Purchases and Sales Made in Q1 2023 in Devon Energy Corp (DVN)
This table provides information about the institutional ownership of Devon Energy Corp (DVN) during Q1 2023. The information is specifically focused on institutions that hold shares of DEVON ENERGY CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
134New |
$6.05K - $8.81K
|
134
$4.64K
|
|
|
May 16, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
127+ 0.41% |
$5.73K - $8.35K
|
30.8K
$1.06M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
114+ 14.49% |
$5.14K - $7.5K
|
901
$31.2K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
108+ 0.56% |
$4.87K - $7.1K
|
19.5K
$676K
|
|
|
May 10, 2023
Q1 2023
|
Diligent Investors, LLC
|
BUY
|
- |
106+ 2.45% |
$4.78K - $6.97K
|
4.44K
$153K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
104+ 20.19% |
$4.69K - $6.84K
|
619
$21.4K
|
|
|
May 10, 2023
Q1 2023
|
S.A. Mason LLC
|
BUY
|
- |
104+ 5.07% |
$4.69K - $6.84K
|
2.15K
$74.5K
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
BUY
|
- |
101+ 3.03% |
$4.56K - $6.64K
|
3.44K
$119K
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
100+ 1.32% |
$4.51K - $6.58K
|
7.68K
$266K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
100+ 16.67% |
$4.51K - $6.58K
|
700
$24.2K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
99+ 60.74% |
$4.47K - $6.51K
|
262
$9.06K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
97+ 21.27% |
$4.38K - $6.38K
|
553
$19.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
93+ 11.23% |
$4.2K - $6.12K
|
921
$31.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
92+ 8.59% |
$4.15K - $6.05K
|
1.16K
$40.2K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
92+ 92.0% |
$4.15K - $6.05K
|
192
$6.64K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
90+ 10.31% |
$4.06K - $5.92K
|
963
$33.3K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
88+ 2.44% |
$3.97K - $5.79K
|
3.7K
$128K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
77+ 0.08% |
$3.47K - $5.06K
|
96.7K
$3.34M
|
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
70+ 1.76% |
$3.16K - $4.6K
|
4.05K
$140K
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
70+ 0.04% |
$3.16K - $4.6K
|
170K
$5.87M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
69+ 0.89% |
$3.11K - $4.54K
|
7.81K
$270K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
67+ 1.31% |
$3.02K - $4.41K
|
5.18K
$179K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
61+ 0.06% |
$2.75K - $4.01K
|
95K
$3.28M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
61+ 0.57% |
$2.75K - $4.01K
|
10.8K
$375K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
60+ 0.29% |
$2.71K - $3.95K
|
20.5K
$711K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
51+ 16.14% |
$2.3K - $3.35K
|
367
$12.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
50+ 26.32% |
$2.26K - $3.29K
|
240
$8.3K
|
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
50+ 0.5% |
$2.26K - $3.29K
|
10.1K
$350K
|
|
|
May 07, 2025
Q1 2023
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
47+ 14.55% |
$2.12K - $3.09K
|
370
$12.8K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
44+ 2.2% |
$1.99K - $2.89K
|
2.04K
$70.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
40+ 0.45% |
$1.8K - $2.63K
|
8.85K
$306K
|
|
|
May 03, 2023
Q1 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
40+ 0.2% |
$1.8K - $2.63K
|
20.1K
$694K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
40New |
$1.8K - $2.63K
|
40
$1.38K
|
|
|
May 04, 2023
Q1 2023
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
32+ 0.22% |
$1.44K - $2.1K
|
14.6K
$504K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
31+ 114.81% |
$1.4K - $2.04K
|
58
$2.01K
|
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
29+ 1.23% |
$1.31K - $1.91K
|
2.38K
$82.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
27+ 0.95% |
$1.22K - $1.78K
|
2.87K
$99.1K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
26+ 0.13% |
$1.17K - $1.71K
|
19.7K
$680K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
25+ 6.74% |
$1.13K - $1.64K
|
396
$13.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
BUY
|
- |
25+ 0.29% |
$1.13K - $1.64K
|
8.66K
$299K
|
|
|
May 12, 2023
Q1 2023
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
25+ 0.38% |
$1.13K - $1.64K
|
6.64K
$230K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
24+ 9.76% |
$1.08K - $1.58K
|
270
$9.34K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
23New |
$1.04K - $1.51K
|
23
$796
|
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
22+ 0.02% |
$993 - $1.45K
|
94.4K
$3.27M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
22+ 0.18% |
$993 - $1.45K
|
12.1K
$417K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
21+ 23.08% |
$948 - $1.38K
|
112
$3.87K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
20+ 66.67% |
$902 - $1.32K
|
50
$1.73K
|
|
|
Apr 18, 2023
Q1 2023
|
Core Alternative Capital
|
BUY
|
- |
18+ 9.78% |
$812 - $1.18K
|
202
$6.99K
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
17New |
$767 - $1.12K
|
17
$588
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
16New |
$722 - $1.05K
|
16
$553
|