Latest Institutional Transactions on Invesco Db Us Dollar Index Bearish Fund (UDN)
This table provides information on the latest institutional transactions involving Invesco Db Us Dollar Index Bearish Fund (UDN) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.3KNew |
$184K - $196K
|
10.3K
$191K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 0.02% |
$17.9 - $19
|
4.9K
$90.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
27.8K+ 27.2% |
$498K - $529K
|
130K
$2.41M
|
|
| Q2 2024 | |||||||
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
100New |
$1.76K - $1.82K
|
100
$1.86K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
288New |
$5.14K - $5.27K
|
288
$5.34K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
CALL |
-22.8K- 65.71% |
$407K - $417K
|
11.9K
$221K
|
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
16.7K+ 19.77% |
$298K - $306K
|
101K
$1.88M
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
586New |
$10.7K - $11.3K
|
586
$10.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
CALL |
-3K- 13.27% |
$54.5K - $57.8K
|
19.6K
$364K
|
|
|
Feb 14, 2024
Q4 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
19.6KNew |
$356K - $377K
|
19.6K
$364K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Asset Management Inc
|
BUY
|
- |
12KNew |
$219K - $232K
|
12K
$223K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
925+ 57.81% |
$16.8K - $17.8K
|
2.53K
$46.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
42.5KNew |
$773K - $819K
|
42.5K
$789K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-1.92K- 73.39% |
$34.9K - $37K
|
696
$12.9K
|
|
| Q3 2023 | |||||||
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
12KNew |
$219K - $234K
|
12K
$223K
|
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
800+ 3.48% |
$14.6K - $15.6K
|
23.8K
$441K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
CALL |
50.3KNew |
$917K - $979K
|
50.3K
$933K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
100+ 0.92% |
$1.85K - $1.91K
|
11K
$204K
|
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
500New |
$9.27K - $9.55K
|
500
$9.28K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
17.9KNew |
$331K - $341K
|
17.9K
$332K
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.5KNew |
$190K - $199K
|
10.5K
$194K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.5KNew |
$226K - $237K
|
12.5K
$231K
|
|
|
May 10, 2023
Q1 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
70KNew |
$1.27M - $1.33M
|
70K
$1.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.5K- 16.55% |
$45.4K - $47.5K
|
12.6K
$234K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-22.3K- 89.84% |
$405K - $424K
|
2.53K
$46.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
112KNew |
$2.04M - $2.13M
|
112K
$2.08M
|
|
| Q4 2022 | |||||||
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
150New |
$2.54K - $2.81K
|
150
$2.78K
|
|
|
Jan 20, 2023
Q4 2022
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
423New |
$7.17K - $7.91K
|
423
$7.85K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
SELL
|
- |
-99- 33.0% |
$1.68K - $1.85K
|
201
$3.73K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
16.3KNew |
$273K - $299K
|
16.3K
$302K
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.8KNew |
$232K - $253K
|
13.8K
$256K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-10.4KClosed |
$189K - $203K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-197Closed |
$3.6K - $3.87K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-601Closed |
$11.7K - $12.3K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
5KNew |
$97.4K - $102K
|
5K
$92.8K
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-182Closed |
$3.55K - $3.71K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-100Closed |
$1.95K - $2.04K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-100Closed |
$2K - $2.08K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
5.23KNew |
$105K - $109K
|
5.23K
$96.9K
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-20.6KClosed |
$412K - $429K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-400Closed |
$8.24K - $8.48K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-10KClosed |
$210K - $218K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Firestone Capital Management
|
SELL
|
- |
-482Closed |
$10.1K - $10.5K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-35.7KClosed |
$750K - $776K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-58.3KClosed |
$1.22M - $1.28M
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-100Closed |
$2.09K - $2.19K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$20.9 - $21.9
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
U S Global Investors Inc
San Antonio, TX |
SELL
|
- |
-10KClosed |
$209K - $219K
|
0
$0
|
|
|
Apr 21, 2021
Q1 2021
|
Altus Wealth Management, LLC
|
SELL
|
- |
-183KClosed |
$3.84M - $4.02M
|
0
$0
|
|
| Q4 2020 | |||||||
|
May 19, 2021
Q4 2020
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.8KClosed |
$58.4K - $61.1K
|
0
$0
|
|