Latest Institutional Transactions on Invesco Act Mge Et Cmdt Fd Tr (PDBC)
This table provides information on the latest institutional transactions involving Invesco Act Mge Et Cmdt Fd Tr (PDBC) 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 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-4.38K- 29.47% |
$59.9K - $63.3K
|
10.5K
$143K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.1KNew |
$139K - $146K
|
10.1K
$138K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
20New |
$274 - $289
|
20
$273
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
14.8KNew |
$202K - $214K
|
14.8K
$202K
|
|
|
Aug 01, 2024
Q2 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-5K- 29.94% |
$68.5K - $72.3K
|
11.7K
$160K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4New |
$54.8 - $57.9
|
4
$54.6
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
46New |
$630 - $666
|
46
$628
|
|
|
Jul 26, 2024
Q2 2024
|
Ti Trust, Inc
|
SELL
|
- |
-15.5K- 55.24% |
$213K - $225K
|
12.6K
$172K
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
15.9KNew |
$218K - $230K
|
15.9K
$217K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
6.65KNew |
$91.1K - $96.2K
|
6.65K
$90.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
2.07K+ 14.35% |
$28.3K - $29.9K
|
16.5K
$225K
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-51- 26.29% |
$699 - $738
|
143
$1.95K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
1.34KNew |
$18.3K - $19.3K
|
1.34K
$18.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
7+ 17.95% |
$95.9 - $101
|
46
$628
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
35K+ 8.77% |
$479K - $506K
|
433K
$5.92M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.05KNew |
$14.4K - $15.2K
|
1.05K
$14.3K
|
|
|
Jul 17, 2024
Q2 2024
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-571- 5.1% |
$7.82K - $8.26K
|
10.6K
$145K
|
|
|
Jul 16, 2024
Q2 2024
|
Moulton Wealth Management, Inc
|
BUY
|
- |
109KNew |
$1.49M - $1.58M
|
109K
$1.49M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
94New |
$1.29K - $1.36K
|
94
$1.28K
|
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
98K+ 6.66% |
$1.34M - $1.42M
|
1.57M
$21.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
10.4KNew |
$143K - $151K
|
10.4K
$142K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
138K+ 213.43% |
$1.89M - $2M
|
203K
$2.77M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10.2K- 35.17% |
$140K - $148K
|
18.9K
$258K
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
5.63K+ 24.94% |
$77.1K - $81.4K
|
28.2K
$385K
|
|
| Q1 2024 | |||||||
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-24Closed |
$315 - $333
|
0
$0
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-278Closed |
$3.65K - $3.86K
|
0
$0
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-182- 76.79% |
$2.39K - $2.53K
|
55
$751
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
180New |
$2.36K - $2.5K
|
180
$2.46K
|
|
|
May 15, 2024
Q1 2024
|
Dme Capital Management, LP
New York, NY |
BUY
|
- |
117KNew |
$1.54M - $1.63M
|
117K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
11.6KNew |
$152K - $161K
|
11.6K
$158K
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-200- 3.5% |
$2.63K - $2.78K
|
5.51K
$75.3K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.46K+ 11.56% |
$71.7K - $75.8K
|
52.7K
$720K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-253- 14.31% |
$3.32K - $3.51K
|
1.52K
$20.7K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.94K- 1.87% |
$25.4K - $26.9K
|
102K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.97K+ 11.91% |
$52.1K - $55.1K
|
37.3K
$510K
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
3.25K+ 20.58% |
$42.6K - $45.1K
|
19K
$260K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.15KNew |
$15.1K - $15.9K
|
1.15K
$15.7K
|
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
20.4KNew |
$267K - $283K
|
20.4K
$278K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
16.5KNew |
$217K - $229K
|
16.5K
$225K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
66.6K+ 32.48% |
$875K - $926K
|
272K
$3.71M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
26New |
$341 - $361
|
26
$355
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
19.5KNew |
$256K - $271K
|
19.5K
$266K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-227- 95.78% |
$2.98K - $3.15K
|
10
$137
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
11.4KNew |
$150K - $159K
|
11.4K
$156K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.85KNew |
$50.6K - $53.5K
|
3.85K
$52.6K
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-1.56K- 5.64% |
$20.5K - $21.7K
|
26.1K
$357K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-20- 0.72% |
$263 - $278
|
2.76K
$37.7K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
10.7KNew |
$140K - $148K
|
10.7K
$146K
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
217KNew |
$2.85M - $3.02M
|
217K
$2.97M
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.84K- 8.8% |
$24.1K - $25.5K
|
19K
$260K
|
|