Purchases and Sales Made in Q4 2023 in Devon Energy Corp (DVN)
This table provides information about the institutional ownership of Devon Energy Corp (DVN) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
248+ 3.03% |
$10.6K - $12.4K
|
8.45K
$333K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
236New |
$10.1K - $11.8K
|
236
$9.31K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
235+ 3.07% |
$10.1K - $11.8K
|
7.89K
$311K
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
232+ 0.21% |
$9.94K - $11.6K
|
112K
$4.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
225New |
$9.64K - $11.3K
|
225
$8.88K
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
222+ 3.99% |
$9.51K - $11.1K
|
5.78K
$228K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
214New |
$9.17K - $10.7K
|
214
$8.44K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
206+ 4.95% |
$8.83K - $10.3K
|
4.37K
$172K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
200+ 75.76% |
$8.57K - $10K
|
464
$18.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
200+ 1.18% |
$8.57K - $10K
|
17.1K
$675K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
200New |
$8.57K - $10K
|
200
$7.89K
|
|
|
Feb 14, 2024
Q4 2023
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
199+ 0.61% |
$8.53K - $9.97K
|
32.6K
$1.29M
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
194+ 1.04% |
$8.31K - $9.72K
|
18.9K
$745K
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
189+ 1.2% |
$8.1K - $9.47K
|
16K
$629K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
BUY
|
- |
186+ 2.95% |
$7.97K - $9.31K
|
6.5K
$256K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
180+ 18.85% |
$7.71K - $9.01K
|
1.14K
$44.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
179+ 2.81% |
$7.67K - $8.96K
|
6.55K
$258K
|
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
167+ 878.95% |
$7.16K - $8.36K
|
186
$7.34K
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
164+ 0.11% |
$7.03K - $8.21K
|
154K
$6.07M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
162+ 1.67% |
$6.94K - $8.11K
|
9.84K
$388K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
155New |
$6.64K - $7.76K
|
155
$6.11K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
150New |
$6.43K - $7.51K
|
150
$5.92K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
142+ 0.54% |
$6.08K - $7.11K
|
26.4K
$1.04M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
139+ 1.61% |
$5.96K - $6.96K
|
8.75K
$345K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
138+ 0.62% |
$5.91K - $6.91K
|
22.2K
$877K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
132+ 1.87% |
$5.66K - $6.61K
|
7.18K
$283K
|
|
|
Feb 14, 2024
Q4 2023
|
Candriam S.C.A.
|
BUY
|
- |
124+ 0.32% |
$5.31K - $6.21K
|
38.5K
$1.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
113+ 0.81% |
$4.84K - $5.66K
|
14K
$554K
|
|
|
Jan 24, 2024
Q4 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
112+ 1.05% |
$4.8K - $5.61K
|
10.7K
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Frontier Capital Management CO LLC
|
BUY
|
- |
101+ 0.06% |
$4.33K - $5.06K
|
181K
$7.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
91+ 41.94% |
$3.9K - $4.56K
|
308
$12.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
86New |
$3.69K - $4.31K
|
86
$3.39K
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
BUY
|
- |
84+ 0.84% |
$3.6K - $4.21K
|
10.1K
$398K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
81+ 0.93% |
$3.47K - $4.06K
|
8.76K
$345K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
77+ 0.9% |
$3.3K - $3.86K
|
8.59K
$339K
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
77+ 1.02% |
$3.3K - $3.86K
|
7.62K
$301K
|
|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
74New |
$3.17K - $3.71K
|
74
$2.92K
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
72+ 11.37% |
$3.09K - $3.61K
|
705
$27.8K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
72+ 0.0% |
$3.09K - $3.61K
|
73.9M
$2.92B
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
71+ 35.5% |
$3.04K - $3.56K
|
271
$10.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
65+ 1.14% |
$2.79K - $3.26K
|
5.79K
$228K
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
61New |
$2.61K - $3.05K
|
61
$2.41K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
60+ 22.47% |
$2.57K - $3K
|
327
$12.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
60New |
$2.57K - $3K
|
60
$2.37K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
60+ 1.35% |
$2.57K - $3K
|
4.51K
$178K
|
|
|
Feb 12, 2024
Q4 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
58+ 0.53% |
$2.49K - $2.9K
|
11K
$436K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
57+ 0.28% |
$2.44K - $2.85K
|
20.3K
$800K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
52+ 7.1% |
$2.23K - $2.6K
|
784
$30.9K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
51+ 15.0% |
$2.19K - $2.55K
|
391
$15.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
49+ 10.54% |
$2.1K - $2.45K
|
514
$20.3K
|