Purchases and Sales Made in Q3 2023 in Invesco Fd Tr (PDN)
This table provides information about the institutional ownership of Invesco Fd Tr (PDN) during Q3 2023. 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 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
63.2K+ 67.78% |
$1.86M - $2.04M
|
156K
$5.08M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
30.8K+ 35.83% |
$908K - $993K
|
117K
$3.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.1K+ 276.3% |
$712K - $779K
|
32.9K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
14.1K+ 74.73% |
$416K - $456K
|
33K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.6K+ 34.21% |
$283K - $310K
|
37.7K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.86KNew |
$232K - $254K
|
7.86K
$255K
|
|
|
Oct 25, 2023
Q3 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
7.52K+ 2.76% |
$222K - $243K
|
280K
$9.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.66K+ 17.68% |
$196K - $215K
|
44.3K
$1.44M
|
|
|
Oct 19, 2023
Q3 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.73K+ 32.44% |
$110K - $120K
|
15.2K
$494K
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
3.59K+ 10.79% |
$106K - $116K
|
36.9K
$1.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.81K+ 4.06% |
$82.9K - $90.7K
|
72K
$2.34M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.7K+ 1.52% |
$79.7K - $87.2K
|
181K
$5.87M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.18K+ 9.34% |
$64.1K - $70.2K
|
25.5K
$827K
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2.15K+ 3.46% |
$63.4K - $69.4K
|
64.3K
$2.09M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.05K+ 31.1% |
$60.5K - $66.1K
|
8.64K
$281K
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.54K+ 5.33% |
$45.4K - $49.6K
|
30.4K
$987K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1.37K+ 358.79% |
$40.3K - $44.1K
|
1.75K
$56.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.07K+ 0.98% |
$31.4K - $34.4K
|
109K
$3.55M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.04KNew |
$30.7K - $33.6K
|
1.04K
$33.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
1K+ 3.95% |
$29.5K - $32.3K
|
26.3K
$854K
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
722+ 722.0% |
$21.3K - $23.3K
|
822
$26.7K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
390+ 1.26% |
$11.5K - $12.6K
|
31.3K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
340+ 7.77% |
$10K - $11K
|
4.72K
$153K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
338New |
$9.97K - $10.9K
|
338
$11K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
261+ 75.43% |
$7.7K - $8.42K
|
607
$19.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
187+ 0.75% |
$5.51K - $6.03K
|
25K
$811K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
147New |
$4.34K - $4.74K
|
147
$4.77K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
112New |
$3.3K - $3.61K
|
112
$3.64K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
96New |
$2.83K - $3.1K
|
96
$3.12K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
78New |
$2.3K - $2.52K
|
78
$2.53K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
74+ 0.32% |
$2.18K - $2.39K
|
23K
$748K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
61+ 4.41% |
$1.8K - $1.97K
|
1.45K
$46.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
48+ 0.54% |
$1.42K - $1.55K
|
8.9K
$289K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
25+ 0.07% |
$737 - $807
|
38.4K
$1.25M
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
20+ 0.75% |
$590 - $645
|
2.7K
$87.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11+ 0.11% |
$324 - $355
|
9.8K
$318K
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
6+ 0.06% |
$177 - $194
|
10.5K
$341K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1+ 0.06% |
$29.5 - $32.3
|
1.77K
$57.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8- 0.51% |
$236 - $258
|
1.58K
$51.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-130- 1.36% |
$3.83K - $4.19K
|
9.41K
$305K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-141- 8.62% |
$4.16K - $4.55K
|
1.49K
$48.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-149- 0.66% |
$4.39K - $4.81K
|
22.3K
$725K
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-170- 0.08% |
$5.01K - $5.48K
|
214K
$6.96M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-251- 1.46% |
$7.4K - $8.1K
|
17K
$551K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-620- 24.91% |
$18.3K - $20K
|
1.87K
$60.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-628- 4.6% |
$18.5K - $20.3K
|
13K
$423K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-636- 6.96% |
$18.8K - $20.5K
|
8.51K
$276K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-650- 5.35% |
$19.2K - $21K
|
11.5K
$373K
|