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 |
---|---|---|---|---|---|---|---|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
50.5KNew |
$671K - $766K
|
50.5K
$709K
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
45KNew |
$598K - $682K
|
45K
$632K
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
38.2K+ 6.84% |
$509K - $580K
|
597K
$8.39M
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
35.7KNew |
$474K - $541K
|
35.7K
$501K
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
32.4KNew |
$430K - $491K
|
32.4K
$455K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
31.6KNew |
$420K - $479K
|
31.6K
$444K
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
30.4K+ 11.01% |
$404K - $461K
|
306K
$4.31M
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
24.4KNew |
$324K - $370K
|
24.4K
$343K
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
20.7KNew |
$275K - $314K
|
20.7K
$291K
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
19.6K+ 600.15% |
$260K - $297K
|
22.8K
$320K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
16.7KNew |
$222K - $253K
|
16.7K
$235K
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
16.1KNew |
$214K - $244K
|
16.1K
$226K
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
14.1KNew |
$187K - $213K
|
14.1K
$197K
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
11.7KNew |
$156K - $178K
|
11.7K
$165K
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
10.8KNew |
$144K - $164K
|
10.8K
$152K
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
10.1KNew |
$134K - $153K
|
10.1K
$142K
|
|
Feb 14, 2024
Q4 2023
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
10.1KNew |
$134K - $153K
|
10.1K
$141K
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10KNew |
$133K - $152K
|
10K
$141K
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.23K+ 180.91% |
$123K - $140K
|
14.3K
$201K
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.25KNew |
$69.8K - $79.6K
|
5.25K
$73.8K
|
|
Jan 30, 2024
Q4 2023
|
London & Capital Asset Management LTD
London, X0 |
BUY
|
- |
4.58K+ 22.57% |
$60.9K - $69.5K
|
24.9K
$349K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
3.42K+ 57050.0% |
$45.5K - $51.9K
|
3.43K
$48.2K
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.37K+ 17.37% |
$31.5K - $35.9K
|
16K
$225K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.25K+ 48.99% |
$29.9K - $34.1K
|
6.84K
$96.1K
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
2.23KNew |
$29.6K - $33.8K
|
2.23K
$31.3K
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2.18KNew |
$29K - $33.1K
|
2.18K
$30.6K
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
2.03KNew |
$26.9K - $30.7K
|
2.03K
$28.5K
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.68KNew |
$22.3K - $25.5K
|
1.68K
$23.6K
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.59KNew |
$21.1K - $24.1K
|
1.59K
$22.3K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.57KNew |
$20.9K - $23.8K
|
1.57K
$22.1K
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.51K+ 3.85% |
$20K - $22.9K
|
40.6K
$571K
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
1.47K+ 4.15% |
$19.6K - $22.3K
|
36.9K
$519K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.39KNew |
$18.4K - $21K
|
1.39K
$19.5K
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.38KNew |
$18.4K - $21K
|
1.38K
$19.4K
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
869New |
$11.6K - $13.2K
|
869
$12.2K
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
833New |
$11.1K - $12.6K
|
833
$11.7K
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
640+ 5.6% |
$8.51K - $9.71K
|
12.1K
$170K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
606New |
$8.06K - $9.19K
|
606
$8.51K
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
544+ 4.08% |
$7.24K - $8.25K
|
13.9K
$195K
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
541New |
$7.2K - $8.21K
|
541
$7.6K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
474New |
$6.3K - $7.19K
|
474
$6.66K
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
431+ 4.06% |
$5.73K - $6.54K
|
11K
$155K
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
425New |
$5.65K - $6.45K
|
425
$5.97K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
375New |
$4.99K - $5.69K
|
375
$5.27K
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
365+ 19.67% |
$4.85K - $5.54K
|
2.22K
$31.2K
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
295+ 2269.23% |
$3.92K - $4.48K
|
308
$4.33K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
249+ 35.67% |
$3.31K - $3.78K
|
947
$13.3K
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
242+ 2.2% |
$3.22K - $3.67K
|
11.3K
$158K
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
219+ 1.57% |
$2.91K - $3.32K
|
14.2K
$199K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
211+ 1623.08% |
$2.81K - $3.2K
|
224
$3.15K
|