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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-469- 3.88% |
$20.1K - $23.5K
|
11.6K
$401K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-491- 6.37% |
$21K - $24.6K
|
7.21K
$249K
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-500- 0.64% |
$21.4K - $25K
|
77.2K
$2.67M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-500- 4.45% |
$21.4K - $25K
|
10.7K
$371K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-500- 84.18% |
$21.4K - $25K
|
94
$3.25K
|
|
|
Jan 29, 2024
Q4 2023
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-506- 0.32% |
$21.7K - $25.3K
|
156K
$5.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-511- 7.07% |
$21.9K - $25.6K
|
6.72K
$232K
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
SELL
|
- |
-516- 6.85% |
$22.1K - $25.8K
|
7.02K
$243K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-530- 20.15% |
$22.7K - $26.5K
|
2.1K
$72.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-533- 16.92% |
$22.8K - $26.7K
|
2.62K
$90.6K
|
|
|
Jan 24, 2024
Q4 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-535- 21.4% |
$22.9K - $26.8K
|
1.97K
$68K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-557- 3.05% |
$23.9K - $27.9K
|
17.7K
$612K
|
|
|
Feb 12, 2024
Q4 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-589- 2.87% |
$25.2K - $29.5K
|
20K
$691K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-595- 29.21% |
$25.5K - $29.8K
|
1.44K
$49.9K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-598- 11.55% |
$25.6K - $29.9K
|
4.58K
$158K
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-600- 3.96% |
$25.7K - $30K
|
14.6K
$504K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-608- 7.04% |
$26.1K - $30.4K
|
8.03K
$278K
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-611- 1.4% |
$26.2K - $30.6K
|
43.1K
$1.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-615- 17.74% |
$26.4K - $30.8K
|
2.85K
$98.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
SELL
|
- |
-616- 9.07% |
$26.4K - $30.8K
|
6.18K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-622- 17.35% |
$26.7K - $31.1K
|
2.96K
$103K
|
|
|
Jan 29, 2025
Q4 2023
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-625- 10.06% |
$26.8K - $31.3K
|
5.59K
$193K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
SELL
|
- |
-628- 4.27% |
$26.9K - $31.5K
|
14.1K
$487K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-629- 10.8% |
$27K - $31.5K
|
5.2K
$180K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-632- 9.5% |
$27.1K - $31.7K
|
6.02K
$208K
|
|
|
Feb 08, 2024
Q4 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-648- 8.64% |
$27.8K - $32.5K
|
6.85K
$237K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-674- 15.45% |
$28.9K - $33.8K
|
3.69K
$128K
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-700- 7.91% |
$30K - $35.1K
|
8.15K
$282K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-708- 11.4% |
$30.3K - $35.5K
|
5.5K
$190K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-725- 3.83% |
$31.1K - $36.3K
|
18.2K
$630K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-763- 7.62% |
$32.7K - $38.2K
|
9.24K
$320K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-763- 6.89% |
$32.7K - $38.2K
|
10.3K
$357K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-768- 7.66% |
$32.9K - $38.5K
|
9.25K
$320K
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-795- 2.19% |
$34.1K - $39.8K
|
35.5K
$1.23M
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-795- 2.19% |
$34.1K - $39.8K
|
35.5K
$1.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-800- 2.36% |
$34.3K - $40.1K
|
33K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-827- 3.76% |
$35.4K - $41.4K
|
21.2K
$732K
|
|
|
Feb 13, 2024
Q4 2023
|
Paragon Capital Management LLC
Overland Park, KS |
SELL
|
- |
-833- 2.25% |
$35.7K - $41.7K
|
36.3K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-885- 3.41% |
$37.9K - $44.3K
|
25.1K
$867K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-890- 0.41% |
$38.1K - $44.6K
|
216K
$7.48M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-920- 1.08% |
$39.4K - $46.1K
|
84.4K
$2.92M
|
|
|
Feb 12, 2024
Q4 2023
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-921- 9.01% |
$39.5K - $46.1K
|
9.3K
$322K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-936- 11.55% |
$40.1K - $46.9K
|
7.17K
$248K
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-975- 13.31% |
$41.8K - $48.8K
|
6.35K
$220K
|
|
|
Feb 12, 2024
Q4 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-983- 91.96% |
$42.1K - $49.2K
|
86
$2.97K
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
SELL
|
- |
-1K- 5.25% |
$42.9K - $50.1K
|
18.1K
$624K
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1K- 2.52% |
$42.9K - $50.1K
|
38.7K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-1K- 6.14% |
$42.9K - $50.1K
|
15.3K
$528K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-1.02K- 4.93% |
$43.7K - $51.1K
|
19.7K
$680K
|
|
|
Feb 12, 2024
Q4 2023
|
Lord, Abbett & Co. LLC
Jersey City, NJ |
SELL
|
- |
-1.02K- 0.19% |
$43.7K - $51.1K
|
549K
$19M
|