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 |
|---|---|---|---|---|---|---|---|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
30.4K+ 11.01% |
$404K - $461K
|
306K
$4.11M
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-760- 54.87% |
$10.1K - $11.5K
|
625
$8.38K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
2.23KNew |
$29.6K - $33.8K
|
2.23K
$29.8K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.59KNew |
$21.1K - $24.1K
|
1.59K
$21.3K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.57KNew |
$20.9K - $23.8K
|
1.57K
$21.1K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
35.7KNew |
$474K - $541K
|
35.7K
$478K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
211+ 1623.08% |
$2.81K - $3.2K
|
224
$3K
|
|
|
Feb 14, 2024
Q4 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-38.6K- 5.5% |
$514K - $586K
|
664K
$8.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1New |
$13.3 - $15.2
|
1
$13.4
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.15K- 2.99% |
$15.3K - $17.4K
|
37.3K
$500K
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
10.8KNew |
$144K - $164K
|
10.8K
$145K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-343- 6.49% |
$4.56K - $5.2K
|
4.94K
$66.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
256KNew |
$3.4M - $3.88M
|
256K
$3.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1.04K- 0.69% |
$13.8K - $15.7K
|
149K
$2M
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
16.1KNew |
$214K - $244K
|
16.1K
$216K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-3.47K- 2.8% |
$46.2K - $52.6K
|
120K
$1.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
869New |
$11.6K - $13.2K
|
869
$11.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
10+ 4.0% |
$133 - $152
|
260
$3.48K
|
|
|
Feb 12, 2024
Q4 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-133K- 89.42% |
$1.77M - $2.02M
|
15.8K
$211K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.68M+ 6436.94% |
$35.6M - $40.6M
|
2.72M
$36.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
108KNew |
$1.44M - $1.64M
|
108K
$1.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2.18KNew |
$29K - $33.1K
|
2.18K
$29.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-593- 4.29% |
$7.89K - $9K
|
13.2K
$177K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
20.7KNew |
$275K - $314K
|
20.7K
$277K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
51+ 4.17% |
$678 - $774
|
1.28K
$17.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
182New |
$2.42K - $2.76K
|
182
$2.44K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
45KNew |
$598K - $682K
|
45K
$603K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-4.29M- 99.76% |
$57M - $65M
|
10.3K
$138K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.39KNew |
$18.4K - $21K
|
1.39K
$18.6K
|
|
|
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
$295
|
|
|
Jan 31, 2024
Q4 2023
|
Strid Group, LLC
|
BUY
|
- |
487KNew |
$6.48M - $7.39M
|
487K
$6.53M
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-6.24K- 3.82% |
$83K - $94.6K
|
157K
$2.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
425New |
$5.65K - $6.45K
|
425
$5.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-4.61K- 3.91% |
$61.3K - $69.9K
|
113K
$1.52M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
295+ 2269.23% |
$3.92K - $4.48K
|
308
$4.13K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.37K+ 17.37% |
$31.5K - $35.9K
|
16K
$215K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.25KNew |
$69.8K - $79.6K
|
5.25K
$70.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
833New |
$11.1K - $12.6K
|
833
$11.2K
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
50.5KNew |
$671K - $766K
|
50.5K
$676K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.38KNew |
$18.4K - $21K
|
1.38K
$18.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
14.1KNew |
$187K - $213K
|
14.1K
$188K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
38+ 4.16% |
$505 - $576
|
951
$12.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-44.9K- 76.47% |
$597K - $681K
|
13.8K
$185K
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10KNew |
$133K - $152K
|
10K
$134K
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
640+ 5.6% |
$8.51K - $9.71K
|
12.1K
$162K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
11.7KNew |
$156K - $178K
|
11.7K
$157K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4+ 3.88% |
$53.2 - $60.7
|
107
$1.43K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
PUT |
-6.9K- 97.18% |
$91.8K - $105K
|
200
$2.68K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
474New |
$6.3K - $7.19K
|
474
$6.35K
|