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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-558- 3.84% |
$14.3K - $17.5K
|
14K
$460K
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.08K- 28.0% |
$27.6K - $33.9K
|
2.78K
$91.3K
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.21K- 7.8% |
$31K - $38.1K
|
14.3K
$471K
|
|
|
Nov 07, 2022
Q3 2022
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.7K- 0.56% |
$43.5K - $53.6K
|
303K
$9.97M
|
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.92K- 5.21% |
$49K - $60.3K
|
34.9K
$1.15M
|
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-2.74K- 38.3% |
$70.1K - $86.2K
|
4.42K
$145K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.91K- 15.38% |
$74.4K - $91.6K
|
16K
$528K
|
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3.29K- 27.95% |
$84K - $103K
|
8.47K
$279K
|
|
|
Oct 31, 2022
Q3 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-3.97K- 1.6% |
$101K - $125K
|
243K
$8.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.78K- 11.34% |
$122K - $150K
|
37.4K
$1.23M
|
|
|
Nov 16, 2022
Q3 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-7.92K- 6.85% |
$202K - $249K
|
108K
$3.54M
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
SELL
|
- |
-8.77K- 10.44% |
$224K - $276K
|
75.2K
$2.48M
|
|
|
Nov 10, 2022
Q3 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-9.53K- 11.73% |
$243K - $300K
|
71.7K
$2.36M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-10.3K- 10.18% |
$263K - $324K
|
90.8K
$2.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-13K- 33.76% |
$331K - $408K
|
25.5K
$838K
|
|
|
Nov 14, 2022
Q3 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-18.7K- 43.94% |
$478K - $588K
|
23.8K
$785K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-21K- 59.79% |
$537K - $661K
|
14.1K
$465K
|
|
|
Oct 26, 2022
Q3 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-32.7K- 37.11% |
$834K - $1.03M
|
55.3K
$1.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-39.7K- 74.49% |
$1.01M - $1.25M
|
13.6K
$448K
|
|
|
Nov 02, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-742K- 96.1% |
$19M - $23.3M
|
30.2K
$992K
|