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 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-391- 53.05% |
$11.8K - $12.5K
|
346
$11.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-477- 0.44% |
$14.4K - $15.2K
|
108K
$3.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-534- 1.3% |
$16.1K - $17K
|
40.6K
$1.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-596- 7.31% |
$18K - $19K
|
7.56K
$249K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-634- 6.48% |
$19.1K - $20.2K
|
9.14K
$301K
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-774- 2.27% |
$23.3K - $24.7K
|
33.3K
$1.09M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.7K- 4.84% |
$51.3K - $54.1K
|
33.4K
$1.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.79K- 7.14% |
$54K - $57K
|
23.3K
$766K
|
|
|
Aug 09, 2023
Q2 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.93K- 2.04% |
$58.3K - $61.6K
|
93K
$3.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.08K- 64.48% |
$62.7K - $66.2K
|
1.15K
$37.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-2.91K- 1.06% |
$87.7K - $92.6K
|
272K
$8.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.97K- 23.72% |
$89.5K - $94.5K
|
9.54K
$314K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.12K- 41.65% |
$94.2K - $99.5K
|
4.38K
$144K
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-3.71K- 1.7% |
$112K - $118K
|
215K
$7.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.39K- 4.04% |
$163K - $172K
|
128K
$4.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-5.91K- 0.49% |
$178K - $188K
|
1.19M
$39.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.23K- 8.26% |
$188K - $198K
|
69.2K
$2.28M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.24K- 3.9% |
$218K - $230K
|
178K
$5.87M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.63K- 9.99% |
$230K - $243K
|
68.8K
$2.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-8.46K- 5.45% |
$255K - $270K
|
147K
$4.83M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-8.6K- 39.26% |
$259K - $274K
|
13.3K
$438K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-17.8K- 66.84% |
$538K - $568K
|
8.85K
$291K
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-25.4K- 29.03% |
$766K - $809K
|
62.1K
$2.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-63K- 69.19% |
$1.9M - $2.01M
|
28.1K
$924K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-327K- 3.48% |
$9.87M - $10.4M
|
9.08M
$299M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-807K- 95.54% |
$24.3M - $25.7M
|
37.7K
$1.24M
|