Latest Institutional Transactions on Invesco Fd Tr (PDN)
This table provides information on the latest institutional transactions involving Invesco Fd Tr (PDN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-135- 58.44% |
$4.18K - $4.46K
|
96
$3.14K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.77K+ 24.66% |
$85.7K - $91.4K
|
14K
$458K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
125+ 1.28% |
$3.87K - $4.13K
|
9.87K
$322K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
403+ 4.53% |
$12.5K - $13.3K
|
9.3K
$304K
|
|
May 15, 2024
Q1 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
1.79K+ 16.33% |
$55.2K - $58.9K
|
12.7K
$416K
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
328+ 26.69% |
$10.1K - $10.8K
|
1.56K
$50.9K
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
434+ 2.44% |
$13.4K - $14.3K
|
18.3K
$597K
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-314- 1.89% |
$9.71K - $10.4K
|
16.3K
$532K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.88K+ 6.2% |
$151K - $161K
|
83.6K
$2.73M
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
4.4K+ 17.54% |
$136K - $145K
|
29.5K
$964K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
208+ 1.79% |
$6.43K - $6.87K
|
11.8K
$386K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-29.2K- 12.59% |
$904K - $965K
|
203K
$6.63M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.07K+ 1.85% |
$63.9K - $68.2K
|
114K
$3.72M
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
47.8K+ 756.44% |
$1.48M - $1.58M
|
54.1K
$1.77M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.68K+ 25.42% |
$300K - $320K
|
47.8K
$1.56M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-141K- 33.07% |
$4.35M - $4.64M
|
285K
$9.31M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.08K+ 20.74% |
$64.4K - $68.7K
|
12.1K
$396K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
201+ 19.74% |
$6.22K - $6.64K
|
1.22K
$39.8K
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
19+ 0.18% |
$588 - $627
|
10.5K
$345K
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.78K- 1.39% |
$55K - $58.7K
|
126K
$4.12M
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10- 2.92% |
$309 - $330
|
332
$10.9K
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.1K+ 14.6% |
$281K - $300K
|
71.4K
$2.34M
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-25.4K- 9.8% |
$785K - $838K
|
234K
$7.64M
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
527New |
$16.3K - $17.4K
|
527
$17.2K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.31K- 13.59% |
$40.5K - $43.2K
|
8.33K
$272K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
16.6KNew |
$515K - $549K
|
16.6K
$544K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1New |
$30.9 - $33
|
1
$32.7
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-32.6K- 38.16% |
$1.01M - $1.08M
|
52.8K
$1.73M
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
139New |
$4.3K - $4.59K
|
139
$4.54K
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-530- 2.41% |
$16.4K - $17.5K
|
21.4K
$700K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-111- 92.5% |
$3.43K - $3.66K
|
9
$294
|
|
May 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.91K+ 51.04% |
$152K - $162K
|
14.5K
$475K
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8+ 0.53% |
$247 - $264
|
1.52K
$49.5K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.8K+ 6.11% |
$55.7K - $59.5K
|
31.3K
$1.02M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.86KNew |
$57.5K - $61.4K
|
1.86K
$60.8K
|
|
May 10, 2024
Q1 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
322+ 1.38% |
$9.96K - $10.6K
|
23.6K
$773K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.02K- 10.07% |
$62.5K - $66.7K
|
18.1K
$590K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-245- 15.89% |
$7.58K - $8.09K
|
1.3K
$42.4K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
242New |
$7.49K - $7.99K
|
242
$7.91K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
239+ 102.14% |
$7.39K - $7.89K
|
473
$15.5K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-278- 6.95% |
$8.6K - $9.18K
|
3.72K
$122K
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-601- 2.69% |
$18.6K - $19.8K
|
21.7K
$710K
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.09K+ 4.6% |
$33.7K - $35.9K
|
24.7K
$809K
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
286+ 468.85% |
$8.85K - $9.44K
|
347
$11.3K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
118New |
$3.65K - $3.9K
|
118
$3.86K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
39+ 0.42% |
$1.21K - $1.29K
|
9.29K
$304K
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 0.27% |
$124 - $132
|
1.46K
$47.8K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-398K- 4.32% |
$12.3M - $13.1M
|
8.81M
$288M
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
14.5KNew |
$450K - $480K
|
14.5K
$476K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
44.3K+ 365.63% |
$1.37M - $1.46M
|
56.4K
$1.84M
|