Purchases and Sales Made in Q4 2024 in Invesco Db Base Metals Fund (DBB)
This table provides information about the institutional ownership of Invesco Db Base Metals Fund (DBB) during Q4 2024. The information is specifically focused on institutions that hold shares of INVESCO DB BASE METALS FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
49.8KNew |
$938K - $1.07M
|
49.8K
$932K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
24.3KNew |
$458K - $520K
|
24.3K
$455K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
10.5K+ 68.14% |
$198K - $225K
|
25.9K
$485K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
6.4K+ 26.02% |
$121K - $137K
|
31K
$581K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.12K+ 29.25% |
$115K - $131K
|
27K
$506K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
5K+ 50.0% |
$94.3K - $107K
|
15K
$281K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.64K+ 15.54% |
$30.9K - $35.1K
|
12.2K
$228K
|
|
|
Jan 16, 2025
Q4 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
1.22K+ 3.47% |
$22.9K - $26.1K
|
36.3K
$680K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
129+ 4.68% |
$2.43K - $2.76K
|
2.88K
$54K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
42New |
$792 - $900
|
42
$787
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
36+ 7.05% |
$679 - $771
|
547
$10.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
19+ 4.71% |
$358 - $407
|
422
$7.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
7+ 6.25% |
$132 - $150
|
119
$2.23K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
2+ 3.85% |
$37.7 - $42.8
|
54
$1.01K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2+ 4.0% |
$37.7 - $42.8
|
52
$974
|
|
|
Jan 28, 2025
Q4 2024
|
West End Advisors, LLC
|
SELL
|
- |
-84- 1.55% |
$1.58K - $1.8K
|
5.33K
$99.8K
|