Latest Institutional Purchases of Invesco Fd Tr (PDN)
This list provides information on the latest institutional transactions involving Invesco Fd Tr (PDN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.41KNew |
$178K - $208K
|
6.41K
$209K
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
4.51KNew |
$125K - $147K
|
4.51K
$147K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.85KNew |
$51.4K - $60.1K
|
1.85K
$60.4K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
983New |
$27.3K - $32K
|
983
$32.1K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
593New |
$16.5K - $19.3K
|
593
$19.4K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
435New |
$12.1K - $14.1K
|
435
$14.2K
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
218New |
$6.06K - $7.09K
|
218
$7.13K
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
146New |
$4.06K - $4.75K
|
146
$4.77K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
100New |
$2.78K - $3.25K
|
100
$3.27K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
23+ 0.85% |
$639 - $748
|
2.73K
$89.1K
|
|
Q3 2023 | |||||||
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.04KNew |
$30.7K - $33.6K
|
1.04K
$34K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
338New |
$9.97K - $10.9K
|
338
$11K
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
187+ 0.75% |
$5.51K - $6.03K
|
25K
$817K
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
147New |
$4.34K - $4.74K
|
147
$4.81K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
112New |
$3.3K - $3.61K
|
112
$3.66K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
78New |
$2.3K - $2.52K
|
78
$2.55K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.89KNew |
$268K - $283K
|
8.89K
$291K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.68KNew |
$80.9K - $85.4K
|
2.68K
$87.7K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.64KNew |
$49.6K - $52.3K
|
1.64K
$53.7K
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
987+ 14.43% |
$29.8K - $31.4K
|
7.83K
$256K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
913New |
$27.5K - $29.1K
|
913
$29.8K
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
529New |
$16K - $16.8K
|
529
$17.3K
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
401New |
$12.1K - $12.8K
|
401
$13.1K
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
236New |
$7.12K - $7.52K
|
236
$7.71K
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
24New |
$724 - $764
|
24
$785
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
1New |
$30.2 - $31.9
|
1
$32.7
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
38.5K+ 81.63% |
$1.14M - $1.24M
|
85.6K
$2.8M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
693New |
$20.5K - $22.4K
|
693
$22.7K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
302New |
$8.92K - $9.74K
|
302
$9.87K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
211New |
$6.24K - $6.81K
|
211
$6.9K
|
|
Q4 2022 | |||||||
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
39.6K+ 52.69% |
$1.07M - $1.2M
|
115K
$3.76M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
31.5KNew |
$850K - $957K
|
31.5K
$1.03M
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
18.1KNew |
$488K - $550K
|
18.1K
$592K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.17KNew |
$31.6K - $35.6K
|
1.17K
$38.3K
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
179New |
$4.83K - $5.44K
|
179
$5.85K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
127New |
$3.43K - $3.86K
|
127
$4.15K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
86New |
$2.32K - $2.61K
|
86
$2.81K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
39New |
$1.05K - $1.18K
|
39
$1.27K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
10New |
$270 - $304
|
10
$327
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
7New |
$189 - $213
|
7
$229
|
|
Q3 2022 | |||||||
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
15.7KNew |
$411K - $493K
|
15.7K
$513K
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
13.4KNew |
$351K - $421K
|
13.4K
$437K
|
|
Oct 13, 2022
Q3 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
5.77K+ 38.08% |
$151K - $181K
|
20.9K
$684K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.1KNew |
$55.1K - $66.1K
|
2.1K
$68.7K
|
|
Oct 18, 2022
Q3 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.52K+ 2.75% |
$39.9K - $47.9K
|
56.8K
$1.86M
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
512New |
$13.4K - $16.1K
|
512
$16.7K
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
450New |
$11.8K - $14.2K
|
450
$14.7K
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
393+ 1.56% |
$10.3K - $12.4K
|
25.5K
$835K
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
56New |
$1.47K - $1.76K
|
56
$1.83K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
129KNew |
$3.72M - $4.51M
|
129K
$4.21M
|