Purchases and Sales Made in Q1 2025 in Invesco Fd Tr (PDN)
This table provides information about the institutional ownership of Invesco Fd Tr (PDN) during Q1 2025. 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, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
109KNew |
$3.4M - $3.8M
|
109K
$4.24M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
56.9KNew |
$1.77M - $1.99M
|
56.9K
$2.21M
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
45KNew |
$1.4M - $1.57M
|
45K
$1.75M
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
30.5K+ 1002.23% |
$952K - $1.06M
|
33.6K
$1.31M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.4K+ 18.69% |
$449K - $503K
|
91.5K
$3.56M
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.3K+ 72.36% |
$415K - $464K
|
31.7K
$1.23M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
12.1K+ 12.48% |
$376K - $421K
|
109K
$4.23M
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
11.3KNew |
$352K - $394K
|
11.3K
$440K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.35K+ 26.1% |
$292K - $326K
|
45.2K
$1.76M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.35K+ 17.11% |
$198K - $222K
|
43.5K
$1.69M
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.04KNew |
$188K - $211K
|
6.04K
$235K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.26K+ 6261.54% |
$102K - $114K
|
3.31K
$129K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.14K+ 11.28% |
$97.9K - $110K
|
31K
$1.2M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.9K+ 62.86% |
$59.2K - $66.2K
|
4.91K
$191K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.81K+ 11.87% |
$56.4K - $63.1K
|
17K
$663K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.6K+ 26.82% |
$50K - $56K
|
7.59K
$295K
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.53K+ 1.65% |
$47.7K - $53.4K
|
94.2K
$3.66M
|
|
May 05, 2025
Q1 2025
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
1.38K+ 7.34% |
$43K - $48.1K
|
20.1K
$784K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.23K+ 93.33% |
$38.4K - $43K
|
2.55K
$99.3K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.01K+ 9.65% |
$31.4K - $35.1K
|
11.4K
$445K
|
|
May 09, 2025
Q1 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
983+ 4.03% |
$30.7K - $34.3K
|
25.4K
$988K
|
|
May 15, 2025
Q1 2025
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
960+ 7.19% |
$30K - $33.5K
|
14.3K
$557K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
941+ 8.84% |
$29.4K - $32.8K
|
11.6K
$451K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
932+ 5.45% |
$29.1K - $32.5K
|
18K
$701K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
754+ 15.08% |
$23.5K - $26.3K
|
5.76K
$224K
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
754+ 3.19% |
$23.5K - $26.3K
|
24.4K
$948K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
365+ 2.23% |
$11.4K - $12.7K
|
16.7K
$651K
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
359New |
$11.2K - $12.5K
|
359
$14K
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
195+ 195.0% |
$6.08K - $6.81K
|
295
$11.5K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
129+ 92.81% |
$4.02K - $4.5K
|
268
$10.4K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
90+ 0.64% |
$2.81K - $3.14K
|
14K
$547K
|
|
Apr 07, 2025
Q1 2025
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
73+ 0.8% |
$2.28K - $2.55K
|
9.14K
$356K
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
67New |
$2.09K - $2.34K
|
67
$2.61K
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
51+ 0.8% |
$1.59K - $1.78K
|
6.45K
$251K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
34New |
$1.06K - $1.19K
|
34
$1.32K
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
13+ 0.22% |
$406 - $454
|
6.03K
$235K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
10New |
$312 - $349
|
10
$389
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
9+ 0.07% |
$281 - $314
|
13K
$506K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
6+ 0.12% |
$187 - $209
|
4.87K
$190K
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
4+ 0.86% |
$125 - $140
|
468
$18.2K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.59% |
$62.4 - $69.8
|
342
$13.3K
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1+ 0.05% |
$31.2 - $34.9
|
1.96K
$76.2K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-27- 1.42% |
$842 - $942
|
1.87K
$72.9K
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-41- 29.08% |
$1.28K - $1.43K
|
100
$3.89K
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-63- 0.29% |
$1.97K - $2.2K
|
21.5K
$837K
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-105- 7.15% |
$3.28K - $3.66K
|
1.36K
$53K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-165- 49.11% |
$5.15K - $5.76K
|
171
$6.65K
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-238- 2.95% |
$7.43K - $8.31K
|
7.83K
$305K
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-265- 3.13% |
$8.27K - $9.25K
|
8.21K
$319K
|