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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
837New |
$12K - $15K
|
837
$11.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
30.5K+ 161.76% |
$438K - $548K
|
49.4K
$661K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.87KNew |
$41.2K - $51.5K
|
2.87K
$38.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
SELL
|
- |
-333- 61.44% |
$4.78K - $5.98K
|
209
$2.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-833- 5.28% |
$12K - $15K
|
15K
$200K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.95K+ 25.23% |
$42.3K - $52.9K
|
14.6K
$196K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.74K+ 6.16% |
$24.9K - $31.1K
|
29.9K
$401K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
110New |
$1.58K - $1.97K
|
110
$1.47K
|
|
|
Feb 02, 2023
Q4 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
39.5K+ 55.94% |
$566K - $708K
|
110K
$1.47M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
SELL
|
- |
-449- 10.17% |
$6.44K - $8.06K
|
3.97K
$53.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
SELL
|
- |
-322K- 75.8% |
$4.62M - $5.78M
|
103K
$1.38M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
100New |
$1.44K - $1.8K
|
100
$1.34K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.42KNew |
$20.3K - $25.5K
|
1.42K
$19K
|
|
|
Jan 25, 2023
Q4 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-724- 35.51% |
$10.4K - $13K
|
1.32K
$17.6K
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
14.8KNew |
$212K - $266K
|
14.8K
$198K
|
|
|
Jan 24, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
247KNew |
$3.54M - $4.43M
|
247K
$3.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Focus Wealth Advisors, LLC
|
SELL
|
- |
-279- 0.13% |
$4K - $5.01K
|
212K
$2.84M
|
|
|
Jan 23, 2023
Q4 2022
|
Trinity Wealth Management, LLC
|
BUY
|
- |
20.3K+ 17.59% |
$291K - $364K
|
136K
$1.82M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
18.3K+ 39.72% |
$262K - $328K
|
64.3K
$862K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
898New |
$12.9K - $16.1K
|
898
$12K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
2.54K+ 8.42% |
$36.5K - $45.6K
|
32.7K
$439K
|
|
|
Jan 20, 2023
Q4 2022
|
Hedeker Wealth, LLC
|
BUY
|
- |
154KNew |
$2.21M - $2.77M
|
154K
$2.07M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.49KNew |
$21.3K - $26.7K
|
1.49K
$19.9K
|
|
|
Jan 19, 2023
Q4 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
55KNew |
$789K - $986K
|
55K
$736K
|
|
|
Jan 18, 2023
Q4 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-65.4K- 22.47% |
$938K - $1.17M
|
226K
$3.02M
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
13.5KNew |
$193K - $242K
|
13.5K
$180K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
258New |
$3.7K - $4.63K
|
258
$3.46K
|
|
|
Jan 13, 2023
Q4 2022
|
Searcy Financial Services Inc
|
SELL
|
- |
-20.2K- 2.74% |
$289K - $362K
|
716K
$9.6M
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
20KNew |
$286K - $358K
|
20K
$267K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.47K- 15.02% |
$35.5K - $44.4K
|
14K
$187K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
284New |
$4.08K - $5.1K
|
284
$3.81K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
386New |
$5.54K - $6.93K
|
386
$5.17K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-132K- 99.87% |
$1.89M - $2.37M
|
171
$2.29K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
7.88K+ 4.23% |
$113K - $141K
|
194K
$2.6M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
125New |
$1.79K - $2.24K
|
125
$1.68K
|
|
| Q3 2022 | |||||||
|
Jun 28, 2024
Q3 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
346New |
$5.48K - $6.31K
|
346
$4.64K
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-33.5K- 31.88% |
$531K - $610K
|
71.5K
$958K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-574- 1.54% |
$9.1K - $10.5K
|
36.6K
$490K
|
|
|
Feb 24, 2023
Q3 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.28MClosed |
$20.2M - $23.3M
|
0
$0
|
|
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
30.8K+ 13.96% |
$488K - $561K
|
251K
$3.37M
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.48K- 5.55% |
$39.2K - $45.1K
|
42.2K
$565K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
100New |
$1.59K - $1.82K
|
100
$1.34K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-4.19KClosed |
$66.5K - $76.5K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-15.2K- 25.69% |
$241K - $277K
|
43.9K
$589K
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
323New |
$5.12K - $5.89K
|
323
$4.33K
|
|
|
Nov 14, 2022
Q3 2022
|
Soros Capital Management LLC
New York, NY |
BUY
|
- |
8.3K+ 51.56% |
$132K - $151K
|
24.4K
$327K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
PUT |
-20.6K- 95.37% |
$327K - $376K
|
1K
$13.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
54.7K+ 460.72% |
$868K - $998K
|
66.6K
$893K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
10.1KNew |
$160K - $184K
|
10.1K
$135K
|
|