Purchases and Sales Made in Q2 2024 in Invesco Fd Tr (PDN)
This table provides information about the institutional ownership of Invesco Fd Tr (PDN) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-926- 6.61% |
$29.3K - $31.2K
|
13.1K
$430K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-993- 12.52% |
$31.4K - $33.5K
|
6.94K
$228K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.02K- 0.5% |
$32.1K - $34.2K
|
204K
$6.71M
|
|
|
Sep 18, 2024
Q2 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-1.06K- 5.86% |
$33.5K - $35.8K
|
17K
$561K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.13K- 5.28% |
$35.6K - $38K
|
20.2K
$665K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.7K- 6.54% |
$53.7K - $57.4K
|
24.3K
$800K
|
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.76K- 16.72% |
$55.7K - $59.4K
|
8.78K
$289K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.85K- 1.47% |
$58.6K - $62.6K
|
124K
$4.09M
|
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-1.9K- 8.94% |
$60.1K - $64.2K
|
19.4K
$638K
|
|
|
Jul 26, 2024
Q2 2024
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.93K- 29.17% |
$60.8K - $64.9K
|
4.68K
$154K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.35K- 26.83% |
$74.2K - $79.3K
|
6.41K
$211K
|
|
|
Jul 23, 2024
Q2 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-2.87K- 4.44% |
$90.5K - $96.7K
|
61.6K
$2.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.75K- 29.46% |
$118K - $126K
|
8.97K
$295K
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-4.57K- 8.66% |
$144K - $154K
|
48.2K
$1.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.9K- 18.88% |
$281K - $300K
|
38.3K
$1.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-12.1K- 5.19% |
$384K - $410K
|
222K
$7.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.4K- 25.93% |
$391K - $418K
|
35.4K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-39.5K- 73.1% |
$1.25M - $1.33M
|
14.5K
$479K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-96.2K- 47.4% |
$3.04M - $3.25M
|
107K
$3.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-153K- 53.69% |
$4.83M - $5.16M
|
132K
$4.34M
|