealth Management | 206k | $5.7M | -7% | Sep 2024 |
|
| Barclays | 200k | $5.5M | 0% | Sep 2024 |
|
| Shelter Mutual Insurance Company | 199k | $5.3M | 0% | Sep 2024 |
|
| Eqis Capital Management | 196k | $5.4M | 1% | Sep 2024 |
|
| Maltin Wealth Management | 194k | $5.3M | 47% | Sep 2024 |
|
| Guggenheim Capital, LLC Managers | 193k | $5.3M | 2% | Sep 2024 |
|
| Elevation Capital Advisory | 184k | $5.1M | 100% | Sep 2024 |
|
| Onyx Bridge Wealth Group | 183k | $5.0M | 176% | Sep 2024 |
|
| Stifel Financial | 179k | $4.7M | 4% | Jun 2024 |
|
| Hobbs Group Advisors | 148k | $4.1M | 3% | Sep 2024 |
|
| Country Trust Bank | 140k | $3.9M | 0% | Sep 2024 |
|
| Anderson Hoagland & Co | 134k | $3.7M | 5% | Sep 2024 |
|
| Eagle Bluffs Wealth Management | 120k | $3.3M | -5% | Sep 2024 |
|
| Money Concepts Capital Corp | 116k | $3.2M | 3% | Sep 2024 |
|
| Northwestern Mutual Wealth Management Company | 114k | $3.1M | 65% | Sep 2024 |
|
| Patten | 110k | $3.0M | 0% | Sep 2024 |
|
| Citadel Advisors | 109k | $3.0M | 88% | Sep 2024 |
|
| CI Private Wealth | 107k | $3.0M | 11% | Sep 2024 |
|
| David J.Sculati | 105k | $2.9M | 7% | Sep 2024 |
|
| Bnp Paribas Arbitrage, Snc | 105k | $2.9M | 84% | Sep 2024 |
|
| Hudson Capital Management | 103k | $2.8M | 100% | Sep 2024 |
|
| D L Carlson Investment Group | 96k | $2.6M | 11% | Sep 2024 |
|
| Mirae Asset Global Investments | 93k | $2.6M | 0% | Sep 2024 |
|
| Cetera Investment Advisers | 91k | $2.4M | 20% | Jun 2024 |
|
| Baker Avenue Asset Management | 89k | $2.5M | 8% | Sep 2024 |
|
| Oceanside Advisors | 89k | $2.5M | 1% | Sep 2024 |
|
| Private Advisor | 88k | $2.4M | 2% | Sep 2024 |
|
| Astoria Portfolio Advisors | 87k | $2.4M | 11% | Sep 2024 |
|
| Advisor Group Holdings | 87k | $2.4M | -14% | Sep 2024 |
|
| Donaldson Capital Management | 87k | $2.4M | 19% | Sep 2024 |
|
| Renaissance Technologies | 86k | $2.4M | 25% | Sep 2024 |
|
| United Asset Strategies | 81k | $2.2M | -1% | Sep 2024 |
|
| Jones Financial Companies, L.L | 81k | $2.2M | 473% | Sep 2024 |
|
| Wrapmanager | 79k | $2.2M | 27% | Sep 2024 |
|
| Jpmorgan Chase & Co | 79k | $2.2M | 17% | Sep 2024 |
|
| Smartleaf Asset Management | 77k | $2.1M | 2% | Sep 2024 |
|
| Signature Wealth Management Group | 76k | $2.1M | 1% | Sep 2024 |
|
| Biltmore Family Office | 66k | $1.8M | 0% | Sep 2024 |
|
| Exchange Capital Management | 64k | $1.8M | -35% | Sep 2024 |
|
| KG&L Capital Management | 64k | $1.8M | -1% | Sep 2024 |
|
| Cambridge Investment Research Advisors | 62k | $1.7M | -65% | Sep 2024 |
|
| Roberts Glore & Co | 60k | $1.7M | 0% | Sep 2024 |
|
| Petra Financial Advisors | 58k | $1.6M | 2% | Sep 2024 |
|
| Ti-trust | 57k | $1.6M | 0% | Sep 2024 |
|
| PFG Investments | 55k | $1.5M | -20% | Jun 2024 |
|
| Janney Montgomery Scott | 55k | $1.5M | 1% | Sep 2024 |
|
| Advisory Alpha | 49k | $1.3M | 1% | Sep 2024 |
|
| Sigma Planning | 46k | $1.3M | 76% | Sep 2024 |
|
| Kestra Advisory Services | 43k | $1.2M | -5% | Sep 2024 |
|
| Family Legacy | 38k | $1.1M | 3% | Sep 2024 |
|
| Toroso Investments | 36k | $984k | 5% | Sep 2024 |
|
| STAR Financial Bank | 34k | $949k | 100% | Sep 2024 |
|
| Farther Finance Advisors | 34k | $948k | 5% | Sep 2024 |
|
| Commonwealth Equity Services | 34k | $940k | -70% | Sep 2024 |
|
| HPM Partners | 33k | $912k | 0% | Sep 2024 |
|
| We Are One Seven | 31k | $848k | -7% | Sep 2024 |
|
| Capstone Capital Wealth Advisors | 29k | $792k | -5% | Sep 2024 |
|
| Sequent Planning | 28k | $741k | -8% | Jun 2024 |
|
| Pensionmark Financial Group | 28k | $760k | 11% | Sep 2024 |
|
| Glassy Mountain Advisors | 27k | $732k | 6% | Sep 2024 |
|
| Massmutual Trust | 26k | $719k | 70% | Sep 2024 |
|
| Cibc World Markets | 26k | $713k | 69% | Sep 2024 |
|
