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 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-7.5K- 33.33% |
$108K - $135K
|
15K
$204K
|
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
209KNew |
$3M - $3.76M
|
209K
$2.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
- |
-288K- 87.79% |
$4.13M - $5.16M
|
40K
$545K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-3.91M- 93.23% |
$56.1M - $70.1M
|
284K
$3.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
963K+ 6.45% |
$13.8M - $17.3M
|
15.9M
$217M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.49KNew |
$21.3K - $26.7K
|
1.49K
$20.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
18.1KNew |
$260K - $325K
|
18.1K
$247K
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-33.4K- 6.39% |
$480K - $600K
|
490K
$6.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
113New |
$1.62K - $2.03K
|
113
$1.54K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-77.6K- 98.31% |
$1.11M - $1.39M
|
1.34K
$18.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Oribel Capital Management, LP
New York, NY |
BUY
|
- |
901KNew |
$12.9M - $16.2M
|
901K
$12.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
10KNew |
$144K - $180K
|
10K
$136K
|
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
5.7KNew |
$81.8K - $102K
|
5.7K
$77.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-166K- 52.92% |
$2.38M - $2.98M
|
148K
$2.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
16.6KNew |
$238K - $298K
|
16.6K
$226K
|
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-613- 3.08% |
$8.8K - $11K
|
19.3K
$263K
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
829+ 0.99% |
$11.9K - $14.9K
|
84.5K
$1.15M
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
107New |
$1.54K - $1.92K
|
107
$1.46K
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
93.6KNew |
$1.34M - $1.68M
|
93.6K
$1.28M
|
|
|
Feb 08, 2023
Q4 2022
|
Asset Management Resources, LLC
|
SELL
|
- |
-91.4K- 50.91% |
$1.31M - $1.64M
|
88.2K
$1.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-103K- 82.41% |
$1.48M - $1.85M
|
22.1K
$301K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12.5KNew |
$179K - $224K
|
12.5K
$170K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
837New |
$12K - $15K
|
837
$11.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
30.5K+ 161.76% |
$438K - $548K
|
49.4K
$673K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.87KNew |
$41.2K - $51.5K
|
2.87K
$39.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
SELL
|
- |
-333- 61.44% |
$4.78K - $5.98K
|
209
$2.85K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-833- 5.28% |
$12K - $15K
|
15K
$204K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.95K+ 25.23% |
$42.3K - $52.9K
|
14.6K
$200K
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.73KNew |
$24.8K - $31K
|
1.73K
$23.6K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.74K+ 6.16% |
$24.9K - $31.1K
|
29.9K
$408K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
110New |
$1.58K - $1.97K
|
110
$1.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
39.5K+ 55.94% |
$566K - $708K
|
110K
$1.5M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-449- 10.17% |
$6.44K - $8.06K
|
3.97K
$54.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
SELL
|
- |
-322K- 75.8% |
$4.62M - $5.78M
|
103K
$1.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
100New |
$1.44K - $1.8K
|
100
$1.36K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.42KNew |
$20.3K - $25.5K
|
1.42K
$19.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-724- 35.51% |
$10.4K - $13K
|
1.32K
$17.9K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
14.8KNew |
$212K - $266K
|
14.8K
$202K
|
|
|
Jan 24, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
247KNew |
$3.54M - $4.43M
|
247K
$3.36M
|
|
|
Jan 23, 2023
Q4 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-279- 0.13% |
$4K - $5.01K
|
212K
$2.89M
|
|
|
Jan 23, 2023
Q4 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
20.3K+ 17.59% |
$291K - $364K
|
136K
$1.85M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
18.3K+ 39.72% |
$262K - $328K
|
64.3K
$877K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
898New |
$12.9K - $16.1K
|
898
$12.2K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.54K+ 8.42% |
$36.5K - $45.6K
|
32.7K
$446K
|
|
|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
154KNew |
$2.21M - $2.77M
|
154K
$2.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.49KNew |
$21.3K - $26.7K
|
1.49K
$20.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
55KNew |
$789K - $986K
|
55K
$749K
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-65.4K- 22.47% |
$938K - $1.17M
|
226K
$3.07M
|