Purchases and Sales Made in Q2 2023 in Invesco Fd Tr (PDN)
This table provides information about the institutional ownership of Invesco Fd Tr (PDN) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
83.8K+ 4040.98% |
$2.53M - $2.67M
|
85.9K
$2.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
81K+ 661.51% |
$2.44M - $2.58M
|
93.2K
$3.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
68.9K+ 22.28% |
$2.08M - $2.19M
|
378K
$12.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
30.9KNew |
$933K - $986K
|
30.9K
$1.02M
|
|
|
Aug 11, 2023
Q2 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
18.9KNew |
$570K - $602K
|
18.9K
$622K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.89KNew |
$268K - $283K
|
8.89K
$293K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
4.3K+ 44.41% |
$130K - $137K
|
14K
$460K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
2.68KNew |
$80.9K - $85.4K
|
2.68K
$88.3K
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
1.95K+ 3.23% |
$58.8K - $62K
|
62.2K
$2.05M
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.78K+ 2.61% |
$53.6K - $56.6K
|
69.8K
$2.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.75K+ 12.85% |
$52.8K - $55.8K
|
15.4K
$506K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.64K+ 1314.4% |
$49.6K - $52.3K
|
1.77K
$58.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
1.64KNew |
$49.6K - $52.3K
|
1.64K
$54.1K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.61K+ 150.65% |
$48.6K - $51.3K
|
2.68K
$88.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.13K+ 5.3% |
$34.2K - $36.1K
|
22.5K
$741K
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
987+ 14.43% |
$29.8K - $31.4K
|
7.83K
$258K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
913New |
$27.5K - $29.1K
|
913
$30K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
748New |
$22.6K - $23.8K
|
748
$24.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
718+ 5.86% |
$21.7K - $22.9K
|
13K
$427K
|
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
529New |
$16K - $16.8K
|
529
$17.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
460+ 1.62% |
$13.9K - $14.7K
|
28.9K
$950K
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
401New |
$12.1K - $12.8K
|
401
$13.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
384+ 4.6% |
$11.6K - $12.2K
|
8.74K
$288K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
373+ 2.97% |
$11.2K - $11.9K
|
12.9K
$426K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
239+ 0.97% |
$7.21K - $7.61K
|
24.8K
$816K
|
|
|
Feb 14, 2024
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
236New |
$7.12K - $7.52K
|
236
$7.77K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
120New |
$3.62K - $3.82K
|
120
$3.95K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
111+ 1233.33% |
$3.35K - $3.54K
|
120
$3.95K
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
82+ 53.25% |
$2.47K - $2.61K
|
236
$7.77K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
59New |
$1.78K - $1.88K
|
59
$1.94K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
33+ 0.09% |
$995 - $1.05K
|
38.4K
$1.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
24New |
$724 - $764
|
24
$790
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
14+ 0.86% |
$422 - $446
|
1.64K
$53.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12+ 0.12% |
$362 - $382
|
9.79K
$322K
|
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
6+ 0.04% |
$181 - $191
|
13.7K
$449K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
3New |
$90.5 - $95.6
|
3
$98.7
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
1New |
$30.2 - $31.9
|
1
$32.9
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-12- 0.48% |
$362 - $382
|
2.49K
$81.9K
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
SELL
|
- |
-27- 0.4% |
$814 - $860
|
6.78K
$223K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-51- 0.73% |
$1.54K - $1.62K
|
6.94K
$228K
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-76- 0.33% |
$2.29K - $2.42K
|
23K
$756K
|
|
|
Jul 28, 2023
Q2 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-86- 0.81% |
$2.59K - $2.74K
|
10.5K
$346K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-161- 1.31% |
$4.86K - $5.13K
|
12.1K
$400K
|
|
|
Jul 31, 2023
Q2 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-238- 0.93% |
$7.18K - $7.58K
|
25.3K
$833K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-255- 1.46% |
$7.69K - $8.12K
|
17.2K
$567K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
SELL
|
- |
-273- 3.71% |
$8.23K - $8.7K
|
7.09K
$233K
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-300- 3.58% |
$9.05K - $9.56K
|
8.07K
$266K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-339- 17.63% |
$10.2K - $10.8K
|
1.58K
$52.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-388- 1.7% |
$11.7K - $12.4K
|
22.5K
$740K
|