Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-400- 3.15% |
$5.25K - $5.56K
|
12.3K
$165K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-315- 62.25% |
$4.14K - $4.38K
|
191
$2.56K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-278Closed |
$3.65K - $3.86K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-253- 14.31% |
$3.32K - $3.51K
|
1.52K
$20.3K
|
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-227- 95.78% |
$2.98K - $3.15K
|
10
$134
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-200- 3.5% |
$2.63K - $2.78K
|
5.51K
$73.9K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-182- 76.79% |
$2.39K - $2.53K
|
55
$737
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-123- 31.22% |
$1.61K - $1.71K
|
271
$3.63K
|
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-79- 0.56% |
$1.04K - $1.1K
|
14K
$188K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-20- 0.72% |
$263 - $278
|
2.76K
$37K
|
|
| Q4 2023 | |||||||
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-4.29M- 99.76% |
$57M - $65M
|
10.3K
$138K
|
|
|
Jan 17, 2024
Q4 2023
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-1.77M- 99.72% |
$23.6M - $26.9M
|
5.04K
$67.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-135K- 16.55% |
$1.8M - $2.05M
|
682K
$9.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Seven One Seven Capital Management
Lancaster, PA |
SELL
|
- |
-133K- 89.42% |
$1.77M - $2.02M
|
15.8K
$211K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-44.9K- 76.47% |
$597K - $681K
|
13.8K
$185K
|
|
|
Feb 14, 2024
Q4 2023
|
Nine Point Two Capital LLC
Los Angeles, CA |
SELL
|
- |
-38.6K- 5.5% |
$514K - $586K
|
664K
$8.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
PUT |
-6.9K- 97.18% |
$91.8K - $105K
|
200
$2.68K
|
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
SELL
|
- |
-6.24K- 3.82% |
$83K - $94.6K
|
157K
$2.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-4.61K- 3.91% |
$61.3K - $69.9K
|
113K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-3.47K- 2.8% |
$46.2K - $52.6K
|
120K
$1.61M
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-2.16K- 1.66% |
$28.7K - $32.7K
|
127K
$1.71M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.8K- 98.79% |
$23.9K - $27.3K
|
22
$295
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
SELL
|
- |
-1.79KClosed |
$23.8K - $27.2K
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-1.42KClosed |
$18.8K - $21.5K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.15K- 2.99% |
$15.3K - $17.4K
|
37.3K
$500K
|
|
|
Feb 13, 2024
Q4 2023
|
Arbor Capital Management Inc
Anchorage, AK |
SELL
|
- |
-1.04K- 0.69% |
$13.8K - $15.7K
|
149K
$2M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-941- 8.5% |
$12.5K - $14.3K
|
10.1K
$136K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-903- 69.89% |
$12K - $13.7K
|
389
$5.21K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-760- 54.87% |
$10.1K - $11.5K
|
625
$8.38K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-593- 4.29% |
$7.89K - $9K
|
13.2K
$177K
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-497- 2.79% |
$6.61K - $7.54K
|
17.3K
$232K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-343- 6.49% |
$4.56K - $5.2K
|
4.94K
$66.2K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-68- 39.08% |
$904 - $1.03K
|
106
$1.42K
|
|
| Q3 2023 | |||||||
|
Oct 11, 2023
Q3 2023
|
D. Scott Neal, Inc.
|
SELL
|
- |
-36.8K- 6.94% |
$502K - $565K
|
494K
$6.62M
|
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-23K- 46.48% |
$313K - $352K
|
26.4K
$354K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-7.65K- 30.19% |
$104K - $117K
|
17.7K
$237K
|
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-2.45K- 16.13% |
$33.4K - $37.6K
|
12.8K
$171K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.39K- 13.23% |
$32.5K - $36.6K
|
15.7K
$210K
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.31K- 18.02% |
$31.5K - $35.5K
|
10.5K
$141K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-1.61K- 4.15% |
$21.9K - $24.7K
|
37.1K
$498K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.48K- 12.02% |
$20.2K - $22.7K
|
10.9K
$145K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.32K- 91.17% |
$18K - $20.3K
|
128
$1.72K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-476- 4.07% |
$6.48K - $7.3K
|
11.2K
$150K
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-282- 1.37% |
$3.84K - $4.33K
|
20.3K
$272K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-231- 10.01% |
$3.15K - $3.54K
|
2.08K
$27.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-78- 6.35% |
$1.06K - $1.2K
|
1.15K
$15.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-35- 0.04% |
$477 - $537
|
95.1K
$1.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-29- 0.28% |
$395 - $445
|
10.4K
$139K
|
|
| Q2 2023 | |||||||
|
Jul 28, 2023
Q2 2023
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-590K- 79.96% |
$7.8M - $8.65M
|
148K
$1.98M
|
|
|
Jul 28, 2023
Q2 2023
|
Alaska Permanent Capital Management
|
SELL
|
- |
-355K- 96.11% |
$4.7M - $5.2M
|
14.4K
$192K
|
|