Latest Institutional Purchases of Invesco Act Mge Et Cmdt Fd Tr (PDBC)
This list provides information on the latest institutional transactions involving Invesco Act Mge Et Cmdt Fd Tr (PDBC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
321K+ 106.53% |
$5.69M - $6.65M
|
623K
$8.13M
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
320K+ 323.7% |
$5.67M - $6.63M
|
419K
$5.47M
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
311KNew |
$5.51M - $6.43M
|
311K
$4.06M
|
|
|
Jul 11, 2022
Q2 2022
|
Friedenthal Financial
|
BUY
|
- |
286KNew |
$5.06M - $5.91M
|
286K
$3.73M
|
|
|
Jul 18, 2022
Q2 2022
|
Capitol Family Office, Inc.
|
BUY
|
- |
148KNew |
$2.62M - $3.06M
|
148K
$1.93M
|
|
|
Aug 01, 2022
Q2 2022
|
Empowered Funds, LLC
|
BUY
|
- |
91.3K+ 23.72% |
$1.62M - $1.89M
|
476K
$6.21M
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
65.3K+ 95.9% |
$1.16M - $1.35M
|
133K
$1.74M
|
|
|
Aug 08, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
58.3KNew |
$1.03M - $1.21M
|
58.3K
$761K
|
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
43.5KNew |
$771K - $901K
|
43.5K
$568K
|
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
36.6KNew |
$648K - $757K
|
36.6K
$478K
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
30.3K+ 18.18% |
$536K - $626K
|
197K
$2.57M
|
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
29.5KNew |
$523K - $611K
|
29.5K
$385K
|
|
|
Aug 12, 2022
Q2 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
27.4KNew |
$485K - $567K
|
27.4K
$358K
|
|
|
Jul 26, 2022
Q2 2022
|
Brendel Financial Advisors LLC
|
BUY
|
- |
23.8KNew |
$421K - $491K
|
23.8K
$310K
|
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
21.5KNew |
$381K - $445K
|
21.5K
$281K
|
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
21.3KNew |
$378K - $442K
|
21.3K
$279K
|
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
21.2K+ 11.32% |
$376K - $439K
|
209K
$2.72M
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
17.2KNew |
$304K - $356K
|
17.2K
$224K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
12.5KNew |
$222K - $259K
|
12.5K
$163K
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
12KNew |
$212K - $248K
|
12K
$156K
|
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
10.1KNew |
$179K - $209K
|
10.1K
$132K
|
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
9.98KNew |
$177K - $206K
|
9.98K
$130K
|
|
|
Jul 19, 2022
Q2 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
6.48K+ 54.11% |
$115K - $134K
|
18.5K
$241K
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
6.17KNew |
$109K - $128K
|
6.17K
$80.6K
|
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4.95KNew |
$87.6K - $102K
|
4.95K
$64.6K
|
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
4.7K+ 26.34% |
$83.2K - $97.2K
|
22.5K
$294K
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
4.06KNew |
$71.8K - $83.9K
|
4.06K
$52.9K
|
|
|
Jul 27, 2022
Q2 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
2.6K+ 123.81% |
$46K - $53.8K
|
4.7K
$61.3K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.05KNew |
$36.3K - $42.5K
|
2.05K
$26.8K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.1KNew |
$19.4K - $22.7K
|
1.1K
$14.3K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
795New |
$14.1K - $16.4K
|
795
$10.4K
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
676New |
$12K - $14K
|
676
$8.82K
|
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
643+ 37.49% |
$11.4K - $13.3K
|
2.36K
$30.8K
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
623+ 87.5% |
$11K - $12.9K
|
1.34K
$17.4K
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
571New |
$10.1K - $11.8K
|
571
$7.45K
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
532New |
$9.42K - $11K
|
532
$6.94K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
366New |
$6.48K - $7.57K
|
366
$4.78K
|
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
BUY
|
- |
356New |
$6.3K - $7.37K
|
356
$4.65K
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
233+ 87.27% |
$4.13K - $4.82K
|
500
$6.53K
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
149New |
$2.64K - $3.08K
|
149
$1.94K
|
|
|
Jul 13, 2022
Q2 2022
|
Gleason Group, Inc.
|
BUY
|
- |
146New |
$2.59K - $3.02K
|
146
$1.91K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
97New |
$1.72K - $2.01K
|
97
$1.27K
|
|
|
Aug 12, 2022
Q2 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
50New |
$886 - $1.03K
|
50
$653
|
|
| Q1 2022 | |||||||
|
Apr 21, 2022
Q1 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
CALL |
60KNew |
$847K - $1.14M
|
60K
$783K
|
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
BUY
|
- |
10.3KNew |
$145K - $195K
|
10.3K
$134K
|
|
|
May 16, 2022
Q1 2022
|
Arrow Investment Advisors, LLC
Laurel, MD |
BUY
|
- |
9.67K+ 67.75% |
$137K - $184K
|
23.9K
$313K
|
|
|
May 13, 2022
Q1 2022
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
500New |
$7.06K - $9.53K
|
500
$6.53K
|
|
|
May 06, 2022
Q1 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
100New |
$1.41K - $1.91K
|
100
$1.31K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
63.9KNew |
$860K - $1.45M
|
63.9K
$834K
|
|
|
Feb 14, 2022
Q4 2021
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
37.3KNew |
$502K - $847K
|
37.3K
$487K
|
|