Latest Institutional Purchases of Invesco Fd Tr (PDN)
This list provides information on the latest institutional transactions involving Invesco Fd Tr (PDN) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.48KNew |
$237K - $262K
|
7.48K
$247K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.57K+ 468.86% |
$49.5K - $54.8K
|
1.9K
$62.7K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.4K+ 6.29% |
$44.2K - $48.9K
|
23.6K
$779K
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.39K+ 0.69% |
$44K - $48.7K
|
204K
$6.73M
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.27K+ 71.49% |
$40.1K - $44.4K
|
3.04K
$101K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.08K+ 3.47% |
$34.2K - $37.9K
|
32.3K
$1.06M
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.01K+ 0.89% |
$31.9K - $35.3K
|
114K
$3.77M
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
838+ 1.35% |
$26.5K - $29.3K
|
63K
$2.08M
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
785+ 1.67% |
$24.8K - $27.5K
|
47.7K
$1.58M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
683New |
$21.6K - $23.9K
|
683
$22.6K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
410New |
$13K - $14.3K
|
410
$13.5K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
401New |
$12.7K - $14K
|
401
$13.2K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
214+ 2.15% |
$6.77K - $7.48K
|
10.2K
$336K
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
154+ 1.12% |
$4.87K - $5.39K
|
14K
$461K
|
|
Jan 28, 2025
Q4 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
96+ 1.07% |
$3.04K - $3.36K
|
9.07K
$299K
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
65+ 1.03% |
$2.06K - $2.27K
|
6.4K
$211K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
62+ 11.44% |
$1.96K - $2.17K
|
604
$19.9K
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5+ 1.09% |
$158 - $175
|
464
$15.3K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.89% |
$94.9 - $105
|
340
$11.2K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
164K+ 153.21% |
$5.22M - $5.83M
|
272K
$8.97M
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
152K+ 142.01% |
$4.81M - $5.37M
|
258K
$8.53M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
24K+ 62.67% |
$761K - $850K
|
62.2K
$2.05M
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
20.4K+ 9.2% |
$648K - $723K
|
242K
$7.99M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.1K+ 63.45% |
$415K - $463K
|
33.6K
$1.11M
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
10.2K+ 119.03% |
$324K - $362K
|
18.8K
$620K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
9.13K+ 33.74% |
$290K - $324K
|
36.2K
$1.2M
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.04KNew |
$192K - $214K
|
6.04K
$199K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.81KNew |
$184K - $206K
|
5.81K
$192K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.16K+ 4.94% |
$132K - $147K
|
88.3K
$2.92M
|
|
Nov 12, 2024
Q3 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.02K+ 6.49% |
$64K - $71.4K
|
33.1K
$1.09M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.37KNew |
$43.5K - $48.6K
|
1.37K
$45.3K
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
861+ 8.97% |
$27.3K - $30.5K
|
10.5K
$346K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
857+ 13.38% |
$27.2K - $30.4K
|
7.26K
$240K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
732+ 26.96% |
$23.2K - $25.9K
|
3.45K
$114K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
667+ 5.75% |
$21.2K - $23.6K
|
12.3K
$405K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
614+ 852.78% |
$19.5K - $21.8K
|
686
$22.7K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
437New |
$13.9K - $15.5K
|
437
$14.4K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
317+ 19.4% |
$10.1K - $11.2K
|
1.95K
$64.4K
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
284+ 1.48% |
$9.02K - $10.1K
|
19.5K
$644K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
251+ 1.5% |
$7.97K - $8.9K
|
17K
$561K
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
214New |
$6.79K - $7.58K
|
214
$7.07K
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
68New |
$2.16K - $2.41K
|
68
$2.25K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
52+ 0.56% |
$1.65K - $1.84K
|
9.4K
$310K
|
|
Oct 11, 2024
Q3 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
51New |
$1.62K - $1.81K
|
51
$1.68K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
30+ 0.29% |
$953 - $1.06K
|
10.5K
$345K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3+ 0.05% |
$95.3 - $106
|
6.5K
$215K
|
|
Feb 03, 2025
Q3 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2+ 0.73% |
$63.5 - $70.9
|
276
$9.11K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
15.1KNew |
$476K - $508K
|
15.1K
$497K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.32K+ 71.01% |
$41.7K - $44.5K
|
3.18K
$105K
|