Latest Institutional Transactions on Invesco Db Us Dollar Index Bearish Fund (UDN)
This table provides information on the latest institutional transactions involving Invesco Db Us Dollar Index Bearish Fund (UDN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.5KNew |
$190K - $199K
|
10.5K
$186K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.5KNew |
$226K - $237K
|
12.5K
$221K
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
111KNew |
$2.02M - $2.11M
|
111K
$1.97M
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
70KNew |
$1.27M - $1.33M
|
70K
$1.24M
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.5K- 16.55% |
$45.4K - $47.5K
|
12.6K
$223K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-22.3K- 89.84% |
$405K - $424K
|
2.53K
$44.8K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
112KNew |
$2.04M - $2.13M
|
112K
$1.99M
|
|
Q4 2022 | |||||||
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
150New |
$2.54K - $2.81K
|
150
$2.66K
|
|
Jan 20, 2023
Q4 2022
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
423New |
$7.17K - $7.91K
|
423
$7.5K
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-99- 33.0% |
$1.68K - $1.85K
|
201
$3.56K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
16.3KNew |
$273K - $299K
|
16.3K
$288K
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.8KNew |
$232K - $253K
|
13.8K
$245K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-10.4KClosed |
$189K - $203K
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-197Closed |
$3.6K - $3.87K
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-601Closed |
$11.7K - $12.3K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5KNew |
$97.4K - $102K
|
5K
$88.7K
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-182Closed |
$3.55K - $3.71K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-100Closed |
$1.95K - $2.04K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-100Closed |
$2K - $2.08K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
5.23KNew |
$105K - $109K
|
5.23K
$92.6K
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-20.6KClosed |
$412K - $429K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-51.4KClosed |
$1.03M - $1.07M
|
0
$0
|
|
Q3 2021 | |||||||
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-400Closed |
$8.24K - $8.48K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-10KClosed |
$210K - $218K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Firestone Capital Management
|
SELL
|
- |
-482Closed |
$10.1K - $10.5K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-35.7KClosed |
$750K - $776K
|
0
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-100Closed |
$2.09K - $2.19K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-58.3KClosed |
$1.22M - $1.28M
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$20.9 - $21.9
|
0
$0
|
|
Apr 23, 2021
Q1 2021
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-10KClosed |
$209K - $219K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Altus Wealth Management, LLC
|
SELL
|
- |
-183KClosed |
$3.84M - $4.02M
|
0
$0
|
|
Q4 2020 | |||||||
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.8KClosed |
$58.4K - $61.1K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-10.3KClosed |
$215K - $225K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.8KClosed |
$226K - $236K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.68KClosed |
$35K - $36.6K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-4.8KClosed |
$100K - $105K
|
0
$0
|
|
Q3 2020 | |||||||
Mar 22, 2023
Q3 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-57.5K- 79.99% |
$1.16M - $1.22M
|
14.4K
$255K
|
|
Nov 12, 2020
Q3 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.3KNew |
$289K - $304K
|
14.3K
$253K
|
|
Nov 09, 2020
Q3 2020
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-1.68KClosed |
$34.1K - $35.8K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-73.3KClosed |
$1.48M - $1.56M
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-79Closed |
$1.5K - $1.64K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-122KClosed |
$2.31M - $2.52M
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Karp Capital Management Corp
|
SELL
|
- |
-45.9KClosed |
$873K - $952K
|
0
$0
|
|
May 13, 2020
Q1 2020
|
Barclays PLC
London, X0 |
BUY
|
PUT |
400New |
$7.61K - $8.3K
|
400
$7.09K
|
|
Q4 2019 | |||||||
Feb 04, 2020
Q4 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-117KClosed |
$2.38M - $2.43M
|
0
$0
|
|
Jan 27, 2020
Q4 2019
|
Wakefield Asset Management Lllp
Englewood, CO |
SELL
|
- |
-34.5KClosed |
$699K - $713K
|
0
$0
|
|
Q1 2019 | |||||||
Apr 26, 2019
Q1 2019
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-48Closed |
$990 - $1.02K
|
0
$0
|
|
Q4 2018 | |||||||
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
100New |
$2.08K - $2.16K
|
100
$1.77K
|
|
Jan 31, 2019
Q4 2018
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-300Closed |
$6.24K - $6.47K
|
0
$0
|
|
Q3 2018 | |||||||
Nov 08, 2018
Q3 2018
|
Wms Partners, LLC
|
SELL
|
- |
-10.7KClosed |
$226K - $233K
|
0
$0
|