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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
42+ 0.65% |
$1.62K - $1.76K
|
6.55K
$270K
|
|
|
Nov 07, 2025
Q3 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.68K+ 6.01% |
$64.9K - $70.4K
|
29.7K
$1.22M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
560+ 2.11% |
$21.6K - $23.4K
|
27.1K
$1.12M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
149New |
$5.75K - $6.24K
|
149
$6.14K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-609- 0.33% |
$23.5K - $25.5K
|
185K
$7.62M
|
|
|
Nov 05, 2025
Q3 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-2.08K- 10.66% |
$80.1K - $86.9K
|
17.4K
$717K
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
8.25KNew |
$318K - $345K
|
8.25K
$340K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-9- 0.15% |
$347 - $377
|
5.99K
$247K
|
|
|
Nov 04, 2025
Q3 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-3.64K- 3.16% |
$140K - $152K
|
112K
$4.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-1.18K- 1.08% |
$45.4K - $49.3K
|
107K
$4.43M
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
14+ 0.18% |
$540 - $586
|
7.85K
$323K
|
|
|
Oct 29, 2025
Q3 2025
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-2.24K- 17.07% |
$86.2K - $93.5K
|
10.9K
$447K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
793New |
$30.6K - $33.2K
|
793
$32.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.94KNew |
$191K - $207K
|
4.94K
$203K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14.1KNew |
$546K - $592K
|
14.1K
$583K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-2.38K- 10.03% |
$91.8K - $99.6K
|
21.3K
$879K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
88New |
$3.4K - $3.68K
|
88
$3.62K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
359New |
$13.9K - $15K
|
359
$14.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
31New |
$1.2K - $1.3K
|
31
$1.28K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-508- 4.25% |
$19.6K - $21.3K
|
11.4K
$471K
|
|
|
Oct 22, 2025
Q3 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-118- 1.46% |
$4.55K - $4.94K
|
7.95K
$328K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-443- 2.39% |
$17.1K - $18.5K
|
18.1K
$745K
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
7.08KNew |
$273K - $296K
|
7.08K
$292K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
51New |
$1.97K - $2.13K
|
51
$2.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-35- 1.9% |
$1.35K - $1.46K
|
1.81K
$74.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
55+ 26.19% |
$2.12K - $2.3K
|
265
$10.9K
|
|
|
Oct 10, 2025
Q3 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-341- 1.11% |
$13.2K - $14.3K
|
30.3K
$1.25M
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
34New |
$1.31K - $1.42K
|
34
$1.4K
|
|
|
Oct 07, 2025
Q3 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-670- 1.31% |
$25.8K - $28K
|
50.6K
$2.08M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.19K+ 13.7% |
$188K - $241K
|
51.3K
$2.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-297- 4.92% |
$9.02K - $11.6K
|
5.74K
$236K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
321New |
$9.75K - $12.5K
|
321
$13.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-200- 43.86% |
$6.07K - $7.78K
|
256
$10.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
58+ 0.75% |
$1.76K - $2.26K
|
7.78K
$321K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.61K- 9.48% |
$48.8K - $62.6K
|
15.3K
$632K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
332New |
$10.1K - $12.9K
|
332
$13.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
693New |
$21K - $27K
|
693
$28.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
120New |
$3.64K - $4.67K
|
120
$4.94K
|
|
|
Jul 09, 2025
Q2 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
86+ 0.94% |
$2.61K - $3.35K
|
9.23K
$380K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-41- 29.08% |
$1.28K - $1.43K
|
100
$4.12K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.04KNew |
$188K - $211K
|
6.04K
$249K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
56.9KNew |
$1.77M - $1.99M
|
56.9K
$2.34M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
10New |
$312 - $349
|
10
$412
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4+ 0.86% |
$125 - $140
|
468
$19.3K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.82K- 3.82% |
$56.9K - $63.7K
|
45.9K
$1.89M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
34New |
$1.06K - $1.19K
|
34
$1.4K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-165- 49.11% |
$5.15K - $5.76K
|
171
$7.04K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
11.3KNew |
$352K - $394K
|
11.3K
$465K
|
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
67New |
$2.09K - $2.34K
|
67
$2.76K
|
|