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 |
---|---|---|---|---|---|---|---|
Oct 02, 2024
Q3 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
65+ 0.73% |
$2.06K - $2.3K
|
8.97K
$311K
|
|
Q2 2024 | |||||||
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-1.06K- 5.86% |
$33.5K - $35.8K
|
17K
$590K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-926- 6.61% |
$29.3K - $31.2K
|
13.1K
$453K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.9K+ 90.33% |
$1.61M - $1.72M
|
107K
$3.71M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.16K+ 74.37% |
$36.6K - $39.1K
|
2.72K
$94K
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.33K+ 9.42% |
$73.7K - $78.6K
|
27.1K
$937K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-524- 4.32% |
$16.6K - $17.7K
|
11.6K
$401K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
575+ 0.69% |
$18.2K - $19.4K
|
84.1K
$2.91M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
519New |
$16.4K - $17.5K
|
519
$18K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.9K- 18.88% |
$281K - $300K
|
38.3K
$1.32M
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.76K- 16.72% |
$55.7K - $59.4K
|
8.78K
$304K
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-153K- 53.69% |
$4.83M - $5.16M
|
132K
$4.56M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.4K- 25.93% |
$391K - $418K
|
35.4K
$1.22M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-96.2K- 47.4% |
$3.04M - $3.25M
|
107K
$3.69M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.3K+ 2.02% |
$72.6K - $77.5K
|
116K
$4.01M
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-343- 28.14% |
$10.8K - $11.6K
|
876
$30.3K
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-39.5K- 73.1% |
$1.25M - $1.33M
|
14.5K
$503K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.42K+ 38.15% |
$44.9K - $47.9K
|
5.14K
$178K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-695- 2.22% |
$22K - $23.4K
|
30.6K
$1.06M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-342- 0.18% |
$10.8K - $11.5K
|
191K
$6.6M
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-12.1K- 5.19% |
$384K - $410K
|
222K
$7.67M
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.85K- 1.47% |
$58.6K - $62.6K
|
124K
$4.3M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.1KNew |
$320K - $342K
|
10.1K
$351K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
302+ 3.25% |
$9.54K - $10.2K
|
9.6K
$332K
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.75K- 29.46% |
$118K - $126K
|
8.97K
$310K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
243+ 2.92% |
$7.68K - $8.2K
|
8.57K
$297K
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
8.45MNew |
$267M - $285M
|
8.45M
$292M
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
967+ 5.3% |
$30.6K - $32.6K
|
19.2K
$665K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.68K+ 567.23% |
$84.8K - $90.5K
|
3.16K
$109K
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
273+ 273.0% |
$8.63K - $9.21K
|
373
$12.9K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.32K+ 71.01% |
$41.7K - $44.5K
|
3.18K
$110K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
274New |
$8.66K - $9.24K
|
274
$9.48K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
61+ 0.66% |
$1.93K - $2.06K
|
9.35K
$323K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.1KNew |
$476K - $508K
|
15.1K
$521K
|
|
Aug 09, 2024
Q2 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
498+ 2.11% |
$15.7K - $16.8K
|
24.1K
$835K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.9% |
$94.8 - $101
|
335
$11.6K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
110+ 0.66% |
$3.48K - $3.71K
|
16.7K
$580K
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5+ 0.02% |
$158 - $169
|
21.4K
$742K
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-340- 1.88% |
$10.7K - $11.5K
|
17.7K
$613K
|
|
Aug 07, 2024
Q2 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
1.57K+ 5.33% |
$49.6K - $53K
|
31.1K
$1.08M
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-30- 2.05% |
$948 - $1.01K
|
1.43K
$49.6K
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
21.1KNew |
$666K - $711K
|
21.1K
$729K
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.02K- 0.5% |
$32.1K - $34.2K
|
204K
$7.06M
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
54New |
$1.71K - $1.82K
|
54
$1.87K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
72New |
$2.28K - $2.43K
|
72
$2.49K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.61K+ 5.6% |
$50.8K - $54.2K
|
30.3K
$1.05M
|
|
Jul 31, 2024
Q2 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
651+ 0.58% |
$20.6K - $22K
|
112K
$3.88M
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
53+ 0.85% |
$1.67K - $1.79K
|
6.29K
$218K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
50+ 3.86% |
$1.58K - $1.69K
|
1.35K
$46.6K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.63KNew |
$51.6K - $55.1K
|
1.63K
$56.6K
|