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 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
11.6KNew |
$152K - $161K
|
11.6K
$151K
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
11.4KNew |
$150K - $159K
|
11.4K
$149K
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
BUY
|
- |
11.1K+ 30.95% |
$145K - $154K
|
46.9K
$611K
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
10.7KNew |
$140K - $148K
|
10.7K
$139K
|
|
Apr 22, 2024
Q1 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
10.4KNew |
$137K - $144K
|
10.4K
$136K
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.46K+ 11.56% |
$71.7K - $75.8K
|
52.7K
$688K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.97K+ 11.91% |
$52.1K - $55.1K
|
37.3K
$487K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.85KNew |
$50.6K - $53.5K
|
3.85K
$50.3K
|
|
Apr 17, 2024
Q1 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
3.64K+ 34.03% |
$47.8K - $50.5K
|
14.3K
$187K
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
3.25K+ 20.58% |
$42.6K - $45.1K
|
19K
$248K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.06KNew |
$40.2K - $42.5K
|
3.06K
$39.9K
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.66K+ 237.13% |
$35K - $37K
|
3.79K
$49.4K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.45KNew |
$32.2K - $34K
|
2.45K
$32K
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.63K+ 6.4% |
$21.4K - $22.7K
|
27.1K
$354K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.5K+ 250.0% |
$19.7K - $20.8K
|
2.1K
$27.4K
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.15KNew |
$15.1K - $15.9K
|
1.15K
$15K
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
971+ 6.34% |
$12.7K - $13.5K
|
16.3K
$213K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
187+ 30.96% |
$2.46K - $2.6K
|
791
$10.3K
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
180New |
$2.36K - $2.5K
|
180
$2.35K
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
116+ 131.82% |
$1.52K - $1.61K
|
204
$2.66K
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
100+ 8.33% |
$1.31K - $1.39K
|
1.3K
$17K
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
39New |
$512 - $542
|
39
$509
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
26New |
$341 - $361
|
26
$339
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.68M+ 6436.94% |
$35.6M - $40.6M
|
2.72M
$35.5M
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
1MNew |
$13.3M - $15.2M
|
1M
$13.1M
|
|
Nov 05, 2024
Q4 2023
|
Confluence Investment Management LLC
|
BUY
|
- |
922KNew |
$12.3M - $14M
|
922K
$12M
|
|
Jan 31, 2024
Q4 2023
|
Strid Group, LLC
|
BUY
|
- |
487KNew |
$6.48M - $7.39M
|
487K
$6.36M
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
256KNew |
$3.4M - $3.88M
|
256K
$3.33M
|
|
Feb 12, 2024
Q4 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
127K+ 36.23% |
$1.69M - $1.93M
|
478K
$6.23M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
108KNew |
$1.44M - $1.64M
|
108K
$1.41M
|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
77KNew |
$1.02M - $1.17M
|
77K
$1M
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
66.4KNew |
$883K - $1.01M
|
66.4K
$866K
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
50.5KNew |
$671K - $766K
|
50.5K
$659K
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
45KNew |
$598K - $682K
|
45K
$587K
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
38.2K+ 6.84% |
$509K - $580K
|
597K
$7.8M
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
35.7KNew |
$474K - $541K
|
35.7K
$466K
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
32.4KNew |
$430K - $491K
|
32.4K
$422K
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
30.4K+ 11.01% |
$404K - $461K
|
306K
$4M
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
20.7KNew |
$275K - $314K
|
20.7K
$270K
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
16.1KNew |
$214K - $244K
|
16.1K
$210K
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
14.1KNew |
$187K - $213K
|
14.1K
$183K
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
11.7KNew |
$156K - $178K
|
11.7K
$153K
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
10.8KNew |
$144K - $164K
|
10.8K
$141K
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
10.1KNew |
$134K - $153K
|
10.1K
$132K
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10KNew |
$133K - $152K
|
10K
$131K
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.23K+ 180.91% |
$123K - $140K
|
14.3K
$187K
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.25KNew |
$69.8K - $79.6K
|
5.25K
$68.5K
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.37K+ 17.37% |
$31.5K - $35.9K
|
16K
$209K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.25K+ 48.99% |
$29.9K - $34.1K
|
6.84K
$89.2K
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
2.23KNew |
$29.6K - $33.8K
|
2.23K
$29K
|