Purchases and Sales Made in Q2 2022 in Invesco Fd Tr (PDN)
This table provides information about the institutional ownership of Invesco Fd Tr (PDN) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.3M+ 15.9% |
$37.5M - $45.4M
|
9.46M
$307M
|
|
|
Aug 15, 2022
Q2 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
211K+ 24.77% |
$6.09M - $7.38M
|
1.06M
$34.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
129KNew |
$3.72M - $4.51M
|
129K
$4.18M
|
|
|
Jul 13, 2022
Q2 2022
|
Allworth Financial LP
|
BUY
|
- |
98.6K+ 4019.53% |
$2.85M - $3.45M
|
101K
$3.28M
|
|
|
Aug 05, 2022
Q2 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
48.3K+ 121.6% |
$1.4M - $1.69M
|
88K
$2.86M
|
|
|
Aug 10, 2022
Q2 2022
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
44.5K+ 121.27% |
$1.29M - $1.56M
|
81.2K
$2.64M
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27.9K+ 233.59% |
$805K - $975K
|
39.8K
$1.29M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
27.4K+ 351.32% |
$790K - $957K
|
35.1K
$1.14M
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.5K+ 78.54% |
$678K - $821K
|
53.3K
$1.73M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
18.6K+ 46.67% |
$537K - $650K
|
58.4K
$1.89M
|
|
|
Jul 13, 2022
Q2 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
15.1KNew |
$438K - $530K
|
15.1K
$492K
|
|
|
Nov 10, 2022
Q2 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
11.8KNew |
$342K - $415K
|
11.8K
$384K
|
|
|
Aug 11, 2022
Q2 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
11.8K+ 11.4% |
$342K - $414K
|
116K
$3.75M
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
11.8KNew |
$340K - $412K
|
11.8K
$382K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.94KNew |
$287K - $348K
|
9.94K
$323K
|
|
|
Jul 22, 2022
Q2 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
8.96KNew |
$259K - $313K
|
8.96K
$291K
|
|
|
Jul 19, 2022
Q2 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
8.62K+ 2.91% |
$249K - $302K
|
305K
$9.89M
|
|
|
Aug 02, 2022
Q2 2022
|
Bank Of The West
|
BUY
|
- |
8.6K+ 11.4% |
$248K - $301K
|
84K
$2.73M
|
|
|
Jul 15, 2022
Q2 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
8.13K+ 21.65% |
$235K - $285K
|
45.7K
$1.48M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.8KNew |
$168K - $203K
|
5.8K
$188K
|
|
|
Aug 15, 2022
Q2 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
5.67K+ 15.37% |
$164K - $198K
|
42.5K
$1.38M
|
|
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.45K+ 40.35% |
$157K - $191K
|
18.9K
$615K
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.35K+ 6.46% |
$155K - $187K
|
88.2K
$2.86M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.87K+ 16.38% |
$141K - $170K
|
34.6K
$1.12M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.41K+ 13.92% |
$127K - $154K
|
36.1K
$1.17M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.9K+ 4.81% |
$83.7K - $101K
|
63.1K
$2.05M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.29K+ 18.72% |
$66.2K - $80.2K
|
14.5K
$472K
|
|
|
Jul 08, 2022
Q2 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
1.37K+ 1.82% |
$39.6K - $47.9K
|
76.7K
$2.49M
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.08KNew |
$31.2K - $37.8K
|
1.08K
$35.1K
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.04K+ 10.6% |
$30.1K - $36.5K
|
10.9K
$353K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
792+ 0.99% |
$22.9K - $27.7K
|
80.5K
$2.61M
|
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
670+ 858.97% |
$19.4K - $23.5K
|
748
$24.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
612+ 193.67% |
$17.7K - $21.4K
|
928
$30.1K
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
481+ 3.01% |
$13.9K - $16.8K
|
16.4K
$534K
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
BUY
|
- |
377+ 4.07% |
$10.9K - $13.2K
|
9.63K
$313K
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
302New |
$8.72K - $10.6K
|
302
$9.8K
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
283+ 54.42% |
$8.18K - $9.91K
|
803
$26.1K
|
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
261+ 19.58% |
$7.54K - $9.14K
|
1.59K
$51.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
257+ 0.77% |
$7.42K - $9K
|
33.7K
$1.09M
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
238New |
$6.88K - $8.33K
|
238
$7.73K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
206New |
$5.95K - $7.21K
|
206
$6.69K
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
131+ 0.75% |
$3.78K - $4.59K
|
17.5K
$569K
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
117+ 0.47% |
$3.38K - $4.1K
|
25.2K
$816K
|
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
100New |
$2.89K - $3.5K
|
100
$3.25K
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
66+ 33.0% |
$1.91K - $2.31K
|
266
$8.63K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
55+ 0.77% |
$1.59K - $1.93K
|
7.16K
$232K
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
6+ 0.14% |
$173 - $210
|
4.32K
$140K
|
|
|
Aug 12, 2022
Q2 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 0.13% |
$144 - $175
|
3.85K
$125K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
3+ 0.6% |
$86.7 - $105
|
503
$16.3K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2New |
$57.8 - $70
|
2
$64.9
|