Purchases and Sales Made in Q4 2024 in Invesco Db Commodity Index Tracking Fund (DBC)
This table provides information about the institutional ownership of Invesco Db Commodity Index Tracking Fund (DBC) during Q4 2024. The information is specifically focused on institutions that hold shares of Invesco DB Commodity Index Tracking Fund.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
21.3KNew |
$446K - $503K
|
21.3K
$468K
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
19.1K+ 4.66% |
$400K - $451K
|
430K
$9.44M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
18.6KNew |
$388K - $438K
|
18.6K
$408K
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
16.5K+ 3.49% |
$344K - $388K
|
489K
$10.7M
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
15.2KNew |
$317K - $357K
|
15.2K
$333K
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
12.1KNew |
$254K - $286K
|
12.1K
$267K
|
|
Jan 17, 2025
Q4 2024
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
11.4K+ 8.75% |
$238K - $269K
|
142K
$3.11M
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
9.76KNew |
$204K - $230K
|
9.76K
$214K
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.48K+ 76.11% |
$198K - $223K
|
21.9K
$482K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
8.83K+ 54.41% |
$185K - $208K
|
25.1K
$551K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.47K+ 16.59% |
$156K - $176K
|
52.5K
$1.15M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.29K+ 67.61% |
$152K - $172K
|
18.1K
$397K
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.41K+ 4.57% |
$113K - $128K
|
124K
$2.72M
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
3.14K+ 5.18% |
$65.6K - $73.9K
|
63.7K
$1.4M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.07K+ 17.64% |
$64.2K - $72.4K
|
20.5K
$450K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
1.71K+ 8.85% |
$35.7K - $40.2K
|
21K
$461K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.59K+ 3.19% |
$33.2K - $37.4K
|
51.3K
$1.13M
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.49K+ 5.31% |
$31.2K - $35.2K
|
29.6K
$651K
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.33KNew |
$27.9K - $31.4K
|
1.33K
$29.3K
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
931+ 5.3% |
$19.5K - $21.9K
|
18.5K
$406K
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
918New |
$19.2K - $21.6K
|
918
$20.2K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
151+ 15.76% |
$3.16K - $3.56K
|
1.11K
$24.4K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
150+ 0.81% |
$3.14K - $3.54K
|
18.8K
$412K
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
100New |
$2.09K - $2.36K
|
100
$2.2K
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
94+ 2.84% |
$1.97K - $2.22K
|
3.41K
$74.8K
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
93New |
$1.95K - $2.19K
|
93
$2.04K
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
73+ 19.21% |
$1.53K - $1.72K
|
453
$9.95K
|
|
Jan 24, 2025
Q4 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
56+ 13.76% |
$1.17K - $1.32K
|
463
$10.2K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
27+ 5.2% |
$565 - $636
|
546
$12K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11+ 2.0% |
$230 - $259
|
561
$12.3K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
9+ 0.99% |
$188 - $212
|
915
$20.1K
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
9New |
$188 - $212
|
9
$198
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 5.0% |
$20.9 - $23.6
|
21
$461
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 8.33% |
$20.9 - $23.6
|
13
$286
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-35- 0.12% |
$732 - $825
|
29.3K
$644K
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-62- 0.5% |
$1.3K - $1.46K
|
12.4K
$272K
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-115- 14.27% |
$2.41K - $2.71K
|
691
$15.2K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-141- 0.33% |
$2.95K - $3.32K
|
42K
$922K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-192- 0.61% |
$4.02K - $4.53K
|
31.3K
$688K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-313- 31.02% |
$6.55K - $7.38K
|
696
$15.3K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-384- 2.43% |
$8.03K - $9.05K
|
15.4K
$339K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-460- 2.2% |
$9.62K - $10.8K
|
20.4K
$448K
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-966- 5.05% |
$20.2K - $22.8K
|
18.2K
$399K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.28K- 75.69% |
$26.8K - $30.2K
|
411
$9.03K
|
|
Jan 24, 2025
Q4 2024
|
Mc Namara Financial Services, Inc.
|
SELL
|
- |
-1.58K- 6.85% |
$33.1K - $37.3K
|
21.6K
$473K
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-1.72K- 9.31% |
$35.9K - $40.4K
|
16.7K
$367K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.82K- 2.06% |
$38.1K - $42.9K
|
86.3K
$1.9M
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.5K- 4.76% |
$52.3K - $58.9K
|
50K
$1.1M
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-5.21K- 13.67% |
$109K - $123K
|
32.9K
$723K
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-6.81K- 13.88% |
$142K - $160K
|
42.2K
$928K
|