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 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2.18KNew |
$29K - $33.1K
|
2.18K
$29.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-593- 4.29% |
$7.89K - $9K
|
13.2K
$180K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
20.7KNew |
$275K - $314K
|
20.7K
$282K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
51+ 4.17% |
$678 - $774
|
1.28K
$17.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
375New |
$4.99K - $5.69K
|
375
$5.11K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
182New |
$2.42K - $2.76K
|
182
$2.48K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
45KNew |
$598K - $682K
|
45K
$613K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.23K+ 180.91% |
$123K - $140K
|
14.3K
$195K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-4.29M- 99.76% |
$57M - $65M
|
10.3K
$140K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.39KNew |
$18.4K - $21K
|
1.39K
$18.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.42KClosed |
$18.8K - $21.5K
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.8K- 98.79% |
$23.9K - $27.3K
|
22
$300
|
|
|
Jan 31, 2024
Q4 2023
|
Strid Group, LLC
|
BUY
|
- |
487KNew |
$6.48M - $7.39M
|
487K
$6.64M
|
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
544+ 4.08% |
$7.24K - $8.25K
|
13.9K
$189K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-6.24K- 3.82% |
$83K - $94.6K
|
157K
$2.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
425New |
$5.65K - $6.45K
|
425
$5.79K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-4.61K- 3.91% |
$61.3K - $69.9K
|
113K
$1.55M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
295+ 2269.23% |
$3.92K - $4.48K
|
308
$4.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.37K+ 17.37% |
$31.5K - $35.9K
|
16K
$218K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.25KNew |
$69.8K - $79.6K
|
5.25K
$71.6K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
833New |
$11.1K - $12.6K
|
833
$11.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
365+ 19.67% |
$4.85K - $5.54K
|
2.22K
$30.3K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
50.5KNew |
$671K - $766K
|
50.5K
$688K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.38KNew |
$18.4K - $21K
|
1.38K
$18.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
14.1KNew |
$187K - $213K
|
14.1K
$192K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
38+ 4.16% |
$505 - $576
|
951
$13K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-44.9K- 76.47% |
$597K - $681K
|
13.8K
$188K
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10KNew |
$133K - $152K
|
10K
$136K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
640+ 5.6% |
$8.51K - $9.71K
|
12.1K
$164K
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.47K+ 4.15% |
$19.6K - $22.3K
|
36.9K
$503K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
11.7KNew |
$156K - $178K
|
11.7K
$160K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4+ 3.88% |
$53.2 - $60.7
|
107
$1.46K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
PUT |
-6.9K- 97.18% |
$91.8K - $105K
|
200
$2.73K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
474New |
$6.3K - $7.19K
|
474
$6.46K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
10.1KNew |
$134K - $153K
|
10.1K
$138K
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
242+ 2.2% |
$3.22K - $3.67K
|
11.3K
$153K
|
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-1.77M- 99.72% |
$23.6M - $26.9M
|
5.04K
$68.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-135K- 16.55% |
$1.8M - $2.05M
|
682K
$9.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
1MNew |
$13.3M - $15.2M
|
1M
$13.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-2.16K- 1.66% |
$28.7K - $32.7K
|
127K
$1.74M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-68- 39.08% |
$904 - $1.03K
|
106
$1.44K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
2.03KNew |
$26.9K - $30.7K
|
2.03K
$27.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-497- 2.79% |
$6.61K - $7.54K
|
17.3K
$236K
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
32.4KNew |
$430K - $491K
|
32.4K
$441K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-903- 69.89% |
$12K - $13.7K
|
389
$5.3K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
38.2K+ 6.84% |
$509K - $580K
|
597K
$8.14M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-941- 8.5% |
$12.5K - $14.3K
|
10.1K
$138K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.68KNew |
$22.3K - $25.5K
|
1.68K
$22.9K
|
|
| Q3 2023 | |||||||
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
393New |
$5.35K - $6.03K
|
393
$5.36K
|
|