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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
693New |
$21K - $27K
|
693
$27.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
238+ 3.04% |
$7.23K - $9.26K
|
8.07K
$323K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-5.13K- 9.09% |
$156K - $200K
|
51.3K
$2.05M
|
|
|
Jul 16, 2025
Q2 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.06K- 3.34% |
$32.1K - $41.2K
|
30.7K
$1.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.71K- 1.55% |
$51.9K - $66.6K
|
109K
$4.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
120New |
$3.64K - $4.67K
|
120
$4.81K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
139+ 195.77% |
$4.22K - $5.41K
|
210
$8.41K
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
86+ 0.94% |
$2.61K - $3.35K
|
9.23K
$370K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-29.7K- 88.61% |
$928K - $1.04M
|
3.82K
$153K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.04KNew |
$188K - $211K
|
6.04K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
45KNew |
$1.4M - $1.57M
|
45K
$1.8M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
932+ 5.45% |
$29.1K - $32.5K
|
18K
$722K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.35K+ 17.11% |
$198K - $222K
|
43.5K
$1.74M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
6+ 0.12% |
$187 - $209
|
4.87K
$195K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.35K+ 26.1% |
$292K - $326K
|
45.2K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
960+ 7.19% |
$30K - $33.5K
|
14.3K
$574K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.14K+ 11.28% |
$97.9K - $110K
|
31K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-41- 29.08% |
$1.28K - $1.43K
|
100
$4K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13+ 0.22% |
$406 - $454
|
6.03K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-767- 4.06% |
$23.9K - $26.8K
|
18.1K
$725K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
109KNew |
$3.4M - $3.8M
|
109K
$4.36M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.01K+ 9.65% |
$31.4K - $35.1K
|
11.4K
$458K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.4K+ 18.69% |
$449K - $503K
|
91.5K
$3.66M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.6K+ 26.82% |
$50K - $56K
|
7.59K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.53K+ 1.65% |
$47.7K - $53.4K
|
94.2K
$3.77M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
56.9KNew |
$1.77M - $1.99M
|
56.9K
$2.28M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-716- 2.11% |
$22.3K - $25K
|
33.1K
$1.33M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.23K+ 93.33% |
$38.4K - $43K
|
2.55K
$102K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.3K+ 72.36% |
$415K - $464K
|
31.7K
$1.27M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
754+ 3.19% |
$23.5K - $26.3K
|
24.4K
$975K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.1K+ 12.48% |
$376K - $421K
|
109K
$4.35M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-63- 0.29% |
$1.97K - $2.2K
|
21.5K
$861K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
10New |
$312 - $349
|
10
$401
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.59% |
$62.4 - $69.8
|
342
$13.7K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
365+ 2.23% |
$11.4K - $12.7K
|
16.7K
$670K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.22K- 4.02% |
$38.1K - $42.6K
|
29.2K
$1.17M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
129+ 92.81% |
$4.02K - $4.5K
|
268
$10.7K
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-282- 2.26% |
$8.8K - $9.84K
|
12.2K
$489K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-369- 4.93% |
$11.5K - $12.9K
|
7.11K
$285K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$31.2 - $34.9
|
1.96K
$78.5K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-8.39K- 58.11% |
$262K - $293K
|
6.05K
$242K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.9K+ 62.86% |
$59.2K - $66.2K
|
4.91K
$197K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4+ 0.86% |
$125 - $140
|
468
$18.7K
|
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-265- 3.13% |
$8.27K - $9.25K
|
8.21K
$329K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-41.3K- 8.2% |
$1.29M - $1.44M
|
462K
$18.5M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.27K- 1.71% |
$102K - $114K
|
187K
$7.5M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-246K- 4.27% |
$7.67M - $8.59M
|
5.51M
$221M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-266- 20.68% |
$8.3K - $9.28K
|
1.02K
$40.9K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.3K- 37.99% |
$382K - $428K
|
20K
$801K
|
|