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 |
---|---|---|---|---|---|---|---|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
182New |
$2.42K - $2.76K
|
182
$2.56K
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
65+ 50.0% |
$865 - $986
|
195
$2.74K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
55New |
$732 - $834
|
55
$773
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
51+ 4.17% |
$678 - $774
|
1.28K
$17.9K
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
51+ 35.66% |
$678 - $774
|
194
$2.73K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
39New |
$519 - $592
|
39
$548
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
38+ 4.16% |
$505 - $576
|
951
$13.4K
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
21+ 2.9% |
$279 - $319
|
744
$10.5K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
10+ 4.0% |
$133 - $152
|
260
$3.65K
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
5+ 1.82% |
$66.5 - $75.9
|
280
$3.93K
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4+ 3.88% |
$53.2 - $60.7
|
107
$1.5K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1New |
$13.3 - $15.2
|
1
$14.1
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
514KNew |
$7.01M - $7.89M
|
514K
$7.23M
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
373KNew |
$5.09M - $5.73M
|
373K
$5.25M
|
|
Oct 11, 2023
Q3 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
373KNew |
$5.08M - $5.72M
|
373K
$5.24M
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
251KNew |
$3.42M - $3.86M
|
251K
$3.53M
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
204KNew |
$2.77M - $3.12M
|
204K
$2.86M
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
159KNew |
$2.17M - $2.44M
|
159K
$2.24M
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
159KNew |
$2.17M - $2.44M
|
159K
$2.24M
|
|
Oct 11, 2023
Q3 2023
|
Moulton Wealth Management, Inc
|
BUY
|
- |
101KNew |
$1.37M - $1.55M
|
101K
$1.42M
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
79KNew |
$1.08M - $1.21M
|
79K
$1.11M
|
|
Nov 13, 2023
Q3 2023
|
Stokes Family Office, LLC
|
BUY
|
- |
75.1KNew |
$1.02M - $1.15M
|
75.1K
$1.06M
|
|
Nov 09, 2023
Q3 2023
|
Wavelength Capital Management, LLC
|
BUY
|
- |
64KNew |
$872K - $982K
|
64K
$899K
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
62.5K+ 52.89% |
$852K - $959K
|
181K
$2.54M
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
56.8K+ 65.01% |
$774K - $872K
|
144K
$2.03M
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
40.7KNew |
$554K - $624K
|
40.7K
$571K
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
33.3KNew |
$453K - $511K
|
33.3K
$468K
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
BUY
|
- |
31.5KNew |
$429K - $484K
|
31.5K
$443K
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
30.5KNew |
$416K - $468K
|
30.5K
$429K
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
28.5KNew |
$388K - $437K
|
28.5K
$400K
|
|
Oct 30, 2023
Q3 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
26.2KNew |
$357K - $402K
|
26.2K
$368K
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
16.2KNew |
$221K - $249K
|
16.2K
$228K
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
15.9KNew |
$217K - $244K
|
15.9K
$224K
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
15.7KNew |
$213K - $240K
|
15.7K
$220K
|
|
Nov 13, 2023
Q3 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
15.5KNew |
$211K - $238K
|
15.5K
$218K
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
15KNew |
$204K - $230K
|
15K
$210K
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
11.5KNew |
$157K - $176K
|
11.5K
$162K
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
10.7KNew |
$145K - $164K
|
10.7K
$150K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7.69KNew |
$105K - $118K
|
7.69K
$108K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
5.4KNew |
$73.5K - $82.8K
|
5.4K
$75.9K
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
4.94KNew |
$67.2K - $75.7K
|
4.94K
$69.3K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
4.74KNew |
$64.5K - $72.7K
|
4.74K
$66.6K
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.45KNew |
$33.3K - $37.5K
|
2.45K
$34.4K
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
2.2KNew |
$29.9K - $33.7K
|
2.2K
$30.9K
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
1.95K+ 8.52% |
$26.5K - $29.9K
|
24.8K
$349K
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
1.42K+ 0.63% |
$19.3K - $21.7K
|
225K
$3.15M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
961New |
$13.1K - $14.7K
|
961
$13.5K
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
624+ 55.37% |
$8.5K - $9.57K
|
1.75K
$24.6K
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
611New |
$8.32K - $9.37K
|
611
$8.58K
|