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 |
|---|---|---|---|---|---|---|---|
|
Sep 21, 2023
Q1 2020
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-73Closed |
$825 - $1.23K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-18.8KClosed |
$212K - $315K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Donoghue Forlines LLC
|
SELL
|
- |
-838KClosed |
$9.47M - $14.1M
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-10.5KClosed |
$118K - $176K
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-11.5KClosed |
$130K - $194K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-2.03KClosed |
$22.9K - $34.1K
|
0
$0
|
|
|
May 06, 2020
Q1 2020
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-542Closed |
$6.12K - $9.11K
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-60.5KClosed |
$683K - $1.02M
|
0
$0
|
|
|
Apr 29, 2020
Q1 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-10Closed |
$113 - $168
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-375Closed |
$4.24K - $6.3K
|
0
$0
|
|
|
Apr 27, 2020
Q1 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-396Closed |
$4.47K - $6.65K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-282Closed |
$3.19K - $4.74K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-20.6KClosed |
$233K - $347K
|
0
$0
|
|
|
Apr 10, 2020
Q1 2020
|
Lantz Financial LLC
|
SELL
|
- |
-24.7KClosed |
$279K - $416K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-14- 18.67% |
$217 - $233
|
61
$817
|
|
|
Feb 13, 2020
Q4 2019
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-100KClosed |
$1.55M - $1.67M
|
0
$0
|
|
|
Feb 04, 2020
Q4 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-18.8KClosed |
$291K - $313K
|
0
$0
|
|
|
Jan 31, 2020
Q4 2019
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-35.1KClosed |
$543K - $585K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 15, 2019
Q3 2019
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-374Closed |
$5.84K - $6.13K
|
0
$0
|
|
|
Nov 14, 2019
Q3 2019
|
American Money Management, LLC
|
SELL
|
- |
-63.5KClosed |
$991K - $1.04M
|
0
$0
|
|
|
Nov 13, 2019
Q3 2019
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-131Closed |
$2.05K - $2.15K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-14.6KClosed |
$228K - $239K
|
0
$0
|
|
|
Nov 12, 2019
Q3 2019
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-14.1KClosed |
$221K - $231K
|
0
$0
|
|
|
Nov 04, 2019
Q3 2019
|
Ntv Asset Management LLC
|
SELL
|
- |
-119KClosed |
$1.85M - $1.94M
|
0
$0
|
|
|
Oct 21, 2019
Q3 2019
|
Atwood & Palmer Inc
|
SELL
|
- |
-3.7KClosed |
$57.8K - $60.6K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Aug 14, 2019
Q2 2019
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
27New |
N/A
|
27
$362
|
|
|
Aug 12, 2019
Q2 2019
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-90Closed |
N/A
|
0
$0
|
|
|
Aug 12, 2019
Q2 2019
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-11.1KClosed |
N/A
|
0
$0
|
|
|
Aug 06, 2019
Q2 2019
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-6.65KClosed |
N/A
|
0
$0
|
|
|
Jul 30, 2019
Q2 2019
|
Grimes & Company, Inc.
|
SELL
|
- |
-39.1KClosed |
N/A
|
0
$0
|
|
|
Jul 23, 2019
Q2 2019
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-310Closed |
N/A
|
0
$0
|
|
|
Jul 12, 2019
Q2 2019
|
Orgel Wealth Management, LLC
|
SELL
|
- |
-142KClosed |
N/A
|
0
$0
|
|
|
Jul 11, 2019
Q2 2019
|
Founders Capital Management
|
SELL
|
- |
-890Closed |
N/A
|
0
$0
|
|
|
Jul 09, 2019
Q2 2019
|
Stone House Investment Management, LLC
|
SELL
|
- |
-230Closed |
N/A
|
0
$0
|
|
|
Jul 08, 2019
Q2 2019
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-366KClosed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Leuthold Group, LLC
|
SELL
|
- |
-1.15MClosed |
N/A
|
0
$0
|
|
|
May 15, 2019
Q1 2019
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-10.7KClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-2.45MClosed |
N/A
|
0
$0
|
|
|
May 13, 2019
Q1 2019
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-740Closed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-911Closed |
N/A
|
0
$0
|
|
|
May 01, 2019
Q1 2019
|
Destination Wealth Management
|
SELL
|
- |
-586Closed |
N/A
|
0
$0
|
|
|
Apr 26, 2019
Q1 2019
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
16KNew |
N/A
|
16K
$214K
|
|
|
Apr 19, 2019
Q1 2019
|
Regions Financial Corp
|
SELL
|
- |
-2.3KClosed |
N/A
|
0
$0
|
|
|
Apr 08, 2019
Q1 2019
|
Biltmore Wealth Management, LLC
|
SELL
|
- |
-97.2KClosed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 19, 2019
Q4 2018
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-1.71MClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2019
Q4 2018
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-14.7KClosed |
N/A
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Fluent Financial, LLC
|
SELL
|
- |
-92.4KClosed |
N/A
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
F Dx Advisors, Inc.
|
SELL
|
- |
-16.9KClosed |
N/A
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-131Closed |
N/A
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-95Closed |
N/A
|
0
$0
|
|