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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-2.41M- 28.52% |
$76.5M - $85.4M
|
6.04M
$196M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-81.9K- 25.52% |
$2.6M - $2.9M
|
239K
$7.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-77.6K- 58.85% |
$2.46M - $2.75M
|
54.3K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-19K- 16.37% |
$603K - $673K
|
97K
$3.15M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-5.82K- 30.01% |
$185K - $206K
|
13.6K
$440K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5K- 23.7% |
$159K - $177K
|
16.1K
$522K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-4.54K- 26.63% |
$144K - $161K
|
12.5K
$406K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.46K- 23.77% |
$110K - $123K
|
11.1K
$360K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.5K- 36.06% |
$79.5K - $88.7K
|
4.44K
$144K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2.01K- 85.75% |
$63.8K - $71.2K
|
334
$10.8K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.48K- 0.73% |
$47K - $52.5K
|
202K
$6.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.28K- 2.65% |
$40.6K - $45.3K
|
46.9K
$1.52M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.23K- 3.48% |
$39.1K - $43.7K
|
34.2K
$1.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-741- 4.18% |
$23.5K - $26.3K
|
17K
$551K
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-602- 2.49% |
$19.1K - $21.3K
|
23.5K
$764K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-584- 2.4% |
$18.5K - $20.7K
|
23.7K
$770K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-420- 47.95% |
$13.3K - $14.9K
|
456
$14.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-351- 3.46% |
$11.1K - $12.4K
|
9.78K
$317K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-273- 73.19% |
$8.67K - $9.68K
|
100
$3.25K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-271- 3.02% |
$8.6K - $9.6K
|
8.7K
$282K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-197- 90.37% |
$6.25K - $6.98K
|
21
$682
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-156- 4.94% |
$4.95K - $5.53K
|
3K
$97.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-129- 0.42% |
$4.1K - $4.57K
|
30.5K
$990K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-110- 68.32% |
$3.49K - $3.9K
|
51
$1.66K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-106- 0.81% |
$3.37K - $3.76K
|
13K
$421K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-72- 1.4% |
$2.29K - $2.55K
|
5.07K
$165K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-59- 4.12% |
$1.87K - $2.09K
|
1.37K
$44.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-15- 0.05% |
$476 - $532
|
32.7K
$1.06M
|
|
| Q2 2024 | |||||||
|
Jul 26, 2024
Q2 2024
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.93K- 29.17% |
$60.8K - $64.9K
|
4.68K
$152K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.85K- 1.47% |
$58.6K - $62.6K
|
124K
$4.04M
|
|
|
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
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.13K- 5.28% |
$35.6K - $38K
|
20.2K
$655K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-398K- 4.32% |
$12.3M - $13.1M
|
8.81M
$286M
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-5.21K- 42.64% |
$161K - $172K
|
7K
$227K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-601- 2.69% |
$18.6K - $19.8K
|
21.7K
$705K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-314- 1.89% |
$9.71K - $10.4K
|
16.3K
$528K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-135- 58.44% |
$4.18K - $4.46K
|
96
$3.12K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.42K- 3.71% |
$39.5K - $46.3K
|
37K
$1.2M
|
|
|
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
$262K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-51- 0.73% |
$1.54K - $1.62K
|
6.94K
$225K
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
SELL
|
- |
-27- 0.4% |
$814 - $860
|
6.78K
$220K
|
|
| Q4 2022 | |||||||
|
Jan 27, 2023
Q4 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-2.74K- 61.97% |
$69.7K - $83.2K
|
1.68K
$54.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-2.07K- 5.91% |
$52.5K - $62.7K
|
32.8K
$1.07M
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-532- 39.73% |
$13.5K - $16.2K
|
807
$26.2K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-183- 5.79% |
$4.66K - $5.56K
|
2.98K
$96.6K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-383- 8.87% |
$9.79K - $12K
|
3.94K
$128K
|
|
| 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
|
|