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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-266- 7.38% |
$8.3K - $9.28K
|
3.34K
$130K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-266- 20.68% |
$8.3K - $9.28K
|
1.02K
$39.7K
|
|
|
May 13, 2025
Q1 2025
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-282- 2.26% |
$8.8K - $9.84K
|
12.2K
$475K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-282- 1.86% |
$8.8K - $9.84K
|
14.9K
$580K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-369- 4.93% |
$11.5K - $12.9K
|
7.11K
$277K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-403- 1.25% |
$12.6K - $14.1K
|
31.7K
$1.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-462- 2.65% |
$14.4K - $16.1K
|
17K
$660K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-533- 88.25% |
$16.6K - $18.6K
|
71
$2.76K
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-716- 2.11% |
$22.3K - $25K
|
33.1K
$1.29M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-767- 4.06% |
$23.9K - $26.8K
|
18.1K
$705K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.15K- 11.25% |
$35.7K - $40K
|
9.04K
$352K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.15K- 12.96% |
$35.9K - $40.1K
|
7.72K
$301K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.22K- 4.02% |
$38.1K - $42.6K
|
29.2K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.82K- 3.82% |
$56.9K - $63.7K
|
45.9K
$1.79M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.27K- 1.71% |
$102K - $114K
|
187K
$7.29M
|
|
|
May 02, 2025
Q1 2025
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-3.87K- 3.39% |
$121K - $135K
|
110K
$4.29M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-4.14K- 2.03% |
$129K - $144K
|
200K
$7.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-6.57K- 10.42% |
$205K - $229K
|
56.4K
$2.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-8.39K- 58.11% |
$262K - $293K
|
6.05K
$235K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.3K- 37.99% |
$382K - $428K
|
20K
$778K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-29.7K- 88.61% |
$928K - $1.04M
|
3.82K
$149K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-41.3K- 8.2% |
$1.29M - $1.44M
|
462K
$18M
|
|
|
May 08, 2025
Q1 2025
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-60.7K- 30.84% |
$1.89M - $2.12M
|
136K
$5.29M
|
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-246K- 4.27% |
$7.67M - $8.59M
|
5.51M
$214M
|