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 |
---|---|---|---|---|---|
Invesco | 10M | $256M | 0% | Sep 2023 |
|
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 |