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 |
---|---|---|---|---|---|---|---|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-15- 2.65% |
$331 - $380
|
550
$11.6K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-750- 75.0% |
$16.5K - $19K
|
250
$5.27K
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-186- 1.47% |
$4.1K - $4.71K
|
12.4K
$262K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
52+ 4.88% |
$1.15K - $1.32K
|
1.12K
$23.5K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-2.13K- 63.34% |
$47K - $54K
|
1.24K
$26K
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
BUY
|
- |
504+ 14.91% |
$11.1K - $12.8K
|
3.89K
$81.9K
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
812+ 4.85% |
$17.9K - $20.6K
|
17.6K
$370K
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 5.26% |
$22 - $25.3
|
20
$422
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.9KNew |
$41.8K - $48K
|
1.9K
$40K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
12+ 4.84% |
$264 - $304
|
260
$5.48K
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
37.9KNew |
$835K - $959K
|
37.9K
$799K
|
|
Q3 2023 | |||||||
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-369- 5.54% |
$8.38K - $9.44K
|
6.3K
$133K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2New |
$45.4 - $51.2
|
2
$42.2
|
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
1.01MNew |
$22.9M - $25.8M
|
1.01M
$21.2M
|
|
Nov 15, 2023
Q3 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
290New |
$6.58K - $7.42K
|
290
$6.11K
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-10.3K- 2.65% |
$233K - $262K
|
376K
$7.92M
|
|
Nov 14, 2023
Q3 2023
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.62K- 4.74% |
$127K - $144K
|
113K
$2.38M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.78KNew |
$199K - $225K
|
8.78K
$185K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
862+ 1.3% |
$19.6K - $22.1K
|
67.2K
$1.42M
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.24K- 21.34% |
$73.6K - $83K
|
12K
$252K
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
30.8KNew |
$700K - $789K
|
30.8K
$650K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
37.4KNew |
$849K - $957K
|
37.4K
$788K
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-7.52K- 35.83% |
$171K - $192K
|
13.5K
$284K
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.29K- 13.58% |
$29.3K - $33K
|
8.21K
$173K
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
5.1K+ 18.35% |
$116K - $131K
|
32.9K
$694K
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
17.5KNew |
$398K - $448K
|
17.5K
$369K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
8.2KNew |
$186K - $210K
|
8.2K
$173K
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-350- 3.74% |
$7.95K - $8.96K
|
9K
$190K
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-1.17K- 83.27% |
$26.4K - $29.8K
|
234
$4.93K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
200New |
$4.54K - $5.12K
|
200
$4.22K
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-20.6K- 3.0% |
$466K - $526K
|
665K
$14M
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
113New |
$2.57K - $2.89K
|
113
$2.38K
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.9K- 15.77% |
$43.1K - $48.6K
|
10.2K
$214K
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
145New |
$3.29K - $3.71K
|
145
$3.06K
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-647- 95.99% |
$14.7K - $16.6K
|
27
$569
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-4.52K- 2.52% |
$103K - $116K
|
175K
$3.69M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-76- 27.54% |
$1.73K - $1.94K
|
200
$4.22K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
739New |
$16.8K - $18.9K
|
739
$15.6K
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
13.7KNew |
$310K - $350K
|
13.7K
$288K
|
|
Oct 19, 2023
Q3 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
9.58KNew |
$217K - $245K
|
9.58K
$202K
|
|
Oct 16, 2023
Q3 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-3.16K- 6.25% |
$71.8K - $80.9K
|
47.4K
$1M
|
|
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
$525K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
100New |
$2.21K - $2.45K
|
100
$2.11K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
177New |
$3.9K - $4.33K
|
177
$3.73K
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
354+ 1.69% |
$7.81K - $8.66K
|
21.4K
$450K
|
|
Aug 14, 2023
Q2 2023
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
1.39M+ 3287.43% |
$30.7M - $34.1M
|
1.44M
$30.3M
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
17.1KNew |
$377K - $418K
|
17.1K
$360K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
203New |
$4.48K - $4.97K
|
203
$4.28K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
300New |
$6.62K - $7.34K
|
300
$6.32K
|