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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.57K+ 468.86% |
$49.5K - $54.8K
|
1.9K
$64.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.01K+ 0.89% |
$31.9K - $35.3K
|
114K
$3.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-42.2K- 17.68% |
$1.34M - $1.48M
|
197K
$6.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-832- 18.75% |
$26.3K - $29.1K
|
3.61K
$122K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.39K+ 0.69% |
$44K - $48.7K
|
204K
$6.92M
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
214+ 2.15% |
$6.77K - $7.48K
|
10.2K
$346K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-218- 1.15% |
$6.89K - $7.62K
|
18.8K
$637K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
410New |
$13K - $14.3K
|
410
$13.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5+ 1.09% |
$158 - $175
|
464
$15.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
96+ 1.07% |
$3.04K - $3.36K
|
9.07K
$308K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.4K+ 6.29% |
$44.2K - $48.9K
|
23.6K
$801K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-884- 5.5% |
$28K - $30.9K
|
15.2K
$516K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
785+ 1.67% |
$24.8K - $27.5K
|
47.7K
$1.62M
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-200- 1.47% |
$6.32K - $6.99K
|
13.4K
$453K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-224- 2.57% |
$7.08K - $7.83K
|
8.48K
$288K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-545- 1.67% |
$17.2K - $19.1K
|
32.1K
$1.09M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
838+ 1.35% |
$26.5K - $29.3K
|
63K
$2.14M
|
|
| Q3 2024 | |||||||
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
6.1KNew |
$194K - $216K
|
6.1K
$207K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-14- 21.21% |
$445 - $496
|
52
$1.76K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
68New |
$2.16K - $2.41K
|
68
$2.31K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-420- 47.95% |
$13.3K - $14.9K
|
456
$15.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.04KNew |
$192K - $214K
|
6.04K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-77.6K- 58.85% |
$2.46M - $2.75M
|
54.3K
$1.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.46K- 23.77% |
$110K - $123K
|
11.1K
$376K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
52+ 0.56% |
$1.65K - $1.84K
|
9.4K
$319K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.81KNew |
$184K - $206K
|
5.81K
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
614+ 852.78% |
$19.5K - $21.8K
|
686
$23.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-273- 73.19% |
$8.67K - $9.68K
|
100
$3.39K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
437New |
$13.9K - $15.5K
|
437
$14.8K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-584- 2.4% |
$18.5K - $20.7K
|
23.7K
$805K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.37KNew |
$43.5K - $48.6K
|
1.37K
$46.5K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
214New |
$6.79K - $7.58K
|
214
$7.26K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
857+ 13.38% |
$27.2K - $30.4K
|
7.26K
$247K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3+ 0.05% |
$95.3 - $106
|
6.5K
$221K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-4.54K- 26.63% |
$144K - $161K
|
12.5K
$424K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-197- 90.37% |
$6.25K - $6.98K
|
21
$713
|
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
51New |
$1.62K - $1.81K
|
51
$1.73K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-110- 68.32% |
$3.49K - $3.9K
|
51
$1.73K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.76K- 16.72% |
$55.7K - $59.4K
|
8.78K
$298K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
519New |
$16.4K - $17.5K
|
519
$17.6K
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.85K- 1.47% |
$58.6K - $62.6K
|
124K
$4.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.1KNew |
$476K - $508K
|
15.1K
$511K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
54New |
$1.71K - $1.82K
|
54
$1.83K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
50+ 3.86% |
$1.58K - $1.69K
|
1.35K
$45.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Access Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.93K- 29.17% |
$60.8K - $64.9K
|
4.68K
$159K
|
|
|
Jul 19, 2024
Q2 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
575+ 3.96% |
$18.2K - $19.4K
|
15.1K
$512K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.13K- 5.28% |
$35.6K - $38K
|
20.2K
$685K
|
|
| Q1 2024 | |||||||
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
1New |
$30.9 - $33
|
1
$33.9
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-135- 58.44% |
$4.18K - $4.46K
|
96
$3.26K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-314- 1.89% |
$9.71K - $10.4K
|
16.3K
$552K
|
|