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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
983+ 4.03% |
$30.7K - $34.3K
|
25.4K
$988K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
941+ 8.84% |
$29.4K - $32.8K
|
11.6K
$451K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.82K- 3.82% |
$56.9K - $63.7K
|
45.9K
$1.79M
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
195+ 195.0% |
$6.08K - $6.81K
|
295
$11.5K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
34New |
$1.06K - $1.19K
|
34
$1.32K
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-60.7K- 30.84% |
$1.89M - $2.12M
|
136K
$5.29M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.81K+ 11.87% |
$56.4K - $63.1K
|
17K
$663K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9+ 0.07% |
$281 - $314
|
13K
$506K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-4.14K- 2.03% |
$129K - $144K
|
200K
$7.77M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-165- 49.11% |
$5.15K - $5.76K
|
171
$6.65K
|
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
1.38K+ 7.34% |
$43K - $48.1K
|
20.1K
$784K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.26K+ 6261.54% |
$102K - $114K
|
3.31K
$129K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-282- 1.86% |
$8.8K - $9.84K
|
14.9K
$580K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-27- 1.42% |
$842 - $942
|
1.87K
$72.9K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
11.3KNew |
$352K - $394K
|
11.3K
$440K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
51+ 0.8% |
$1.59K - $1.78K
|
6.45K
$251K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-266- 7.38% |
$8.3K - $9.28K
|
3.34K
$130K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.15K- 12.96% |
$35.9K - $40.1K
|
7.72K
$301K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
67New |
$2.09K - $2.34K
|
67
$2.61K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-462- 2.65% |
$14.4K - $16.1K
|
17K
$660K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-105- 7.15% |
$3.28K - $3.66K
|
1.36K
$53K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
90+ 0.64% |
$2.81K - $3.14K
|
14K
$547K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 11.25% |
$35.7K - $40K
|
9.04K
$352K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
359New |
$11.2K - $12.5K
|
359
$14K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-704- 12.23% |
$22.3K - $24.6K
|
5.05K
$197K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
233New |
$7.37K - $8.15K
|
233
$9.07K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
80New |
$2.53K - $2.8K
|
80
$3.11K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5New |
$158 - $175
|
5
$195
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
3+ 1.09% |
$94.9 - $105
|
279
$10.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 0.44% |
$190 - $210
|
1.37K
$53.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
683New |
$21.6K - $23.9K
|
683
$26.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
401New |
$12.7K - $14K
|
401
$15.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
410New |
$13K - $14.3K
|
410
$16K
|
|
| Q3 2024 | |||||||
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
6.1KNew |
$194K - $216K
|
6.1K
$238K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
68New |
$2.16K - $2.41K
|
68
$2.65K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-420- 47.95% |
$13.3K - $14.9K
|
456
$17.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
52+ 0.56% |
$1.65K - $1.84K
|
9.4K
$366K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.81KNew |
$184K - $206K
|
5.81K
$226K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
614+ 852.78% |
$19.5K - $21.8K
|
686
$26.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
437New |
$13.9K - $15.5K
|
437
$17K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-584- 2.4% |
$18.5K - $20.7K
|
23.7K
$923K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.37KNew |
$43.5K - $48.6K
|
1.37K
$53.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
214New |
$6.79K - $7.58K
|
214
$8.33K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
857+ 13.38% |
$27.2K - $30.4K
|
7.26K
$283K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3+ 0.05% |
$95.3 - $106
|
6.5K
$253K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-197- 90.37% |
$6.25K - $6.98K
|
21
$817
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
51New |
$1.62K - $1.81K
|
51
$1.98K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-110- 68.32% |
$3.49K - $3.9K
|
51
$1.98K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
519New |
$16.4K - $17.5K
|
519
$20.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.76K- 16.72% |
$55.7K - $59.4K
|
8.78K
$342K
|
|