Purchases and Sales Made in Q1 2024 in Invesco Db Energy Fund (DBE)
This table provides information about the institutional ownership of Invesco Db Energy Fund (DBE) during Q1 2024. The information is specifically focused on institutions that hold shares of Invesco DB Energy Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
634K+ 4545.96% |
$12.1M - $13.3M
|
648K
$12.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
308KNew |
$5.88M - $6.46M
|
308K
$5.82M
|
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
44.1K+ 240.78% |
$841K - $924K
|
62.4K
$1.18M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
36.9KNew |
$705K - $775K
|
36.9K
$698K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.5KNew |
$315K - $346K
|
16.5K
$312K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.4K+ 30.92% |
$256K - $281K
|
56.7K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
13.1K+ 128.38% |
$251K - $276K
|
23.4K
$442K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10KNew |
$192K - $210K
|
10K
$189K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
9.7KNew |
$185K - $203K
|
9.7K
$183K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.97K+ 5.72% |
$152K - $167K
|
147K
$2.78M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5.04K+ 7.36% |
$96.2K - $106K
|
73.5K
$1.39M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.71K+ 34.55% |
$32.6K - $35.8K
|
6.65K
$126K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
474+ 4.02% |
$9.05K - $9.94K
|
12.3K
$231K
|
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
256+ 8.02% |
$4.89K - $5.37K
|
3.45K
$65.1K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
200New |
$3.82K - $4.19K
|
200
$3.78K
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
87+ 6.58% |
$1.66K - $1.82K
|
1.41K
$26.6K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
20New |
$382 - $419
|
20
$378
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4- 0.08% |
$76.4 - $83.9
|
5.07K
$95.8K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4- 0.08% |
$76.4 - $83.9
|
5.07K
$95.8K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-100- 33.78% |
$1.91K - $2.1K
|
196
$3.7K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-100- 1.93% |
$1.91K - $2.1K
|
5.07K
$95.8K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-144- 7.79% |
$2.75K - $3.02K
|
1.71K
$32.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-213- 0.88% |
$4.07K - $4.47K
|
24.1K
$455K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-313- 9.28% |
$5.98K - $6.56K
|
3.06K
$57.8K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-376- 99.73% |
$7.18K - $7.88K
|
1
$18.9
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.12K- 5.69% |
$21.4K - $23.5K
|
18.6K
$351K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.48K- 4.25% |
$28.3K - $31.1K
|
33.4K
$631K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.25K- 27.65% |
$43K - $47.2K
|
5.89K
$111K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.29K- 2.81% |
$62.8K - $69K
|
114K
$2.14M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.44K- 12.65% |
$65.6K - $72K
|
23.7K
$448K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.37K- 10.27% |
$83.3K - $91.6K
|
38.1K
$720K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.4K- 12.68% |
$103K - $113K
|
37.2K
$702K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.2K- 18.88% |
$232K - $255K
|
52.3K
$986K
|
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-17.7K- 5.06% |
$338K - $371K
|
332K
$6.28M
|
|
|
Apr 16, 2024
Q1 2024
|
Bridge Advisory, LLC
|
SELL
|
- |
-39.7K- 21.13% |
$759K - $833K
|
148K
$2.8M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-76.2K- 41.44% |
$1.45M - $1.6M
|
108K
$2.03M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-357K- 85.49% |
$6.82M - $7.49M
|
60.6K
$1.14M
|