Latest Institutional Sells of Invesco Fd Tr (PDN)
This list provides information on the latest institutional transactions involving Invesco Fd Tr (PDN) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-398K- 4.32% |
$12.3M - $13.1M
|
8.81M
$285M
|
|
May 15, 2024
Q1 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-141K- 33.07% |
$4.35M - $4.64M
|
285K
$9.21M
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-32.6K- 38.16% |
$1.01M - $1.08M
|
52.8K
$1.71M
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-29.2K- 12.59% |
$904K - $965K
|
203K
$6.56M
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-25.4K- 9.8% |
$785K - $838K
|
234K
$7.56M
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-5.21K- 42.64% |
$161K - $172K
|
7K
$227K
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.3K- 3.44% |
$71K - $75.8K
|
64.5K
$2.09M
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.02K- 10.07% |
$62.5K - $66.7K
|
18.1K
$584K
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.78K- 1.39% |
$55K - $58.7K
|
126K
$4.08M
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.73K- 0.84% |
$53.5K - $57.1K
|
205K
$6.63M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.31K- 13.59% |
$40.5K - $43.2K
|
8.33K
$269K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.14K- 14.75% |
$35.4K - $37.8K
|
6.61K
$214K
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-628- 5.73% |
$19.4K - $20.7K
|
10.3K
$334K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-611- 7.15% |
$18.9K - $20.2K
|
7.93K
$257K
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-601- 2.69% |
$18.6K - $19.8K
|
21.7K
$703K
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-530- 2.41% |
$16.4K - $17.5K
|
21.4K
$693K
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-314- 1.89% |
$9.71K - $10.4K
|
16.3K
$526K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-278- 6.95% |
$8.6K - $9.18K
|
3.72K
$120K
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-270- 2.32% |
$8.35K - $8.91K
|
11.4K
$368K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-245- 15.89% |
$7.58K - $8.09K
|
1.3K
$41.9K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-142- 0.66% |
$4.39K - $4.69K
|
21.3K
$689K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-135- 58.44% |
$4.18K - $4.46K
|
96
$3.1K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-111- 92.5% |
$3.43K - $3.66K
|
9
$291
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-10- 2.92% |
$309 - $330
|
332
$10.7K
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-8- 0.02% |
$247 - $264
|
32.8K
$1.06M
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-4- 0.27% |
$124 - $132
|
1.46K
$47.3K
|
|
Q4 2023 | |||||||
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.44K- 82.21% |
$39.9K - $46.7K
|
311
$10.1K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.42K- 3.71% |
$39.5K - $46.3K
|
37K
$1.2M
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-722- 87.83% |
$20.1K - $23.5K
|
100
$3.23K
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-300- 1.14% |
$8.33K - $9.75K
|
26K
$841K
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-155- 1.79% |
$4.31K - $5.04K
|
8.49K
$274K
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-154- 20.98% |
$4.28K - $5.01K
|
580
$18.8K
|
|
Q2 2023 | |||||||
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-300- 3.58% |
$9.05K - $9.56K
|
8.07K
$261K
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-51- 0.73% |
$1.54K - $1.62K
|
6.94K
$224K
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
SELL
|
- |
-27- 0.4% |
$814 - $860
|
6.78K
$219K
|
|
Q1 2023 | |||||||
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-800- 99.88% |
$23.6K - $25.8K
|
1
$32.3
|
|
Q4 2022 | |||||||
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-2.74K- 61.97% |
$73.8K - $83.2K
|
1.68K
$54.3K
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-2.07K- 5.91% |
$55.7K - $62.7K
|
32.8K
$1.06M
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-532- 39.73% |
$14.3K - $16.2K
|
807
$26.1K
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-183- 5.79% |
$4.94K - $5.56K
|
2.98K
$96.2K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-383- 8.87% |
$10K - $12K
|
3.94K
$127K
|
|
Q2 2022 | |||||||
Aug 10, 2022
Q2 2022
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-13.6KClosed |
$393K - $476K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-7.88KClosed |
$228K - $276K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-7.66KClosed |
$221K - $268K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.57KClosed |
$190K - $230K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-6.43KClosed |
$186K - $225K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.02KClosed |
$174K - $211K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.29K- 4.92% |
$37.3K - $45.2K
|
25K
$808K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.2KClosed |
$34.6K - $41.9K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-167- 34.22% |
$4.82K - $5.85K
|
321
$10.4K
|