Purchases and Sales Made in Q4 2023 in Invesco Fd Tr (PDN)
This table provides information about the institutional ownership of Invesco Fd Tr (PDN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
344K+ 3.88% |
$9.56M - $11.2M
|
9.21M
$303M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
128KNew |
$3.55M - $4.16M
|
128K
$4.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
85.2K+ 25.03% |
$2.37M - $2.77M
|
425K
$14M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
75.8K+ 48.46% |
$2.11M - $2.46M
|
232K
$7.64M
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
21.3KNew |
$591K - $692K
|
21.3K
$700K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
17.8KNew |
$495K - $579K
|
17.8K
$587K
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
BUY
|
- |
12.7K+ 4.55% |
$354K - $414K
|
293K
$9.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.1KNew |
$336K - $394K
|
12.1K
$399K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.6KNew |
$323K - $378K
|
11.6K
$383K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10K+ 5.53% |
$278K - $325K
|
191K
$6.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
8.78KNew |
$244K - $286K
|
8.78K
$289K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.69K+ 9.29% |
$186K - $217K
|
78.7K
$2.59M
|
|
|
Feb 07, 2024
Q4 2023
|
Access Investment Management LLC
Atlanta, GA |
BUY
|
- |
6.6KNew |
$183K - $215K
|
6.6K
$217K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
6.52KNew |
$181K - $212K
|
6.52K
$215K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.41KNew |
$178K - $208K
|
6.41K
$211K
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
4.51KNew |
$125K - $147K
|
4.51K
$148K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
2.09K+ 3.48% |
$58.2K - $68.1K
|
62.3K
$2.05M
|
|
|
Jan 11, 2024
Q4 2023
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
2.06K+ 1.88% |
$57.1K - $66.8K
|
111K
$3.66M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.85KNew |
$51.4K - $60.1K
|
1.85K
$60.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.54KNew |
$42.8K - $50.1K
|
1.54K
$50.7K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
983New |
$27.3K - $32K
|
983
$32.4K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
593New |
$16.5K - $19.3K
|
593
$19.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
435New |
$12.1K - $14.1K
|
435
$14.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
411+ 67.71% |
$11.4K - $13.4K
|
1.02K
$33.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
411+ 1.09% |
$11.4K - $13.4K
|
38.1K
$1.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
350+ 3.93% |
$9.72K - $11.4K
|
9.25K
$304K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
262+ 0.41% |
$7.28K - $8.52K
|
64.6K
$2.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
234New |
$6.5K - $7.61K
|
234
$7.7K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
218New |
$6.06K - $7.09K
|
218
$7.17K
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
208+ 2.21% |
$5.78K - $6.76K
|
9.62K
$316K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
146New |
$4.06K - $4.75K
|
146
$4.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
135+ 140.63% |
$3.75K - $4.39K
|
231
$7.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
100New |
$2.78K - $3.25K
|
100
$3.29K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
23+ 0.85% |
$639 - $748
|
2.73K
$89.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
13+ 0.87% |
$361 - $423
|
1.51K
$49.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
6+ 0.06% |
$167 - $195
|
10.5K
$346K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1- 0.06% |
$27.8 - $32.5
|
1.77K
$58.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-57- 0.58% |
$1.58K - $1.85K
|
9.74K
$321K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-59Closed |
$1.64K - $1.92K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-111- 92.5% |
$3.08K - $3.61K
|
9
$296
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-154- 20.98% |
$4.28K - $5.01K
|
580
$19.1K
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-155- 1.79% |
$4.31K - $5.04K
|
8.49K
$279K
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
SELL
|
- |
-300- 1.14% |
$8.33K - $9.75K
|
26K
$856K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-347- 22.02% |
$9.64K - $11.3K
|
1.23K
$40.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-402- 21.51% |
$11.2K - $13.1K
|
1.47K
$48.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-538- 4.68% |
$14.9K - $17.5K
|
11K
$361K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-716- 15.18% |
$19.9K - $23.3K
|
4K
$132K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-722- 87.83% |
$20.1K - $23.5K
|
100
$3.29K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-752- 8.84% |
$20.9K - $24.4K
|
7.76K
$255K
|