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 | 3.3M | $87M | 8% | Mar 2024 |
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| Bank of New York Mellon | 1.6M | $42M | 23% | Mar 2024 |
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| Bank of America Corporation | 1.5M | $40M | -9% | Mar 2024 |
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| State of Wisconsin Investment Board | 1.3M | $35M | 0% | Mar 2024 |
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| Royal Bank of Canada | 1.1M | $32M | 0% | Mar 2024 |
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| Pnc Financial Services | 1.1M | $30M | 7% | Mar 2024 |
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| Raymond James Financial Services Advisors | 996k | $27M | -10% | Mar 2024 |
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| Private Ocean | 973k | $26M | 8% | Mar 2024 |
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| Envestnet Asset Management | 952k | $25M | 28% | Mar 2024 |
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| Morgan Stanley | 933k | $30M | -4% | Mar 2024 |
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| HighTower Advisors | 899k | $24M | 1% | Mar 2024 |
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| Raymond James & Associates | 819k | $22M | -2% | Mar 2024 |
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| Sumitomo Mitsui Financial | 752k | $20M | -2% | Mar 2024 |
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| Wells Fargo & Company | 702k | $19M | -11% | Mar 2024 |
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| UBS Group | 628k | $17M | 1% | Mar 2024 |
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| Bank Of Montreal | 527k | $14M | -19% | Mar 2024 |
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| LPL Financial | 482k | $13M | 34% | Mar 2024 |
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| Conning | 470k | $13M | 0% | Mar 2024 |
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| Gould Asset Management | 458k | $12M | 25% | Mar 2024 |
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| Bangor Savings Bank | 456k | $12M | 7% | Mar 2024 |
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| Huntington Asset Advisors | 392k | $10M | -37% | Mar 2024 |
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| Goldman Sachs Group | 305k | $8.1M | 1532% | Mar 2024 |
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| Branch Banking & Trust Company | 298k | $7.9M | 9% | Mar 2024 |
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| Ameriprise Financial | 294k | $7.8M | -86% | Mar 2024 |
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| Great Valley Advisor Group | 294k | $7.8M | 39% | Mar 2024 |
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| Keybank National Association | 245k | $6.5M | -7% | Mar 2024 |
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| Jane Street | 226k | $6.0M | 100% | Mar 2024 |
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| Tortoise Investment Management | 224k | $6.0M | -4% | Mar 2024 |
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| P.J. Schmidt Investment Management | 214k | $5.7M | 6% | Mar 2024 |
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| Barclays | 200k | $5.3M | 0% | Mar 2024 |
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| Eqis Capital Management | 199k | $5.3M | 100% | Mar 2024 |
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| Shelter Mutual Insurance Company | 199k | $5.3M | 0% | Mar 2024 |
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| Kingsview Wealth Management | 198k | $5.3M | 4% | Mar 2024 |
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| Guggenheim Capital, LLC Managers | 179k | $4.8M | 7% | Dec 2023 |
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| Stifel Financial | 173k | $4.6M | 1% | Mar 2024 |
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| HPM Partners | 164k | $2.4M | 378% | Mar 2024 |
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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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| 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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| Eagle Bluffs Wealth Management | 123k | $3.3M | -7% | Mar 2024 |
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| Bnp Paribas Arbitrage, Snc | 123k | $3.3M | -46% | Mar 2024 |
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| Private Advisor | 122k | $3.2M | 6% | Mar 2024 |
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| Exchange Capital Management | 115k | $3.0M | -1% | Mar 2024 |
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| Patten | 112k | $3.0M | -2% | Mar 2024 |
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| Money Concepts Capital Corp | 110k | $2.9M | 30% | Mar 2024 |
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| Advisor Group Holdings | 101k | $2.7M | 3% | Mar 2024 |
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| Donaldson Capital Management | 97k | $2.6M | -42% | Mar 2024 |
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| David J.Sculati | 96k | $2.6M | 8% | Mar 2024 |
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| CI Private Wealth | 91k | $2.4M | 7% | Mar 2024 |
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| Oceanside Advisors | 86k | $2.3M | 2% | Mar 2024 |
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| Baker Avenue Asset Management | 82k | $2.2M | -2% | Mar 2024 |
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| Smartleaf Asset Management | 81k | $2.2M | 18% | Mar 2024 |
