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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
3.6K+ 8.86% |
$45.7K - $51.8K
|
44.3K
$594K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-734K- 81.02% |
$9.29M - $10.5M
|
172K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
10.2K+ 57.83% |
$129K - $147K
|
27.8K
$373K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-7.19K- 39.31% |
$91.1K - $103K
|
11.1K
$149K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-59.2K- 82.72% |
$750K - $850K
|
12.4K
$166K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-4.49K- 16.09% |
$56.9K - $64.5K
|
23.4K
$314K
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
62.1KNew |
$787K - $892K
|
62.1K
$833K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
897New |
$11.4K - $12.9K
|
897
$12K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
539+ 0.27% |
$6.83K - $7.74K
|
198K
$2.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-45.3K- 14.06% |
$574K - $650K
|
277K
$3.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-12.5K- 46.09% |
$159K - $180K
|
14.7K
$197K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-816K- 22.56% |
$10.3M - $11.7M
|
2.8M
$37.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-506- 4.51% |
$6.41K - $7.27K
|
10.7K
$144K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.07K- 38.51% |
$51.5K - $58.4K
|
6.49K
$87K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-4.3K- 25.68% |
$54.4K - $61.7K
|
12.4K
$167K
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-97.1K- 22.04% |
$1.23M - $1.39M
|
343K
$4.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.42KNew |
$18K - $20.4K
|
1.42K
$19.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.73K+ 0.55% |
$22K - $24.9K
|
317K
$4.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-1.26K- 9.72% |
$16K - $18.1K
|
11.7K
$157K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-14.3K- 35.23% |
$181K - $205K
|
26.3K
$352K
|
|
|
Nov 07, 2024
Q3 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
86.7KNew |
$1.1M - $1.24M
|
86.7K
$1.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-14.5K- 50.17% |
$184K - $208K
|
14.4K
$193K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.94K- 21.78% |
$49.9K - $56.5K
|
14.1K
$189K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
759New |
$9.62K - $10.9K
|
759
$10.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-382K- 8.12% |
$4.84M - $5.49M
|
4.33M
$58M
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
1.31K+ 6.98% |
$16.6K - $18.9K
|
20.1K
$270K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
33New |
$418 - $474
|
33
$442
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2.66K- 8.48% |
$33.7K - $38.2K
|
28.7K
$384K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
10.1KNew |
$128K - $145K
|
10.1K
$136K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
2.61KNew |
$33.1K - $37.5K
|
2.61K
$35K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
754+ 3.9% |
$9.55K - $10.8K
|
20.1K
$269K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
71New |
$900 - $1.02K
|
71
$951
|
|
|
Nov 01, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
12.9K+ 2.94% |
$164K - $185K
|
453K
$6.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.6K- 13.28% |
$45.5K - $51.6K
|
23.5K
$315K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-14.1K- 25.68% |
$178K - $202K
|
40.7K
$545K
|
|
|
Oct 31, 2024
Q3 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-89- 0.04% |
$1.13K - $1.28K
|
252K
$3.37M
|
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-6.98K- 22.06% |
$88.4K - $100K
|
24.7K
$330K
|
|
|
Oct 31, 2024
Q3 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-6.13K- 29.95% |
$77.6K - $88K
|
14.3K
$192K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
11.8KNew |
$150K - $170K
|
11.8K
$159K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
700New |
$8.87K - $10.1K
|
700
$9.38K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.15M- 78.78% |
$14.6M - $16.5M
|
310K
$4.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.45K- 71.44% |
$18.4K - $20.9K
|
581
$7.79K
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
538New |
$6.82K - $7.73K
|
538
$7.21K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.06K+ 60.89% |
$102K - $116K
|
21.3K
$285K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-7.94K- 80.13% |
$101K - $114K
|
1.97K
$26.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-61K- 32.22% |
$773K - $876K
|
128K
$1.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-46.9K- 77.18% |
$594K - $673K
|
13.9K
$186K
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-2.5K- 86.14% |
$31.6K - $35.9K
|
402
$5.39K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15.4K+ 3411.11% |
$194K - $220K
|
15.8K
$212K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
19.6KNew |
$249K - $282K
|
19.6K
$263K
|