Purchases and Sales Made in Q3 2022 in Invesco Fd Tr (PDN)
This table provides information about the institutional ownership of Invesco Fd Tr (PDN) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
736K+ 2022.82% |
$18.8M - $23.1M
|
772K
$25.4M
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
129KNew |
$3.29M - $4.04M
|
129K
$4.23M
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
106K+ 1.12% |
$2.71M - $3.34M
|
9.56M
$315M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
64.9KNew |
$1.66M - $2.04M
|
64.9K
$2.14M
|
|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
41.4K+ 3.9% |
$1.06M - $1.3M
|
1.1M
$36.3M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.4K+ 145.46% |
$905K - $1.11M
|
59.8K
$1.97M
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
29.2K+ 49.98% |
$745K - $918K
|
87.5K
$2.88M
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25.4K+ 52.81% |
$650K - $800K
|
73.6K
$2.42M
|
|
Oct 11, 2022
Q3 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
19.7K+ 25.68% |
$504K - $620K
|
96.5K
$3.17M
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
15.8K+ 158.53% |
$402K - $495K
|
25.7K
$845K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
15.7KNew |
$401K - $493K
|
15.7K
$516K
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
13.4KNew |
$342K - $421K
|
13.4K
$440K
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
BUY
|
- |
11.7K+ 131.01% |
$300K - $369K
|
20.7K
$681K
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.5KNew |
$269K - $331K
|
10.5K
$346K
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.15K+ 10.37% |
$234K - $288K
|
97.3K
$3.2M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.03K+ 22.69% |
$231K - $284K
|
48.8K
$1.61M
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
7.98K+ 17.46% |
$204K - $251K
|
53.7K
$1.77M
|
|
Oct 13, 2022
Q3 2022
|
Prairiewood Capital, LLC
|
BUY
|
- |
5.77K+ 38.08% |
$147K - $181K
|
20.9K
$688K
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
4.21KNew |
$108K - $133K
|
4.21K
$139K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.96K+ 3.68% |
$75.7K - $93.2K
|
83.5K
$2.75M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.7K+ 4.28% |
$69.1K - $85K
|
65.8K
$2.17M
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.66K+ 15.17% |
$67.9K - $83.6K
|
20.2K
$664K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.1KNew |
$53.7K - $66.1K
|
2.1K
$69.2K
|
|
Nov 14, 2022
Q3 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.05K+ 6.09% |
$52.4K - $64.5K
|
35.7K
$1.18M
|
|
Oct 18, 2022
Q3 2022
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
1.52K+ 2.75% |
$38.9K - $47.9K
|
56.8K
$1.87M
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.38KNew |
$35.4K - $43.5K
|
1.38K
$45.5K
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
1.34KNew |
$34.2K - $42.1K
|
1.34K
$44.1K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
647+ 1.87% |
$16.5K - $20.3K
|
35.2K
$1.16M
|
|
Nov 10, 2022
Q3 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
546+ 4.61% |
$14K - $17.2K
|
12.4K
$408K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
512New |
$13.1K - $16.1K
|
512
$16.8K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
498+ 1.38% |
$12.7K - $15.7K
|
36.6K
$1.2M
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
450New |
$11.5K - $14.2K
|
450
$14.8K
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
393+ 1.56% |
$10K - $12.4K
|
25.5K
$841K
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
381New |
$9.73K - $12K
|
381
$12.5K
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
328+ 1.48% |
$8.38K - $10.3K
|
22.4K
$739K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
268+ 1.63% |
$6.85K - $8.43K
|
16.7K
$550K
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
73+ 0.76% |
$1.87K - $2.3K
|
9.71K
$319K
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
72New |
$1.84K - $2.26K
|
72
$2.37K
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
70+ 50.0% |
$1.79K - $2.2K
|
210
$6.91K
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
56New |
$1.43K - $1.76K
|
56
$1.84K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
56+ 6.03% |
$1.43K - $1.76K
|
984
$32.4K
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10+ 0.63% |
$256 - $315
|
1.6K
$52.8K
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
9+ 1.79% |
$230 - $283
|
512
$16.8K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-25- 0.23% |
$639 - $786
|
10.9K
$357K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-66- 24.81% |
$1.69K - $2.08K
|
200
$6.58K
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-69- 0.61% |
$1.76K - $2.17K
|
11.3K
$373K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-88- 0.79% |
$2.25K - $2.77K
|
11.1K
$365K
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-310- 38.61% |
$7.92K - $9.75K
|
493
$16.2K
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-383- 8.87% |
$9.79K - $12K
|
3.94K
$130K
|