Latest Institutional Transactions on Invesco Db Energy Fund (DBE)
This table provides information on the latest institutional transactions involving Invesco Db Energy Fund (DBE) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-130- 0.54% |
$2.52K - $2.8K
|
23.9K
$444K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
9.7KNew |
$188K - $209K
|
9.7K
$180K
|
|
| Q1 2024 | |||||||
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1New |
$19.1 - $21
|
1
$18.6
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
20New |
$382 - $419
|
20
$371
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10KNew |
$192K - $210K
|
10K
$186K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.12K- 5.69% |
$21.4K - $23.5K
|
18.6K
$345K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
5.04K+ 7.36% |
$96.2K - $106K
|
73.5K
$1.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
200New |
$3.82K - $4.19K
|
200
$3.71K
|
|
| Q4 2023 | |||||||
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
500New |
$9.6K - $11.9K
|
500
$9.28K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100New |
$1.92K - $2.37K
|
100
$1.86K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-618- 1.06% |
$11.9K - $14.7K
|
57.8K
$1.07M
|
|
| Q3 2023 | |||||||
|
Mar 11, 2025
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1.21K- 11.08% |
$23.8K - $29.3K
|
9.7K
$180K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.95KNew |
$38.2K - $47.2K
|
1.95K
$36.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
12KNew |
$236K - $291K
|
12K
$223K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.78KNew |
$173K - $213K
|
8.78K
$163K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-622- 16.06% |
$12.2K - $15.1K
|
3.25K
$60.3K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-1.24K- 85.4% |
$24.4K - $30.1K
|
212
$3.93K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
780New |
$15.3K - $18.9K
|
780
$14.5K
|
|
| Q2 2023 | |||||||
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
40New |
$742 - $868
|
40
$742
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.68KNew |
$31.1K - $36.4K
|
1.68K
$31.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-396- 15.17% |
$7.35K - $8.6K
|
2.22K
$41.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.95KNew |
$36.1K - $42.2K
|
1.95K
$36.1K
|
|
| Q1 2023 | |||||||
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-16.5KClosed |
$317K - $380K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-179- 14.53% |
$3.45K - $4.13K
|
1.05K
$19.5K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
10New |
$193 - $231
|
10
$186
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-5K- 13.7% |
$96.4K - $115K
|
31.5K
$585K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.8KNew |
$227K - $272K
|
11.8K
$219K
|
|
| Q4 2022 | |||||||
|
Feb 11, 2025
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
20.2KNew |
$431K - $532K
|
20.2K
$375K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.2KNew |
$196K - $242K
|
9.2K
$171K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-12.6K- 82.78% |
$269K - $332K
|
2.63K
$48.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
240KNew |
$5.12M - $6.33M
|
240K
$4.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
3.22KNew |
$68.7K - $84.8K
|
3.22K
$59.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-19.7K- 11.21% |
$419K - $518K
|
156K
$2.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-65- 0.68% |
$1.39K - $1.71K
|
9.51K
$177K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
36.3KNew |
$775K - $956K
|
36.3K
$674K
|
|
|
Feb 13, 2023
Q4 2022
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-63.6K- 10.36% |
$1.36M - $1.68M
|
551K
$10.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
12.4KNew |
$265K - $327K
|
12.4K
$230K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-5.88KClosed |
$125K - $155K
|
0
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 18.18% |
$2.13K - $2.63K
|
450
$8.35K
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.97K+ 44.47% |
$106K - $131K
|
16.2K
$300K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2New |
$42.7 - $52.7
|
2
$37.1
|
|
| Q3 2022 | |||||||
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-257Closed |
$5.68K - $6.88K
|
0
$0
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.8KNew |
$84K - $102K
|
3.8K
$70.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
2.07KNew |
$45.7K - $55.4K
|
2.07K
$38.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
200New |
$4.42K - $5.35K
|
200
$3.71K
|
|
|
Nov 14, 2022
Q3 2022
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-3.8K- 29.01% |
$84K - $102K
|
9.3K
$173K
|
|
|
Nov 14, 2022
Q3 2022
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-15.3K- 62.51% |
$337K - $408K
|
9.15K
$170K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200New |
$4.42K - $5.35K
|
200
$3.71K
|
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
13.7KNew |
$304K - $368K
|
13.7K
$255K
|
|
|
Nov 10, 2022
Q3 2022
|
Concentrum Wealth Management
|
SELL
|
- |
-36K- 31.57% |
$795K - $963K
|
78K
$1.45M
|
|