Latest Institutional Transactions on Devon Energy Corp (DVN)
This table provides information on the latest institutional transactions involving Devon Energy Corp (DVN) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
PUT |
-83.6K- 50.73% |
$3.85M - $4.66M
|
81.2K
$2.85M
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-500- 27.04% |
$23.1K - $27.9K
|
1.35K
$47.3K
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
4.76KNew |
$219K - $265K
|
4.76K
$167K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.5KNew |
$69.2K - $83.6K
|
1.5K
$52.6K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.9K- 14.73% |
$134K - $161K
|
16.8K
$588K
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
500New |
$23.1K - $27.9K
|
500
$17.5K
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-386- 35.64% |
$17.8K - $21.5K
|
697
$24.4K
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
4.93KNew |
$227K - $275K
|
4.93K
$173K
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-316- 82.29% |
$14.6K - $17.6K
|
68
$2.38K
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
13.1KNew |
$602K - $727K
|
13.1K
$458K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
38+ 7.6% |
$1.75K - $2.12K
|
538
$18.9K
|
|
Aug 07, 2023
Q2 2023
|
Mitchell & Pahl Private Wealth, LLC
|
BUY
|
- |
540+ 10.83% |
$24.9K - $30.1K
|
5.53K
$194K
|
|
Aug 07, 2023
Q2 2023
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
4.16KNew |
$192K - $232K
|
4.16K
$146K
|
|
Aug 07, 2023
Q2 2023
|
Leeward Financial Partners, LLC
|
BUY
|
- |
3.15K+ 19.93% |
$145K - $175K
|
18.9K
$664K
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-61- 0.56% |
$2.81K - $3.4K
|
10.8K
$378K
|
|
Aug 04, 2023
Q2 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
73New |
$3.37K - $4.07K
|
73
$2.56K
|
|
Aug 03, 2023
Q2 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-49.2K- 61.07% |
$2.27M - $2.74M
|
31.4K
$1.1M
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-17- 50.0% |
$784 - $947
|
17
$596
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-1.95K- 29.77% |
$89.9K - $109K
|
4.6K
$161K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-4.5K- 21.84% |
$207K - $250K
|
16.1K
$564K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
528+ 79.28% |
$24.3K - $29.4K
|
1.19K
$41.8K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
60+ 8.51% |
$2.77K - $3.34K
|
765
$26.8K
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-258- 98.47% |
$11.9K - $14.4K
|
4
$140
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-2.52K- 34.52% |
$116K - $140K
|
4.77K
$167K
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
595+ 3.08% |
$27.4K - $33.1K
|
19.9K
$698K
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
3+ 0.76% |
$138 - $167
|
399
$14K
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
128KNew |
$5.91M - $7.14M
|
128K
$4.49M
|
|
Jul 26, 2023
Q2 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-8.35K- 44.87% |
$385K - $465K
|
10.3K
$359K
|
|
Jul 25, 2023
Q2 2023
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
100New |
$4.61K - $5.57K
|
100
$3.5K
|
|
Jul 25, 2023
Q2 2023
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-79.2K- 96.11% |
$3.65M - $4.41M
|
3.21K
$112K
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.57K- 99.88% |
$119K - $143K
|
3
$105
|
|
Jul 24, 2023
Q2 2023
|
Achmea Investment Management B.V.
|
SELL
|
- |
-416- 30.21% |
$19.2K - $23.2K
|
961
$33.7K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-124- 55.36% |
$5.72K - $6.91K
|
100
$3.5K
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
125+ 0.66% |
$5.76K - $6.96K
|
19K
$665K
|
|
Jul 21, 2023
Q2 2023
|
Corundum Group, Inc.
|
BUY
|
- |
4.72KNew |
$217K - $263K
|
4.72K
$165K
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-14.2K- 46.82% |
$653K - $789K
|
16.1K
$564K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
93+ 0.1% |
$4.29K - $5.18K
|
92.7K
$3.25M
|
|
Jul 20, 2023
Q2 2023
|
Kercheville Advisors, LLC
|
SELL
|
- |
-1.05K- 2.01% |
$48.4K - $58.5K
|
51.1K
$1.79M
|
|
Jul 20, 2023
Q2 2023
|
River Road Asset Management, LLC
|
SELL
|
- |
-1.01K- 2.06% |
$46.4K - $56.1K
|
48K
$1.68M
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
BUY
|
- |
4.17KNew |
$192K - $232K
|
4.17K
$146K
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-612- 36.8% |
$28.2K - $34.1K
|
1.05K
$36.8K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
14New |
$645 - $780
|
14
$491
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.5K- 2.86% |
$69.2K - $83.6K
|
50.9K
$1.78M
|
|
Jul 14, 2023
Q2 2023
|
Krs Capital Management, LLC
|
SELL
|
- |
-102- 2.22% |
$4.7K - $5.68K
|
4.49K
$157K
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-538- 95.22% |
$24.8K - $30K
|
27
$946
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
2.96K+ 1597.3% |
$136K - $165K
|
3.14K
$110K
|
|
Jul 06, 2023
Q2 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.67K- 23.76% |
$76.8K - $92.8K
|
5.35K
$187K
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
2+ 1.75% |
$92.2 - $111
|
116
$4.07K
|
|
Q1 2023 | |||||||
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
8.2K+ 2.01% |
$370K - $539K
|
416K
$14.6M
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-10KClosed |
$451K - $658K
|
0
$0
|