Purchases and Sales Made in Q1 2021 in Invesco Db Commodity Index Tracking Fund (DBC)
This table provides information about the institutional ownership of Invesco Db Commodity Index Tracking Fund (DBC) during Q1 2021. The information is specifically focused on institutions that hold shares of Invesco DB Commodity Index Tracking Fund.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
372New |
$5.44K - $6.51K
|
372
$8.67K
|
|
Jul 08, 2021
Q1 2021
|
Newport Capital Group, LLC
|
BUY
|
- |
344+ 1.19% |
$5.03K - $6.02K
|
29.3K
$683K
|
|
May 04, 2021
Q1 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
306New |
$4.47K - $5.36K
|
306
$7.13K
|
|
Apr 26, 2021
Q1 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
297New |
$4.34K - $5.2K
|
297
$6.92K
|
|
May 03, 2021
Q1 2021
|
Sandy Spring Bank
|
BUY
|
- |
290New |
$4.24K - $5.08K
|
290
$6.76K
|
|
May 17, 2021
Q1 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
177New |
$2.59K - $3.1K
|
177
$4.12K
|
|
Jul 16, 2021
Q1 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
156New |
$2.28K - $2.73K
|
156
$3.63K
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
115New |
$1.68K - $2.01K
|
115
$2.68K
|
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
106+ 1.32% |
$1.55K - $1.86K
|
8.12K
$189K
|
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
100New |
$1.46K - $1.75K
|
100
$2.33K
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
64New |
$936 - $1.12K
|
64
$1.49K
|
|
May 06, 2021
Q1 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-7- 0.4% |
$102 - $123
|
1.73K
$40.4K
|
|
Apr 21, 2021
Q1 2021
|
Gradient Investments LLC
|
SELL
|
- |
-17- 13.39% |
$249 - $298
|
110
$2.56K
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-26- 96.3% |
$380 - $455
|
1
$23.3
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-26Closed |
$380 - $455
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-40- 0.28% |
$585 - $700
|
14.3K
$332K
|
|
May 14, 2021
Q1 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-100Closed |
$1.46K - $1.75K
|
0
$0
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-127Closed |
$1.86K - $2.22K
|
0
$0
|
|
Apr 29, 2021
Q1 2021
|
Allworth Financial LP
|
SELL
|
- |
-159- 67.37% |
$2.32K - $2.78K
|
77
$1.79K
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-235- 15.73% |
$3.44K - $4.11K
|
1.26K
$29.3K
|
|
Apr 21, 2021
Q1 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-286Closed |
$4.18K - $5.01K
|
0
$0
|
|
Apr 21, 2021
Q1 2021
|
Horizon Financial Services, LLC
|
SELL
|
- |
-293Closed |
$4.28K - $5.13K
|
0
$0
|
|
May 19, 2021
Q1 2021
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-500Closed |
$7.31K - $8.75K
|
0
$0
|
|
May 25, 2021
Q1 2021
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-500Closed |
$7.31K - $8.75K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-508- 2.68% |
$7.43K - $8.89K
|
18.4K
$429K
|
|
Apr 30, 2021
Q1 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-1KClosed |
$14.6K - $17.5K
|
0
$0
|
|
Apr 27, 2021
Q1 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-1K- 6.72% |
$14.6K - $17.5K
|
13.9K
$323K
|
|
May 13, 2021
Q1 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.2K- 4.88% |
$17.6K - $21K
|
23.4K
$546K
|
|
May 13, 2021
Q1 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.69K- 2.28% |
$24.7K - $29.5K
|
72.4K
$1.69M
|
|
May 14, 2021
Q1 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.07K- 2.73% |
$30.2K - $36.2K
|
73.7K
$1.72M
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-2.14KClosed |
$31.3K - $37.4K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-2.15K- 28.65% |
$31.4K - $37.6K
|
5.35K
$125K
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.28K- 22.96% |
$33.3K - $39.9K
|
7.66K
$178K
|
|
May 05, 2021
Q1 2021
|
Adviser Investments LLC
|
SELL
|
- |
-3.76K- 6.6% |
$55K - $65.8K
|
53.3K
$1.24M
|
|
Apr 19, 2021
Q1 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-4.36K- 47.09% |
$63.7K - $76.2K
|
4.9K
$114K
|
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-4.76KClosed |
$69.6K - $83.4K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-5KClosed |
$73K - $87.4K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-5.07K- 12.64% |
$74.1K - $88.7K
|
35K
$816K
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5.57KClosed |
$81.5K - $97.5K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
SELL
|
- |
-6.28K- 87.89% |
$91.9K - $110K
|
866
$20.2K
|
|
May 11, 2021
Q1 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-6.56KClosed |
$95.9K - $115K
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Gfs Advisors, LLC
|
SELL
|
- |
-6.86K- 13.16% |
$100K - $120K
|
45.3K
$1.05M
|
|
May 17, 2021
Q1 2021
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-7.4K- 17.77% |
$108K - $130K
|
34.3K
$798K
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.95K- 14.71% |
$116K - $139K
|
46.1K
$1.07M
|
|
May 17, 2021
Q1 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-8.31K- 25.97% |
$121K - $145K
|
23.7K
$552K
|
|
May 13, 2021
Q1 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-9KClosed |
$132K - $157K
|
0
$0
|
|
May 05, 2021
Q1 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-10.9KClosed |
$159K - $191K
|
0
$0
|
|
Apr 28, 2021
Q1 2021
|
Davenport & CO LLC
|
SELL
|
- |
-11.7K- 35.38% |
$171K - $205K
|
21.4K
$498K
|
|
May 13, 2021
Q1 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-12.9K- 24.31% |
$188K - $225K
|
40.1K
$934K
|
|
Apr 28, 2021
Q1 2021
|
Hillcrest Wealth Advisors Ny, LLC
|
SELL
|
- |
-14.5KClosed |
$211K - $253K
|
0
$0
|