Purchases and Sales Made in Q1 2023 in Invesco Fd Tr (PDN)
This table provides information about the institutional ownership of Invesco Fd Tr (PDN) during Q1 2023. The information is specifically focused on institutions that hold shares of INVESCO FD TR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
822K+ 3608.47% |
$24.3M - $26.5M
|
845K
$27.5M
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
140K+ 82.35% |
$4.13M - $4.5M
|
309K
$10.1M
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
38.5K+ 81.63% |
$1.14M - $1.24M
|
85.6K
$2.78M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
32KNew |
$944K - $1.03M
|
32K
$1.04M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.9K+ 51.23% |
$912K - $996K
|
91.1K
$2.96M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
21.2K+ 32.05% |
$628K - $685K
|
87.5K
$2.85M
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.77KNew |
$289K - $315K
|
9.77K
$318K
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.99KNew |
$207K - $225K
|
6.99K
$227K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.15K+ 24.1% |
$123K - $134K
|
21.4K
$695K
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
4.06K+ 2.69% |
$120K - $131K
|
155K
$5.04M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.12K+ 3032.04% |
$92.3K - $101K
|
3.23K
$105K
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
2.87K+ 5.01% |
$84.9K - $92.7K
|
60.2K
$1.96M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.07K+ 8.42% |
$61.2K - $66.8K
|
26.7K
$867K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.98K+ 8.56% |
$58.4K - $63.8K
|
25.1K
$815K
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.65K+ 13.81% |
$48.9K - $53.4K
|
13.6K
$443K
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
1.04K+ 3.15% |
$30.7K - $33.6K
|
34K
$1.11M
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
838+ 1.25% |
$24.8K - $27K
|
68.1K
$2.21M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
693New |
$20.5K - $22.4K
|
693
$22.5K
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
521+ 2.31% |
$15.4K - $16.8K
|
23K
$749K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
445+ 1.41% |
$13.1K - $14.4K
|
32K
$1.04M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
365New |
$10.8K - $11.8K
|
365
$11.9K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
334+ 21.02% |
$9.87K - $10.8K
|
1.92K
$62.5K
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
302New |
$8.92K - $9.74K
|
302
$9.82K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
211New |
$6.24K - $6.81K
|
211
$6.86K
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
BUY
|
- |
29+ 0.43% |
$857 - $936
|
6.81K
$221K
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
25+ 0.07% |
$739 - $807
|
38.3K
$1.25M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
11+ 0.68% |
$325 - $355
|
1.62K
$52.7K
|
|
Apr 28, 2023
Q1 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
5+ 0.0% |
$148 - $161
|
109K
$3.53M
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 0.81% |
$177 - $194
|
734
$23.9K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-30Closed |
$887 - $968
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42- 0.56% |
$1.24K - $1.35K
|
7.5K
$244K
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-54- 48.21% |
$1.6K - $1.74K
|
58
$1.89K
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-72- 0.31% |
$2.13K - $2.32K
|
22.9K
$743K
|
|
Apr 07, 2023
Q1 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-92- 0.1% |
$2.72K - $2.97K
|
95K
$3.09M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-155- 1.56% |
$4.58K - $5K
|
9.78K
$318K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-213- 2.15% |
$6.29K - $6.87K
|
9.69K
$315K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-229- 1.83% |
$6.77K - $7.39K
|
12.3K
$400K
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-406- 54.28% |
$12K - $13.1K
|
342
$11.1K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-445- 1.39% |
$13.1K - $14.4K
|
31.5K
$1.02M
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-488- 4.4% |
$14.4K - $15.7K
|
10.6K
$344K
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-800- 99.88% |
$23.6K - $25.8K
|
1
$32.5
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-837- 4.57% |
$24.7K - $27K
|
17.5K
$569K
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-863- 6.99% |
$25.5K - $27.8K
|
11.5K
$373K
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.55K- 90.95% |
$45.7K - $49.9K
|
154
$5.01K
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.86K- 71.59% |
$54.9K - $59.9K
|
737
$24K
|
|
May 05, 2023
Q1 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.07K- 13.16% |
$61.1K - $66.7K
|
13.6K
$444K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.72K- 3.44% |
$80.4K - $87.7K
|
76.4K
$2.48M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.43K- 21.88% |
$101K - $111K
|
12.3K
$398K
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.1K- 37.91% |
$151K - $165K
|
8.36K
$272K
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-6.38K- 27.78% |
$189K - $206K
|
16.6K
$539K
|