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 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.37KNew |
$43.5K - $48.6K
|
1.37K
$44.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
293+ 3.03% |
$9.3K - $10.4K
|
9.97K
$324K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
214New |
$6.79K - $7.58K
|
214
$6.95K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
459New |
$14.6K - $16.3K
|
459
$14.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
857+ 13.38% |
$27.2K - $30.4K
|
7.26K
$236K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.5K- 36.06% |
$79.5K - $88.7K
|
4.44K
$144K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.44K+ 21.46% |
$77.4K - $86.4K
|
13.8K
$448K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
859+ 2.83% |
$27.3K - $30.4K
|
31.2K
$1.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3+ 0.05% |
$95.3 - $106
|
6.5K
$211K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-4.54K- 26.63% |
$144K - $161K
|
12.5K
$406K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5K- 23.7% |
$159K - $177K
|
16.1K
$522K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-197- 90.37% |
$6.25K - $6.98K
|
21
$682
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
51New |
$1.62K - $1.81K
|
51
$1.66K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.13K+ 33.74% |
$290K - $324K
|
36.2K
$1.18M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-15- 0.05% |
$476 - $532
|
32.7K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2.01K- 85.75% |
$63.8K - $71.2K
|
334
$10.8K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-110- 68.32% |
$3.49K - $3.9K
|
51
$1.66K
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-5.82K- 30.01% |
$185K - $206K
|
13.6K
$440K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
522+ 0.85% |
$16.6K - $18.5K
|
62.1K
$2.02M
|
|
|
Oct 02, 2024
Q3 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
65+ 0.73% |
$2.06K - $2.3K
|
8.97K
$291K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
519New |
$16.4K - $17.5K
|
519
$16.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.76K- 16.72% |
$55.7K - $59.4K
|
8.78K
$285K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.85K- 1.47% |
$58.6K - $62.6K
|
124K
$4.04M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.1KNew |
$476K - $508K
|
15.1K
$489K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
274New |
$8.66K - $9.24K
|
274
$8.89K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.32K+ 71.01% |
$41.7K - $44.5K
|
3.18K
$103K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
54New |
$1.71K - $1.82K
|
54
$1.75K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
50+ 3.86% |
$1.58K - $1.69K
|
1.35K
$43.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
66New |
$2.09K - $2.23K
|
66
$2.14K
|
|
|
Jul 26, 2024
Q2 2024
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.93K- 29.17% |
$60.8K - $64.9K
|
4.68K
$152K
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
575+ 3.96% |
$18.2K - $19.4K
|
15.1K
$490K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.13K- 5.28% |
$35.6K - $38K
|
20.2K
$655K
|
|
| Q1 2024 | |||||||
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1New |
$30.9 - $33
|
1
$32.5
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-135- 58.44% |
$4.18K - $4.46K
|
96
$3.12K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-314- 1.89% |
$9.71K - $10.4K
|
16.3K
$528K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
9.1K+ 14.6% |
$281K - $300K
|
71.4K
$2.32M
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
527New |
$16.3K - $17.4K
|
527
$17.1K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1New |
$30.9 - $33
|
1
$32.5
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
139New |
$4.3K - $4.59K
|
139
$4.51K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-601- 2.69% |
$18.6K - $19.8K
|
21.7K
$705K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
242New |
$7.49K - $7.99K
|
242
$7.86K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
286+ 468.85% |
$8.85K - $9.44K
|
347
$11.3K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
118New |
$3.65K - $3.9K
|
118
$3.83K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-398K- 4.32% |
$12.3M - $13.1M
|
8.81M
$286M
|
|
|
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
14.5KNew |
$450K - $480K
|
14.5K
$472K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
287New |
$8.88K - $9.47K
|
287
$9.32K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2New |
$61.9 - $66
|
2
$64.9
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-5.21K- 42.64% |
$161K - $172K
|
7K
$227K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
401+ 0.62% |
$12.4K - $13.2K
|
65K
$2.11M
|
|