Purchases and Sales Made in Q1 2023 in Invesco Fd Tr (RZV)
This table provides information about the institutional ownership of Invesco Fd Tr (RZV) 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 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
79.9KNew |
$6.8M - $8.53M
|
79.9K
$8.44M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
77.1K+ 258.63% |
$6.56M - $8.23M
|
107K
$11.3M
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
52.6KNew |
$4.48M - $5.62M
|
52.6K
$5.56M
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
31.8KNew |
$2.71M - $3.4M
|
31.8K
$3.36M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
26.7K+ 454.32% |
$2.27M - $2.85M
|
32.6K
$3.44M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.9K+ 37.13% |
$2.11M - $2.65M
|
91.8K
$9.69M
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
24.5K+ 238.45% |
$2.08M - $2.61M
|
34.7K
$3.67M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18K+ 15.75% |
$1.54M - $1.93M
|
133K
$14M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.4K+ 28.87% |
$1.48M - $1.86M
|
77.6K
$8.2M
|
|
Apr 24, 2023
Q1 2023
|
Imc Chicago, LLC
|
BUY
|
- |
15KNew |
$1.28M - $1.61M
|
15K
$1.59M
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
14.9K+ 135.17% |
$1.27M - $1.59M
|
26K
$2.74M
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
14.9K+ 135.17% |
$1.27M - $1.59M
|
26K
$2.74M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
14.4K+ 22.92% |
$1.22M - $1.53M
|
77K
$8.14M
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
11.6KNew |
$987K - $1.24M
|
11.6K
$1.22M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.88K+ 46.9% |
$585K - $734K
|
21.5K
$2.27M
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.61KNew |
$563K - $706K
|
6.61K
$698K
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
4.19KNew |
$356K - $447K
|
4.19K
$442K
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.82KNew |
$325K - $408K
|
3.82K
$404K
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.4K+ 121.93% |
$290K - $363K
|
6.19K
$654K
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.28K+ 153.2% |
$279K - $350K
|
5.42K
$572K
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.1KNew |
$263K - $331K
|
3.1K
$327K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.37K+ 4.4% |
$202K - $253K
|
56.2K
$5.93M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.2K+ 103.82% |
$187K - $235K
|
4.33K
$457K
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.19K+ 18.77% |
$186K - $234K
|
13.9K
$1.46M
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.93K+ 26.47% |
$165K - $207K
|
9.24K
$976K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.82K+ 5690.63% |
$155K - $194K
|
1.85K
$196K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.69K+ 21.15% |
$144K - $181K
|
9.7K
$1.02M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.65K+ 24.7% |
$140K - $176K
|
8.33K
$880K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.57K+ 12.04% |
$134K - $168K
|
14.6K
$1.55M
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1.44K+ 107.06% |
$123K - $154K
|
2.79K
$294K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
1.41K+ 37.33% |
$120K - $150K
|
5.17K
$546K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.38K+ 25.87% |
$117K - $147K
|
6.72K
$709K
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
868+ 16.42% |
$73.8K - $92.7K
|
6.15K
$650K
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
318+ 12.6% |
$27.1K - $34K
|
2.84K
$300K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
277+ 5.86% |
$23.6K - $29.6K
|
5K
$528K
|
|
May 01, 2023
Q1 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
236+ 9.44% |
$20.1K - $25.2K
|
2.74K
$289K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
215New |
$18.3K - $23K
|
215
$22.7K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
169+ 29.09% |
$14.4K - $18K
|
750
$79.2K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
100New |
$8.51K - $10.7K
|
100
$10.6K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
100New |
$8.51K - $10.7K
|
100
$10.6K
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
100New |
$8.51K - $10.7K
|
100
$10.6K
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
50+ 0.18% |
$4.25K - $5.34K
|
28.1K
$2.97M
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
39+ 0.71% |
$3.32K - $4.16K
|
5.51K
$582K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15New |
$1.28K - $1.6K
|
15
$1.58K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9New |
$766 - $961
|
9
$950
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1+ 0.01% |
$85.1 - $107
|
8.57K
$905K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-47- 0.33% |
$4K - $5.02K
|
14.2K
$1.5M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-113- 0.71% |
$9.61K - $12.1K
|
15.8K
$1.67M
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-182- 23.3% |
$15.5K - $19.4K
|
599
$63.3K
|