Purchases and Sales Made in Q3 2022 in Invesco Fd Tr (RZV)
This table provides information about the institutional ownership of Invesco Fd Tr (RZV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
27K+ 33.68% |
$2.06M - $2.55M
|
107K
$12.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
24.9K+ 102.42% |
$1.9M - $2.36M
|
49.2K
$5.69M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
12.7K+ 178.11% |
$968K - $1.2M
|
19.8K
$2.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.6KNew |
$812K - $1.01M
|
10.6K
$1.23M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.01K+ 71.09% |
$459K - $569K
|
14.5K
$1.67M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.59KNew |
$426K - $529K
|
5.59K
$646K
|
|
|
Oct 12, 2022
Q3 2022
|
Mjp Associates Inc
|
BUY
|
- |
3.92K+ 1.58% |
$299K - $372K
|
251K
$29.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.33K+ 1.54% |
$254K - $316K
|
220K
$25.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.25KNew |
$172K - $213K
|
2.25K
$260K
|
|
|
Nov 01, 2022
Q3 2022
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.52K+ 1.99% |
$116K - $144K
|
78.1K
$9.03M
|
|
|
Oct 20, 2022
Q3 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
847+ 9.16% |
$64.6K - $80.2K
|
10.1K
$1.17M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
780+ 1.02% |
$59.5K - $73.9K
|
77.2K
$8.93M
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
673+ 17.0% |
$51.4K - $63.8K
|
4.63K
$536K
|
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
440+ 3.57% |
$33.6K - $41.7K
|
12.8K
$1.48M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
303+ 63.79% |
$23.1K - $28.7K
|
778
$90K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
295+ 0.58% |
$22.5K - $27.9K
|
50.8K
$5.88M
|
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
225+ 1.61% |
$17.2K - $21.3K
|
14.2K
$1.64M
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
156New |
$11.9K - $14.8K
|
156
$18K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
115+ 79.86% |
$8.78K - $10.9K
|
259
$30K
|
|
|
Nov 16, 2022
Q3 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
70+ 0.58% |
$5.34K - $6.63K
|
12.2K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
70+ 0.58% |
$5.34K - $6.63K
|
12.2K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
30New |
$2.29K - $2.84K
|
30
$3.47K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
24+ 0.15% |
$1.83K - $2.27K
|
16.2K
$1.87M
|
|
|
Oct 31, 2022
Q3 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
22+ 0.82% |
$1.68K - $2.08K
|
2.7K
$312K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-24- 0.2% |
$1.83K - $2.27K
|
12.2K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-37- 4.26% |
$2.82K - $3.51K
|
831
$96.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-50- 1.75% |
$3.82K - $4.74K
|
2.81K
$325K
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-150- 2.93% |
$11.4K - $14.2K
|
4.97K
$574K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-227- 3.72% |
$17.3K - $21.5K
|
5.88K
$680K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-300- 60.0% |
$22.9K - $28.4K
|
200
$23.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-440- 9.22% |
$33.6K - $41.7K
|
4.33K
$501K
|
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-452- 0.98% |
$34.5K - $42.8K
|
45.8K
$5.3M
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-605- 1.05% |
$46.2K - $57.3K
|
57.1K
$6.61M
|
|
|
Nov 08, 2022
Q3 2022
|
Imc Chicago, LLC
|
SELL
|
- |
-623- 2.44% |
$47.5K - $59K
|
24.9K
$2.88M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.03K- 12.08% |
$78.3K - $97.2K
|
7.47K
$864K
|
|
|
Oct 18, 2022
Q3 2022
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-1.23K- 5.12% |
$93.8K - $116K
|
22.8K
$2.64M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.48K- 30.13% |
$113K - $140K
|
3.44K
$397K
|
|
|
Oct 19, 2022
Q3 2022
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-1.73K- 19.1% |
$132K - $164K
|
7.31K
$846K
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.78K- 8.63% |
$212K - $263K
|
29.4K
$3.4M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-2.83K- 82.97% |
$216K - $268K
|
581
$67.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.08K- 15.39% |
$235K - $291K
|
16.9K
$1.96M
|
|
|
Oct 19, 2022
Q3 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-3.53K- 3.48% |
$270K - $335K
|
98.1K
$11.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.06K- 6.51% |
$310K - $385K
|
58.3K
$6.75M
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.92K- 49.34% |
$375K - $466K
|
5.05K
$584K
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-22.3K- 35.48% |
$1.7M - $2.11M
|
40.5K
$4.68M
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-42.6K- 91.87% |
$3.25M - $4.04M
|
3.77K
$436K
|