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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.01K+ 0.89% |
$31.9K - $35.3K
|
114K
$3.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-42.2K- 17.68% |
$1.34M - $1.48M
|
197K
$6.42M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
214+ 2.15% |
$6.77K - $7.48K
|
10.2K
$332K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.39K+ 0.69% |
$44K - $48.7K
|
204K
$6.65M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-832- 18.75% |
$26.3K - $29.1K
|
3.61K
$118K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
410New |
$13K - $14.3K
|
410
$13.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-218- 1.15% |
$6.89K - $7.62K
|
18.8K
$612K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5+ 1.09% |
$158 - $175
|
464
$15.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
96+ 1.07% |
$3.04K - $3.36K
|
9.07K
$296K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.4K+ 6.29% |
$44.2K - $48.9K
|
23.6K
$770K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-884- 5.5% |
$28K - $30.9K
|
15.2K
$496K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
785+ 1.67% |
$24.8K - $27.5K
|
47.7K
$1.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-200- 1.47% |
$6.32K - $6.99K
|
13.4K
$436K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-224- 2.57% |
$7.08K - $7.83K
|
8.48K
$276K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-545- 1.67% |
$17.2K - $19.1K
|
32.1K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
838+ 1.35% |
$26.5K - $29.3K
|
63K
$2.05M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-156- 4.94% |
$4.95K - $5.53K
|
3K
$97.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-420- 47.95% |
$13.3K - $14.9K
|
456
$14.9K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
899+ 0.47% |
$28.5K - $31.9K
|
192K
$6.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.16K+ 4.94% |
$132K - $147K
|
88.3K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.04KNew |
$192K - $214K
|
6.04K
$197K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
667+ 5.75% |
$21.2K - $23.6K
|
12.3K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.1K+ 63.45% |
$415K - $463K
|
33.6K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-77.6K- 58.85% |
$2.46M - $2.75M
|
54.3K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
10.2K+ 119.03% |
$324K - $362K
|
18.8K
$613K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
152K+ 142.01% |
$4.81M - $5.37M
|
258K
$8.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-19K- 16.37% |
$603K - $673K
|
97K
$3.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
68New |
$2.16K - $2.41K
|
68
$2.22K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.46K- 23.77% |
$110K - $123K
|
11.1K
$362K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
164K+ 153.21% |
$5.22M - $5.83M
|
272K
$8.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.23K- 3.48% |
$39.1K - $43.7K
|
34.2K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24K+ 62.67% |
$761K - $850K
|
62.2K
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.6% |
$63.5 - $70.9
|
337
$11K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.81KNew |
$184K - $206K
|
5.81K
$189K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-129- 0.42% |
$4.1K - $4.57K
|
30.5K
$995K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-72- 1.4% |
$2.29K - $2.55K
|
5.07K
$165K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
861+ 8.97% |
$27.3K - $30.5K
|
10.5K
$341K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
284+ 1.48% |
$9.02K - $10.1K
|
19.5K
$636K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-106- 0.81% |
$3.37K - $3.76K
|
13K
$423K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-59- 4.12% |
$1.87K - $2.09K
|
1.37K
$44.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
52+ 0.56% |
$1.65K - $1.84K
|
9.4K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
45+ 0.72% |
$1.43K - $1.59K
|
6.34K
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-602- 2.49% |
$19.1K - $21.3K
|
23.5K
$767K
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.41M- 28.52% |
$76.5M - $85.4M
|
6.04M
$197M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
732+ 26.96% |
$23.2K - $25.9K
|
3.45K
$112K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-273- 73.19% |
$8.67K - $9.68K
|
100
$3.26K
|
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.02K+ 6.49% |
$64K - $71.4K
|
33.1K
$1.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
20.4K+ 9.2% |
$648K - $723K
|
242K
$7.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-351- 3.46% |
$11.1K - $12.4K
|
9.78K
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.78KNew |
$56.4K - $62.9K
|
1.78K
$57.9K
|
|