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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
50+ 3.86% |
$1.58K - $1.69K
|
1.35K
$43.7K
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
14.5KNew |
$450K - $480K
|
14.5K
$472K
|
|
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
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
BUY
|
- |
401+ 0.62% |
$12.4K - $13.2K
|
65K
$2.11M
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
287New |
$8.88K - $9.47K
|
287
$9.32K
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
286+ 468.85% |
$8.85K - $9.44K
|
347
$11.3K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
242New |
$7.49K - $7.99K
|
242
$7.86K
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
219+ 3.27% |
$6.77K - $7.23K
|
6.91K
$224K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
139New |
$4.3K - $4.59K
|
139
$4.51K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
118New |
$3.65K - $3.9K
|
118
$3.83K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
59New |
$1.82K - $1.95K
|
59
$1.92K
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2New |
$61.9 - $66
|
2
$64.9
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1New |
$30.9 - $33
|
1
$32.5
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
1New |
$30.9 - $33
|
1
$32.5
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
6.52KNew |
$181K - $212K
|
6.52K
$212K
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.41KNew |
$178K - $208K
|
6.41K
$208K
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
4.51KNew |
$125K - $147K
|
4.51K
$146K
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.85KNew |
$51.4K - $60.1K
|
1.85K
$60K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
983New |
$27.3K - $32K
|
983
$31.9K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
593New |
$16.5K - $19.3K
|
593
$19.2K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
435New |
$12.1K - $14.1K
|
435
$14.1K
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
146New |
$4.06K - $4.75K
|
146
$4.74K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
100New |
$2.78K - $3.25K
|
100
$3.25K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
23+ 0.85% |
$639 - $748
|
2.73K
$88.5K
|
|
Q3 2023 | |||||||
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.04KNew |
$30.7K - $33.6K
|
1.04K
$33.8K
|
|
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
$811K
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
147New |
$4.34K - $4.74K
|
147
$4.77K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
112New |
$3.3K - $3.61K
|
112
$3.64K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
78New |
$2.3K - $2.52K
|
78
$2.53K
|
|
Q2 2023 | |||||||
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.68KNew |
$80.9K - $85.4K
|
2.68K
$87.1K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.64KNew |
$49.6K - $52.3K
|
1.64K
$53.3K
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
987+ 14.43% |
$29.8K - $31.4K
|
7.83K
$254K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
913New |
$27.5K - $29.1K
|
913
$29.6K
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
529New |
$16K - $16.8K
|
529
$17.2K
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
401New |
$12.1K - $12.8K
|
401
$13K
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
236New |
$7.12K - $7.52K
|
236
$7.66K
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
24New |
$724 - $764
|
24
$779
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
1New |
$30.2 - $31.9
|
1
$32.5
|
|
Q1 2023 | |||||||
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
693New |
$20.5K - $22.4K
|
693
$22.5K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
302New |
$8.92K - $9.74K
|
302
$9.8K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
211New |
$6.24K - $6.81K
|
211
$6.85K
|
|
Q4 2022 | |||||||
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
39.6K+ 52.69% |
$1.01M - $1.2M
|
115K
$3.73M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
31.5KNew |
$802K - $957K
|
31.5K
$1.02M
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.17KNew |
$29.8K - $35.6K
|
1.17K
$38K
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
179New |
$4.55K - $5.44K
|
179
$5.81K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
127New |
$3.23K - $3.86K
|
127
$4.12K
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
86New |
$2.19K - $2.61K
|
86
$2.79K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
39New |
$992 - $1.18K
|
39
$1.27K
|