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 |
---|---|---|---|---|---|---|---|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.21K+ 0.83% |
$15.7K - $16.8K
|
147K
$1.97M
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.19K+ 1.21% |
$15.6K - $16.7K
|
99.5K
$1.33M
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
1.14K+ 2.7% |
$14.9K - $15.9K
|
43.4K
$581K
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
1.11KNew |
$14.4K - $15.4K
|
1.11K
$14.8K
|
|
Jun 02, 2025
Q1 2025
|
Integrity Wealth Advisors, Inc.
Ventura, CA |
BUY
|
- |
1.04K+ 2.31% |
$13.6K - $14.5K
|
46K
$616K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
998+ 7.09% |
$13K - $13.9K
|
15.1K
$202K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
970New |
$12.7K - $13.6K
|
970
$13K
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
966New |
$12.6K - $13.5K
|
966
$12.9K
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
932New |
$12.2K - $13K
|
932
$12.5K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
926New |
$12.1K - $12.9K
|
926
$12.4K
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
768New |
$10K - $10.7K
|
768
$10.3K
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
767+ 17.44% |
$10K - $10.7K
|
5.16K
$69.2K
|
|
May 02, 2025
Q1 2025
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
642+ 4.05% |
$8.38K - $8.97K
|
16.5K
$221K
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
636+ 6.03% |
$8.3K - $8.88K
|
11.2K
$150K
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
602+ 2.62% |
$7.86K - $8.41K
|
23.6K
$316K
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
502New |
$6.55K - $7.01K
|
502
$6.73K
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
424+ 0.33% |
$5.53K - $5.92K
|
128K
$1.71M
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
422+ 1.8% |
$5.51K - $5.9K
|
23.9K
$320K
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
388+ 0.1% |
$5.06K - $5.42K
|
377K
$5.06M
|
|
Apr 25, 2025
Q1 2025
|
Citizens National Bank Trust Department
|
BUY
|
- |
300New |
$3.92K - $4.19K
|
300
$4.02K
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
278New |
$3.63K - $3.88K
|
278
$3.73K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
262+ 30.36% |
$3.42K - $3.66K
|
1.13K
$15.1K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
254+ 1.09% |
$3.31K - $3.55K
|
23.5K
$314K
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
250New |
$3.26K - $3.49K
|
250
$3.35K
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
237New |
$3.09K - $3.31K
|
237
$3.18K
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
217+ 0.71% |
$2.83K - $3.03K
|
30.7K
$411K
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
174+ 16.89% |
$2.27K - $2.43K
|
1.2K
$16.1K
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
146New |
$1.91K - $2.04K
|
146
$1.96K
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
119New |
$1.55K - $1.66K
|
119
$1.59K
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
100New |
$1.31K - $1.4K
|
100
$1.34K
|
|
May 07, 2025
Q1 2025
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
95+ 0.64% |
$1.24K - $1.33K
|
14.8K
$199K
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
90New |
$1.17K - $1.26K
|
90
$1.21K
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
88New |
$1.15K - $1.23K
|
88
$1.18K
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
87+ 0.58% |
$1.14K - $1.22K
|
15K
$201K
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
70New |
$914 - $978
|
70
$938
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
70+ 4.94% |
$914 - $978
|
1.49K
$19.9K
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
62New |
$809 - $866
|
62
$831
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
61New |
$796 - $852
|
61
$817
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
26+ 0.95% |
$339 - $363
|
2.78K
$37.2K
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
22+ 0.03% |
$287 - $307
|
83.2K
$1.12M
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
10+ 0.01% |
$131 - $140
|
76.3K
$1.02M
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
9+ 0.05% |
$117 - $126
|
17K
$227K
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3+ 0.02% |
$39.2 - $41.9
|
16.5K
$221K
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1New |
$13.1 - $14
|
1
$13.4
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2024 | |||||||
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
645KNew |
$8.22M - $9.18M
|
645K
$8.64M
|
|
Jan 31, 2025
Q4 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
395KNew |
$5.04M - $5.62M
|
395K
$5.3M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
210K+ 23.34% |
$2.68M - $2.99M
|
1.11M
$14.9M
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
146KNew |
$1.87M - $2.08M
|
146K
$1.96M
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
106KNew |
$1.35M - $1.51M
|
106K
$1.42M
|