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
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.42KNew |
$18.5K - $19.8K
|
1.42K
$18.7K
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
111K+ 91.72% |
$1.45M - $1.55M
|
232K
$3.07M
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-121K- 81.19% |
$1.58M - $1.69M
|
28K
$370K
|
|
|
May 14, 2025
Q1 2025
|
Family Wealth Group, LLC
Lexington, KY |
SELL
|
- |
-17.4KClosed |
$227K - $243K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
190KNew |
$2.48M - $2.66M
|
190K
$2.51M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
9+ 0.05% |
$117 - $126
|
17K
$224K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-24- 22.22% |
$313 - $335
|
84
$1.11K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-335- 87.93% |
$4.37K - $4.68K
|
46
$608
|
|
|
May 13, 2025
Q1 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
1.3K+ 6.34% |
$17K - $18.2K
|
21.8K
$288K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
10.6KNew |
$139K - $149K
|
10.6K
$140K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
2.31K+ 5.07% |
$30.1K - $32.3K
|
47.8K
$632K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
46.5K+ 23.91% |
$607K - $650K
|
241K
$3.18M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
636+ 6.03% |
$8.3K - $8.88K
|
11.2K
$148K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.48K- 21.41% |
$19.3K - $20.7K
|
5.43K
$71.8K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
278New |
$3.63K - $3.88K
|
278
$3.67K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
119New |
$1.55K - $1.66K
|
119
$1.57K
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
502New |
$6.55K - $7.01K
|
502
$6.63K
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.93K+ 13.3% |
$38.3K - $41K
|
25K
$330K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
146New |
$1.91K - $2.04K
|
146
$1.93K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
237New |
$3.09K - $3.31K
|
237
$3.13K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-26.8K- 87.76% |
$350K - $374K
|
3.74K
$49.4K
|
|
|
May 07, 2025
Q1 2025
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
168KNew |
$2.19M - $2.34M
|
168K
$2.21M
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-570- 95.0% |
$7.44K - $7.96K
|
30
$396
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-31- 16.23% |
$405 - $433
|
160
$2.11K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.91KNew |
$24.9K - $26.7K
|
1.91K
$25.2K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-28.8K- 75.07% |
$376K - $402K
|
9.56K
$126K
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
SELL
|
- |
-93.6K- 58.81% |
$1.22M - $1.31M
|
65.6K
$866K
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
61New |
$796 - $852
|
61
$806
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
932New |
$12.2K - $13K
|
932
$12.3K
|
|
|
May 05, 2025
Q1 2025
|
North Forty Two & Co.
Lake Oswego, OR |
SELL
|
- |
-200- 1.2% |
$2.61K - $2.79K
|
16.5K
$218K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-731- 72.3% |
$9.54K - $10.2K
|
280
$3.7K
|
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
642+ 4.05% |
$8.38K - $8.97K
|
16.5K
$218K
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-9.46K- 62.46% |
$124K - $132K
|
5.69K
$75.2K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
262+ 30.36% |
$3.42K - $3.66K
|
1.13K
$14.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
768New |
$10K - $10.7K
|
768
$10.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
23.1K+ 5.26% |
$302K - $323K
|
462K
$6.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
SELL
|
- |
-153- 26.24% |
$2K - $2.14K
|
430
$5.68K
|
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
300New |
$3.92K - $4.19K
|
300
$3.96K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
91.5K+ 91.34% |
$1.19M - $1.28M
|
192K
$2.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-129K- 88.91% |
$1.69M - $1.81M
|
16.1K
$213K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
70New |
$914 - $978
|
70
$925
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
15.8KNew |
$206K - $221K
|
15.8K
$209K
|
|
|
Apr 23, 2025
Q1 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-2.86K- 4.75% |
$37.4K - $40K
|
57.4K
$759K
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
70+ 4.94% |
$914 - $978
|
1.49K
$19.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
926New |
$12.1K - $12.9K
|
926
$12.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-493- 0.53% |
$6.43K - $6.89K
|
92.4K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
100New |
$1.31K - $1.4K
|
100
$1.32K
|
|
|
Apr 22, 2025
Q1 2025
|
Jmac Enterprises LLC
|
SELL
|
- |
-1.54K- 6.23% |
$20K - $21.4K
|
23.1K
$305K
|
|
|
Apr 21, 2025
Q1 2025
|
Liquid Strategies, LLC
Atlanta, GA |
BUY
|
- |
240KNew |
$3.13M - $3.35M
|
240K
$3.17M
|