Purchases and Sales Made in Q4 2023 in Invesco Db Agriculture Fund (DBA)
This table provides information about the institutional ownership of Invesco Db Agriculture Fund (DBA) during Q4 2023. The information is specifically focused on institutions that hold shares of INVESCO DB AGRICULTURE FUND.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
175+ 1.22% |
$3.63K - $3.93K
|
14.5K
$382K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
157New |
$3.26K - $3.53K
|
157
$4.12K
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
150New |
$3.11K - $3.37K
|
150
$3.94K
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
111+ 9.55% |
$2.3K - $2.49K
|
1.27K
$33.4K
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
100+ 0.28% |
$2.07K - $2.25K
|
35.9K
$943K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
92+ 4.6% |
$1.91K - $2.07K
|
2.09K
$54.9K
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
78+ 4.57% |
$1.62K - $1.75K
|
1.79K
$46.9K
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
70+ 0.61% |
$1.45K - $1.57K
|
11.6K
$304K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
65+ 116.07% |
$1.35K - $1.46K
|
121
$3.18K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
54+ 0.7% |
$1.12K - $1.21K
|
7.77K
$204K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
46New |
$954 - $1.03K
|
46
$1.21K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
40New |
$830 - $898
|
40
$1.05K
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
21+ 4.23% |
$436 - $472
|
518
$13.6K
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6+ 4.2% |
$124 - $135
|
149
$3.91K
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-16- 0.14% |
$332 - $359
|
11.8K
$310K
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-47- 50.0% |
$975 - $1.06K
|
47
$1.23K
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-73- 0.06% |
$1.51K - $1.64K
|
125K
$3.27M
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-155- 2.96% |
$3.21K - $3.48K
|
5.08K
$133K
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-224- 0.5% |
$4.65K - $5.03K
|
44.9K
$1.18M
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-226- 0.42% |
$4.69K - $5.08K
|
53K
$1.39M
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-228- 1.29% |
$4.73K - $5.12K
|
17.4K
$458K
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-278- 0.64% |
$5.77K - $6.24K
|
43K
$1.13M
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-378- 11.86% |
$7.84K - $8.49K
|
2.81K
$73.7K
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-397- 0.42% |
$8.23K - $8.92K
|
94.5K
$2.48M
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-750- 5.56% |
$15.6K - $16.8K
|
12.8K
$335K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-939- 90.81% |
$19.5K - $21.1K
|
95
$2.49K
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-1K- 23.26% |
$20.7K - $22.5K
|
3.3K
$86.6K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1.07K- 15.99% |
$22.2K - $24K
|
5.62K
$148K
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.1K- 41.12% |
$22.8K - $24.7K
|
1.58K
$41.3K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.27K- 32.67% |
$26.3K - $28.5K
|
2.62K
$68.6K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.47K- 17.97% |
$30.5K - $33K
|
6.71K
$176K
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-1.6K- 3.75% |
$33.1K - $35.9K
|
41K
$1.08M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.69K- 0.46% |
$35.1K - $38K
|
370K
$9.71M
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.19K- 9.24% |
$45.4K - $49.2K
|
21.5K
$564K
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-2.28K- 11.62% |
$47.3K - $51.3K
|
17.4K
$456K
|
|
Feb 05, 2024
Q4 2023
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
SELL
|
- |
-2.4K- 18.53% |
$49.8K - $53.9K
|
10.5K
$277K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.61K- 4.09% |
$54.1K - $58.6K
|
61.3K
$1.61M
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.63K- 1.87% |
$54.5K - $59K
|
138K
$3.63M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.71K- 4.38% |
$56.2K - $60.8K
|
59.1K
$1.55M
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.07K- 14.56% |
$63.7K - $69K
|
18K
$473K
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-4.25K- 11.73% |
$88.2K - $95.5K
|
32K
$840K
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-4.8K- 22.64% |
$99.6K - $108K
|
16.4K
$431K
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-5.83K- 4.04% |
$121K - $131K
|
139K
$3.64M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.88K- 19.58% |
$122K - $132K
|
24.1K
$634K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-8.55K- 15.22% |
$177K - $192K
|
47.7K
$1.25M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.27K- 3.96% |
$192K - $208K
|
225K
$5.9M
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.72K- 32.02% |
$202K - $218K
|
20.6K
$542K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.88K- 14.06% |
$205K - $222K
|
60.4K
$1.58M
|
|
Jan 24, 2024
Q4 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-10.2K- 11.68% |
$212K - $230K
|
77.3K
$2.03M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-12.4K- 5.21% |
$257K - $278K
|
225K
$5.91M
|