Institutional Ownership Invesco Fd Tr (PDN)
This table provides information about the institutional ownership of Invesco Fd Tr (PDN). We have compiled data on the 107 institutions that hold shares in the stock, with a total of 12 Million shares, which have been reported (via 13F filing form) to have a value of $392 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Klingman & Associates, LLC
|
May 01, 2024 Q1 2024 |
26,005
shares
|
$850,103
0.06% of portfolio
|
Q4 2023
Reduced 1.14%
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
25,546
shares
|
$835,098
0.03% of portfolio
|
Q3 2022
Added 1.56%
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
24,737
shares
|
$808,652
0.0% of portfolio
|
Q1 2024
Added 4.6%
|
|
L & S Advisors Inc
Los Angeles, CA |
May 10, 2024 Q1 2024 |
23,632
shares
|
$772,530
0.1% of portfolio
|
Q1 2024
Added 1.38%
|
|
Smith, Moore & Co.
Clayton, MO |
May 10, 2024 Q1 2024 |
21,724
shares
|
$710,157
0.08% of portfolio
|
Q1 2024
Reduced 2.69%
|
|
Cibc World Market Inc.
Toronto, A6 |
May 13, 2024 Q1 2024 |
21,428
shares
|
$700,481
0.0% of portfolio
|
Q1 2024
Reduced 2.41%
|
|
Dynamic Advisor Solutions LLC
|
Apr 12, 2024 Q1 2024 |
21,320
shares
|
$696,950
0.02% of portfolio
|
Q1 2024
Reduced 0.66%
|
|
Williams & Novak, LLC
Westlake Village, CA |
Apr 15, 2024 Q1 2024 |
21,278
shares
|
$695,577
0.79% of portfolio
|
Q4 2023
New holding
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
18,256
shares
|
$596,788
0.0% of portfolio
|
Q1 2024
Added 2.44%
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jun 25, 2024 Q1 2024 |
18,096
shares
|
$591,558
0.32% of portfolio
|
Q4 2022
New holding
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
18,059
shares
|
$590,348
0.0% of portfolio
|
Q1 2024
Reduced 10.07%
|
|
Callan Capital, LLC
La Jolla, CA |
May 03, 2024 Q1 2024 |
16,881
shares
|
$551,839
0.05% of portfolio
|
Q1 2022
Added 35.3%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
16,637
shares
|
$543,863
0.0% of portfolio
|
Q1 2024
New holding
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
May 15, 2024 Q1 2024 |
16,278
shares
|
$532,127
0.03% of portfolio
|
Q1 2024
Reduced 1.89%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
15,682
shares
|
$512,644
0.03% of portfolio
|
Q3 2022
New holding
|
|
Mb Generational Wealth, LLC
Spokane, WA |
May 08, 2024 Q1 2024 |
14,546
shares
|
$475,508
0.16% of portfolio
|
Q1 2024
New holding
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
May 10, 2024 Q1 2024 |
14,524
shares
|
$474,789
0.27% of portfolio
|
Q1 2024
Added 51.04%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
14,005
shares
|
$457,823
0.0% of portfolio
|
Q1 2024
Added 24.66%
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 15, 2024 Q1 2024 |
12,717
shares
|
$415,718
0.07% of portfolio
|
Q1 2024
Added 16.33%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
12,122
shares
|
$396,268
0.0% of portfolio
|
Q1 2024
Added 20.74%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
11,823
shares
|
$386,493
0.0% of portfolio
|
Q1 2024
Added 1.79%
|
|
Sequoia Financial Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
11,365
shares
|
$371,521
0.0% of portfolio
|
Q1 2024
Reduced 2.32%
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
May 14, 2024 Q1 2024 |
10,539
shares
|
$344,519
0.14% of portfolio
|
Q1 2024
Added 0.18%
|
|
Jfs Wealth Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
10,330
shares
|
$337,687
0.03% of portfolio
|
Q1 2024
Reduced 5.73%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
9,865
shares
|
$322,486
0.0% of portfolio
|
Q1 2024
Added 1.28%
|