Purchases and Sales Made in Q2 2023 in Pdc Energy, Inc. (PDCE)
This table provides information about the institutional ownership of Pdc Energy, Inc. (PDCE) during Q2 2023. The information is specifically focused on institutions that hold shares of PDC ENERGY, INC..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Energy Income Partners, LLC
Westport, CT |
BUY
|
- |
646+ 16.27% |
$39.1K - $46.8K
|
4.62K
$0
|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
582+ 3.79% |
$35.2K - $42.2K
|
16K
$0
|
|
Aug 14, 2023
Q2 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
406+ 0.2% |
$24.6K - $29.4K
|
205K
$0
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
321+ 12.94% |
$19.4K - $23.3K
|
2.8K
$0
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
200New |
$12.1K - $14.5K
|
200
$0
|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
BUY
|
- |
190+ 3.5% |
$11.5K - $13.8K
|
5.62K
$0
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
164+ 3.93% |
$9.92K - $11.9K
|
4.34K
$0
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
150New |
$9.08K - $10.9K
|
150
$0
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
142+ 1.6% |
$8.59K - $10.3K
|
9K
$0
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
132+ 16.48% |
$7.99K - $9.56K
|
933
$0
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
123+ 1.09% |
$7.44K - $8.91K
|
11.4K
$0
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
115+ 1.02% |
$6.96K - $8.33K
|
11.4K
$0
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
97New |
$5.87K - $7.03K
|
97
$0
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
82+ 28.77% |
$4.96K - $5.94K
|
367
$0
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
77+ 4.21% |
$4.66K - $5.58K
|
1.91K
$0
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
71+ 2.1% |
$4.3K - $5.14K
|
3.46K
$0
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
31New |
$1.88K - $2.25K
|
31
$0
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21+ 3.17% |
$1.27K - $1.52K
|
683
$0
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
18+ 2.44% |
$1.09K - $1.3K
|
757
$0
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
17+ 60.71% |
$1.03K - $1.23K
|
45
$0
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
17+ 0.49% |
$1.03K - $1.23K
|
3.47K
$0
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
15New |
$908 - $1.09K
|
15
$0
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
13+ 6.47% |
$787 - $942
|
214
$0
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
7+ 11.86% |
$424 - $507
|
66
$0
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
7+ 6.09% |
$424 - $507
|
122
$0
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
6+ 0.13% |
$363 - $435
|
4.55K
$0
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
6+ 1.89% |
$363 - $435
|
324
$0
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
5+ 6.58% |
$303 - $362
|
81
$0
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 20.0% |
$303 - $362
|
30
$0
|
|
Jul 31, 2023
Q2 2023
|
Strs Ohio
|
BUY
|
- |
2+ 0.01% |
$121 - $145
|
18K
$0
|
|
Jul 05, 2023
Q2 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1+ 0.88% |
$60.5 - $72.4
|
114
$0
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1- 0.98% |
$60.5 - $72.4
|
101
$0
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.6% |
$60.5 - $72.4
|
165
$0
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.6% |
$60.5 - $72.4
|
165
$0
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4- 9.3% |
$242 - $290
|
39
$0
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-4- 15.38% |
$242 - $290
|
22
$0
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6- 13.33% |
$363 - $435
|
39
$0
|
|
Aug 14, 2023
Q2 2023
|
Tortoise Capital Advisors, L.L.C.
Overland Park, KS |
SELL
|
- |
-7- 0.07% |
$424 - $507
|
9.93K
$0
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-10- 0.67% |
$605 - $724
|
1.49K
$0
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-13- 13.13% |
$787 - $942
|
86
$0
|
|
Aug 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-13- 18.31% |
$787 - $942
|
58
$0
|
|
Jul 20, 2023
Q2 2023
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-21- 1.9% |
$1.27K - $1.52K
|
1.08K
$0
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-24- 2.38% |
$1.45K - $1.74K
|
985
$0
|
|
Aug 14, 2023
Q2 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-30- 0.22% |
$1.82K - $2.17K
|
13.4K
$0
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-36- 0.68% |
$2.18K - $2.61K
|
5.25K
$0
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-43- 0.03% |
$2.6K - $3.11K
|
147K
$0
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-44- 17.53% |
$2.66K - $3.19K
|
207
$0
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-89- 1.11% |
$5.38K - $6.45K
|
7.94K
$0
|
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-106- 1.16% |
$6.41K - $7.68K
|
9K
$0
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-109- 9.94% |
$6.59K - $7.9K
|
988
$0
|