Latest Institutional Transactions on Invesco Act Mge Et Cmdt Fd Tr (PDBC)
This table provides information on the latest institutional transactions involving Invesco Act Mge Et Cmdt Fd Tr (PDBC) 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 |
---|---|---|---|---|---|---|---|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
18.4KNew |
$233K - $265K
|
18.4K
$251K
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
430New |
$5.45K - $6.17K
|
430
$5.86K
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-260- 0.89% |
$3.29K - $3.73K
|
28.8K
$393K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-329- 1.87% |
$4.17K - $4.72K
|
17.3K
$236K
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-17.8K- 55.63% |
$225K - $255K
|
14.2K
$193K
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-65.9K- 6.94% |
$836K - $947K
|
884K
$12.1M
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-79.7K- 5.63% |
$1.01M - $1.14M
|
1.34M
$18.2M
|
|
Nov 15, 2024
Q3 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
38.4K+ 11.86% |
$487K - $551K
|
362K
$4.94M
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
14.5K+ 18.58% |
$184K - $208K
|
92.5K
$1.26M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-38.9K- 52.89% |
$493K - $559K
|
34.7K
$472K
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
263K+ 955.73% |
$3.33M - $3.78M
|
291K
$3.96M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
75.3K+ 17.32% |
$954K - $1.08M
|
510K
$6.95M
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
21.6K+ 47.06% |
$274K - $310K
|
67.5K
$920K
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
353K+ 6.26% |
$4.47M - $5.07M
|
5.99M
$81.7M
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
18.4KNew |
$233K - $264K
|
18.4K
$251K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-116K- 6.69% |
$1.47M - $1.67M
|
1.62M
$22.1M
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.14K+ 5.14% |
$77.8K - $88.2K
|
126K
$1.71M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-936- 6.78% |
$11.9K - $13.4K
|
12.9K
$176K
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
36.1K+ 6.56% |
$457K - $518K
|
586K
$7.99M
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
10.2KNew |
$130K - $147K
|
10.2K
$140K
|
|
Nov 14, 2024
Q3 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
17.8K+ 53.34% |
$225K - $255K
|
51.1K
$696K
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-5.27M- 81.71% |
$66.8M - $75.7M
|
1.18M
$16.1M
|
|
Nov 14, 2024
Q3 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-8K- 35.52% |
$101K - $115K
|
14.5K
$198K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-5.17K- 7.89% |
$65.5K - $74.2K
|
60.3K
$823K
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.21K+ 0.21% |
$15.3K - $17.3K
|
588K
$8.01M
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-244- 0.59% |
$3.09K - $3.5K
|
41.4K
$564K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.87K+ 28.28% |
$61.6K - $69.9K
|
22.1K
$301K
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.78K- 7.52% |
$47.9K - $54.3K
|
46.5K
$634K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-153K- 56.69% |
$1.94M - $2.2M
|
117K
$1.6M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.13K- 5.31% |
$14.3K - $16.2K
|
20.2K
$275K
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.04K- 6.5% |
$25.9K - $29.3K
|
29.4K
$400K
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
1.23K+ 0.43% |
$15.5K - $17.6K
|
287K
$3.91M
|
|
Nov 14, 2024
Q3 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-347K- 11.34% |
$4.4M - $4.98M
|
2.71M
$37M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
53.8K+ 22.53% |
$682K - $773K
|
293K
$3.99M
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.4KNew |
$17.7K - $20.1K
|
1.4K
$19K
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.17K- 21.79% |
$40.1K - $45.5K
|
11.4K
$155K
|
|
Nov 14, 2024
Q3 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
11.3KNew |
$143K - $162K
|
11.3K
$153K
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-172K- 24.2% |
$2.18M - $2.47M
|
539K
$7.35M
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
1.9MNew |
$24.1M - $27.3M
|
1.9M
$25.9M
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.8KNew |
$22.8K - $25.8K
|
1.8K
$24.5K
|
|
Nov 14, 2024
Q3 2024
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
25.2K+ 159.36% |
$319K - $362K
|
41K
$559K
|
|
Nov 14, 2024
Q3 2024
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-407- 2.79% |
$5.16K - $5.84K
|
14.2K
$193K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
152K+ 2.45% |
$1.93M - $2.18M
|
6.36M
$86.6M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.94M- 15.83% |
$49.9M - $56.5M
|
20.9M
$285M
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-7.99K- 2.8% |
$101K - $115K
|
277K
$3.78M
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-1.09K- 7.89% |
$13.8K - $15.6K
|
12.7K
$173K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.72K+ 8.75% |
$47.1K - $53.3K
|
46.2K
$629K
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
322New |
$4.08K - $4.62K
|
322
$4.39K
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-10K- 1.72% |
$127K - $144K
|
575K
$7.84M
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
39.5KNew |
$500K - $567K
|
39.5K
$538K
|