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 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
6.24KNew |
$193K - $206K
|
6.24K
$205K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
90+ 0.05% |
$2.78K - $2.97K
|
191K
$6.27M
|
|
May 06, 2024
Q1 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
34+ 0.03% |
$1.05K - $1.12K
|
111K
$3.66M
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
287New |
$8.88K - $9.47K
|
287
$9.42K
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.73K- 0.84% |
$53.5K - $57.1K
|
205K
$6.73M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-270- 2.32% |
$8.35K - $8.91K
|
11.4K
$373K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2New |
$61.9 - $66
|
2
$65.7
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-628- 5.73% |
$19.4K - $20.7K
|
10.3K
$339K
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
22.4K+ 7.65% |
$692K - $739K
|
315K
$10.3M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.1K+ 83.86% |
$405K - $432K
|
28.7K
$942K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-611- 7.15% |
$18.9K - $20.2K
|
7.93K
$260K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.14K- 14.75% |
$35.4K - $37.8K
|
6.61K
$217K
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.3K- 3.44% |
$71K - $75.8K
|
64.5K
$2.12M
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-5.21K- 42.64% |
$161K - $172K
|
7K
$230K
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.76KNew |
$271K - $289K
|
8.76K
$287K
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
401+ 0.62% |
$12.4K - $13.2K
|
65K
$2.13M
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-142- 0.66% |
$4.39K - $4.69K
|
21.3K
$700K
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
219+ 3.27% |
$6.77K - $7.23K
|
6.91K
$227K
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-8- 0.02% |
$247 - $264
|
32.8K
$1.08M
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
59New |
$1.82K - $1.95K
|
59
$1.94K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
196+ 11.09% |
$6.06K - $6.47K
|
1.96K
$64.5K
|
|
Apr 03, 2024
Q1 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
46+ 0.52% |
$1.42K - $1.52K
|
8.83K
$290K
|
|
Q4 2023 | |||||||
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
593New |
$16.5K - $19.3K
|
593
$19.5K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
218New |
$6.06K - $7.09K
|
218
$7.16K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-722- 87.83% |
$20.1K - $23.5K
|
100
$3.28K
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
6.52KNew |
$181K - $212K
|
6.52K
$214K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
435New |
$12.1K - $14.1K
|
435
$14.3K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
100New |
$2.78K - $3.25K
|
100
$3.28K
|
|
Feb 07, 2024
Q4 2023
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
6.6KNew |
$183K - $215K
|
6.6K
$217K
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.41KNew |
$178K - $208K
|
6.41K
$210K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
983New |
$27.3K - $32K
|
983
$32.3K
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
146New |
$4.06K - $4.75K
|
146
$4.79K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.44K- 82.21% |
$39.9K - $46.7K
|
311
$10.2K
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-300- 1.14% |
$8.33K - $9.75K
|
26K
$854K
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
21.3KNew |
$591K - $692K
|
21.3K
$699K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
23+ 0.85% |
$639 - $748
|
2.73K
$89.5K
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
4.51KNew |
$125K - $147K
|
4.51K
$148K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.85KNew |
$51.4K - $60.1K
|
1.85K
$60.7K
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-155- 1.79% |
$4.31K - $5.04K
|
8.49K
$279K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.42K- 3.71% |
$39.5K - $46.3K
|
37K
$1.21M
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-154- 20.98% |
$4.28K - $5.01K
|
580
$19K
|
|
Q3 2023 | |||||||
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.04KNew |
$30.7K - $33.6K
|
1.04K
$34.2K
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
147New |
$4.34K - $4.74K
|
147
$4.83K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
78New |
$2.3K - $2.52K
|
78
$2.56K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
112New |
$3.3K - $3.61K
|
112
$3.68K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
338New |
$9.97K - $10.9K
|
338
$11.1K
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
187+ 0.75% |
$5.51K - $6.03K
|
25K
$820K
|
|
Q2 2023 | |||||||
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
236New |
$7.12K - $7.52K
|
236
$7.75K
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
401New |
$12.1K - $12.8K
|
401
$13.2K
|