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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Security National Bank
|
BUY
|
- |
201New |
$2.56K - $2.86K
|
201
$2.66K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
1.88K+ 10.53% |
$23.9K - $26.7K
|
19.7K
$260K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-752- 6.05% |
$9.58K - $10.7K
|
11.7K
$154K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
142New |
$1.81K - $2.02K
|
142
$1.88K
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-4.95K- 10.55% |
$63K - $70.4K
|
41.9K
$554K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
7.86K+ 53.81% |
$100K - $112K
|
22.5K
$297K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
82New |
$1.04K - $1.17K
|
82
$1.08K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
36.9KNew |
$470K - $525K
|
36.9K
$487K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-6.15M- 98.5% |
$78.3M - $87.5M
|
93.8K
$1.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
568New |
$7.24K - $8.08K
|
568
$7.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
189New |
$2.41K - $2.69K
|
189
$2.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
15.2KNew |
$194K - $216K
|
15.2K
$201K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-1.51K- 61.03% |
$19.2K - $21.5K
|
964
$12.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-2.29K- 64.13% |
$29.2K - $32.6K
|
1.28K
$16.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
612+ 4.41% |
$7.8K - $8.71K
|
14.5K
$191K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
34.2K+ 35.84% |
$435K - $486K
|
129K
$1.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-7.19K- 46.45% |
$91.7K - $102K
|
8.29K
$110K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
26.4K+ 12.23% |
$336K - $376K
|
242K
$3.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
25+ 5.02% |
$319 - $356
|
523
$6.91K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
64New |
$815 - $911
|
64
$845
|
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
395KNew |
$5.04M - $5.62M
|
395K
$5.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
611New |
$7.78K - $8.69K
|
611
$8.07K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
259+ 32.99% |
$3.3K - $3.69K
|
1.04K
$13.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
2.81K+ 3.08% |
$35.8K - $40K
|
94.1K
$1.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-1.22K- 65.93% |
$15.6K - $17.4K
|
631
$8.34K
|
|
|
Jan 29, 2025
Q4 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-2.86K- 7.41% |
$36.4K - $40.7K
|
35.7K
$472K
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-35K- 13.22% |
$445K - $497K
|
229K
$3.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
326+ 4.47% |
$4.15K - $4.64K
|
7.62K
$101K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-5.78K- 34.07% |
$73.7K - $82.3K
|
11.2K
$148K
|
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
146KNew |
$1.87M - $2.08M
|
146K
$1.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
685New |
$8.73K - $9.75K
|
685
$9.05K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-102K- 59.43% |
$1.29M - $1.44M
|
69.3K
$915K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-57- 1.24% |
$726 - $811
|
4.54K
$59.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
601New |
$7.66K - $8.55K
|
601
$7.94K
|
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-181- 1.05% |
$2.31K - $2.58K
|
17.1K
$226K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
106New |
$1.35K - $1.51K
|
106
$1.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
20.9KNew |
$266K - $298K
|
20.9K
$276K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-24.1K- 80.03% |
$307K - $343K
|
6.02K
$79.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
739+ 2.87% |
$9.41K - $10.5K
|
26.5K
$350K
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
4.05K+ 9.65% |
$51.6K - $57.7K
|
46.1K
$609K
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
29.8KNew |
$379K - $423K
|
29.8K
$393K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
645KNew |
$8.22M - $9.18M
|
645K
$8.52M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
72+ 4.49% |
$917 - $1.02K
|
1.68K
$22.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
703+ 553.54% |
$8.96K - $10K
|
830
$11K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-448- 2.07% |
$5.71K - $6.38K
|
21.2K
$280K
|
|
|
Jan 16, 2025
Q4 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
10+ 4.76% |
$127 - $142
|
220
$2.91K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
SELL
|
- |
-4.25K- 20.91% |
$54.1K - $60.4K
|
16.1K
$212K
|
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
13.2KNew |
$168K - $187K
|
13.2K
$174K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
1.57KNew |
$20K - $22.4K
|
1.57K
$20.8K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
154New |
$1.96K - $2.19K
|
154
$2.03K
|