Latest Institutional Purchases of Invesco Act Mge Et Cmdt Fd Tr (PDBC)
This list provides information on the latest institutional transactions involving Invesco Act Mge Et Cmdt Fd Tr (PDBC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
10.1KNew |
$134K - $153K
|
10.1K
$135K
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10KNew |
$133K - $152K
|
10K
$133K
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.23K+ 180.91% |
$123K - $140K
|
14.3K
$191K
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.25KNew |
$69.8K - $79.6K
|
5.25K
$69.9K
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.37K+ 17.37% |
$31.5K - $35.9K
|
16K
$213K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.25K+ 48.99% |
$29.9K - $34.1K
|
6.84K
$91K
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
2.23KNew |
$29.6K - $33.8K
|
2.23K
$29.6K
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
2.18KNew |
$29K - $33.1K
|
2.18K
$29K
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
1.68KNew |
$22.3K - $25.5K
|
1.68K
$22.4K
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.59KNew |
$21.1K - $24.1K
|
1.59K
$21.1K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
1.57KNew |
$20.9K - $23.8K
|
1.57K
$20.9K
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.39KNew |
$18.4K - $21K
|
1.39K
$18.4K
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.38KNew |
$18.4K - $21K
|
1.38K
$18.4K
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
869New |
$11.6K - $13.2K
|
869
$11.6K
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
833New |
$11.1K - $12.6K
|
833
$11.1K
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
640+ 5.6% |
$8.51K - $9.71K
|
12.1K
$161K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
606New |
$8.06K - $9.19K
|
606
$8.07K
|
|
Jan 31, 2024
Q4 2023
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
544+ 4.08% |
$7.24K - $8.25K
|
13.9K
$185K
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
474New |
$6.3K - $7.19K
|
474
$6.31K
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
425New |
$5.65K - $6.45K
|
425
$5.66K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
375New |
$4.99K - $5.69K
|
375
$4.99K
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
365+ 19.67% |
$4.85K - $5.54K
|
2.22K
$29.6K
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
295+ 2269.23% |
$3.92K - $4.48K
|
308
$4.1K
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
242+ 2.2% |
$3.22K - $3.67K
|
11.3K
$150K
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
211+ 1623.08% |
$2.81K - $3.2K
|
224
$2.98K
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
182New |
$2.42K - $2.76K
|
182
$2.42K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
55New |
$732 - $834
|
55
$732
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
51+ 4.17% |
$678 - $774
|
1.28K
$17K
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
38+ 4.16% |
$505 - $576
|
951
$12.7K
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
21+ 2.9% |
$279 - $319
|
744
$9.9K
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
10+ 4.0% |
$133 - $152
|
260
$3.46K
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
4+ 3.88% |
$53.2 - $60.7
|
107
$1.42K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1New |
$13.3 - $15.2
|
1
$13.3
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
514KNew |
$7.01M - $7.89M
|
514K
$6.85M
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
373KNew |
$5.09M - $5.73M
|
373K
$4.97M
|
|
Oct 11, 2023
Q3 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
373KNew |
$5.08M - $5.72M
|
373K
$4.96M
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
204KNew |
$2.77M - $3.12M
|
204K
$2.71M
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
159KNew |
$2.17M - $2.44M
|
159K
$2.12M
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
159KNew |
$2.17M - $2.44M
|
159K
$2.12M
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
79KNew |
$1.08M - $1.21M
|
79K
$1.05M
|
|
Nov 09, 2023
Q3 2023
|
Wavelength Capital Management, LLC
|
BUY
|
- |
64KNew |
$872K - $982K
|
64K
$852K
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
40.7KNew |
$554K - $624K
|
40.7K
$541K
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
33.3KNew |
$453K - $511K
|
33.3K
$443K
|
|
Oct 13, 2023
Q3 2023
|
Columbus Macro, LLC
|
BUY
|
- |
31.5KNew |
$429K - $484K
|
31.5K
$420K
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
BUY
|
- |
30.5KNew |
$416K - $468K
|
30.5K
$406K
|
|
Nov 14, 2023
Q3 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
28.5KNew |
$388K - $437K
|
28.5K
$379K
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
16.2KNew |
$221K - $249K
|
16.2K
$216K
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
15.9KNew |
$217K - $244K
|
15.9K
$212K
|
|
Nov 13, 2023
Q3 2023
|
Destiny Capital Securities Corporation
Golden, CO |
BUY
|
- |
15.7KNew |
$213K - $240K
|
15.7K
$209K
|