Purchases and Sales Made in Q3 2023 in Devon Energy Corp (DVN)
This table provides information about the institutional ownership of Devon Energy Corp (DVN) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
72+ 38.1% |
$3.34K - $3.89K
|
261
$9.84K
|
|
|
Nov 14, 2023
Q3 2023
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
72New |
$3.34K - $3.89K
|
72
$2.72K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
71New |
$3.3K - $3.83K
|
71
$2.68K
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
71+ 1.16% |
$3.3K - $3.83K
|
6.21K
$234K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
70+ 1.98% |
$3.25K - $3.78K
|
3.61K
$136K
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
70+ 0.48% |
$3.25K - $3.78K
|
14.6K
$552K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
69+ 4.83% |
$3.2K - $3.73K
|
1.5K
$56.5K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
60+ 0.7% |
$2.78K - $3.24K
|
8.63K
$325K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
57+ 0.87% |
$2.65K - $3.08K
|
6.63K
$250K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
53New |
$2.46K - $2.86K
|
53
$2K
|
|
|
Nov 13, 2023
Q3 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
43+ 2.37% |
$2K - $2.32K
|
1.85K
$69.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Lindenwold Advisors
|
BUY
|
- |
41+ 0.22% |
$1.9K - $2.21K
|
18.6K
$703K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
27+ 0.55% |
$1.25K - $1.46K
|
4.97K
$187K
|
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
25+ 0.57% |
$1.16K - $1.35K
|
4.38K
$165K
|
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
23+ 36.51% |
$1.07K - $1.24K
|
86
$3.24K
|
|
|
Oct 17, 2023
Q3 2023
|
Riverview Trust CO
|
BUY
|
- |
22+ 7.59% |
$1.02K - $1.19K
|
312
$11.8K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
22+ 5.6% |
$1.02K - $1.19K
|
415
$15.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
21+ 0.4% |
$975 - $1.13K
|
5.26K
$198K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
21New |
$975 - $1.13K
|
21
$792
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
21New |
$975 - $1.13K
|
21
$792
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
20+ 6.25% |
$928 - $1.08K
|
340
$12.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
20New |
$928 - $1.08K
|
20
$754
|
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
18+ 0.72% |
$835 - $972
|
2.52K
$94.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
18+ 0.54% |
$835 - $972
|
3.32K
$125K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
15+ 0.09% |
$696 - $810
|
17.5K
$658K
|
|
|
Oct 30, 2023
Q3 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
11+ 1.04% |
$511 - $594
|
1.07K
$40.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
8+ 0.03% |
$371 - $432
|
26.1K
$983K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
8+ 50.0% |
$371 - $432
|
24
$905
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7+ 1.48% |
$325 - $378
|
481
$18.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
6+ 0.53% |
$278 - $324
|
1.14K
$43.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
BUY
|
- |
4+ 0.08% |
$186 - $216
|
4.94K
$186K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
3+ 1.38% |
$139 - $162
|
221
$8.33K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
3+ 1.14% |
$139 - $162
|
267
$10.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
3+ 0.02% |
$139 - $162
|
16.8K
$633K
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2+ 1.08% |
$92.8 - $108
|
187
$7.05K
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1+ 0.02% |
$46.4 - $54
|
4.65K
$175K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1+ 6.25% |
$46.4 - $54
|
17
$641
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
BUY
|
- |
1+ 0.4% |
$46.4 - $54
|
253
$9.54K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1+ 5.56% |
$46.4 - $54
|
19
$716
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1+ 2.7% |
$46.4 - $54
|
38
$1.43K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1+ 0.01% |
$46.4 - $54
|
16.6K
$625K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1+ 0.39% |
$46.4 - $54
|
255
$9.62K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1New |
$46.4 - $54
|
1
$37.7
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1+ 1.72% |
$46.4 - $54
|
59
$2.22K
|
|
|
Nov 15, 2023
Q3 2023
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$46.4 - $54
|
4.64K
$175K
|
|
|
Oct 18, 2023
Q3 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-1- 3.23% |
$46.4 - $54
|
30
$1.13K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-5- 0.06% |
$232 - $270
|
8.68K
$327K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-6- 0.29% |
$278 - $324
|
2.04K
$76.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-10- 0.04% |
$464 - $540
|
22.3K
$839K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-11- 5.31% |
$511 - $594
|
196
$7.39K
|