Purchases and Sales Made in Q4 2022 in Invesco Fd Tr (RZV)
This table provides information about the institutional ownership of Invesco Fd Tr (RZV) 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
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.12MNew |
$87.9M - $106M
|
1.12M
$124M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
181K+ 69747.49% |
$14.2M - $17.1M
|
181K
$20M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
38.5K+ 227.76% |
$3.02M - $3.64M
|
55.4K
$6.13M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
37.4K+ 48.45% |
$2.94M - $3.54M
|
115K
$12.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
26.6KNew |
$2.09M - $2.52M
|
26.6K
$2.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
19.8K+ 48.81% |
$1.55M - $1.87M
|
60.2K
$6.66M
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
10.3KNew |
$805K - $971K
|
10.3K
$1.13M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.61K+ 14.76% |
$676K - $815K
|
67K
$7.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.57KNew |
$672K - $811K
|
8.57K
$947K
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.34K+ 169.33% |
$576K - $694K
|
11.7K
$1.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.81KNew |
$534K - $644K
|
6.81K
$752K
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
6.7K+ 2.66% |
$526K - $634K
|
258K
$28.5M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
5.59KNew |
$438K - $528K
|
5.59K
$618K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
5.56K+ 9.74% |
$436K - $526K
|
62.7K
$6.93M
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
5.47KNew |
$429K - $518K
|
5.47K
$605K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.23K+ 11.4% |
$410K - $494K
|
51.1K
$5.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.56K+ 9.27% |
$358K - $432K
|
53.8K
$5.95M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.96K+ 58.58% |
$232K - $280K
|
8.01K
$886K
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
2.73KNew |
$214K - $258K
|
2.73K
$301K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.52KNew |
$198K - $239K
|
2.52K
$279K
|
|
|
Feb 09, 2023
Q4 2022
|
Windham Capital Management, LLC
|
BUY
|
- |
2.5KNew |
$196K - $236K
|
2.5K
$276K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.12KNew |
$166K - $201K
|
2.12K
$235K
|
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.11K+ 5.77% |
$165K - $199K
|
38.7K
$4.28M
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1.35KNew |
$106K - $127K
|
1.35K
$149K
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.08K+ 26.77% |
$84.3K - $102K
|
5.09K
$563K
|
|
|
Jan 09, 2023
Q4 2022
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
834+ 11.4% |
$65.4K - $78.9K
|
8.15K
$901K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
831+ 6.79% |
$65.2K - $78.6K
|
13.1K
$1.45M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
370+ 7.45% |
$29K - $35K
|
5.34K
$590K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
337New |
$26.4K - $31.9K
|
337
$37.3K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
331+ 9.64% |
$26K - $31.3K
|
3.77K
$416K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
276New |
$21.7K - $26.1K
|
276
$30.5K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
269New |
$21.1K - $25.5K
|
269
$29.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
197+ 1.36% |
$15.5K - $18.6K
|
14.7K
$1.62M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
180New |
$14.1K - $17K
|
180
$19.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
135New |
$10.6K - $12.8K
|
135
$14.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
96+ 2.07% |
$7.53K - $9.08K
|
4.73K
$523K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
32New |
$2.51K - $3.03K
|
32
$3.54K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
18+ 0.13% |
$1.41K - $1.7K
|
14.2K
$1.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
17+ 10.9% |
$1.33K - $1.61K
|
173
$19.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-5- 0.04% |
$392 - $473
|
12.8K
$1.41M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-18- 0.64% |
$1.41K - $1.7K
|
2.79K
$309K
|
|
|
Feb 09, 2023
Q4 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-50- 6.02% |
$3.92K - $4.73K
|
781
$86.4K
|
|
|
Jan 19, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-83- 1.55% |
$6.51K - $7.85K
|
5.29K
$584K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-88- 1.18% |
$6.9K - $8.33K
|
7.38K
$816K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-272- 1.68% |
$21.3K - $25.7K
|
15.9K
$1.76M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-303- 38.95% |
$23.8K - $28.7K
|
475
$52.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-476- 12.62% |
$37.3K - $45K
|
3.3K
$364K
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.08K- 1.1% |
$84.7K - $102K
|
97K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-1.14K- 9.33% |
$89.1K - $107K
|
11K
$1.22M
|