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 |
---|---|---|---|---|---|---|---|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
625New |
$7.92K - $8.98K
|
625
$8.38K
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
538New |
$6.82K - $7.73K
|
538
$7.21K
|
|
Nov 19, 2024
Q3 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
430New |
$5.45K - $6.17K
|
430
$5.76K
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
322New |
$4.08K - $4.62K
|
322
$4.31K
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
200New |
$2.53K - $2.87K
|
200
$2.68K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
71New |
$900 - $1.02K
|
71
$951
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
33New |
$418 - $474
|
33
$442
|
|
Oct 15, 2024
Q3 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
32New |
$405 - $460
|
32
$429
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Carmenna Advisors LLC
New York, NY |
BUY
|
- |
1.02MNew |
$14M - $14.8M
|
1.02M
$13.7M
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
800KNew |
$11M - $11.6M
|
800K
$10.7M
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
138K+ 213.43% |
$1.89M - $2M
|
203K
$2.72M
|
|
Jul 16, 2024
Q2 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
109KNew |
$1.49M - $1.58M
|
109K
$1.46M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
PUT |
105KNew |
$1.44M - $1.52M
|
105K
$1.41M
|
|
Aug 14, 2024
Q2 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
100KNew |
$1.37M - $1.45M
|
100K
$1.34M
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
98K+ 6.66% |
$1.34M - $1.42M
|
1.57M
$21M
|
|
Aug 09, 2024
Q2 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
38.5KNew |
$527K - $556K
|
38.5K
$515K
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
35K+ 8.77% |
$479K - $506K
|
433K
$5.81M
|
|
Aug 06, 2024
Q2 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
32.4KNew |
$444K - $469K
|
32.4K
$435K
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
19.2KNew |
$263K - $278K
|
19.2K
$257K
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
17.4KNew |
$238K - $252K
|
17.4K
$233K
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
15.9KNew |
$218K - $230K
|
15.9K
$213K
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
14.8KNew |
$202K - $214K
|
14.8K
$198K
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
13.4KNew |
$184K - $194K
|
13.4K
$180K
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
10.4KNew |
$143K - $151K
|
10.4K
$140K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.1KNew |
$139K - $146K
|
10.1K
$136K
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
6.65KNew |
$91.1K - $96.2K
|
6.65K
$89.1K
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
5.63K+ 24.94% |
$77.1K - $81.4K
|
28.2K
$378K
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
3.72KNew |
$51K - $53.8K
|
3.72K
$49.8K
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3KNew |
$41.1K - $43.4K
|
3K
$40.2K
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
2.07K+ 14.35% |
$28.3K - $29.9K
|
16.5K
$221K
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.35KNew |
$18.4K - $19.5K
|
1.35K
$18K
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
1.34KNew |
$18.3K - $19.3K
|
1.34K
$17.9K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.05KNew |
$14.4K - $15.2K
|
1.05K
$14K
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
895New |
$12.3K - $13K
|
895
$12K
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
874New |
$12K - $12.6K
|
874
$11.7K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
554+ 2.19% |
$7.59K - $8.02K
|
25.8K
$346K
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
209New |
$2.86K - $3.02K
|
209
$2.8K
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
100New |
$1.37K - $1.45K
|
100
$1.34K
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
94New |
$1.29K - $1.36K
|
94
$1.26K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
46New |
$630 - $666
|
46
$616
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
40+ 60.61% |
$548 - $579
|
106
$1.42K
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
20New |
$274 - $289
|
20
$268
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
7+ 17.95% |
$95.9 - $101
|
46
$616
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4New |
$54.8 - $57.9
|
4
$53.6
|
|
Q1 2024 | |||||||
Apr 30, 2024
Q1 2024
|
Marks Wealth, LLC
|
BUY
|
- |
792KNew |
$10.4M - $11M
|
792K
$10.6M
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
217KNew |
$2.85M - $3.02M
|
217K
$2.91M
|
|
Apr 08, 2024
Q1 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
123KNew |
$1.61M - $1.7M
|
123K
$1.64M
|
|
May 15, 2024
Q1 2024
|
Dme Capital Management, LP
New York, NY |
BUY
|
- |
117KNew |
$1.54M - $1.63M
|
117K
$1.57M
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
98.8K+ 88.17% |
$1.3M - $1.37M
|
211K
$2.83M
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
79.7KNew |
$1.05M - $1.11M
|
79.7K
$1.07M
|