Purchases and Sales Made in Q2 2021 in Invesco Fd Tr (PDN)
This table provides information about the institutional ownership of Invesco Fd Tr (PDN) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 06, 2021
Q2 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
65.6KNew |
$2.42M - $2.6M
|
65.6K
$2.27M
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
49.7KNew |
$1.84M - $1.97M
|
49.7K
$1.72M
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
41.1KNew |
$1.52M - $1.63M
|
41.1K
$1.42M
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.5KNew |
$1.05M - $1.13M
|
28.5K
$987K
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
26.2KNew |
$967K - $1.04M
|
26.2K
$905K
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.6KNew |
$689K - $739K
|
18.6K
$645K
|
|
Jul 29, 2021
Q2 2021
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
14.5K+ 29.47% |
$536K - $574K
|
63.7K
$2.21M
|
|
Aug 30, 2021
Q2 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
13.2KNew |
$489K - $524K
|
13.2K
$458K
|
|
Aug 11, 2021
Q2 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
9.87KNew |
$365K - $391K
|
9.87K
$341K
|
|
Aug 11, 2021
Q2 2021
|
Bank Of The West
|
BUY
|
- |
9.84K+ 20.06% |
$364K - $390K
|
58.9K
$2.04M
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.79K+ 5.68% |
$288K - $309K
|
145K
$5.01M
|
|
Aug 10, 2021
Q2 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
6.81KNew |
$252K - $270K
|
6.81K
$236K
|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.73K+ 10.29% |
$212K - $227K
|
61.4K
$2.13M
|
|
Aug 10, 2021
Q2 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
5.32KNew |
$197K - $211K
|
5.32K
$184K
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
4.1K+ 13.14% |
$151K - $162K
|
35.3K
$1.22M
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.42K+ 36.62% |
$127K - $136K
|
12.8K
$442K
|
|
Aug 06, 2021
Q2 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
2.21K+ 2.12% |
$81.8K - $87.7K
|
107K
$3.69M
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.05K+ 38.95% |
$75.6K - $81K
|
7.3K
$253K
|
|
Aug 17, 2021
Q2 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.96K+ 1.28% |
$72.3K - $77.4K
|
155K
$5.36M
|
|
Jul 29, 2021
Q2 2021
|
Wade Financial Advisory, Inc
|
BUY
|
- |
1.45K+ 6.21% |
$53.6K - $57.4K
|
24.8K
$859K
|
|
Aug 13, 2021
Q2 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.44K+ 7.23% |
$53.2K - $57K
|
21.3K
$738K
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.36K+ 24.72% |
$50.3K - $53.9K
|
6.86K
$237K
|
|
Aug 10, 2021
Q2 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
1.27K+ 0.53% |
$47K - $50.3K
|
241K
$8.33M
|
|
Jul 09, 2021
Q2 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
1.1KNew |
$40.6K - $43.5K
|
1.1K
$38K
|
|
Aug 02, 2021
Q2 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1.01K+ 9.22% |
$37.4K - $40.1K
|
12K
$415K
|
|
Aug 02, 2021
Q2 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
949+ 59.54% |
$35.1K - $37.6K
|
2.54K
$88K
|
|
Aug 13, 2021
Q2 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
508New |
$18.8K - $20.1K
|
508
$17.6K
|
|
Jul 09, 2021
Q2 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
435New |
$16.1K - $17.2K
|
435
$15.1K
|
|
Jul 30, 2021
Q2 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
336New |
$12.4K - $13.3K
|
336
$11.6K
|
|
Jul 12, 2021
Q2 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
324+ 0.5% |
$12K - $12.8K
|
65.7K
$2.27M
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
270+ 4.78% |
$9.98K - $10.7K
|
5.92K
$205K
|
|
Aug 10, 2021
Q2 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
241New |
$8.91K - $9.55K
|
241
$8.34K
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
225+ 1.37% |
$8.32K - $8.91K
|
16.7K
$576K
|
|
Aug 12, 2021
Q2 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
200New |
$7.39K - $7.92K
|
200
$6.92K
|
|
Aug 11, 2021
Q2 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
148New |
$5.47K - $5.86K
|
148
$5.12K
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
129+ 1.87% |
$4.77K - $5.11K
|
7.04K
$244K
|
|
Aug 02, 2021
Q2 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
100New |
$3.7K - $3.96K
|
100
$3.46K
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
80New |
$2.96K - $3.17K
|
80
$2.77K
|
|
Aug 05, 2021
Q2 2021
|
Washington Trust CO
|
BUY
|
- |
75New |
$2.77K - $2.97K
|
75
$2.6K
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
74New |
$2.74K - $2.93K
|
74
$2.56K
|
|
Aug 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
36+ 1.03% |
$1.33K - $1.43K
|
3.55K
$123K
|
|
Aug 13, 2021
Q2 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
29New |
$1.07K - $1.15K
|
29
$1K
|
|
Jul 21, 2021
Q2 2021
|
Welch Group, LLC
|
BUY
|
- |
21+ 0.38% |
$776 - $832
|
5.5K
$190K
|
|
Aug 04, 2021
Q2 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13+ 0.08% |
$480 - $515
|
16.6K
$574K
|
|
Aug 06, 2021
Q2 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5+ 0.5% |
$185 - $198
|
1.01K
$34.9K
|
|
Aug 02, 2021
Q2 2021
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.04% |
$37 - $39.6
|
2.76K
$95.4K
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 11, 2021
Q2 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-13- 0.18% |
$480 - $515
|
7.4K
$256K
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-134Closed |
$4.95K - $5.31K
|
0
$0
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-146- 16.88% |
$5.4K - $5.78K
|
719
$24.9K
|