| Nbc Securities | 26k | $708k | -13% | Sep 2024 |
|
| Hilltop Holdings | 25k | $691k | 32% | Sep 2024 |
|
| Umb Bank N A | 23k | $633k | 42% | Sep 2024 |
|
| Hoxton Planning & Management | 23k | $627k | -11% | Sep 2024 |
|
| Kingfisher Capital | 22k | $614k | -6% | Sep 2024 |
|
| Sanctuary Advisors | 22k | $578k | 68% | Sep 2024 |
|
| Great Valley Advisor Group | 21k | $576k | -94% | Sep 2024 |
|
| Joseph P. Lucia & Associates | 20k | $563k | -19% | Sep 2024 |
|
| Oppenheimer & Co | 20k | $562k | -47% | Sep 2024 |
|
| Fagan Associates | 20k | $559k | -1% | Sep 2024 |
|
| Park Avenue Securities | 19k | $526k | 26% | Sep 2024 |
|
| Koshinski Asset Management | 19k | $523k | 67% | Sep 2024 |
|
| Rothschild Investment | 18k | $497k | 0% | Sep 2024 |
|
| Private Ocean | 17k | $440k | -98% | Jun 2024 |
|
| Lakeview Capital Partners | 16k | $441k | 15% | Sep 2024 |
|
| Rockefeller Capital Management | 16k | $418k | 0% | Jun 2024 |
|
| Jane Street | 16k | $429k | -90% | Sep 2024 |
|
| Axxcess Wealth Management | 15k | $419k | -2% | Sep 2024 |
|
| Atria Wealth Solutions | 15k | $413k | -86% | Sep 2024 |
|
| Whittier Trust Co. of Nevada | 15k | $410k | -54% | Sep 2024 |
|
| Whittier Trust | 15k | $404k | -1% | Sep 2024 |
|
| Waterloo Capital | 15k | $385k | -3% | Jun 2024 |
|
| Goss Wealth Management | 14k | $381k | -57% | Jun 2024 |
|
| Stephens | 13k | $363k | 0% | Sep 2024 |
|
| Change Path | 13k | $360k | -32% | Sep 2024 |
|
| Kestra Private Wealth Services | 13k | $359k | 10% | Sep 2024 |
|
| Stokes Family Office | 13k | $353k | 0% | Sep 2024 |
|
| Huntington National Bank | 13k | $347k | 0% | Sep 2024 |
|
| Nations Financial Group | 12k | $343k | 0% | Sep 2024 |
|
| Integrated Wealth Concepts | 12k | $324k | 0% | Sep 2024 |
|
| Ancora Advisors | 12k | $317k | 0% | Sep 2024 |
|
| Consolidated Portfolio Review Corp | 11k | $300k | -1% | Jun 2024 |
|
| Private Trust Co Na | 11k | $299k | 42% | Jun 2024 |
|
| Brian McDonald | 11k | $309k | -48% | Sep 2024 |
|
| Envestnet Portfolio Solutions | 11k | $308k | -11% | Sep 2024 |
|
| Cullen Frost Bankers | 11k | $298k | 97% | Sep 2024 |
|
| MB Generational Wealth | 10k | $286k | 0% | Sep 2024 |
|
| Goldman Sachs Group | 10k | $267k | -97% | Jun 2024 |
|
| Millington Financial Advisors | 10k | $277k | 8% | Sep 2024 |
|
| Quartz Partners | 9.7k | $268k | 100% | Sep 2024 |
|
| Kovack Advisors | 9.6k | $265k | 9% | Sep 2024 |
|
| Apollon Wealth Management | 9.6k | $265k | -74% | Sep 2024 |
|
| Prime Capital Investment Advisors | 9.6k | $264k | 0% | Sep 2024 |
|
| Garden State Investment Advisory Services | 8.7k | $239k | 0% | Sep 2024 |
|
| Peoples Bank | 8.6k | $238k | 350% | Sep 2024 |
|
| Farrell Financial | 8.6k | $230k | -3% | Sep 2024 |
|
| Summit Wealth Partners | 8.3k | $230k | 0% | Sep 2024 |
|
| Portfolio 21 Investments | 8.3k | $229k | 1% | Sep 2024 |
|
| Lazard Asset Management | 8.0k | $220k | 0% | Sep 2024 |
|
| Gilliland Jeter Wealth Management | 5.7k | $151k | -26% | Sep 2024 |
|
| Harbour Investments | 6.5k | $180k | 938% | Sep 2024 |
|
| William Blair $ Company | 6.4k | $176k | -9% | Sep 2024 |
|
| Capital Investment Advisory Services | 5.8k | $161k | 0% | Sep 2024 |
|
| Vermillion & White Wealth Management Group | 5.8k | $154k | 100% | Jun 2024 |
|
| Horizon Financial Services | 5.4k | $142k | 3% | Jun 2024 |
|
| Qube Research & Technologies | 3.0k | $79k | -60% | Jun 2024 |
|
| SRS Capital Advisors | 2.9k | $81k | -32% | Sep 2024 |
|
| IFP Advisors | 2.8k | $74k | 0% | Jun 2024 |
|
| Wagner Wealth Management | 2.8k | $77k | 5708% | Sep 2024 |
|
| Optimum Investment Advisors | 2.6k | $71k | 0% | Sep 2024 |
|
| Steward Partners Investment Advisory | 2.3k | $61k | 0% | Jun 2024 |
|
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 |