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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Marks Wealth, LLC
|
BUY
|
- |
792KNew |
$10.4M - $11M
|
792K
$10.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
100+ 8.33% |
$1.31K - $1.39K
|
1.3K
$17.7K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-517- 80.28% |
$6.79K - $7.18K
|
127
$1.73K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.45KNew |
$32.2K - $34K
|
2.45K
$33.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-453- 1.08% |
$5.95K - $6.29K
|
41.4K
$564K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-735- 1.61% |
$9.65K - $10.2K
|
44.9K
$612K
|
|
|
Apr 23, 2024
Q1 2024
|
Lunt Capital Management, Inc.
Holladay, UT |
BUY
|
- |
33.6KNew |
$441K - $466K
|
33.6K
$457K
|
|
|
Apr 22, 2024
Q1 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
10.4KNew |
$137K - $144K
|
10.4K
$142K
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-79- 0.56% |
$1.04K - $1.1K
|
14K
$191K
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-3.06K- 13.07% |
$40.2K - $42.5K
|
20.3K
$277K
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
79.7KNew |
$1.05M - $1.11M
|
79.7K
$1.09M
|
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.64K+ 34.03% |
$47.8K - $50.5K
|
14.3K
$195K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-664- 41.81% |
$8.72K - $9.22K
|
924
$12.6K
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
98.8K+ 88.17% |
$1.3M - $1.37M
|
211K
$2.87M
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.21K+ 6.39% |
$15.9K - $16.8K
|
20.2K
$275K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
14.6KNew |
$191K - $202K
|
14.6K
$198K
|
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-81.6K- 78.5% |
$1.07M - $1.13M
|
22.3K
$304K
|
|
|
Apr 08, 2024
Q1 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
123KNew |
$1.61M - $1.7M
|
123K
$1.67M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.06KNew |
$40.2K - $42.5K
|
3.06K
$41.7K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
116+ 131.82% |
$1.52K - $1.61K
|
204
$2.78K
|
|
| Q4 2023 | |||||||
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
922KNew |
$12.3M - $14M
|
922K
$12.6M
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.79KClosed |
$23.8K - $27.2K
|
0
$0
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
30.4K+ 11.01% |
$404K - $461K
|
306K
$4.18M
|
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
77KNew |
$1.02M - $1.17M
|
77K
$1.05M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-760- 54.87% |
$10.1K - $11.5K
|
625
$8.52K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
2.23KNew |
$29.6K - $33.8K
|
2.23K
$30.3K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.59KNew |
$21.1K - $24.1K
|
1.59K
$21.6K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.57KNew |
$20.9K - $23.8K
|
1.57K
$21.4K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
35.7KNew |
$474K - $541K
|
35.7K
$486K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
211+ 1623.08% |
$2.81K - $3.2K
|
224
$3.05K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.25K+ 48.99% |
$29.9K - $34.1K
|
6.84K
$93.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-38.6K- 5.5% |
$514K - $586K
|
664K
$9.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
66.4KNew |
$883K - $1.01M
|
66.4K
$904K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1New |
$13.3 - $15.2
|
1
$13.6
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.15K- 2.99% |
$15.3K - $17.4K
|
37.3K
$509K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
10.8KNew |
$144K - $164K
|
10.8K
$147K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-343- 6.49% |
$4.56K - $5.2K
|
4.94K
$67.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
256KNew |
$3.4M - $3.88M
|
256K
$3.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1.04K- 0.69% |
$13.8K - $15.7K
|
149K
$2.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
16.1KNew |
$214K - $244K
|
16.1K
$219K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-3.47K- 2.8% |
$46.2K - $52.6K
|
120K
$1.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
869New |
$11.6K - $13.2K
|
869
$11.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
606New |
$8.06K - $9.19K
|
606
$8.26K
|
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
127K+ 36.23% |
$1.69M - $1.93M
|
478K
$6.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
10+ 4.0% |
$133 - $152
|
260
$3.54K
|
|
|
Feb 12, 2024
Q4 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-133K- 89.42% |
$1.77M - $2.02M
|
15.8K
$215K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.68M+ 6436.94% |
$35.6M - $40.6M
|
2.72M
$37.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
108KNew |
$1.44M - $1.64M
|
108K
$1.47M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
21+ 2.9% |
$279 - $319
|
744
$10.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
55New |
$732 - $834
|
55
$750
|
|