Purchases and Sales Made in Q3 2021 in Invesco Fd Tr (PDN)
This table provides information about the institutional ownership of Invesco Fd Tr (PDN) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
88.2K+ 1.74% |
$3.27M - $3.51M
|
5.16M
$171M
|
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
56.9KNew |
$2.11M - $2.26M
|
56.9K
$1.89M
|
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
49.3KNew |
$1.83M - $1.96M
|
49.3K
$1.64M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.6K+ 105.33% |
$728K - $782K
|
38.3K
$1.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
19.1KNew |
$706K - $759K
|
19.1K
$633K
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
15.7KNew |
$583K - $627K
|
15.7K
$523K
|
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
BUY
|
- |
12.8K+ 21.77% |
$475K - $511K
|
71.7K
$2.38M
|
|
|
Oct 15, 2021
Q3 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
10.2K+ 4.22% |
$376K - $404K
|
251K
$8.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Old Mission Capital LLC
|
BUY
|
- |
7.86KNew |
$291K - $313K
|
7.86K
$261K
|
|
|
Oct 19, 2021
Q3 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
7.63KNew |
$283K - $304K
|
7.63K
$253K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.07K+ 11.5% |
$262K - $281K
|
68.5K
$2.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7K+ 26.76% |
$259K - $279K
|
33.2K
$1.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
4.36K+ 32.93% |
$161K - $173K
|
17.6K
$584K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3.84KNew |
$142K - $153K
|
3.84K
$128K
|
|
|
Nov 12, 2021
Q3 2021
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3.24K+ 9.43% |
$120K - $129K
|
37.6K
$1.25M
|
|
|
Nov 15, 2021
Q3 2021
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
2.59K+ 4.06% |
$95.8K - $103K
|
66.3K
$2.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.4KNew |
$88.7K - $95.4K
|
2.4K
$79.6K
|
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
1.89K+ 2.49% |
$70K - $75.3K
|
77.8K
$2.58M
|
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.02K+ 14.98% |
$37.8K - $40.6K
|
7.83K
$260K
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
874+ 12.74% |
$32.4K - $34.8K
|
7.74K
$257K
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
742+ 29.18% |
$27.5K - $29.5K
|
3.29K
$109K
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
586New |
$21.7K - $23.3K
|
586
$19.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
524+ 4.1% |
$19.4K - $20.9K
|
13.3K
$442K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
512New |
$19K - $20.4K
|
512
$17K
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
505+ 0.74% |
$18.7K - $20.1K
|
68.6K
$2.28M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
467+ 3.44% |
$17.3K - $18.6K
|
14K
$466K
|
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
379+ 1.56% |
$14K - $15.1K
|
24.7K
$819K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
372+ 9.45% |
$13.8K - $14.8K
|
4.31K
$143K
|
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
325+ 1120.69% |
$12K - $12.9K
|
354
$11.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
272+ 0.48% |
$10.1K - $10.8K
|
57.3K
$1.9M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
267+ 2.82% |
$9.89K - $10.6K
|
9.73K
$323K
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
253New |
$9.37K - $10.1K
|
253
$8.41K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
190+ 0.67% |
$7.04K - $7.57K
|
28.7K
$954K
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
170+ 16.85% |
$6.3K - $6.77K
|
1.18K
$39.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
164+ 4.63% |
$6.08K - $6.53K
|
3.71K
$123K
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
102+ 1.72% |
$3.78K - $4.06K
|
6.02K
$200K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
95+ 1.79% |
$3.52K - $3.78K
|
5.42K
$180K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
74New |
$2.74K - $2.95K
|
74
$2.46K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
61New |
$2.26K - $2.43K
|
61
$2.03K
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36+ 0.22% |
$1.33K - $1.43K
|
16.7K
$555K
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
11+ 0.03% |
$408 - $438
|
35.3K
$1.17M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
3New |
$111 - $119
|
3
$99.7
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Versant Capital Management, Inc
|
SELL
|
- |
-5- 1.11% |
$185 - $199
|
446
$14.8K
|
|
|
Oct 27, 2021
Q3 2021
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-7- 0.06% |
$259 - $279
|
12K
$399K
|
|
|
Nov 02, 2021
Q3 2021
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-30- 0.12% |
$1.11K - $1.19K
|
24.8K
$823K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-33- 0.2% |
$1.22K - $1.31K
|
16.5K
$550K
|
|
|
Oct 15, 2021
Q3 2021
|
Paradigm, Strategies In Wealth Management, LLC
|
SELL
|
- |
-72Closed |
$2.67K - $2.87K
|
0
$0
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-74Closed |
$2.74K - $2.95K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-88- 1.19% |
$3.26K - $3.5K
|
7.31K
$243K
|