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 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-915- 8.67% |
$25.4K - $29.7K
|
9.64K
$317K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.09K- 4.73% |
$30.3K - $35.4K
|
22K
$723K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-1.23K- 1.81% |
$34.2K - $40.1K
|
66.8K
$2.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.25K- 15.75% |
$34.7K - $40.6K
|
6.69K
$220K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.38K- 95.78% |
$38.4K - $45K
|
61
$2.01K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.42K- 3.71% |
$39.5K - $46.3K
|
37K
$1.22M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-1.44K- 82.21% |
$39.9K - $46.7K
|
311
$10.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.57K- 12.15% |
$43.7K - $51.1K
|
11.4K
$374K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.82K- 7.13% |
$50.4K - $59K
|
23.6K
$778K
|
|
|
Feb 13, 2024
Q4 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.09K- 16.06% |
$58.1K - $68K
|
10.9K
$360K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.64K- 8.21% |
$73.3K - $85.8K
|
29.5K
$971K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.78K- 2.43% |
$77.1K - $90.2K
|
112K
$3.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.8K- 24.66% |
$77.7K - $90.9K
|
8.55K
$281K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-3K- 19.7% |
$83.2K - $97.4K
|
12.2K
$402K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-4.05K- 10.99% |
$113K - $132K
|
32.8K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.34K- 32.77% |
$120K - $141K
|
8.9K
$293K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.22K- 25.05% |
$145K - $170K
|
15.6K
$514K
|
|
|
Feb 15, 2024
Q4 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-5.31K- 17.46% |
$147K - $173K
|
25.1K
$826K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.37K- 31.63% |
$149K - $175K
|
11.6K
$382K
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-5.48K- 6.03% |
$152K - $178K
|
85.3K
$2.81M
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-7.84K- 3.66% |
$218K - $255K
|
207K
$6.8M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.96K- 43.56% |
$249K - $291K
|
11.6K
$382K
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-9.7K- 29.39% |
$270K - $315K
|
23.3K
$767K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.87K- 31.51% |
$274K - $321K
|
21.5K
$706K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-12.8K- 38.94% |
$356K - $416K
|
20.1K
$661K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-30.5K- 75.25% |
$848K - $992K
|
10K
$330K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-38K- 85.76% |
$1.06M - $1.24M
|
6.31K
$208K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-68.6K- 58.81% |
$1.91M - $2.23M
|
48.1K
$1.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-894K- 77.53% |
$24.8M - $29.1M
|
259K
$8.53M
|