Purchases and Sales Made in Q4 2023 in Invesco Fd Tr (RZV)
This table provides information about the institutional ownership of Invesco Fd Tr (RZV) during Q4 2023. 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, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.5K+ 46.73% |
$1.96M - $2.55M
|
73.7K
$8.15M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.6KNew |
$966K - $1.26M
|
11.6K
$1.28M
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
8.69KNew |
$724K - $944K
|
8.69K
$960K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.6K+ 55.29% |
$633K - $825K
|
21.3K
$2.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
7.56KNew |
$631K - $822K
|
7.56K
$836K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.63K+ 11.5% |
$469K - $611K
|
54.6K
$6.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.79K+ 4.26% |
$399K - $521K
|
117K
$13M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.71K+ 140.96% |
$226K - $295K
|
4.64K
$513K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.5K+ 4.96% |
$208K - $271K
|
52.8K
$5.84M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
2.21K+ 282.27% |
$185K - $240K
|
3K
$331K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
2.13KNew |
$178K - $232K
|
2.13K
$236K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.99KNew |
$166K - $216K
|
1.99K
$220K
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.25K+ 11.14% |
$104K - $136K
|
12.5K
$1.38M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
855+ 26.9% |
$71.3K - $92.9K
|
4.03K
$446K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
776New |
$64.7K - $84.3K
|
776
$85.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
724+ 12.73% |
$60.4K - $78.7K
|
6.41K
$709K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
636+ 8.6% |
$53K - $69.1K
|
8.03K
$888K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
579+ 1.47% |
$48.3K - $62.9K
|
39.9K
$4.41M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
312+ 11.27% |
$26K - $33.9K
|
3.08K
$341K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
307New |
$25.6K - $33.4K
|
307
$33.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
289+ 0.58% |
$24.1K - $31.4K
|
49.8K
$5.51M
|
|
|
Jan 22, 2024
Q4 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
237+ 3.31% |
$19.8K - $25.8K
|
7.39K
$818K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
178+ 4.38% |
$14.8K - $19.3K
|
4.24K
$469K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
13+ 0.54% |
$1.08K - $1.41K
|
2.44K
$270K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
7+ 0.26% |
$584 - $761
|
2.75K
$304K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-46- 0.2% |
$3.84K - $5K
|
22.7K
$2.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-60- 0.99% |
$5K - $6.52K
|
6.01K
$664K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-142- 1.0% |
$11.8K - $15.4K
|
14K
$1.55M
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-374- 0.5% |
$31.2K - $40.6K
|
75.2K
$8.31M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-423- 8.46% |
$35.3K - $46K
|
4.58K
$506K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-600- 21.06% |
$50K - $65.2K
|
2.25K
$249K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-945- 11.1% |
$78.8K - $103K
|
7.57K
$837K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-988- 4.9% |
$82.4K - $107K
|
19.2K
$2.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.09K- 13.99% |
$90.7K - $118K
|
6.69K
$740K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.39K- 22.29% |
$199K - $259K
|
8.32K
$920K
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-3.36K- 14.16% |
$280K - $365K
|
20.3K
$2.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.54K- 53.27% |
$295K - $385K
|
3.11K
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.01K- 53.05% |
$501K - $653K
|
5.32K
$588K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.5K- 11.83% |
$542K - $706K
|
48.5K
$5.36M
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-7.4K- 7.75% |
$617K - $804K
|
88.1K
$9.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-15.9K- 41.15% |
$1.33M - $1.73M
|
22.8K
$2.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.7K- 60.84% |
$1.56M - $2.03M
|
12K
$1.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-31.3K- 43.41% |
$2.61M - $3.4M
|
40.8K
$4.51M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-155K- 67.74% |
$12.9M - $16.8M
|
73.7K
$8.15M
|