Purchases and Sales Made in Q4 2024 in Invesco Fd Tr (PDN)
This table provides information about the institutional ownership of Invesco Fd Tr (PDN) during Q4 2024. 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, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.48KNew |
$237K - $262K
|
7.48K
$247K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.53K+ 73.51% |
$80.1K - $88.6K
|
5.98K
$197K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.57K+ 468.86% |
$49.5K - $54.8K
|
1.9K
$62.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.4K+ 6.29% |
$44.2K - $48.9K
|
23.6K
$779K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.39K+ 0.69% |
$44K - $48.7K
|
204K
$6.73M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.27K+ 71.49% |
$40.1K - $44.4K
|
3.04K
$101K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.08K+ 3.47% |
$34.2K - $37.9K
|
32.3K
$1.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
1.01K+ 0.89% |
$31.9K - $35.3K
|
114K
$3.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
838+ 1.35% |
$26.5K - $29.3K
|
63K
$2.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
785+ 1.67% |
$24.8K - $27.5K
|
47.7K
$1.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
683New |
$21.6K - $23.9K
|
683
$22.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
410New |
$13K - $14.3K
|
410
$13.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
401New |
$12.7K - $14K
|
401
$13.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
214+ 2.15% |
$6.77K - $7.48K
|
10.2K
$336K
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
154+ 1.12% |
$4.87K - $5.39K
|
14K
$461K
|
|
|
Jan 28, 2025
Q4 2024
|
Efficient Frontier Advisors LLC
Eastford, CT |
BUY
|
- |
96+ 1.07% |
$3.04K - $3.36K
|
9.07K
$299K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
65+ 1.03% |
$2.06K - $2.27K
|
6.4K
$211K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
62+ 11.44% |
$1.96K - $2.17K
|
604
$19.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
5+ 1.09% |
$158 - $175
|
464
$15.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3+ 0.89% |
$94.9 - $105
|
340
$11.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-6- 0.44% |
$190 - $210
|
1.37K
$45.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-69- 1.36% |
$2.18K - $2.41K
|
5K
$165K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-162- 11.19% |
$5.12K - $5.67K
|
1.29K
$42.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-200- 1.47% |
$6.32K - $6.99K
|
13.4K
$441K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
SELL
|
- |
-218- 1.15% |
$6.89K - $7.62K
|
18.8K
$620K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-224- 2.57% |
$7.08K - $7.83K
|
8.48K
$280K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-545- 1.67% |
$17.2K - $19.1K
|
32.1K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-832- 18.75% |
$26.3K - $29.1K
|
3.61K
$119K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-884- 5.5% |
$28K - $30.9K
|
15.2K
$502K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.05K- 0.55% |
$33.2K - $36.7K
|
191K
$6.29M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.74K- 10.24% |
$55K - $60.8K
|
15.2K
$503K
|
|
|
Jan 31, 2025
Q4 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-42.2K- 17.68% |
$1.34M - $1.48M
|
197K
$6.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-283K- 4.68% |
$8.94M - $9.88M
|
5.76M
$190M
|