Latest Institutional Transactions on Invesco Db Us Dollar Index Bullish Fund (UUP)
This table provides information on the latest institutional transactions involving Invesco Db Us Dollar Index Bullish Fund (UUP) 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 |
---|---|---|---|---|---|---|---|
Aug 05, 2024
Q2 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
2.9K+ 7.47% |
$82.1K - $84.6K
|
41.8K
$1.21M
|
|
Aug 05, 2024
Q2 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
939K+ 135.73% |
$26.6M - $27.4M
|
1.63M
$47.3M
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-79.2K- 54.62% |
$2.24M - $2.31M
|
65.8K
$1.91M
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
8.08KNew |
$229K - $236K
|
8.08K
$235K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.9KNew |
$760K - $784K
|
26.9K
$780K
|
|
Aug 02, 2024
Q2 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
14.8KNew |
$420K - $433K
|
14.8K
$431K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8+ 4.73% |
$226 - $233
|
177
$5.14K
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
50New |
$1.41K - $1.46K
|
50
$1.45K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
113K+ 54.88% |
$3.2M - $3.3M
|
320K
$9.28M
|
|
Jul 30, 2024
Q2 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
118K+ 515.92% |
$3.34M - $3.44M
|
141K
$4.09M
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
17.1KNew |
$484K - $499K
|
17.1K
$497K
|
|
Jul 30, 2024
Q2 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-1.81K- 40.69% |
$51.3K - $52.9K
|
2.64K
$76.7K
|
|
Jul 30, 2024
Q2 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
7.03K+ 58.47% |
$199K - $205K
|
19.1K
$553K
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-2- 0.06% |
$56.6 - $58.3
|
3.17K
$92K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
52.3K+ 94.66% |
$1.48M - $1.53M
|
108K
$3.12M
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.87K+ 16.17% |
$166K - $171K
|
42.2K
$1.22M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
37.7KNew |
$1.07M - $1.1M
|
37.7K
$1.09M
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
159+ 1.74% |
$4.5K - $4.64K
|
9.29K
$270K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
64.6KNew |
$1.83M - $1.88M
|
64.6K
$1.88M
|
|
Jul 19, 2024
Q2 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
36.9KNew |
$1.04M - $1.08M
|
36.9K
$1.07M
|
|
Jul 18, 2024
Q2 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
16.2K+ 7.78% |
$459K - $474K
|
225K
$6.53M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
479New |
$13.6K - $14K
|
479
$13.9K
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
BUY
|
- |
39.4K+ 110.15% |
$1.11M - $1.15M
|
75.2K
$2.18M
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
10.1KNew |
$286K - $295K
|
10.1K
$293K
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
600New |
$17K - $17.5K
|
600
$17.4K
|
|
Q1 2024 | |||||||
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-27- 1.99% |
$738 - $766
|
1.33K
$38.7K
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
70New |
$1.91K - $1.99K
|
70
$2.03K
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-212- 33.44% |
$5.79K - $6.01K
|
422
$12.3K
|
|
May 15, 2024
Q1 2024
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-809- 7.22% |
$22.1K - $23K
|
10.4K
$302K
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.79K- 30.49% |
$186K - $193K
|
15.5K
$450K
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-574Closed |
$15.7K - $16.3K
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Dark Forest Capital Management LP
Weston, CT |
SELL
|
- |
-15.9K- 66.92% |
$434K - $451K
|
7.85K
$228K
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-18.5K- 64.31% |
$505K - $525K
|
10.3K
$298K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.25KNew |
$198K - $206K
|
7.25K
$210K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
59.4KNew |
$1.62M - $1.68M
|
59.4K
$1.72M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-22K- 72.2% |
$601K - $624K
|
8.47K
$246K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.1KNew |
$276K - $287K
|
10.1K
$294K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-850- 7.13% |
$23.2K - $24.1K
|
11.1K
$322K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.44K- 25.28% |
$149K - $154K
|
16.1K
$467K
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.98KNew |
$54K - $56K
|
1.98K
$57.3K
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
124New |
$3.39K - $3.52K
|
124
$3.6K
|
|
Apr 29, 2024
Q1 2024
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
44+ 0.39% |
$1.2K - $1.25K
|
11.5K
$333K
|
|
Apr 24, 2024
Q1 2024
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
14.9KNew |
$407K - $423K
|
14.9K
$433K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.88K- 98.41% |
$215K - $223K
|
127
$3.69K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-19.1K- 76.4% |
$522K - $542K
|
5.9K
$171K
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
95.8KNew |
$2.62M - $2.72M
|
95.8K
$2.78M
|
|
Q4 2023 | |||||||
Oct 15, 2024
Q4 2023
|
Life Line Wealth Management LLC
Beverly Hills, CA |
BUY
|
- |
20.1KNew |
$541K - $603K
|
20.1K
$583K
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-1- 33.33% |
$27 - $30
|
2
$58.1
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.89KNew |
$213K - $237K
|
7.89K
$229K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.44KNew |
$38.8K - $43.3K
|
1.44K
$41.8K
|