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
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.97K- 4.96% |
$206K - $225K
|
134K
$4.36M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-8.33K- 4.3% |
$246K - $269K
|
186K
$6.05M
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-8.41K- 27.74% |
$248K - $271K
|
21.9K
$714K
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-8.78K- 3.87% |
$259K - $283K
|
218K
$7.12M
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-8.95K- 23.96% |
$264K - $289K
|
28.4K
$927K
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-9.78K- 19.23% |
$289K - $316K
|
41.1K
$1.34M
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-11.1K- 47.12% |
$329K - $359K
|
12.5K
$408K
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-16.9K- 18.35% |
$501K - $547K
|
75.4K
$2.46M
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-23.1K- 7.76% |
$684K - $747K
|
275K
$8.98M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.8K- 76.68% |
$792K - $865K
|
8.16K
$266K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29K- 45.2% |
$856K - $934K
|
35.1K
$1.14M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-68.9K- 84.91% |
$2.04M - $2.22M
|
12.2K
$399K
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-74.1K- 91.55% |
$2.19M - $2.39M
|
6.84K
$223K
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-92.3K- 7.15% |
$2.73M - $2.98M
|
1.2M
$39.1M
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-817K- 8.0% |
$24.2M - $26.4M
|
9.41M
$307M
|