Purchases and Sales Made in Q4 2022 in Invesco Db Energy Fund (DBE)
This table provides information about the institutional ownership of Invesco Db Energy Fund (DBE) during Q4 2022. The information is specifically focused on institutions that hold shares of Invesco DB Energy Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
240KNew |
$5.12M - $6.33M
|
240K
$4.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
114K+ 13.1% |
$2.44M - $3.01M
|
987K
$18.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
36.3KNew |
$775K - $956K
|
36.3K
$686K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.8K+ 28.12% |
$381K - $470K
|
81.3K
$1.54M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.4K+ 20.09% |
$371K - $458K
|
104K
$1.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.9K+ 42.34% |
$296K - $365K
|
46.6K
$880K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
12.4KNew |
$265K - $327K
|
12.4K
$234K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
9.95K+ 26.48% |
$212K - $262K
|
47.5K
$897K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9.2KNew |
$196K - $242K
|
9.2K
$174K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.97K+ 3.44% |
$191K - $236K
|
270K
$5.1M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
7.64K+ 26.42% |
$163K - $201K
|
36.5K
$690K
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
4.97K+ 44.47% |
$106K - $131K
|
16.2K
$305K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.83K+ 14.45% |
$81.7K - $101K
|
30.3K
$573K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
3.22KNew |
$68.7K - $84.8K
|
3.22K
$60.8K
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2.11K+ 14.72% |
$45K - $55.6K
|
16.5K
$311K
|
|
|
Jan 31, 2023
Q4 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
1.8KNew |
$38.3K - $47.3K
|
1.8K
$33.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.23KNew |
$26.3K - $32.4K
|
1.23K
$23.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
$21.3K - $26.3K
|
1K
$18.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
816+ 6.41% |
$17.4K - $21.5K
|
13.5K
$256K
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
529+ 9.76% |
$11.3K - $13.9K
|
5.95K
$112K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
358+ 15.76% |
$7.64K - $9.43K
|
2.63K
$49.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
191+ 3.71% |
$4.07K - $5.03K
|
5.34K
$101K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
50New |
$1.07K - $1.32K
|
50
$944
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
46+ 0.23% |
$981 - $1.21K
|
20.2K
$382K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
40New |
$853 - $1.05K
|
40
$755
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2New |
$42.7 - $52.7
|
2
$37.8
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-39- 0.05% |
$832 - $1.03K
|
77.1K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-60- 5.66% |
$1.28K - $1.58K
|
1K
$18.9K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-65- 0.68% |
$1.39K - $1.71K
|
9.51K
$180K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 18.18% |
$2.13K - $2.63K
|
450
$8.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-108- 1.13% |
$2.3K - $2.84K
|
9.41K
$178K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-400- 3.59% |
$8.53K - $10.5K
|
10.7K
$203K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-891- 3.36% |
$19K - $23.5K
|
25.6K
$484K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.28K- 2.41% |
$27.3K - $33.7K
|
51.9K
$979K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.29K- 20.49% |
$27.5K - $34K
|
5.01K
$94.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.49K- 2.0% |
$31.7K - $39.2K
|
73K
$1.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.5K- 4.48% |
$32K - $39.5K
|
32K
$603K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-4.99K- 46.18% |
$106K - $131K
|
5.81K
$110K
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-5.88KClosed |
$125K - $155K
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-11.8K- 10.14% |
$251K - $310K
|
104K
$1.97M
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-12.6K- 82.78% |
$269K - $332K
|
2.63K
$49.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Dorsey Wright & Associates
|
SELL
|
- |
-19.7K- 11.21% |
$419K - $518K
|
156K
$2.94M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-30.7K- 32.63% |
$655K - $809K
|
63.4K
$1.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-32.5K- 4.31% |
$693K - $855K
|
721K
$13.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-63.6K- 10.36% |
$1.36M - $1.68M
|
551K
$10.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-90.8K- 62.19% |
$1.94M - $2.39M
|
55.2K
$1.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-166K- 98.39% |
$3.53M - $4.36M
|
2.72K
$51.3K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-268K- 99.46% |
$5.71M - $7.05M
|
1.45K
$27.4K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-488K- 97.54% |
$10.4M - $12.9M
|
12.3K
$232K
|