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| United Asset Strategies | 81k | $2.1M | 1% | Mar 2024 |
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| Signature Wealth Management Group | 75k | $1.9M | -3% | Mar 2024 |
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| D L Carlson Investment Group | 73k | $1.9M | 2% | Dec 2023 |
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| Onyx Bridge Wealth Group | 72k | $1.9M | -76% | Mar 2024 |
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| Mirae Asset Global Investments | 72k | $1.9M | 9% | Mar 2024 |
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| Janney Montgomery Scott | 72k | $1.9M | -7% | Mar 2024 |
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| Astoria Portfolio Advisors | 71k | $1.8M | 37% | Mar 2024 |
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| PFG Investments | 69k | $1.8M | 31% | Mar 2024 |
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| Roberts Glore & Co | 63k | $1.7M | -7% | Mar 2024 |
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| KG&L Capital Management | 60k | $1.6M | 0% | Mar 2024 |
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| AXS Investments | 60k | $1.6M | 58% | Mar 2024 |
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| Jpmorgan Chase & Co | 60k | $1.6M | 18% | Mar 2024 |
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| Petra Financial Advisors | 59k | $1.6M | 0% | Mar 2024 |
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| Commonwealth Equity Services | 58k | $1.6M | 10% | Mar 2024 |
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| Maltin Wealth Management | 57k | $1.5M | 149% | Mar 2024 |
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| Wrapmanager | 57k | $1.5M | 2% | Mar 2024 |
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| Ti-trust | 57k | $1.5M | 0% | Mar 2024 |
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| WESPAC Advisors | 51k | $1.4M | 3% | Mar 2024 |
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| Advisory Alpha | 50k | $1.3M | -34% | Mar 2024 |
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| Apollon Wealth Management | 48k | $1.3M | 294% | Mar 2024 |
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| Citadel Advisors | 47k | $1.3M | -30% | Mar 2024 |
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| Whittier Trust Co. of Nevada | 47k | $1.2M | -1% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 47k | $1.2M | 720% | Mar 2024 |
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| Cambridge Investment Research Advisors | 43k | $1.2M | 2% | Mar 2024 |
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| Nbc Securities | 43k | $1.2M | -1% | Mar 2024 |
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| Oppenheimer & Co | 39k | $1.0M | 0% | Mar 2024 |
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| Family Legacy | 36k | $961k | 2% | Mar 2024 |
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| Toroso Investments | 34k | $900k | -2% | Mar 2024 |
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| Goss Wealth Management | 33k | $887k | -17% | Mar 2024 |
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| Farther Finance Advisors | 33k | $858k | -1% | Mar 2024 |
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| Capstone Capital Wealth Advisors | 32k | $853k | -1% | Mar 2024 |
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| Capital Investment Advisory Services | 32k | $835k | -32% | Mar 2024 |
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| Sequent Planning | 31k | $815k | 100% | Mar 2024 |
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| Cibc World Markets | 30k | $794k | 100% | Mar 2024 |
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| Atria Wealth Solutions | 27k | $724k | 75% | Mar 2024 |
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| Sigma Planning | 26k | $682k | 66% | Mar 2024 |
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| Glassy Mountain Advisors | 25k | $674k | 0% | Mar 2024 |
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| Joseph P. Lucia & Associates | 25k | $669k | -9% | Mar 2024 |
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| Kingfisher Capital | 23k | $609k | -3% | Mar 2024 |
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| Brian McDonald | 22k | $590k | 1% | Mar 2024 |
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| Alterity Financial Group | 22k | $593k | -2% | Dec 2023 |
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| Anchor Capital Advisors | 22k | $572k | 0% | Mar 2024 |
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| Flow Traders US | 21k | $569k | 100% | Mar 2024 |
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| Fagan Associates | 21k | $548k | 0% | Mar 2024 |
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| Hilltop Holdings | 20k | $530k | 0% | Mar 2024 |
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| Centric Wealth Management | 19k | $496k | -1% | Mar 2024 |
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| Umb Bank N A | 19k | $505k | 18% | Mar 2024 |
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| Whittier Trust | 18k | $485k | -13% | Mar 2024 |
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| Strategic Financial Concepts | 18k | $481k | 8% | Mar 2024 |
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| Susquehanna International | 17k | $458k | 100% | Mar 2024 |
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| American National Bank and Trust Company | 17k | $442k | 100% | Mar 2024 |
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| Treynor Bancshares | 17k | $438k | -87% | Mar 2024 |
