Purchases and Sales Made in Q4 2021 in Invesco Fd Tr (PDN)
This table provides information about the institutional ownership of Invesco Fd Tr (PDN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
1.53M+ 29.71% |
$54.5M - $59.8M
|
6.69M
$217M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
63.7KNew |
$2.27M - $2.49M
|
63.7K
$2.07M
|
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
53K+ 674.12% |
$1.88M - $2.07M
|
60.8K
$1.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
39.5K+ 26.08% |
$1.4M - $1.54M
|
191K
$6.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
30.4KNew |
$1.08M - $1.19M
|
30.4K
$987K
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
26.9KNew |
$955K - $1.05M
|
26.9K
$872K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
23KNew |
$816K - $896K
|
23K
$745K
|
|
|
Jan 21, 2022
Q4 2021
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
12.5KNew |
$444K - $487K
|
12.5K
$405K
|
|
|
Feb 08, 2022
Q4 2021
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
12.1KNew |
$431K - $473K
|
12.1K
$394K
|
|
|
Feb 14, 2022
Q4 2021
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
10.8K+ 56.57% |
$383K - $421K
|
29.8K
$968K
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
9.6KNew |
$342K - $375K
|
9.6K
$312K
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
9.51KNew |
$338K - $371K
|
9.51K
$309K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.77K+ 12.8% |
$312K - $342K
|
77.3K
$2.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
8K+ 16.22% |
$285K - $312K
|
57.3K
$1.86M
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
6.94KNew |
$247K - $271K
|
6.94K
$225K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.5KNew |
$231K - $254K
|
6.5K
$211K
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.44K+ 5.4% |
$229K - $251K
|
126K
$4.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
5.45K+ 2.17% |
$194K - $213K
|
256K
$8.32M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.05KNew |
$144K - $158K
|
4.05K
$131K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
3.89K+ 663.48% |
$138K - $152K
|
4.47K
$145K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
3.77K+ 5.77% |
$134K - $147K
|
69K
$2.24M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.65K+ 11.0% |
$130K - $142K
|
36.8K
$1.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.69K+ 4.69% |
$95.6K - $105K
|
60K
$1.95M
|
|
|
Jan 13, 2022
Q4 2021
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
2.08K+ 3.25% |
$73.9K - $81K
|
66K
$2.14M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.52KNew |
$54K - $59.2K
|
1.52K
$49.3K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.46K+ 18.89% |
$52K - $57K
|
9.2K
$299K
|
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
1.37K+ 7.78% |
$48.7K - $53.4K
|
19K
$615K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.2K+ 3.41% |
$42.8K - $47K
|
36.5K
$1.18M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.2KNew |
$42.6K - $46.7K
|
1.2K
$38.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
940+ 4.47% |
$33.4K - $36.7K
|
22K
$713K
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
884+ 13.29% |
$31.4K - $34.5K
|
7.53K
$245K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
817+ 2.85% |
$29.1K - $31.9K
|
29.5K
$958K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
772+ 5.81% |
$27.5K - $30.1K
|
14.1K
$457K
|
|
|
Feb 08, 2022
Q4 2021
|
Wade Financial Advisory, Inc
|
BUY
|
- |
640+ 2.58% |
$22.8K - $25K
|
25.4K
$825K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
324+ 13.22% |
$11.5K - $12.6K
|
2.77K
$90K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
255+ 100.79% |
$9.07K - $9.95K
|
508
$16.5K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
151New |
$5.37K - $5.89K
|
151
$4.9K
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
148+ 2.73% |
$5.26K - $5.77K
|
5.56K
$181K
|
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
BUY
|
- |
141+ 0.2% |
$5.02K - $5.5K
|
71.9K
$2.33M
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
126+ 3.4% |
$4.48K - $4.92K
|
3.84K
$124K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
118New |
$4.2K - $4.6K
|
118
$3.83K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
68+ 54.4% |
$2.42K - $2.65K
|
193
$6.26K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
56+ 28.0% |
$1.99K - $2.19K
|
256
$8.31K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
46+ 0.76% |
$1.64K - $1.79K
|
6.06K
$197K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
39New |
$1.39K - $1.52K
|
39
$1.27K
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
24New |
$854 - $936
|
24
$779
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
24+ 800.0% |
$854 - $936
|
27
$876
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
18+ 0.11% |
$640 - $702
|
16.6K
$537K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
10+ 0.13% |
$356 - $390
|
7.64K
$248K
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 0.16% |
$213 - $234
|
3.85K
$125K
|