Latest Institutional Purchases of Invesco Db Us Dollar Index Bearish Fund (UDN)
This list provides information on the latest institutional transactions involving Invesco Db Us Dollar Index Bearish Fund (UDN) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
500New |
$9.27K - $9.55K
|
500
$9.41K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
100+ 0.92% |
$1.85K - $1.91K
|
11K
$207K
|
|
| Q1 2023 | |||||||
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
112KNew |
$2.04M - $2.13M
|
112K
$2.11M
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
70KNew |
$1.27M - $1.33M
|
70K
$1.32M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.5KNew |
$226K - $237K
|
12.5K
$235K
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.5KNew |
$190K - $199K
|
10.5K
$197K
|
|
| Q4 2022 | |||||||
|
Jan 20, 2023
Q4 2022
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
423New |
$7.17K - $7.91K
|
423
$7.96K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
150New |
$2.54K - $2.81K
|
150
$2.82K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
16.3KNew |
$273K - $299K
|
16.3K
$306K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.8KNew |
$232K - $253K
|
13.8K
$260K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5KNew |
$97.4K - $102K
|
5K
$94.1K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
5.23KNew |
$105K - $109K
|
5.23K
$98.3K
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14.3KNew |
$289K - $304K
|
14.3K
$268K
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Barclays PLC
London, X0 |
BUY
|
PUT |
400New |
$7.61K - $8.3K
|
400
$7.53K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
100New |
$2.08K - $2.16K
|
100
$1.88K
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$21.5 - $23
|
1
$18.8
|
|