Purchases and Sales Made in Q1 2021 in Invesco Fd Tr (PDN)
This table provides information about the institutional ownership of Invesco Fd Tr (PDN) during Q1 2021. The information is specifically focused on institutions that hold shares of INVESCO FD TR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 07, 2021
Q1 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
88KNew |
$3.04M - $3.28M
|
88K
$2.88M
|
|
Apr 14, 2021
Q1 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
65.4KNew |
$2.26M - $2.43M
|
65.4K
$2.14M
|
|
May 03, 2021
Q1 2021
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
49.2KNew |
$1.7M - $1.83M
|
49.2K
$1.61M
|
|
Jun 21, 2021
Q1 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
31.2KNew |
$1.08M - $1.16M
|
31.2K
$1.02M
|
|
May 17, 2021
Q1 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
18.5K+ 13.79% |
$641K - $690K
|
153K
$5M
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.6KNew |
$263K - $283K
|
7.6K
$248K
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.42KNew |
$256K - $276K
|
7.42K
$242K
|
|
May 14, 2021
Q1 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7.34K+ 66.12% |
$254K - $273K
|
18.4K
$603K
|
|
May 03, 2021
Q1 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
6.91KNew |
$239K - $257K
|
6.91K
$226K
|
|
May 10, 2021
Q1 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
5.97K+ 20.84% |
$206K - $222K
|
34.6K
$1.13M
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.49K+ 50.15% |
$190K - $204K
|
16.4K
$537K
|
|
Apr 23, 2021
Q1 2021
|
Welch Group, LLC
|
BUY
|
- |
5.48KNew |
$189K - $204K
|
5.48K
$179K
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.21K+ 3.17% |
$146K - $157K
|
137K
$4.48M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.05K+ 138.12% |
$105K - $113K
|
5.25K
$172K
|
|
May 04, 2021
Q1 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.84K+ 5.37% |
$98.2K - $106K
|
55.7K
$1.82M
|
|
May 04, 2021
Q1 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.66K+ 13.39% |
$57.3K - $61.7K
|
14K
$458K
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1KNew |
$34.7K - $37.4K
|
1K
$32.8K
|
|
May 17, 2021
Q1 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
976+ 5.16% |
$33.8K - $36.3K
|
19.9K
$650K
|
|
May 07, 2021
Q1 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
651+ 0.27% |
$22.5K - $24.2K
|
239K
$7.82M
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
547+ 172.01% |
$18.9K - $20.4K
|
865
$28.3K
|
|
Apr 28, 2021
Q1 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
206+ 14.84% |
$7.13K - $7.67K
|
1.59K
$52.1K
|
|
Apr 29, 2021
Q1 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
BUY
|
- |
72New |
$2.49K - $2.68K
|
72
$2.35K
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
BUY
|
- |
3+ 0.11% |
$104 - $112
|
2.75K
$90K
|
|
May 13, 2021
Q1 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-7- 3.29% |
$242 - $261
|
206
$6.73K
|
|
Apr 14, 2021
Q1 2021
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-35- 0.15% |
$1.21K - $1.3K
|
23.4K
$764K
|
|
May 14, 2021
Q1 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-101Closed |
$3.49K - $3.76K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-202- 3.45% |
$6.99K - $7.52K
|
5.65K
$185K
|
|
May 11, 2021
Q1 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-214- 0.97% |
$7.4K - $7.97K
|
22K
$718K
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-239Closed |
$8.27K - $8.9K
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-341- 7.97% |
$11.8K - $12.7K
|
3.94K
$129K
|
|
May 10, 2021
Q1 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-682- 0.26% |
$23.6K - $25.4K
|
265K
$8.65M
|
|
May 26, 2021
Q1 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-739- 0.7% |
$25.6K - $27.5K
|
104K
$3.42M
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.08K- 16.4% |
$37.3K - $40.2K
|
5.5K
$180K
|
|
Apr 14, 2021
Q1 2021
|
Charles Schwab Trust CO
|
SELL
|
- |
-2.13K- 2.48% |
$73.7K - $79.4K
|
83.7K
$2.74M
|
|
Apr 20, 2021
Q1 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-2.78K- 20.17% |
$96.1K - $103K
|
11K
$359K
|
|
May 14, 2021
Q1 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.84K- 21.63% |
$98.1K - $106K
|
10.3K
$336K
|
|
Apr 28, 2021
Q1 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.01K- 15.4% |
$104K - $112K
|
16.6K
$541K
|
|
May 10, 2021
Q1 2021
|
Bank Of The West
|
SELL
|
- |
-5.16K- 9.51% |
$178K - $192K
|
49.1K
$1.6M
|
|
May 14, 2021
Q1 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.51K- 37.07% |
$190K - $205K
|
9.35K
$306K
|
|
Jan 02, 2024
Q1 2021
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-6.62K- 43.97% |
$229K - $246K
|
8.43K
$276K
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.76K- 9.77% |
$269K - $289K
|
71.7K
$2.35M
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
SELL
|
- |
-9.1K- 72.16% |
$315K - $339K
|
3.51K
$115K
|
|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.3KClosed |
$426K - $459K
|
0
$0
|
|
May 18, 2021
Q1 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-31.7KClosed |
$1.1M - $1.18M
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-78.1K- 53.43% |
$2.7M - $2.91M
|
68.1K
$2.23M
|
|
Sep 23, 2021
Q1 2021
|
Systelligence, LLC
|
SELL
|
- |
-109K- 76.91% |
$3.77M - $4.06M
|
32.7K
$1.07M
|
|
May 17, 2021
Q1 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-269K- 4.86% |
$9.32M - $10M
|
5.28M
$173M
|