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 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-274- 9.87% |
$6.97K - $8.32K
|
2.5K
$81.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-280- 25.9% |
$7.12K - $8.51K
|
801
$26K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-400- 78.13% |
$10.2K - $12.2K
|
112
$3.64K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-514- 3.68% |
$13.1K - $15.6K
|
13.5K
$437K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-532- 39.73% |
$13.5K - $16.2K
|
807
$26.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-615- 5.85% |
$15.6K - $18.7K
|
9.9K
$321K
|
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-980- 8.12% |
$24.9K - $29.8K
|
11.1K
$360K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.08K- 4.19% |
$27.4K - $32.7K
|
24.6K
$799K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.15K- 10.4% |
$29.3K - $35K
|
9.93K
$322K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.78K- 2.7% |
$45.2K - $54K
|
64K
$2.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.78K- 12.45% |
$45.4K - $54.2K
|
12.5K
$407K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-2.07K- 5.91% |
$52.5K - $62.7K
|
32.8K
$1.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-2.34K- 24.11% |
$59.5K - $71.1K
|
7.37K
$239K
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-2.51K- 59.61% |
$63.9K - $76.3K
|
1.7K
$55.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-2.74K- 61.97% |
$69.7K - $83.2K
|
1.68K
$54.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.78K- 33.4% |
$96.2K - $115K
|
7.54K
$245K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.37K- 5.24% |
$111K - $133K
|
79.1K
$2.57M
|
|
|
Feb 09, 2023
Q4 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-4.46K- 6.22% |
$113K - $135K
|
67.2K
$2.18M
|
|
|
Jan 26, 2023
Q4 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-4.69K- 1.55% |
$119K - $142K
|
298K
$9.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.95K- 5.09% |
$126K - $150K
|
92.4K
$3M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.12K- 27.97% |
$181K - $216K
|
18.3K
$595K
|
|
|
Feb 13, 2023
Q4 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-14.4K- 47.89% |
$367K - $439K
|
15.7K
$510K
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-15.5K- 16.04% |
$394K - $470K
|
81K
$2.63M
|
|
|
Jan 30, 2023
Q4 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-16.3K- 6.68% |
$414K - $494K
|
227K
$7.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-17.3K- 35.47% |
$440K - $526K
|
31.5K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-21.3K- 24.29% |
$541K - $646K
|
66.3K
$2.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-42.2K- 64.92% |
$1.07M - $1.28M
|
22.8K
$740K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
SELL
|
- |
-60.5K- 66.61% |
$1.54M - $1.84M
|
30.3K
$984K
|