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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
10.1KNew |
$160K - $184K
|
10.1K
$135K
|
|
Nov 04, 2022
Q3 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
8.71K+ 9.84% |
$138K - $159K
|
97.2K
$1.3M
|
|
Nov 14, 2022
Q3 2022
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
8.3K+ 51.56% |
$132K - $151K
|
24.4K
$327K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
4.05KNew |
$64.2K - $73.8K
|
4.05K
$54.2K
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3.5K+ 333.97% |
$55.5K - $63.8K
|
4.55K
$60.9K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.23K+ 14.4% |
$51.3K - $59K
|
25.7K
$344K
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
2.24K+ 4300.0% |
$35.4K - $40.8K
|
2.29K
$30.7K
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
1.4KNew |
$22.2K - $25.6K
|
1.4K
$18.8K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
1.05K+ 0.88% |
$16.6K - $19.1K
|
120K
$1.6M
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
767+ 6.15% |
$12.2K - $14K
|
13.2K
$178K
|
|
Oct 27, 2022
Q3 2022
|
West End Advisors, LLC
|
BUY
|
- |
727+ 8.62% |
$11.5K - $13.3K
|
9.17K
$123K
|
|
Oct 17, 2022
Q3 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
584New |
$9.26K - $10.6K
|
584
$7.83K
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
422+ 3.29% |
$6.69K - $7.69K
|
13.3K
$178K
|
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
346New |
$5.48K - $6.31K
|
346
$4.64K
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
323New |
$5.12K - $5.89K
|
323
$4.33K
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
182New |
$2.88K - $3.32K
|
182
$2.44K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
100New |
$1.59K - $1.82K
|
100
$1.34K
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
89New |
$1.41K - $1.62K
|
89
$1.19K
|
|
Q2 2022 | |||||||
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
1.24MNew |
$22M - $25.7M
|
1.24M
$16.7M
|
|
Aug 15, 2022
Q2 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
1.24MNew |
$21.9M - $25.6M
|
1.24M
$16.6M
|
|
Aug 15, 2022
Q2 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
PUT |
328KNew |
$5.8M - $6.78M
|
328K
$4.39M
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
321K+ 106.53% |
$5.69M - $6.65M
|
623K
$8.35M
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
320K+ 323.7% |
$5.67M - $6.63M
|
419K
$5.62M
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
311KNew |
$5.51M - $6.43M
|
311K
$4.17M
|
|
Jul 11, 2022
Q2 2022
|
Friedenthal Financial
|
BUY
|
- |
286KNew |
$5.06M - $5.91M
|
286K
$3.83M
|
|
Jul 18, 2022
Q2 2022
|
Capitol Family Office, Inc.
|
BUY
|
- |
148KNew |
$2.62M - $3.06M
|
148K
$1.98M
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
BUY
|
- |
65.3K+ 95.9% |
$1.16M - $1.35M
|
133K
$1.79M
|
|
Aug 08, 2022
Q2 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
58.3KNew |
$1.03M - $1.21M
|
58.3K
$781K
|
|
Aug 15, 2022
Q2 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
43.5KNew |
$771K - $901K
|
43.5K
$583K
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
36.6KNew |
$648K - $757K
|
36.6K
$490K
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
30.3K+ 18.18% |
$536K - $626K
|
197K
$2.64M
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
29.5KNew |
$523K - $611K
|
29.5K
$396K
|
|
Aug 12, 2022
Q2 2022
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
27.4KNew |
$485K - $567K
|
27.4K
$367K
|
|
Jul 26, 2022
Q2 2022
|
Brendel Financial Advisors LLC
|
BUY
|
- |
23.8KNew |
$421K - $491K
|
23.8K
$318K
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
21.5KNew |
$381K - $445K
|
21.5K
$288K
|
|
Aug 11, 2022
Q2 2022
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
BUY
|
- |
21.3KNew |
$378K - $442K
|
21.3K
$286K
|
|
Aug 09, 2022
Q2 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
21.2K+ 11.32% |
$376K - $439K
|
209K
$2.8M
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
17.2KNew |
$304K - $356K
|
17.2K
$230K
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
12.5KNew |
$222K - $259K
|
12.5K
$168K
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
12KNew |
$212K - $248K
|
12K
$161K
|
|
Aug 08, 2022
Q2 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
10.1KNew |
$179K - $209K
|
10.1K
$135K
|
|
Aug 01, 2022
Q2 2022
|
Core Alternative Capital
|
BUY
|
- |
9.98KNew |
$177K - $206K
|
9.98K
$134K
|
|
Jul 19, 2022
Q2 2022
|
Leeward Financial Partners, LLC
|
BUY
|
- |
6.48K+ 54.11% |
$115K - $134K
|
18.5K
$247K
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
6.17KNew |
$109K - $128K
|
6.17K
$82.7K
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
4.95KNew |
$87.6K - $102K
|
4.95K
$66.3K
|
|
Jul 25, 2022
Q2 2022
|
First Purpose Wealth LLC
|
BUY
|
- |
4.7K+ 26.34% |
$83.2K - $97.2K
|
22.5K
$302K
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
4.06KNew |
$71.8K - $83.9K
|
4.06K
$54.3K
|
|
Jul 27, 2022
Q2 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
2.6K+ 123.81% |
$46K - $53.8K
|
4.7K
$63K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.05KNew |
$36.3K - $42.5K
|
2.05K
$27.5K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.1KNew |
$19.4K - $22.7K
|
1.1K
$14.7K
|