Latest Institutional Transactions on Invesco Db Precious Metals Fund (DBP)
This table provides information on the latest institutional transactions involving Invesco Db Precious Metals Fund (DBP) 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 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
613New |
$28.4K - $32.7K
|
613
$39.5K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-294- 3.89% |
$14K - $15.2K
|
7.26K
$467K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
29New |
$1.38K - $1.49K
|
29
$1.87K
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
375+ 1.99% |
$17.8K - $19.3K
|
19.2K
$1.24M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-645- 82.17% |
$30.6K - $33.2K
|
140
$9.01K
|
|
|
Oct 30, 2023
Q3 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-838- 9.72% |
$39.8K - $43.2K
|
7.78K
$501K
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-3.9K- 6.43% |
$185K - $201K
|
56.7K
$3.65M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
91New |
$4.32K - $4.69K
|
91
$5.86K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
563New |
$26.7K - $29K
|
563
$36.2K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
4.66KNew |
$229K - $249K
|
4.66K
$300K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-28- 6.01% |
$1.37K - $1.5K
|
438
$28.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-262- 4.01% |
$12.8K - $14K
|
6.28K
$404K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-775- 16.62% |
$38K - $41.4K
|
3.89K
$250K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
2.93KNew |
$144K - $157K
|
2.93K
$189K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1.21K- 0.65% |
$59.2K - $64.5K
|
184K
$11.8M
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
600New |
$27.7K - $30.7K
|
600
$38.6K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.22K- 10.2% |
$56.1K - $62.1K
|
10.7K
$688K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
205New |
$9.46K - $10.5K
|
205
$13.2K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.55K+ 2.56% |
$71.6K - $79.3K
|
62.2K
$4M
|
|
|
Apr 14, 2023
Q1 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
12.6KNew |
$581K - $644K
|
12.6K
$810K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
198New |
$8.31K - $9.51K
|
198
$12.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.78KNew |
$200K - $229K
|
4.78K
$307K
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
34.4KNew |
$1.44M - $1.65M
|
34.4K
$2.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
626New |
$26.3K - $30.1K
|
626
$40.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Concentrum Wealth Management
|
BUY
|
- |
38.4KNew |
$1.61M - $1.85M
|
38.4K
$2.47M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
273New |
$11.5K - $13.1K
|
273
$17.6K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4.98K+ 27.74% |
$209K - $233K
|
22.9K
$1.48M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3Closed |
$140 - $159
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.13KClosed |
$52.6K - $59.7K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.2KNew |
$524K - $594K
|
11.2K
$721K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-6.65KClosed |
$317K - $367K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-136KClosed |
$6.47M - $7.5M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
55New |
$2.6K - $2.79K
|
55
$3.54K
|
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
183New |
$8.64K - $9.29K
|
183
$11.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.9KClosed |
$373K - $401K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-780Closed |
$36.8K - $39.6K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-64.5KClosed |
$3.04M - $3.27M
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
SELL
|
- |
-6.1KClosed |
$288K - $310K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-555Closed |
$26.2K - $28.2K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-3Closed |
$138 - $152
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
70New |
$3.23K - $3.54K
|
70
$4.51K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-160Closed |
$7.38K - $8.09K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-330Closed |
$15.8K - $17.6K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-1.57KClosed |
$75.3K - $83.6K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-20Closed |
$959 - $1.07K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-8.75KClosed |
$419K - $466K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-50Closed |
$2.4K - $2.66K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-1Closed |
$47.9 - $53.3
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-915Closed |
$43.9K - $48.7K
|
0
$0
|
|