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 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
474New |
$6.3K - $7.19K
|
474
$6.35K
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
425New |
$5.65K - $6.45K
|
425
$5.7K
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
295+ 2269.23% |
$3.92K - $4.48K
|
308
$4.13K
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
242+ 2.2% |
$3.22K - $3.67K
|
11.3K
$151K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
211+ 1623.08% |
$2.81K - $3.2K
|
224
$3K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
182New |
$2.42K - $2.76K
|
182
$2.44K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
51+ 4.17% |
$678 - $774
|
1.28K
$17.1K
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
38+ 4.16% |
$505 - $576
|
951
$12.7K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
10+ 4.0% |
$133 - $152
|
260
$3.48K
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4+ 3.88% |
$53.2 - $60.7
|
107
$1.43K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1New |
$13.3 - $15.2
|
1
$13.4
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
514KNew |
$7.01M - $7.89M
|
514K
$6.89M
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
373KNew |
$5.09M - $5.73M
|
373K
$5M
|
|
Oct 11, 2023
Q3 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
373KNew |
$5.08M - $5.72M
|
373K
$4.99M
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
204KNew |
$2.77M - $3.12M
|
204K
$2.73M
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
159KNew |
$2.17M - $2.44M
|
159K
$2.13M
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
159KNew |
$2.17M - $2.44M
|
159K
$2.13M
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
79KNew |
$1.08M - $1.21M
|
79K
$1.06M
|
|
Nov 09, 2023
Q3 2023
|
Wavelength Capital Management, LLC
|
BUY
|
- |
64KNew |
$872K - $982K
|
64K
$858K
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
40.7KNew |
$554K - $624K
|
40.7K
$545K
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
33.3KNew |
$453K - $511K
|
33.3K
$446K
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
BUY
|
- |
31.5KNew |
$429K - $484K
|
31.5K
$422K
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
30.5KNew |
$416K - $468K
|
30.5K
$409K
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
28.5KNew |
$388K - $437K
|
28.5K
$382K
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
16.2KNew |
$221K - $249K
|
16.2K
$217K
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
15.7KNew |
$213K - $240K
|
15.7K
$210K
|
|
Nov 13, 2023
Q3 2023
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
15.5KNew |
$211K - $238K
|
15.5K
$208K
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
11.5KNew |
$157K - $176K
|
11.5K
$154K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
5.4KNew |
$73.5K - $82.8K
|
5.4K
$72.4K
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
4.94KNew |
$67.2K - $75.7K
|
4.94K
$66.1K
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
4.74KNew |
$64.5K - $72.7K
|
4.74K
$63.5K
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
2.2KNew |
$29.9K - $33.7K
|
2.2K
$29.4K
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
1.42K+ 0.63% |
$19.3K - $21.7K
|
225K
$3.01M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
961New |
$13.1K - $14.7K
|
961
$12.9K
|
|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
528+ 0.73% |
$7.19K - $8.1K
|
73.2K
$981K
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
393New |
$5.35K - $6.03K
|
393
$5.27K
|
|
Oct 23, 2023
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
300New |
$4.09K - $4.6K
|
300
$4.02K
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
201New |
$2.74K - $3.08K
|
201
$2.69K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2023 | |||||||
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
265KNew |
$3.5M - $3.88M
|
265K
$3.55M
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
110KNew |
$1.45M - $1.61M
|
110K
$1.47M
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
CALL |
100KNew |
$1.32M - $1.47M
|
100K
$1.34M
|
|
Jul 31, 2023
Q2 2023
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
30.5KNew |
$403K - $447K
|
30.5K
$408K
|
|
Aug 10, 2023
Q2 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
29.9KNew |
$395K - $438K
|
29.9K
$400K
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
24.2KNew |
$320K - $354K
|
24.2K
$324K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
22.2K+ 17.54% |
$293K - $325K
|
148K
$1.99M
|
|
Aug 02, 2023
Q2 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
14.3KNew |
$189K - $209K
|
14.3K
$191K
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
13.1KNew |
$173K - $192K
|
13.1K
$176K
|
|
Aug 11, 2023
Q2 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
10.8K+ 1.63% |
$144K - $159K
|
675K
$9.05M
|
|
Aug 14, 2023
Q2 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
10.1KNew |
$134K - $148K
|
10.1K
$136K
|