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 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-11.8K- 6.57% |
$154K - $165K
|
168K
$2.25M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
9+ 0.05% |
$117 - $126
|
17K
$227K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-710- 2.16% |
$9.27K - $9.92K
|
32.1K
$430K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-24- 22.22% |
$313 - $335
|
84
$1.13K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-335- 87.93% |
$4.37K - $4.68K
|
46
$616
|
|
|
May 14, 2025
Q1 2025
|
M Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-2.83K- 1.09% |
$37K - $39.6K
|
256K
$3.43M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1New |
$13.1 - $14
|
1
$13.4
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.3K+ 6.34% |
$17K - $18.2K
|
21.8K
$292K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-610- 4.08% |
$7.96K - $8.52K
|
14.3K
$192K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-875- 21.01% |
$11.4K - $12.2K
|
3.29K
$44.1K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
10.6KNew |
$139K - $149K
|
10.6K
$142K
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-44.9K- 51.09% |
$586K - $627K
|
43K
$576K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-546K- 0.45% |
$7.12M - $7.62M
|
121M
$1.62B
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
33.1K+ 10.28% |
$432K - $462K
|
355K
$4.76M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.98K+ 12.15% |
$91.1K - $97.5K
|
64.4K
$863K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
299K+ 1820.95% |
$3.9M - $4.17M
|
315K
$4.22M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-943- 5.05% |
$12.3K - $13.2K
|
17.7K
$238K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
59.2K+ 21.36% |
$773K - $828K
|
337K
$4.51M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
4.95K+ 0.4% |
$64.5K - $69.1K
|
1.25M
$16.7M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-5.15K- 10.12% |
$67.2K - $71.9K
|
45.8K
$613K
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
1.11KNew |
$14.4K - $15.4K
|
1.11K
$14.8K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.19K+ 1.21% |
$15.6K - $16.7K
|
99.5K
$1.33M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
29.4KNew |
$384K - $411K
|
29.4K
$394K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.31K+ 5.07% |
$30.1K - $32.3K
|
47.8K
$641K
|
|
|
May 12, 2025
Q1 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
127KNew |
$1.66M - $1.78M
|
127K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
46.5K+ 23.91% |
$607K - $650K
|
241K
$3.23M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
636+ 6.03% |
$8.3K - $8.88K
|
11.2K
$150K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-7.43K- 21.24% |
$97K - $104K
|
27.6K
$369K
|
|
|
May 12, 2025
Q1 2025
|
Jfg Wealth Management, LLC
Denver, CO |
SELL
|
- |
-12.7K- 2.26% |
$165K - $177K
|
547K
$7.33M
|
|
|
May 12, 2025
Q1 2025
|
Johnson Financial Group, LLC
Denver, CO |
SELL
|
- |
-106K- 6.3% |
$1.38M - $1.48M
|
1.58M
$21.1M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-19.7K- 50.64% |
$257K - $276K
|
19.2K
$258K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.48K- 21.41% |
$19.3K - $20.7K
|
5.43K
$72.8K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.7K- 19.27% |
$48.3K - $51.7K
|
15.5K
$208K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
12.8KNew |
$166K - $178K
|
12.8K
$171K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-45- 0.12% |
$587 - $629
|
37.8K
$507K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
278New |
$3.63K - $3.88K
|
278
$3.73K
|
|
|
May 12, 2025
Q1 2025
|
Avos Capital Management, LLC
Seattle, WA |
BUY
|
- |
18.5KNew |
$242K - $259K
|
18.5K
$248K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-366K- 65.98% |
$4.77M - $5.11M
|
188K
$2.52M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.07K- 69.78% |
$27K - $28.9K
|
897
$12K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-17.6K- 6.02% |
$229K - $245K
|
274K
$3.67M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-2- -0.0% |
$26.1 - $27.9
|
133K
$1.78M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
56.6K+ 45.3% |
$739K - $791K
|
182K
$2.43M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.4K- 92.35% |
$149K - $159K
|
944
$12.6K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
139K+ 76.79% |
$1.82M - $1.95M
|
321K
$4.3M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.83K+ 2.43% |
$23.9K - $25.6K
|
77.2K
$1.03M
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.59M+ 5.64% |
$20.7M - $22.2M
|
29.7M
$398M
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.89K+ 10.36% |
$37.8K - $40.4K
|
30.8K
$413K
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
11.6K+ 19.15% |
$151K - $162K
|
72.1K
$966K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-14.4K- 1.52% |
$188K - $202K
|
933K
$12.5M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
4.72K+ 0.51% |
$61.6K - $66K
|
931K
$12.5M
|