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 |
---|---|---|---|---|---|---|---|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
98K+ 6.66% |
$1.34M - $1.42M
|
1.57M
$21M
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
10.4KNew |
$143K - $151K
|
10.4K
$140K
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
138K+ 213.43% |
$1.89M - $2M
|
203K
$2.72M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10.2K- 35.17% |
$140K - $148K
|
18.9K
$253K
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
5.63K+ 24.94% |
$77.1K - $81.4K
|
28.2K
$378K
|
|
Q1 2024 | |||||||
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-24Closed |
$315 - $333
|
0
$0
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-278Closed |
$3.65K - $3.86K
|
0
$0
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-182- 76.79% |
$2.39K - $2.53K
|
55
$737
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
180New |
$2.36K - $2.5K
|
180
$2.41K
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
23KNew |
$302K - $319K
|
23K
$308K
|
|
May 15, 2024
Q1 2024
|
Dme Capital Management, LP
New York, NY |
BUY
|
- |
117KNew |
$1.54M - $1.63M
|
117K
$1.57M
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
11.6KNew |
$152K - $161K
|
11.6K
$155K
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-200- 3.5% |
$2.63K - $2.78K
|
5.51K
$73.9K
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.46K+ 11.56% |
$71.7K - $75.8K
|
52.7K
$706K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-253- 14.31% |
$3.32K - $3.51K
|
1.52K
$20.3K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.94K- 1.87% |
$25.4K - $26.9K
|
102K
$1.36M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.97K+ 11.91% |
$52.1K - $55.1K
|
37.3K
$500K
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
3.25K+ 20.58% |
$42.6K - $45.1K
|
19K
$255K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.15KNew |
$15.1K - $15.9K
|
1.15K
$15.4K
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
20.4KNew |
$267K - $283K
|
20.4K
$273K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
16.5KNew |
$217K - $229K
|
16.5K
$221K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
66.6K+ 32.48% |
$875K - $926K
|
272K
$3.64M
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
26New |
$341 - $361
|
26
$348
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
19.5KNew |
$256K - $271K
|
19.5K
$261K
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-227- 95.78% |
$2.98K - $3.15K
|
10
$134
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
11.4KNew |
$150K - $159K
|
11.4K
$153K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.85KNew |
$50.6K - $53.5K
|
3.85K
$51.6K
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.56K- 5.64% |
$20.5K - $21.7K
|
26.1K
$350K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-20- 0.72% |
$263 - $278
|
2.76K
$37K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
10.7KNew |
$140K - $148K
|
10.7K
$143K
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
217KNew |
$2.85M - $3.02M
|
217K
$2.91M
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.84K- 8.8% |
$24.1K - $25.5K
|
19K
$255K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
971+ 6.34% |
$12.7K - $13.5K
|
16.3K
$218K
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
39New |
$512 - $542
|
39
$523
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-11.5K- 48.31% |
$151K - $160K
|
12.3K
$165K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-400- 3.15% |
$5.25K - $5.56K
|
12.3K
$165K
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-11.8K- 32.35% |
$155K - $164K
|
24.7K
$331K
|
|
Apr 30, 2024
Q1 2024
|
Marks Wealth, LLC
|
BUY
|
- |
792KNew |
$10.4M - $11M
|
792K
$10.6M
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
100+ 8.33% |
$1.31K - $1.39K
|
1.3K
$17.4K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.45KNew |
$32.2K - $34K
|
2.45K
$32.8K
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-735- 1.61% |
$9.65K - $10.2K
|
44.9K
$602K
|
|
Apr 22, 2024
Q1 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
10.4KNew |
$137K - $144K
|
10.4K
$139K
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-79- 0.56% |
$1.04K - $1.1K
|
14K
$188K
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-3.06K- 13.07% |
$40.2K - $42.5K
|
20.3K
$273K
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
79.7KNew |
$1.05M - $1.11M
|
79.7K
$1.07M
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
98.8K+ 88.17% |
$1.3M - $1.37M
|
211K
$2.83M
|
|
Apr 12, 2024
Q1 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-81.6K- 78.5% |
$1.07M - $1.13M
|
22.3K
$299K
|
|
Apr 08, 2024
Q1 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
123KNew |
$1.61M - $1.7M
|
123K
$1.64M
|
|
Q4 2023 | |||||||
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
922KNew |
$12.3M - $14M
|
922K
$12.4M
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.79KClosed |
$23.8K - $27.2K
|
0
$0
|