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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
13.5KNew |
$193K - $242K
|
13.5K
$184K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
258New |
$3.7K - $4.63K
|
258
$3.52K
|
|
|
Jan 13, 2023
Q4 2022
|
Searcy Financial Services Inc
|
SELL
|
- |
-20.2K- 2.74% |
$289K - $362K
|
716K
$9.76M
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
20KNew |
$286K - $358K
|
20K
$272K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.47K- 15.02% |
$35.5K - $44.4K
|
14K
$191K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
284New |
$4.08K - $5.1K
|
284
$3.87K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
386New |
$5.54K - $6.93K
|
386
$5.26K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-132K- 99.87% |
$1.89M - $2.37M
|
171
$2.33K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
7.88K+ 4.23% |
$113K - $141K
|
194K
$2.64M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
125New |
$1.79K - $2.24K
|
125
$1.7K
|
|
| Q3 2022 | |||||||
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
346New |
$5.48K - $6.31K
|
346
$4.72K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-33.5K- 31.88% |
$531K - $610K
|
71.5K
$975K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-574- 1.54% |
$9.1K - $10.5K
|
36.6K
$499K
|
|
|
Feb 24, 2023
Q3 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.28MClosed |
$20.2M - $23.3M
|
0
$0
|
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
30.8K+ 13.96% |
$488K - $561K
|
251K
$3.42M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.48K- 5.55% |
$39.2K - $45.1K
|
42.2K
$575K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
100New |
$1.59K - $1.82K
|
100
$1.36K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.19KClosed |
$66.5K - $76.5K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-15.2K- 25.69% |
$241K - $277K
|
43.9K
$599K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
323New |
$5.12K - $5.89K
|
323
$4.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
8.3K+ 51.56% |
$132K - $151K
|
24.4K
$333K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
PUT |
-20.6K- 95.37% |
$327K - $376K
|
1K
$13.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
54.7K+ 460.72% |
$868K - $998K
|
66.6K
$908K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
10.1KNew |
$160K - $184K
|
10.1K
$138K
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.5K+ 333.97% |
$55.5K - $63.8K
|
4.55K
$62K
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
169K+ 64.93% |
$2.68M - $3.08M
|
429K
$5.85M
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
1.4KNew |
$22.2K - $25.6K
|
1.4K
$19.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
24.2K+ 58.99% |
$383K - $440K
|
65.1K
$887K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
2.24K+ 4300.0% |
$35.4K - $40.8K
|
2.29K
$31.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
89New |
$1.41K - $1.62K
|
89
$1.21K
|
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-14K- 44.55% |
$223K - $256K
|
17.5K
$238K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-692- 63.9% |
$11K - $12.6K
|
391
$5.33K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
1.05K+ 0.88% |
$16.6K - $19.1K
|
120K
$1.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
56.3KNew |
$893K - $1.03M
|
56.3K
$768K
|
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
144KNew |
$2.28M - $2.63M
|
144K
$1.96M
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
SELL
|
- |
-110K- 20.02% |
$1.74M - $2.01M
|
440K
$6M
|
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
767+ 6.15% |
$12.2K - $14K
|
13.2K
$181K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-65- 43.92% |
$1.03K - $1.18K
|
83
$1.13K
|
|
|
Nov 04, 2022
Q3 2022
|
Empirical Finance, LLC
|
SELL
|
- |
-17.6K- 22.07% |
$280K - $322K
|
62.3K
$849K
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-5.21K- 43.3% |
$82.6K - $95K
|
6.82K
$93K
|
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
8.71K+ 9.84% |
$138K - $159K
|
97.2K
$1.33M
|
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-4.5K- 25.73% |
$71.3K - $82K
|
13K
$177K
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-20.9K- 24.44% |
$331K - $381K
|
64.6K
$881K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
SELL
|
- |
-1.74K- 32.55% |
$27.6K - $31.8K
|
3.61K
$49.2K
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
74.3K+ 86.62% |
$1.18M - $1.35M
|
160K
$2.18M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
422+ 3.29% |
$6.69K - $7.69K
|
13.3K
$181K
|
|
|
Nov 01, 2022
Q3 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.29K- 7.09% |
$20.4K - $23.5K
|
16.9K
$230K
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
174KNew |
$2.76M - $3.17M
|
174K
$2.37M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
21.4KNew |
$340K - $391K
|
21.4K
$292K
|
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
34.7KNew |
$549K - $632K
|
34.7K
$472K
|
|