Latest Institutional Transactions on Invesco Fd Tr (PDN)
This table provides information on the latest institutional transactions involving Invesco Fd Tr (PDN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
19KNew |
$603K - $673K
|
19K
$625K
|
|
|
Oct 31, 2024
Q3 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.18K+ 1.05% |
$37.3K - $41.6K
|
113K
$3.73M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.48K- 0.73% |
$47K - $52.5K
|
202K
$6.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.37KNew |
$43.5K - $48.6K
|
1.37K
$45.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
533+ 5922.22% |
$16.9K - $18.9K
|
542
$17.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.28K- 2.65% |
$40.6K - $45.3K
|
46.9K
$1.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
293+ 3.03% |
$9.3K - $10.4K
|
9.97K
$328K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
214New |
$6.79K - $7.58K
|
214
$7.04K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
459New |
$14.6K - $16.3K
|
459
$15.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.5K- 36.06% |
$79.5K - $88.7K
|
4.44K
$146K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
857+ 13.38% |
$27.2K - $30.4K
|
7.26K
$239K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.44K+ 21.46% |
$77.4K - $86.4K
|
13.8K
$454K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3+ 0.05% |
$95.3 - $106
|
6.5K
$214K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
859+ 2.83% |
$27.3K - $30.4K
|
31.2K
$1.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-4.54K- 26.63% |
$144K - $161K
|
12.5K
$411K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-197- 90.37% |
$6.25K - $6.98K
|
21
$691
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-5K- 23.7% |
$159K - $177K
|
16.1K
$529K
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
51New |
$1.62K - $1.81K
|
51
$1.68K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.13K+ 33.74% |
$290K - $324K
|
36.2K
$1.19M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-15- 0.05% |
$476 - $532
|
32.7K
$1.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-2.01K- 85.75% |
$63.8K - $71.2K
|
334
$11K
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-5.82K- 30.01% |
$185K - $206K
|
13.6K
$446K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-110- 68.32% |
$3.49K - $3.9K
|
51
$1.68K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
522+ 0.85% |
$16.6K - $18.5K
|
62.1K
$2.05M
|
|
|
Oct 02, 2024
Q3 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
65+ 0.73% |
$2.06K - $2.3K
|
8.97K
$295K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.76K+ 74.06% |
$277K - $295K
|
20.6K
$677K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-926- 6.61% |
$29.3K - $31.2K
|
13.1K
$430K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
50.9K+ 90.33% |
$1.61M - $1.72M
|
107K
$3.53M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.16K+ 74.37% |
$36.6K - $39.1K
|
2.72K
$89.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.9K- 18.88% |
$281K - $300K
|
38.3K
$1.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
519New |
$16.4K - $17.5K
|
519
$17.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
575+ 0.69% |
$18.2K - $19.4K
|
84.1K
$2.77M
|
|
|
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 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-524- 4.32% |
$16.6K - $17.7K
|
11.6K
$382K
|
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-153K- 53.69% |
$4.83M - $5.16M
|
132K
$4.34M
|
|
|
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
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-343- 28.14% |
$10.8K - $11.6K
|
876
$28.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.3K+ 2.02% |
$72.6K - $77.5K
|
116K
$3.82M
|
|
|
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 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.42K+ 38.15% |
$44.9K - $47.9K
|
5.14K
$169K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-695- 2.22% |
$22K - $23.4K
|
30.6K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-342- 0.18% |
$10.8K - $11.5K
|
191K
$6.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-12.1K- 5.19% |
$384K - $410K
|
222K
$7.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.85K- 1.47% |
$58.6K - $62.6K
|
124K
$4.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.1KNew |
$320K - $342K
|
10.1K
$333K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
302+ 3.25% |
$9.54K - $10.2K
|
9.6K
$316K
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-3.75K- 29.46% |
$118K - $126K
|
8.97K
$295K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
243+ 2.92% |
$7.68K - $8.2K
|
8.57K
$282K
|
|