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 14, 2021
Q1 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-101Closed |
$3.49K - $3.76K
|
0
$0
|
|
| Q4 2020 | |||||||
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-250Closed |
$7.24K - $8.68K
|
0
$0
|
|
|
Mar 05, 2021
Q4 2020
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-136Closed |
$3.94K - $4.72K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Spectrum Management Group, LLC
|
SELL
|
- |
-257Closed |
$7.45K - $8.93K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-39Closed |
$1.13K - $1.35K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.44KClosed |
$39.5K - $43.9K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-3Closed |
$82.4 - $91.7
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-338Closed |
$9.28K - $10.3K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Whittier Trust CO
|
SELL
|
- |
-29Closed |
$797 - $886
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 21, 2020
Q2 2020
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-10.5KClosed |
$231K - $309K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Pya Waltman Capital, LLC
Knoxville, TN |
SELL
|
- |
-48Closed |
$1.05K - $1.41K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.8KClosed |
$215K - $287K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Covington Capital Management
|
SELL
|
- |
-1.97KClosed |
$43.1K - $57.7K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-424Closed |
$9.3K - $12.4K
|
0
$0
|
|
|
Aug 04, 2020
Q2 2020
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-11.2KClosed |
$246K - $329K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
First Personal Financial Services
|
SELL
|
- |
-357Closed |
$7.83K - $10.5K
|
0
$0
|
|
|
Jul 17, 2020
Q2 2020
|
Gfg Capital, LLC
|
SELL
|
- |
-57.6KClosed |
$1.26M - $1.69M
|
0
$0
|
|
|
Jul 08, 2020
Q2 2020
|
Bogart Wealth, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Scotia Capital Inc.
|
SELL
|
- |
-9.9KClosed |
$199K - $319K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$20.1 - $32.3
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-95Closed |
$1.91K - $3.06K
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-4.15KClosed |
$83.5K - $134K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-35.3KClosed |
$710K - $1.14M
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-100KClosed |
$2.01M - $3.23M
|
0
$0
|
|
|
Apr 28, 2020
Q1 2020
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-302Closed |
$6.07K - $9.74K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-211Closed |
$4.24K - $6.8K
|
0
$0
|
|
|
Apr 09, 2020
Q1 2020
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-195KClosed |
$3.92M - $6.29M
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 05, 2020
Q4 2019
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-56Closed |
$1.62K - $1.8K
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-36Closed |
$1.04K - $1.16K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 13, 2019
Q3 2019
|
Destination Wealth Management
|
SELL
|
- |
-686Closed |
$19.1K - $20.8K
|
0
$0
|
|
|
Oct 30, 2019
Q3 2019
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-6.93KClosed |
$193K - $210K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 22, 2019
Q2 2019
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-300Closed |
$8.6K - $9.26K
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 14, 2019
Q1 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-664Closed |
$18.2K - $20.2K
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Fifth Third Bancorp
|
SELL
|
- |
-396Closed |
$10.9K - $12K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 11, 2019
Q4 2018
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-36.2KClosed |
$949K - $1.18M
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.08KClosed |
$28.2K - $35.2K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
F3 Logic, LLC
|
SELL
|
- |
-6.75KClosed |
$177K - $221K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Aug 30, 2024
Q3 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.42KNew |
$108K - $114K
|
3.42K
$111K
|
|
|
Nov 05, 2018
Q3 2018
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.38KClosed |
$43.7K - $46K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$33 - $35.4
|
1
$32.5
|
|