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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
15.9KNew |
$218K - $230K
|
15.9K
$217K
|
|
|
Aug 01, 2024
Q2 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
14.8KNew |
$202K - $214K
|
14.8K
$202K
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
13.4KNew |
$184K - $194K
|
13.4K
$183K
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
10.4KNew |
$143K - $151K
|
10.4K
$142K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.1KNew |
$139K - $146K
|
10.1K
$138K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
6.65KNew |
$91.1K - $96.2K
|
6.65K
$90.8K
|
|
|
Jul 12, 2024
Q2 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
5.63K+ 24.94% |
$77.1K - $81.4K
|
28.2K
$385K
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
3.72KNew |
$51K - $53.8K
|
3.72K
$50.8K
|
|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
3KNew |
$41.1K - $43.4K
|
3K
$41K
|
|
|
Jul 23, 2024
Q2 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
2.07K+ 14.35% |
$28.3K - $29.9K
|
16.5K
$225K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.35KNew |
$18.4K - $19.5K
|
1.35K
$18.4K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
1.34KNew |
$18.3K - $19.3K
|
1.34K
$18.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.05KNew |
$14.4K - $15.2K
|
1.05K
$14.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
895New |
$12.3K - $13K
|
895
$12.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
874New |
$12K - $12.6K
|
874
$11.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
554+ 2.19% |
$7.59K - $8.02K
|
25.8K
$353K
|
|
|
Aug 13, 2024
Q2 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
209New |
$2.86K - $3.02K
|
209
$2.85K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
100New |
$1.37K - $1.45K
|
100
$1.37K
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
BUY
|
- |
94New |
$1.29K - $1.36K
|
94
$1.28K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
46New |
$630 - $666
|
46
$628
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
40+ 60.61% |
$548 - $579
|
106
$1.45K
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
20New |
$274 - $289
|
20
$273
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
7+ 17.95% |
$95.9 - $101
|
46
$628
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
4New |
$54.8 - $57.9
|
4
$54.6
|
|
| Q1 2024 | |||||||
|
Apr 30, 2024
Q1 2024
|
Marks Wealth, LLC
|
BUY
|
- |
792KNew |
$10.4M - $11M
|
792K
$10.8M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
217KNew |
$2.85M - $3.02M
|
217K
$2.97M
|
|
|
Apr 08, 2024
Q1 2024
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
123KNew |
$1.61M - $1.7M
|
123K
$1.68M
|
|
|
May 15, 2024
Q1 2024
|
Dme Capital Management, LP
New York, NY |
BUY
|
- |
117KNew |
$1.54M - $1.63M
|
117K
$1.6M
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
98.8K+ 88.17% |
$1.3M - $1.37M
|
211K
$2.88M
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
79.7KNew |
$1.05M - $1.11M
|
79.7K
$1.09M
|
|
|
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
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
20.4KNew |
$267K - $283K
|
20.4K
$278K
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
19.5KNew |
$256K - $271K
|
19.5K
$266K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
16.5KNew |
$217K - $229K
|
16.5K
$225K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
11.6KNew |
$152K - $161K
|
11.6K
$158K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
11.4KNew |
$150K - $159K
|
11.4K
$156K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
BUY
|
- |
10.7KNew |
$140K - $148K
|
10.7K
$146K
|
|
|
Apr 22, 2024
Q1 2024
|
Parker Financial LLC
Silverdale, WA |
BUY
|
- |
10.4KNew |
$137K - $144K
|
10.4K
$142K
|
|
|
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
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.97K+ 11.91% |
$52.1K - $55.1K
|
37.3K
$510K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
3.85KNew |
$50.6K - $53.5K
|
3.85K
$52.6K
|
|
|
May 13, 2024
Q1 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
3.25K+ 20.58% |
$42.6K - $45.1K
|
19K
$260K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
2.45KNew |
$32.2K - $34K
|
2.45K
$33.5K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
1.15KNew |
$15.1K - $15.9K
|
1.15K
$15.7K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
971+ 6.34% |
$12.7K - $13.5K
|
16.3K
$223K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
180New |
$2.36K - $2.5K
|
180
$2.46K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
100+ 8.33% |
$1.31K - $1.39K
|
1.3K
$17.8K
|
|
|
Jan 05, 2026
Q1 2024
|
Chesapeake Asset Management LLC
New York, NY |
BUY
|
- |
44+ 41.9% |
$578 - $611
|
149
$2.04K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
39New |
$512 - $542
|
39
$533
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
26New |
$341 - $361
|
26
$355
|
|