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 |
|---|---|---|---|---|---|---|---|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
961New |
$13.1K - $14.7K
|
961
$13.1K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-78- 6.35% |
$1.06K - $1.2K
|
1.15K
$15.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
528+ 0.73% |
$7.19K - $8.1K
|
73.2K
$998K
|
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
40.7KNew |
$554K - $624K
|
40.7K
$554K
|
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
1.42K+ 0.63% |
$19.3K - $21.7K
|
225K
$3.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
30.5KNew |
$416K - $468K
|
30.5K
$416K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.31K- 18.02% |
$31.5K - $35.5K
|
10.5K
$143K
|
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
28.5KNew |
$388K - $437K
|
28.5K
$388K
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
33.3KNew |
$453K - $511K
|
33.3K
$454K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
11.5KNew |
$157K - $176K
|
11.5K
$157K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
159KNew |
$2.17M - $2.44M
|
159K
$2.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-35- 0.04% |
$477 - $537
|
95.1K
$1.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
514KNew |
$7.01M - $7.89M
|
514K
$7.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
4.94KNew |
$67.2K - $75.7K
|
4.94K
$67.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
204KNew |
$2.77M - $3.12M
|
204K
$2.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.45K- 16.13% |
$33.4K - $37.6K
|
12.8K
$174K
|
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
15.7KNew |
$213K - $240K
|
15.7K
$214K
|
|
|
Nov 13, 2023
Q3 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
15.5KNew |
$211K - $238K
|
15.5K
$212K
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
373KNew |
$5.09M - $5.73M
|
373K
$5.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Wavelength Capital Management, LLC
|
BUY
|
- |
64KNew |
$872K - $982K
|
64K
$872K
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
16.2KNew |
$221K - $249K
|
16.2K
$221K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.32K- 91.17% |
$18K - $20.3K
|
128
$1.74K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
5.4KNew |
$73.5K - $82.8K
|
5.4K
$73.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
10.7KNew |
$145K - $164K
|
10.7K
$145K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-476- 4.07% |
$6.48K - $7.3K
|
11.2K
$153K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
79KNew |
$1.08M - $1.21M
|
79K
$1.08M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.48K- 12.02% |
$20.2K - $22.7K
|
10.9K
$148K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
2.2KNew |
$29.9K - $33.7K
|
2.2K
$29.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-231- 10.01% |
$3.15K - $3.54K
|
2.08K
$28.3K
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
4.74KNew |
$64.5K - $72.7K
|
4.74K
$64.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
300New |
$4.09K - $4.6K
|
300
$4.09K
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-282- 1.37% |
$3.84K - $4.33K
|
20.3K
$277K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
159KNew |
$2.17M - $2.44M
|
159K
$2.17M
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.61K- 4.15% |
$21.9K - $24.7K
|
37.1K
$506K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.39K- 13.23% |
$32.5K - $36.6K
|
15.7K
$213K
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-23K- 46.48% |
$313K - $352K
|
26.4K
$360K
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.45KNew |
$33.3K - $37.5K
|
2.45K
$33.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
BUY
|
- |
31.5KNew |
$429K - $484K
|
31.5K
$430K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.65K- 30.19% |
$104K - $117K
|
17.7K
$241K
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
15.9KNew |
$217K - $244K
|
15.9K
$217K
|
|
|
Oct 11, 2023
Q3 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-36.8K- 6.94% |
$502K - $565K
|
494K
$6.73M
|
|
|
Oct 11, 2023
Q3 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
373KNew |
$5.08M - $5.72M
|
373K
$5.08M
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
62.5K+ 52.89% |
$852K - $959K
|
181K
$2.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
201New |
$2.74K - $3.08K
|
201
$2.74K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-29- 0.28% |
$395 - $445
|
10.4K
$142K
|
|
| Q2 2023 | |||||||
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-8.14K- 89.77% |
$108K - $119K
|
928
$12.6K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
265KNew |
$3.5M - $3.88M
|
265K
$3.61M
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
13.1KNew |
$173K - $192K
|
13.1K
$179K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.76K- 56.34% |
$23.3K - $25.8K
|
1.36K
$18.6K
|
|