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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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| Massmutual Trust | 15k | $402k | 4% | Mar 2024 |
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| Waterloo Capital | 15k | $399k | 6% | Mar 2024 |
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| Rockefeller Capital Management | 15k | $396k | 2% | Dec 2023 |
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| Stephens | 14k | $381k | 100% | Mar 2024 |
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| Lakeview Capital Partners | 14k | $370k | 4% | Mar 2024 |
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| Kovack Advisors | 13k | $350k | 100% | Mar 2024 |
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| Thrivent Financial for Lutherans | 13k | $344k | 100% | Mar 2024 |
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| Stokes Family Office | 13k | $340k | 0% | Mar 2024 |
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| Samalin Investment Counsel | 13k | $337k | -29% | Mar 2024 |
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| Huntington National Bank | 13k | $334k | 0% | Mar 2024 |
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| Integrated Wealth Concepts | 12k | $312k | -2% | Mar 2024 |
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| Koshinski Asset Management | 12k | $311k | -28% | Mar 2024 |
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| Ancora Advisors | 12k | $305k | 0% | Mar 2024 |
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| Consolidated Portfolio Review Corp | 12k | $305k | -1% | Mar 2024 |
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| Kestra Private Wealth Services | 12k | $305k | -53% | Mar 2024 |
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| Hrt Financial | 11k | $297k | 100% | Mar 2024 |
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| Nations Financial Group | 11k | $289k | -1% | Mar 2024 |
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| Two Sigma Securities | 9.7k | $258k | 100% | Mar 2024 |
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| Envestnet Portfolio Solutions | 9.6k | $256k | 100% | Mar 2024 |
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| Park Avenue Securities | 9.6k | $254k | 100% | Mar 2024 |
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| Millington Financial Advisors | 9.6k | $254k | -2% | Mar 2024 |
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| Pensionmark Financial Group | 9.0k | $240k | 100% | Mar 2024 |
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| Stratos Wealth Partners | 8.9k | $236k | 1% | Mar 2024 |
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| Creative Planning | 8.3k | $220k | 3% | Mar 2024 |
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| Lazard Asset Management | 8.0k | $215k | 0% | Dec 2023 |
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| Private Trust Co Na | 8.0k | $212k | 21% | Mar 2024 |
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| Beacon Pointe Advisors | 8.0k | $214k | -29% | Dec 2023 |
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| Prime Capital Investment Advisors | 7.7k | $208k | -8% | Dec 2023 |
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| OMNI 360 Wealth | 7.6k | $201k | 0% | Mar 2024 |
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| Qube Research & Technologies | 7.4k | $197k | 112% | Mar 2024 |
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| William Blair $ Company | 7.4k | $197k | 0% | Mar 2024 |
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| Gilliland Jeter Wealth Management | 5.7k | $151k | -50% | Mar 2024 |
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| Palisade Asset Management | 5.4k | $143k | 100% | Mar 2024 |
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| SRS Capital Advisors | 5.4k | $145k | -38% | Dec 2023 |
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| Horizon Financial Services | 5.2k | $139k | -37% | Mar 2024 |
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| Us Bancorp | 3.9k | $104k | 0% | Mar 2024 |
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| Cullen Frost Bankers | 3.8k | $101k | 100% | Mar 2024 |
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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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| Steward Partners Investment Advisory | 2.3k | $61k | -21% | Mar 2024 |
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| Atlantic Trust | 2.2k | $57k | 100% | Mar 2024 |
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| Vima | 1.9k | $52k | 100% | Dec 2023 |
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| Aptus Capital Advisors | 1.8k | $47k | -65% | Mar 2024 |
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| Peoples Bank | 1.3k | $34k | -67% | Mar 2024 |
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| Spire Wealth Management | 1.2k | $31k | -49% | Mar 2024 |
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| Citigroup | 293.00 | $7.8k | -97% | Mar 2024 |
|
| GeoWealth Management | 0 | $0 | -100% | 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 |
|---|---|---|---|
| Smith, Salley & Associates | Dec 2023 | 142k | $3.8M |
| Simplicity Wealth | Dec 2023 | 23k | $624k |
| Arete Wealth Advisors | Dec 2023 | 19k | $499k |
| Signature Estate and Investment Advisors | Dec 2023 | 17k | $446k |
| Aspen Wealth Strategies | Dec 2023 | 14k | $368k |
| Atlas Capital Advisors | Dec 2023 | 10k | $271k |
| Salomon & Ludwin | Dec 2023 | 7.8k | $198k |
| First Personal Financial Services | Dec 2023 | 4.2k | $113k |
| Milestone Group | Dec 2023 | 2.5k | $68k |