Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
55.6KNew |
$1.16M - $1.31M
|
55.6K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
21.3KNew |
$446K - $503K
|
21.3K
$470K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
19.1K+ 4.66% |
$400K - $451K
|
430K
$9.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
18.6KNew |
$388K - $438K
|
18.6K
$410K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
BUY
|
- |
17K+ 4.03% |
$356K - $401K
|
439K
$9.69M
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
16.5K+ 3.49% |
$344K - $388K
|
489K
$10.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
15.2KNew |
$317K - $357K
|
15.2K
$334K
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
12.1KNew |
$254K - $286K
|
12.1K
$268K
|
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
11.4K+ 8.75% |
$238K - $269K
|
142K
$3.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
9.76KNew |
$204K - $230K
|
9.76K
$215K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.48K+ 76.11% |
$198K - $223K
|
21.9K
$484K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
8.83K+ 54.41% |
$185K - $208K
|
25.1K
$553K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.47K+ 16.59% |
$156K - $176K
|
52.5K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.29K+ 67.61% |
$152K - $172K
|
18.1K
$398K
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
6.42K+ 43.37% |
$134K - $151K
|
21.2K
$468K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.41K+ 4.57% |
$113K - $128K
|
124K
$2.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
3.14K+ 5.18% |
$65.6K - $73.9K
|
63.7K
$1.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.07K+ 17.64% |
$64.2K - $72.4K
|
20.5K
$452K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.77K+ 3.17% |
$36.9K - $41.6K
|
57.4K
$1.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.71K+ 8.85% |
$35.7K - $40.2K
|
21K
$463K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.59K+ 3.19% |
$33.2K - $37.4K
|
51.3K
$1.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.49K+ 5.31% |
$31.2K - $35.2K
|
29.6K
$654K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.33KNew |
$27.9K - $31.4K
|
1.33K
$29.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
1.12K+ 3.56% |
$23.5K - $26.4K
|
32.6K
$720K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
931+ 5.3% |
$19.5K - $21.9K
|
18.5K
$408K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
918New |
$19.2K - $21.6K
|
918
$20.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
566New |
$11.8K - $13.3K
|
566
$12.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
229+ 4.8% |
$4.79K - $5.4K
|
5K
$110K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
175New |
$3.66K - $4.12K
|
175
$3.86K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
151+ 15.76% |
$3.16K - $3.56K
|
1.11K
$24.5K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
150+ 0.81% |
$3.14K - $3.54K
|
18.8K
$414K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
100New |
$2.09K - $2.36K
|
100
$2.21K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
94+ 2.84% |
$1.97K - $2.22K
|
3.41K
$75.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
93New |
$1.95K - $2.19K
|
93
$2.05K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
92+ 34.2% |
$1.92K - $2.17K
|
361
$7.96K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
73+ 19.21% |
$1.53K - $1.72K
|
453
$9.99K
|
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
56+ 13.76% |
$1.17K - $1.32K
|
463
$10.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
27+ 5.2% |
$565 - $636
|
546
$12K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
13+ 9.15% |
$272 - $306
|
155
$3.42K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11+ 2.0% |
$230 - $259
|
561
$12.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 0.99% |
$188 - $212
|
915
$20.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
9New |
$188 - $212
|
9
$199
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 8.33% |
$20.9 - $23.6
|
13
$287
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 5.0% |
$20.9 - $23.6
|
21
$463
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-35- 0.12% |
$732 - $825
|
29.3K
$646K
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-62- 0.5% |
$1.3K - $1.46K
|
12.4K
$273K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-115- 14.27% |
$2.41K - $2.71K
|
691
$15.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-141- 0.33% |
$2.95K - $3.32K
|
42K
$926K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-192- 0.61% |
$4.02K - $4.53K
|
31.3K
$691K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-198- 39.92% |
$4.14K - $4.67K
|
298
$6.57K
|