Latest Institutional Transactions on Invesco Db Commodity Index Tracking Fund (DBC)
This table provides information on the latest institutional transactions involving Invesco Db Commodity Index Tracking Fund (DBC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13.7KNew |
$310K - $350K
|
13.7K
$325K
|
|
Oct 19, 2023
Q3 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
9.58KNew |
$217K - $245K
|
9.58K
$228K
|
|
Oct 16, 2023
Q3 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-3.16K- 6.25% |
$71.8K - $80.9K
|
47.4K
$1.13M
|
|
Q2 2023 | |||||||
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-400Closed |
$8.82K - $9.79K
|
0
$0
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-47K- 65.36% |
$1.04M - $1.15M
|
24.9K
$592K
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-3.33K- 23.23% |
$73.4K - $81.4K
|
11K
$261K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
100New |
$2.21K - $2.45K
|
100
$2.38K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
177New |
$3.9K - $4.33K
|
177
$4.21K
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
354+ 1.69% |
$7.81K - $8.66K
|
21.4K
$508K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
203New |
$4.48K - $4.97K
|
203
$4.83K
|
|
Aug 14, 2023
Q2 2023
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
1.39M+ 3287.43% |
$30.7M - $34.1M
|
1.44M
$34.2M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
17.1KNew |
$377K - $418K
|
17.1K
$407K
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-65.2K- 3.71% |
$1.44M - $1.6M
|
1.69M
$40.2M
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
300New |
$6.62K - $7.34K
|
300
$7.13K
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
18.2KNew |
$401K - $445K
|
18.2K
$432K
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-186- 5.87% |
$4.1K - $4.55K
|
2.98K
$70.9K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
200New |
$4.41K - $4.89K
|
200
$4.76K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-4.67K- 9.58% |
$103K - $114K
|
44.1K
$1.05M
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-2.13K- 16.08% |
$46.9K - $52K
|
11.1K
$264K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.2KNew |
$26.5K - $29.4K
|
1.2K
$28.6K
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
508+ 3.1% |
$11.2K - $12.4K
|
16.9K
$402K
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
205+ 0.25% |
$4.52K - $5.02K
|
82.9K
$1.97M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
38New |
$838 - $930
|
38
$904
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-763- 6.0% |
$16.8K - $18.7K
|
12K
$284K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-200K- 84.05% |
$4.54M - $5.04M
|
38K
$904K
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-9.82KClosed |
$223K - $247K
|
0
$0
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.14K+ 4.31% |
$25.9K - $28.7K
|
27.7K
$658K
|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-15.5KClosed |
$351K - $390K
|
0
$0
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
10New |
$227 - $252
|
10
$238
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-10.3KClosed |
$233K - $259K
|
0
$0
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1KNew |
$22.7K - $25.2K
|
1K
$23.8K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-646- 6.49% |
$14.7K - $16.2K
|
9.31K
$221K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-283K- 65.07% |
$6.43M - $7.13M
|
152K
$3.62M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12.4K- 89.37% |
$281K - $311K
|
1.47K
$35K
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-6.25K- 16.29% |
$142K - $157K
|
32.1K
$764K
|
|
May 11, 2023
Q1 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-2.87K- 20.48% |
$65K - $72.1K
|
11.1K
$265K
|
|
May 11, 2023
Q1 2023
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
294K+ 19.65% |
$6.66M - $7.38M
|
1.79M
$42.5M
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.01K- 9.51% |
$22.9K - $25.4K
|
9.59K
$228K
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
17.8K+ 6.23% |
$404K - $448K
|
304K
$7.23M
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
11.3KNew |
$257K - $285K
|
11.3K
$270K
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-2.23K- 50.0% |
$50.5K - $56K
|
2.23K
$52.9K
|
|
May 09, 2023
Q1 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-139- 63.76% |
$3.15K - $3.5K
|
79
$1.88K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
234KNew |
$5.32M - $5.9M
|
234K
$5.57M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-1- 1.12% |
$22.7 - $25.2
|
88
$2.09K
|
|
May 09, 2023
Q1 2023
|
Kornitzer Capital Management Inc
|
BUY
|
- |
1.16K+ 6.05% |
$26.3K - $29.1K
|
20.3K
$482K
|
|
May 08, 2023
Q1 2023
|
West Coast Financial LLC
|
BUY
|
- |
455+ 2.61% |
$10.3K - $11.4K
|
17.9K
$426K
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.18KNew |
$26.6K - $29.6K
|
1.18K
$27.9K
|
|
May 04, 2023
Q1 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
16.8KNew |
$380K - $421K
|
16.8K
$398K
|
|
May 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
20.1KNew |
$456K - $506K
|
20.1K
$478K
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
9.99KNew |
$227K - $251K
|
9.99K
$238K
|