Purchases and Sales Made in Q4 2022 in Invesco Fd Tr (PDN)
This table provides information about the institutional ownership of Invesco Fd Tr (PDN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
661K+ 6.91% |
$16.8M - $20.1M
|
10.2M
$332M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
186K+ 16.86% |
$4.74M - $5.66M
|
1.29M
$41.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
156K+ 1146.63% |
$3.97M - $4.74M
|
170K
$5.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
151KNew |
$3.84M - $4.59M
|
151K
$4.91M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
120K+ 163.43% |
$3.06M - $3.65M
|
194K
$6.29M
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
39.7K+ 71.75% |
$1.01M - $1.21M
|
95.1K
$3.09M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
39.6K+ 52.69% |
$1.01M - $1.2M
|
115K
$3.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
35KNew |
$890K - $1.06M
|
35K
$1.14M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
31.5KNew |
$802K - $957K
|
31.5K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
25K+ 70.92% |
$636K - $759K
|
60.2K
$1.96M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.4K+ 35.74% |
$543K - $649K
|
81.1K
$2.63M
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
18.1KNew |
$460K - $550K
|
18.1K
$587K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.3K+ 38.99% |
$363K - $434K
|
50.9K
$1.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.6KNew |
$320K - $382K
|
12.6K
$408K
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
12.3K+ 59.49% |
$313K - $374K
|
33K
$1.07M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11.9K+ 9.25% |
$303K - $362K
|
140K
$4.56M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.07K+ 44.12% |
$180K - $215K
|
23.1K
$750K
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
6.78KNew |
$172K - $206K
|
6.78K
$220K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.59KNew |
$168K - $200K
|
6.59K
$214K
|
|
|
Jan 25, 2023
Q4 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.87K+ 45.7% |
$98.5K - $118K
|
12.3K
$401K
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
3.7K+ 6.9% |
$94.2K - $112K
|
57.4K
$1.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.74K+ 13.59% |
$69.8K - $83.4K
|
22.9K
$744K
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.59KNew |
$66K - $78.8K
|
2.59K
$84.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.87K+ 937.0% |
$47.7K - $56.9K
|
2.07K
$67.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.61K+ 4.5% |
$40.9K - $48.8K
|
37.4K
$1.21M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.56K+ 11.05% |
$39.7K - $47.4K
|
15.7K
$509K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.17KNew |
$29.8K - $35.6K
|
1.17K
$38K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.13K+ 10.38% |
$28.6K - $34.2K
|
12K
$389K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.07KNew |
$27.2K - $32.5K
|
1.07K
$34.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.04K+ 0.96% |
$26.3K - $31.4K
|
109K
$3.53M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
966+ 2.59% |
$24.6K - $29.3K
|
38.3K
$1.24M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
888+ 3.6% |
$22.6K - $27K
|
25.5K
$829K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
605+ 61.48% |
$15.4K - $18.4K
|
1.59K
$51.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
593New |
$15.1K - $18K
|
593
$19.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
508+ 3.04% |
$12.9K - $15.4K
|
17.2K
$559K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
BUY
|
- |
247+ 50.1% |
$6.28K - $7.5K
|
740
$24K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
179New |
$4.55K - $5.44K
|
179
$5.81K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
127New |
$3.23K - $3.86K
|
127
$4.12K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
86New |
$2.19K - $2.61K
|
86
$2.79K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
84+ 0.37% |
$2.14K - $2.55K
|
22.5K
$731K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
59New |
$1.5K - $1.79K
|
59
$1.92K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
39New |
$992 - $1.18K
|
39
$1.27K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
31+ 43.06% |
$789 - $942
|
103
$3.34K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
30New |
$763 - $911
|
30
$974
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
10New |
$254 - $304
|
10
$325
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
7New |
$178 - $213
|
7
$227
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6+ 0.37% |
$153 - $182
|
1.61K
$52.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
5New |
$127 - $152
|
5
$162
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-183- 5.79% |
$4.66K - $5.56K
|
2.98K
$96.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-194- 0.81% |
$4.94K - $5.89K
|
23.6K
$768K
|