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 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
5.66KNew |
$263K - $305K
|
5.66K
$196K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
5.6KNew |
$260K - $302K
|
5.6K
$194K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Management Network Inc
|
BUY
|
- |
5.56KNew |
$258K - $300K
|
5.56K
$192K
|
|
|
Nov 08, 2023
Q3 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
5.5K+ 1.62% |
$255K - $297K
|
345K
$11.9M
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
5.43K+ 10.27% |
$252K - $293K
|
58.3K
$2.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.36K+ 37.63% |
$249K - $289K
|
19.6K
$678K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
5.33K+ 2.58% |
$247K - $288K
|
212K
$7.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
5.3KNew |
$246K - $286K
|
5.3K
$183K
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
BUY
|
- |
5.25KNew |
$244K - $283K
|
5.25K
$182K
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
5.2K+ 6.4% |
$242K - $281K
|
86.5K
$2.99M
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
5.13KNew |
$238K - $277K
|
5.13K
$177K
|
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
5.12K+ 64.54% |
$237K - $276K
|
13K
$451K
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
5.05K+ 32.07% |
$234K - $273K
|
20.8K
$719K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
4.98K+ 51.55% |
$231K - $269K
|
14.6K
$506K
|
|
|
Nov 14, 2023
Q3 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
4.91KNew |
$228K - $265K
|
4.91K
$170K
|
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
BUY
|
- |
4.9KNew |
$227K - $265K
|
4.9K
$169K
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
4.9KNew |
$227K - $265K
|
4.9K
$169K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.88K+ 105.31% |
$227K - $264K
|
9.52K
$329K
|
|
|
Nov 06, 2023
Q3 2023
|
Washington Trust Bank
|
BUY
|
- |
4.88KNew |
$227K - $264K
|
4.88K
$169K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
4.82KNew |
$224K - $260K
|
4.82K
$167K
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
4.8K+ 20.38% |
$223K - $259K
|
28.4K
$981K
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
4.74K+ 19.76% |
$220K - $256K
|
28.7K
$993K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.71K+ 1.39% |
$218K - $254K
|
344K
$11.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
4.69KNew |
$218K - $253K
|
4.69K
$162K
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
4.65KNew |
$216K - $251K
|
4.65K
$161K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
4.63K+ 4.97% |
$215K - $250K
|
97.9K
$3.39M
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.59KNew |
$213K - $248K
|
4.59K
$159K
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
4.58KNew |
$212K - $247K
|
4.58K
$158K
|
|
|
Oct 23, 2023
Q3 2023
|
Palouse Capital Management, Inc.
|
BUY
|
- |
4.57K+ 5.8% |
$212K - $247K
|
83.4K
$2.88M
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
4.54KNew |
$211K - $245K
|
4.54K
$157K
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4.44KNew |
$206K - $240K
|
4.44K
$154K
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
4.32KNew |
$200K - $233K
|
4.32K
$149K
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
4.31K+ 4.94% |
$200K - $233K
|
91.5K
$3.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
4.3KNew |
$200K - $232K
|
4.3K
$149K
|
|
|
Nov 09, 2023
Q3 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
4.28KNew |
$199K - $231K
|
4.28K
$148K
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4.25K+ 64.52% |
$197K - $230K
|
10.8K
$375K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
4.25K+ 32.25% |
$197K - $229K
|
17.4K
$603K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.22K+ 23.74% |
$196K - $228K
|
22K
$761K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
4.21K+ 17.5% |
$195K - $227K
|
28.3K
$978K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.21KNew |
$195K - $227K
|
4.21K
$145K
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.18K+ 12.6% |
$194K - $226K
|
37.4K
$1.29M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
4.16K+ 40.95% |
$193K - $225K
|
14.3K
$496K
|
|
|
Oct 20, 2023
Q3 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
4.15KNew |
$193K - $224K
|
4.15K
$144K
|
|
|
Nov 14, 2023
Q3 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
4.15K+ 16.62% |
$193K - $224K
|
29.1K
$1.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
4.12K+ 2.89% |
$191K - $222K
|
147K
$5.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
4.11K+ 22.13% |
$191K - $222K
|
22.7K
$785K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.11K+ 3.27% |
$191K - $222K
|
130K
$4.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
3.93K+ 40.22% |
$182K - $212K
|
13.7K
$474K
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.89K+ 17.27% |
$181K - $210K
|
26.4K
$914K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
3.86K+ 55.57% |
$179K - $209K
|
10.8K
$374K
|