Purchases and Sales Made in Q3 2025 in Invesco Fd Tr (PDN)
This table provides information about the institutional ownership of Invesco Fd Tr (PDN) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
95.9K+ 39.12% |
$3.7M - $4.01M
|
341K
$14M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
69.4K+ 76.4% |
$2.68M - $2.9M
|
160K
$6.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Scotia Capital Inc.
|
BUY
|
- |
21.8KNew |
$840K - $912K
|
21.8K
$897K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14.1KNew |
$546K - $592K
|
14.1K
$583K
|
|
|
Nov 05, 2025
Q3 2025
|
Mb Generational Wealth, LLC
Spokane, WA |
BUY
|
- |
8.25KNew |
$318K - $345K
|
8.25K
$340K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.17K+ 15.22% |
$277K - $300K
|
54.3K
$2.24M
|
|
|
Oct 21, 2025
Q3 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
BUY
|
- |
7.08KNew |
$273K - $296K
|
7.08K
$292K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.33KNew |
$206K - $223K
|
5.33K
$220K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.02KNew |
$194K - $210K
|
5.02K
$207K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.94KNew |
$191K - $207K
|
4.94K
$203K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.97K+ 4.02% |
$153K - $166K
|
103K
$4.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
2.19K+ 37.7% |
$84.3K - $91.5K
|
7.99K
$329K
|
|
|
Nov 07, 2025
Q3 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.68K+ 6.01% |
$64.9K - $70.4K
|
29.7K
$1.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.68K+ 14.39% |
$64.9K - $70.4K
|
13.4K
$551K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.66K+ 12.69% |
$64.2K - $69.6K
|
14.8K
$609K
|
|
|
Dec 08, 2025
Q3 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
1.02KNew |
$39.5K - $42.8K
|
1.02K
$42.1K
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
851+ 5.93% |
$32.8K - $35.6K
|
15.2K
$626K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
793New |
$30.6K - $33.2K
|
793
$32.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
753+ 10.57% |
$29.1K - $31.5K
|
7.87K
$324K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
707+ 0.37% |
$27.3K - $29.6K
|
191K
$7.87M
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
560+ 2.11% |
$21.6K - $23.4K
|
27.1K
$1.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
359New |
$13.9K - $15K
|
359
$14.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
315New |
$12.2K - $13.2K
|
315
$13K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
312+ 13.83% |
$12K - $13.1K
|
2.57K
$106K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
304+ 7.13% |
$11.7K - $12.7K
|
4.57K
$188K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
294+ 1.06% |
$11.3K - $12.3K
|
28K
$1.16M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
275+ 3.51% |
$10.6K - $11.5K
|
8.11K
$334K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
274+ 6.91% |
$10.6K - $11.5K
|
4.24K
$175K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
241+ 9.44% |
$9.3K - $10.1K
|
2.79K
$115K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
215New |
$8.29K - $9K
|
215
$8.86K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
152New |
$5.86K - $6.36K
|
152
$6.26K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
149New |
$5.75K - $6.24K
|
149
$6.14K
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
122+ 45.52% |
$4.71K - $5.11K
|
390
$16.1K
|
|
|
Nov 12, 2025
Q3 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
121+ 151.25% |
$4.67K - $5.06K
|
201
$8.28K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
107+ 0.5% |
$4.13K - $4.48K
|
21.5K
$885K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
88New |
$3.4K - $3.68K
|
88
$3.62K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
55+ 26.19% |
$2.12K - $2.3K
|
265
$10.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
51New |
$1.97K - $2.13K
|
51
$2.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
42+ 0.24% |
$1.62K - $1.76K
|
17.2K
$709K
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
42+ 0.65% |
$1.62K - $1.76K
|
6.55K
$270K
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
34New |
$1.31K - $1.42K
|
34
$1.4K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
31New |
$1.2K - $1.3K
|
31
$1.28K
|
|
|
Nov 13, 2025
Q3 2025
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
26+ 0.21% |
$1K - $1.09K
|
12.3K
$506K
|
|
|
Oct 31, 2025
Q3 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
14+ 0.18% |
$540 - $586
|
7.85K
$323K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.09% |
$309 - $335
|
8.76K
$361K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 0.71% |
$270 - $293
|
996
$41K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.58% |
$116 - $126
|
522
$21.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3- 0.22% |
$116 - $126
|
1.35K
$55.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-4- 0.2% |
$154 - $167
|
1.96K
$80.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-9- 0.15% |
$347 - $377
|
5.99K
$247K
|
|