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 |
---|---|---|---|---|---|---|---|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.37KClosed |
$23.6K - $27.5K
|
0
$0
|
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
92.2KNew |
$1.59M - $1.85M
|
92.2K
$1.24M
|
|
Jul 20, 2021
Q2 2021
|
Emfo, LLC
|
BUY
|
- |
833New |
$14.4K - $16.7K
|
833
$11.2K
|
|
Jul 13, 2021
Q2 2021
|
Hoese & CO LLP
|
BUY
|
- |
1.08KNew |
$18.6K - $21.7K
|
1.08K
$14.5K
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
13.6KNew |
$206K - $246K
|
13.6K
$182K
|
|
May 07, 2021
Q1 2021
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.13KClosed |
$17.1K - $20.4K
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-185Closed |
$2.81K - $3.36K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-612Closed |
$9.31K - $11.1K
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-296- 9.74% |
$4.5K - $5.38K
|
2.74K
$36.8K
|
|
Apr 30, 2021
Q1 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-14.9KClosed |
$227K - $271K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-332Closed |
$5.05K - $6.03K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-210Closed |
$3.19K - $3.81K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Ade, LLC
|
SELL
|
- |
-31.7KClosed |
$482K - $575K
|
0
$0
|
|
Q4 2020 | |||||||
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
590New |
$7.8K - $9.02K
|
590
$7.91K
|
|
Feb 03, 2021
Q4 2020
|
Country Trust Bank
|
SELL
|
- |
-802Closed |
$10.6K - $12.3K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-822Closed |
$10.9K - $12.6K
|
0
$0
|
|
Jan 15, 2021
Q4 2020
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-22.8KClosed |
$301K - $349K
|
0
$0
|
|
Jan 12, 2021
Q4 2020
|
Mcia Inc
|
BUY
|
- |
77.8KNew |
$1.03M - $1.19M
|
77.8K
$1.04M
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-29.8KClosed |
$389K - $425K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-33Closed |
$430 - $470
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.47KClosed |
$32.2K - $35.2K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-3.13MClosed |
$40.8M - $44.6M
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Cabot Wealth Management Inc
|
SELL
|
- |
-130KClosed |
$1.7M - $1.86M
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Meeder Asset Management Inc
|
SELL
|
- |
-195Closed |
$2.54K - $2.78K
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Charles Schwab Trust CO
|
SELL
|
- |
-25.2KClosed |
$328K - $359K
|
0
$0
|
|
Oct 29, 2020
Q3 2020
|
Next Capital Advisers, Inc.
|
SELL
|
- |
-165KClosed |
$2.16M - $2.36M
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Proffitt & Goodson Inc
|
SELL
|
- |
-4.39KClosed |
$57.3K - $62.6K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
271+ 51.92% |
$3.04K - $3.54K
|
793
$10.6K
|
|
Aug 14, 2020
Q2 2020
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-67.5KClosed |
$758K - $883K
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-10KClosed |
$113K - $131K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Weaver Consulting Group
|
SELL
|
- |
-87Closed |
$976 - $1.14K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-22.1KClosed |
$248K - $289K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Lion Street Advisors, LLC
|
SELL
|
- |
-358Closed |
$4.02K - $4.68K
|
0
$0
|
|
Q1 2020 | |||||||
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-63.9KClosed |
$722K - $1.07M
|
0
$0
|
|
Sep 21, 2023
Q1 2020
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-73Closed |
$825 - $1.23K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-18.8KClosed |
$212K - $315K
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Donoghue Forlines LLC
|
SELL
|
- |
-838KClosed |
$9.47M - $14.1M
|
0
$0
|
|
May 12, 2020
Q1 2020
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-10.5KClosed |
$118K - $176K
|
0
$0
|
|
May 11, 2020
Q1 2020
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-11.5KClosed |
$130K - $194K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Private Capital Group, LLC
|
SELL
|
- |
-2.03KClosed |
$22.9K - $34.1K
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-542Closed |
$6.12K - $9.11K
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-60.5KClosed |
$683K - $1.02M
|
0
$0
|
|
Apr 29, 2020
Q1 2020
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-10Closed |
$113 - $168
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-375Closed |
$4.24K - $6.3K
|
0
$0
|
|
Apr 27, 2020
Q1 2020
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-396Closed |
$4.47K - $6.65K
|
0
$0
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-282Closed |
$3.19K - $4.74K
|
0
$0
|
|
Apr 15, 2020
Q1 2020
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-20.6KClosed |
$233K - $347K
|
0
$0
|
|
Apr 10, 2020
Q1 2020
|
Lantz Financial LLC
|
SELL
|
- |
-24.7KClosed |
$279K - $416K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 13, 2020
Q4 2019
|
Lake Point Wealth Management
|
SELL
|
- |
-14- 18.67% |
$217 - $233
|
61
$817
|
|
Feb 13, 2020
Q4 2019
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-100KClosed |
$1.55M - $1.67M
|
0
$0
|