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 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
4.04KNew |
$54.8K - $61.2K
|
4.04K
$52.7K
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
3.26K+ 10.25% |
$44.2K - $49.4K
|
35K
$457K
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
3.22K+ 9.18% |
$43.7K - $48.9K
|
38.3K
$500K
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
2.61K+ 8.94% |
$35.5K - $39.6K
|
31.8K
$415K
|
|
May 10, 2023
Q1 2023
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
2.02K+ 5.73% |
$27.4K - $30.6K
|
37.3K
$486K
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
1.95K+ 5.67% |
$26.5K - $29.6K
|
36.4K
$474K
|
|
Apr 12, 2023
Q1 2023
|
Matrix Trust CO
|
BUY
|
- |
1.28KNew |
$17.4K - $19.4K
|
1.28K
$16.7K
|
|
Apr 17, 2023
Q1 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
815+ 20.38% |
$11.1K - $12.4K
|
4.82K
$62.8K
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
698New |
$9.48K - $10.6K
|
698
$9.11K
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
637+ 6.03% |
$8.65K - $9.66K
|
11.2K
$146K
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
609+ 4.26% |
$8.27K - $9.24K
|
14.9K
$194K
|
|
Apr 24, 2023
Q1 2023
|
First Personal Financial Services
|
BUY
|
- |
380New |
$5.16K - $5.76K
|
380
$4.96K
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
379+ 318.49% |
$5.15K - $5.75K
|
498
$6.5K
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
339New |
$4.6K - $5.14K
|
339
$4.42K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
335+ 10.2% |
$4.55K - $5.08K
|
3.62K
$47.2K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
264New |
$3.59K - $4K
|
264
$3.45K
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
212New |
$2.88K - $3.22K
|
212
$2.77K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
187New |
$2.54K - $2.84K
|
187
$2.44K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
96New |
$1.3K - $1.46K
|
96
$1.25K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
50New |
$679 - $759
|
50
$653
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
39New |
$530 - $592
|
39
$509
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
35New |
$475 - $531
|
35
$457
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
10New |
$136 - $152
|
10
$131
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
963K+ 6.45% |
$13.8M - $17.3M
|
15.9M
$208M
|
|
Feb 13, 2023
Q4 2022
|
Oribel Capital Management, LP
New York, NY |
BUY
|
- |
901KNew |
$12.9M - $16.2M
|
901K
$11.8M
|
|
Jan 24, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
247KNew |
$3.54M - $4.43M
|
247K
$3.22M
|
|
Feb 14, 2023
Q4 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
209KNew |
$3M - $3.76M
|
209K
$2.73M
|
|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
154KNew |
$2.21M - $2.77M
|
154K
$2.01M
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
93.6KNew |
$1.34M - $1.68M
|
93.6K
$1.22M
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
55KNew |
$789K - $986K
|
55K
$717K
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
39.5K+ 55.94% |
$566K - $708K
|
110K
$1.44M
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
30.5K+ 161.76% |
$438K - $548K
|
49.4K
$644K
|
|
Jan 23, 2023
Q4 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
20.3K+ 17.59% |
$291K - $364K
|
136K
$1.77M
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
20KNew |
$286K - $358K
|
20K
$260K
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
18.3K+ 39.72% |
$262K - $328K
|
64.3K
$839K
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
18.1KNew |
$260K - $325K
|
18.1K
$236K
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
16.6KNew |
$238K - $298K
|
16.6K
$217K
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
14.8KNew |
$212K - $266K
|
14.8K
$193K
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
13.5KNew |
$193K - $242K
|
13.5K
$176K
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
12.7KNew |
$183K - $228K
|
12.7K
$166K
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
12.5KNew |
$179K - $224K
|
12.5K
$163K
|
|
Feb 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
10KNew |
$144K - $180K
|
10K
$131K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
9.5K+ 447.48% |
$136K - $171K
|
11.6K
$152K
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
7.88K+ 4.23% |
$113K - $141K
|
194K
$2.53M
|
|
Feb 13, 2023
Q4 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
5.7KNew |
$81.8K - $102K
|
5.7K
$74.4K
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.95K+ 25.23% |
$42.3K - $52.9K
|
14.6K
$191K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.87KNew |
$41.2K - $51.5K
|
2.87K
$37.5K
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.54K+ 8.42% |
$36.5K - $45.6K
|
32.7K
$427K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.74K+ 6.16% |
$24.9K - $31.1K
|
29.9K
$390K
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1.73KNew |
$24.8K - $31K
|
1.73K
$22.6K
|