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 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-757- 5.41% |
$22.3K - $24.4K
|
13.2K
$430K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.24K- 3.72% |
$36.7K - $40.1K
|
32.2K
$1.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.68K- 7.45% |
$49.5K - $54.1K
|
20.8K
$676K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.83K- 2.61% |
$53.8K - $58.9K
|
68K
$2.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-1.88K- 3.02% |
$55.3K - $60.5K
|
60.2K
$1.96M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.96K- 14.72% |
$57.7K - $63.2K
|
11.3K
$368K
|
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-2.2K- 2.37% |
$64.9K - $71K
|
90.8K
$2.95M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.42K- 18.64% |
$71.3K - $78K
|
10.6K
$343K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-7.44K- 48.38% |
$219K - $240K
|
7.94K
$258K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.7K- 10.71% |
$405K - $443K
|
114K
$3.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-37.9K- 10.01% |
$1.12M - $1.22M
|
340K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-38.8K- 3.25% |
$1.14M - $1.25M
|
1.15M
$37.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-211K- 2.32% |
$6.22M - $6.8M
|
8.87M
$288M
|