Purchases and Sales Made in Q4 2024 in Invesco Fd Tr (PDN)
This table provides information about the institutional ownership of Invesco Fd Tr (PDN) during Q4 2024. 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 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-403- 0.42% |
$12.7K - $14.1K
|
96.6K
$3.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-545- 1.67% |
$17.2K - $19.1K
|
32.1K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-632- 3.24% |
$20K - $22.1K
|
18.9K
$645K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-832- 18.75% |
$26.3K - $29.1K
|
3.61K
$123K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-884- 5.5% |
$28K - $30.9K
|
15.2K
$519K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-905- 9.25% |
$28.6K - $31.6K
|
8.87K
$303K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.05K- 0.55% |
$33.2K - $36.7K
|
191K
$6.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.74K- 10.24% |
$55K - $60.8K
|
15.2K
$521K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.86K- 58.48% |
$58.8K - $65K
|
1.32K
$45.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.34K- 23.13% |
$137K - $152K
|
14.4K
$493K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-8.38K- 23.15% |
$265K - $293K
|
27.8K
$950K
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-42.2K- 17.68% |
$1.34M - $1.48M
|
197K
$6.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-45.9K- 73.7% |
$1.45M - $1.6M
|
16.4K
$559K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-195K- 71.64% |
$6.16M - $6.81M
|
77.1K
$2.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-240K- 92.88% |
$7.59M - $8.39M
|
18.4K
$628K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-283K- 4.68% |
$8.94M - $9.88M
|
5.76M
$197M
|