Purchases and Sales Made in Q1 2022 in Invesco Fd Tr (PDN)
This table provides information about the institutional ownership of Invesco Fd Tr (PDN) during Q1 2022. 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 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.52M+ 3351.72% |
$49.4M - $56.6M
|
1.57M
$50.9M
|
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.47M+ 21.92% |
$47.5M - $54.5M
|
8.16M
$265M
|
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
661K+ 346.05% |
$21.4M - $24.6M
|
852K
$27.6M
|
|
|
May 10, 2022
Q1 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
39.9K+ 15.58% |
$1.29M - $1.48M
|
296K
$9.61M
|
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
37.6KNew |
$1.22M - $1.4M
|
37.6K
$1.22M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24K+ 187.44% |
$779K - $894K
|
36.9K
$1.2M
|
|
|
Apr 18, 2022
Q1 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
19.1K+ 100.63% |
$618K - $709K
|
38K
$1.23M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
14.6K+ 40.04% |
$473K - $543K
|
51.1K
$1.66M
|
|
|
Apr 21, 2022
Q1 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
14.3K+ 56.25% |
$463K - $532K
|
39.7K
$1.29M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.9KNew |
$387K - $444K
|
11.9K
$387K
|
|
|
Apr 15, 2022
Q1 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
10K+ 37.25% |
$324K - $372K
|
36.9K
$1.2M
|
|
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
9.35K+ 14.17% |
$303K - $348K
|
75.4K
$2.45M
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.03K+ 20.91% |
$260K - $299K
|
46.5K
$1.51M
|
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
6.55KNew |
$212K - $243K
|
6.55K
$213K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.92K+ 75.7% |
$159K - $183K
|
11.4K
$371K
|
|
|
May 09, 2022
Q1 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
4.89K+ 7.5% |
$158K - $182K
|
70K
$2.27M
|
|
|
May 10, 2022
Q1 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
4.4K+ 35.3% |
$143K - $164K
|
16.9K
$548K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.3K+ 46.75% |
$139K - $160K
|
13.5K
$438K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
3.95K+ 103.02% |
$128K - $147K
|
7.79K
$253K
|
|
|
May 16, 2022
Q1 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
3.61K+ 12.09% |
$117K - $134K
|
33.4K
$1.09M
|
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
BUY
|
- |
3.54K+ 4.92% |
$115K - $131K
|
75.4K
$2.45M
|
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.89K+ 41.69% |
$93.8K - $108K
|
9.83K
$319K
|
|
|
May 23, 2022
Q1 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
2.88K+ 2.85% |
$93.2K - $107K
|
104K
$3.37M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.82K+ 21.4% |
$91.2K - $105K
|
16K
$518K
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2.63K+ 58.81% |
$85.3K - $97.8K
|
7.11K
$231K
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.45K+ 3.17% |
$79.3K - $91K
|
79.7K
$2.59M
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.08K+ 9.08% |
$67.5K - $77.4K
|
25K
$813K
|
|
|
Apr 25, 2022
Q1 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
1.47K+ 12.16% |
$47.8K - $54.8K
|
13.6K
$441K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.08K+ 108000.0% |
$35K - $40.2K
|
1.08K
$35.1K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
522New |
$16.9K - $19.4K
|
522
$16.9K
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
500New |
$16.2K - $18.6K
|
500
$16.2K
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
257+ 0.43% |
$8.33K - $9.56K
|
60.2K
$1.95M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
205+ 0.69% |
$6.64K - $7.62K
|
29.7K
$965K
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
177+ 0.81% |
$5.74K - $6.58K
|
22.2K
$719K
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
159+ 0.5% |
$5.15K - $5.91K
|
31.7K
$1.03M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
157+ 13.35% |
$5.09K - $5.84K
|
1.33K
$43.3K
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
139New |
$4.5K - $5.17K
|
139
$4.51K
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
93+ 21.78% |
$3.01K - $3.46K
|
520
$16.9K
|
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
55New |
$1.78K - $2.04K
|
55
$1.79K
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
23+ 0.3% |
$745 - $855
|
7.66K
$249K
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1New |
$32.4 - $37.2
|
1
$32.5
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-22- 81.48% |
$713 - $818
|
5
$162
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-56- 21.88% |
$1.81K - $2.08K
|
200
$6.49K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-68- 35.23% |
$2.2K - $2.53K
|
125
$4.06K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-105- 14.6% |
$3.4K - $3.9K
|
614
$19.9K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-167- 1.08% |
$5.41K - $6.21K
|
15.3K
$495K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-192- 37.8% |
$6.22K - $7.14K
|
316
$10.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-206Closed |
$6.68K - $7.66K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-321- 11.57% |
$10.4K - $11.9K
|
2.45K
$79.6K
|