Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-26.6K- 42.32% |
$354K - $404K
|
36.3K
$510K
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-22.9K- 44.35% |
$305K - $348K
|
28.8K
$404K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-17.5K- 19.57% |
$232K - $265K
|
71.8K
$1.01M
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-14.9K- 31.17% |
$198K - $226K
|
32.9K
$462K
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-10.4K- 28.03% |
$138K - $158K
|
26.7K
$375K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
PUT |
-6.9K- 97.18% |
$91.8K - $105K
|
200
$2.81K
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-6.24K- 3.82% |
$83K - $94.6K
|
157K
$2.2M
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-4.61K- 3.91% |
$61.3K - $69.9K
|
113K
$1.59M
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4.38K- 25.79% |
$58.3K - $66.5K
|
12.6K
$177K
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-3.47K- 2.8% |
$46.2K - $52.6K
|
120K
$1.69M
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-2.66K- 10.56% |
$35.4K - $40.3K
|
22.5K
$316K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.31K- 14.96% |
$30.7K - $35K
|
13.1K
$184K
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-2.16K- 1.66% |
$28.7K - $32.7K
|
127K
$1.79M
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.8K- 98.79% |
$23.9K - $27.3K
|
22
$309
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.42KClosed |
$18.8K - $21.5K
|
0
$0
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-1.35K- 91.01% |
$17.9K - $20.4K
|
133
$1.87K
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.15K- 2.99% |
$15.3K - $17.4K
|
37.3K
$525K
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1.04K- 0.69% |
$13.8K - $15.7K
|
149K
$2.09M
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-941- 8.5% |
$12.5K - $14.3K
|
10.1K
$142K
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-903- 69.89% |
$12K - $13.7K
|
389
$5.47K
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-760- 54.87% |
$10.1K - $11.5K
|
625
$8.78K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-646- 1.17% |
$8.59K - $9.8K
|
54.5K
$766K
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-593- 4.29% |
$7.89K - $9K
|
13.2K
$186K
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-560- 4.18% |
$7.45K - $8.5K
|
12.9K
$181K
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-497- 2.79% |
$6.61K - $7.54K
|
17.3K
$244K
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-343- 6.49% |
$4.56K - $5.2K
|
4.94K
$69.4K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-85- 0.44% |
$1.13K - $1.29K
|
19.3K
$272K
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-68- 39.08% |
$904 - $1.03K
|
106
$1.49K
|
|
Q3 2023 | |||||||
Oct 11, 2023
Q3 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-36.8K- 6.94% |
$502K - $565K
|
494K
$6.94M
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-23K- 46.48% |
$313K - $352K
|
26.4K
$372K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.65K- 30.19% |
$104K - $117K
|
17.7K
$248K
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-7.37K- 8.42% |
$100K - $113K
|
80.1K
$1.13M
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.45K- 16.13% |
$33.4K - $37.6K
|
12.8K
$179K
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.39K- 13.23% |
$32.5K - $36.6K
|
15.7K
$220K
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.31K- 18.02% |
$31.5K - $35.5K
|
10.5K
$148K
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.61K- 4.15% |
$21.9K - $24.7K
|
37.1K
$522K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.48K- 12.02% |
$20.2K - $22.7K
|
10.9K
$152K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.32K- 91.17% |
$18K - $20.3K
|
128
$1.8K
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-882- 6.82% |
$12K - $13.5K
|
12.1K
$169K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-700- 23.78% |
$9.53K - $10.7K
|
2.24K
$31.5K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-476- 4.07% |
$6.48K - $7.3K
|
11.2K
$158K
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-469- 2.77% |
$6.39K - $7.19K
|
16.4K
$231K
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-282- 1.37% |
$3.84K - $4.33K
|
20.3K
$285K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-231- 10.01% |
$3.15K - $3.54K
|
2.08K
$29.2K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-187- 11.72% |
$2.55K - $2.87K
|
1.41K
$19.8K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-78- 6.35% |
$1.06K - $1.2K
|
1.15K
$16.2K
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-35- 0.04% |
$477 - $537
|
95.1K
$1.34M
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-29- 0.28% |
$395 - $445
|
10.4K
$146K
|
|
Q2 2023 | |||||||
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-590K- 79.96% |
$7.8M - $8.65M
|
148K
$2.08M
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-355K- 96.11% |
$4.7M - $5.2M
|
14.4K
$202K
|