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 |
---|---|---|---|---|---|---|---|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.65K+ 65.77% |
$99.5K - $104K
|
9.2K
$267K
|
|
Apr 17, 2023
Q1 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-24.1K- 38.24% |
$656K - $689K
|
38.9K
$1.13M
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-14.9K- 24.22% |
$407K - $427K
|
46.7K
$1.36M
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
319KNew |
$8.69M - $9.13M
|
319K
$9.26M
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1.15KNew |
$31.3K - $32.9K
|
1.15K
$33.4K
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
15.5K+ 105.14% |
$422K - $444K
|
30.2K
$878K
|
|
Q4 2022 | |||||||
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
8.09K+ 66.08% |
$225K - $247K
|
20.3K
$590K
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-15.5KClosed |
$432K - $473K
|
0
$0
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-8.12KClosed |
$226K - $247K
|
0
$0
|
|
May 18, 2023
Q4 2022
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-13.2K- 12.44% |
$368K - $403K
|
93.1K
$2.7M
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
11.1KNew |
$308K - $337K
|
11.1K
$321K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1New |
$27.8 - $30.5
|
1
$29
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.2K- 29.31% |
$368K - $403K
|
31.9K
$926K
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-7.37K- 83.23% |
$205K - $224K
|
1.49K
$43.1K
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-10.5K- 10.39% |
$292K - $319K
|
90.5K
$2.63M
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-6.13K- 4.52% |
$170K - $187K
|
130K
$3.76M
|
|
Feb 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
CALL |
602KNew |
$16.7M - $18.3M
|
602K
$17.5M
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
16.4KNew |
$457K - $501K
|
16.4K
$477K
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
276New |
$7.68K - $8.41K
|
276
$8.01K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
729New |
$20.3K - $22.2K
|
729
$21.2K
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.93K+ 347.99% |
$248K - $272K
|
11.5K
$334K
|
|
Feb 13, 2023
Q4 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
25.6KNew |
$713K - $781K
|
25.6K
$744K
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
8.46KNew |
$235K - $258K
|
8.46K
$246K
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
205K+ 3076.18% |
$5.71M - $6.26M
|
212K
$6.16M
|
|
Feb 13, 2023
Q4 2022
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
24KNew |
$668K - $732K
|
24K
$697K
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
8.03KNew |
$223K - $244K
|
8.03K
$233K
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
16.5KNew |
$460K - $504K
|
16.5K
$480K
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
42.4KNew |
$1.18M - $1.29M
|
42.4K
$1.23M
|
|
Feb 13, 2023
Q4 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
116K+ 86.12% |
$3.23M - $3.54M
|
251K
$7.29M
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
11.8K+ 14.55% |
$329K - $360K
|
93.2K
$2.7M
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
463New |
$12.9K - $14.1K
|
463
$13.4K
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
115+ 0.89% |
$3.2K - $3.5K
|
13.1K
$380K
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
9.25KNew |
$257K - $282K
|
9.25K
$269K
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
326KNew |
$9.08M - $9.94M
|
326K
$9.47M
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
8.68KNew |
$241K - $264K
|
8.68K
$252K
|
|
Feb 09, 2023
Q4 2022
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
29.3KNew |
$813K - $891K
|
29.3K
$849K
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-657K- 94.07% |
$18.3M - $20M
|
41.4K
$1.2M
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
PUT |
-998K- 49.94% |
$27.7M - $30.4M
|
1M
$29M
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.98K- 15.17% |
$55.1K - $60.4K
|
11.1K
$322K
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
22K+ 182.47% |
$610K - $669K
|
34K
$986K
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
1.6K+ 14.55% |
$44.5K - $48.7K
|
12.6K
$366K
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1KNew |
$27.8K - $30.5K
|
1K
$29K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
550New |
$15.3K - $16.8K
|
550
$16K
|
|
Feb 03, 2023
Q4 2022
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-500- 0.35% |
$13.9K - $15.2K
|
142K
$4.12M
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.41KNew |
$39.3K - $43K
|
1.41K
$41K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-9.06K- 53.48% |
$252K - $276K
|
7.88K
$229K
|
|
Jan 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-141K- 78.66% |
$3.93M - $4.31M
|
38.4K
$1.11M
|
|
Jan 31, 2023
Q4 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
12K+ 104.39% |
$335K - $367K
|
23.6K
$685K
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
2.89K+ 6.58% |
$80.4K - $88.1K
|
46.9K
$1.36M
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
26KNew |
$723K - $792K
|
26K
$755K
|