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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q1 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-328- 2.65% |
$10.6K - $12.2K
|
12.1K
$392K
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-344- 3.58% |
$11.1K - $12.8K
|
9.26K
$300K
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-484- 7.45% |
$15.7K - $18K
|
6.02K
$195K
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-529- 7.6% |
$17.1K - $19.7K
|
6.43K
$209K
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-544- 1.79% |
$17.6K - $20.2K
|
29.9K
$969K
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-731- 4.42% |
$23.7K - $27.2K
|
15.8K
$514K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-907- 1.31% |
$29.4K - $33.7K
|
68.1K
$2.21M
|
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.16K- 12.21% |
$37.7K - $43.3K
|
8.37K
$272K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.42K- 17.82% |
$46.2K - $52.9K
|
6.57K
$213K
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.52KClosed |
$49.2K - $56.4K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-1.71K- 17.79% |
$55.3K - $63.4K
|
7.88K
$256K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.83K- 13.02% |
$59.4K - $68.1K
|
12.2K
$397K
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2KClosed |
$64.8K - $74.4K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.05KClosed |
$131K - $151K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-4.09K- 1.61% |
$132K - $152K
|
249K
$8.09M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-5.56KClosed |
$180K - $207K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.06KClosed |
$197K - $225K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-7.53KClosed |
$244K - $280K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.5K- 28.64% |
$342K - $392K
|
26.3K
$852K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.9K- 19.0% |
$353K - $405K
|
46.5K
$1.51M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-21.1K- 34.6% |
$682K - $783K
|
39.8K
$1.29M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-35.2K- 55.22% |
$1.14M - $1.31M
|
28.5K
$926K
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-42.7KClosed |
$1.38M - $1.59M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-42.9K- 34.1% |
$1.39M - $1.59M
|
82.8K
$2.69M
|