Invesco DB Oil Fund (DBO) Institutional Ownership

$15.50
+0.13 (+0.85%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Invesco DB Oil Fund (NYSEARCA:DBO)

Number of
Institutional Buyers
(last 12 months)
22
Total
Institutional Inflows
(last 12 months)
$14.17M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$6.90M
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DBO Institutional Buying and Selling by Quarter

Invesco DB Oil Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2024 WNY Asset Management LLC12,064$187K0.0%N/A0.072%
5/7/2024 Allegheny Financial Group LTD13,988$217K0.1%N/A0.084%
5/7/2024 PFG Advisors13,464$209K0.0%-7.3%0.081%
5/1/2024 BNP Paribas Financial Markets24,943$388K0.0%+15.8%0.153%
5/1/2024 Mirae Asset Global Investments Co. Ltd.97,300$1.51M0.0%+5.8%0.597%
4/29/2024Commonwealth Equity Services LLC126,694$1.97M0.0%-1.0%0.777%
4/18/2024 Narus Financial Partners LLC169,955$2.64M1.1%+14.9%1.043%
4/15/2024 First National Corp MA ADV238,112$3.70M0.9%-0.7%1.465%
4/9/2024 Mather Group LLC.2,100$33K0.0%N/A0.013%
2/14/2024 Prudential PLC548,872$7.70M0.1%+15.6%3.378%
2/12/2024 Scotia Capital Inc.10,204$142K0.0%N/A0.063%
2/9/2024 Wells Fargo & Company MN1,699,793$23.64M0.0%-5.9%10.460%
2/7/2024 Avantax Advisory Services Inc.13,573$189K0.0%+7.7%0.084%
2/6/2024 Lincoln National Corp27,947$389K0.0%+28.2%0.172%
2/6/2024 National Bank of Canada FI2,200$30K0.0%N/A0.014%
1/25/2024 Narus Financial Partners LLC147,971$2.06M1.0%-13.8%0.911%
1/24/2024 Mirae Asset Global Investments Co. Ltd.92,000$1.28M0.0%-11.5%0.566%
1/24/2024 Asset Management One Co. Ltd.136,500$1.90M0.0%+11.4%0.840%
1/19/2024 PFG Advisors14,529$202K0.0%-11.9%0.089%
1/18/2024 Global Retirement Partners LLC11,550$162K0.0%N/A0.071%
1/18/2024 First National Corp MA ADV239,681$3.33M0.8%-34.0%1.475%
1/10/2024 Cornerstone Wealth Management LLC13,665$190K0.0%N/A0.084%
11/15/2023 Integrated Wealth Concepts LLC67,973$1.20M0.0%N/A0.418%
11/13/2023 Prudential PLC474,972$8.51M0.1%-9.3%2.923%
11/8/2023 Atria Wealth Solutions Inc.13,046$230K0.0%-40.6%0.080%
11/8/2023 Avantax Advisory Services Inc.12,604$222K0.0%-19.4%0.078%
11/6/2023 Aveo Capital Partners LLC10,098$178K0.0%N/A0.062%
11/3/2023 Empirical Financial Services LLC d.b.a. Empirical Wealth Management11,155$197K0.0%-20.0%0.069%
10/30/2023 Narus Financial Partners LLC171,754$3.03M1.6%+4.1%1.057%
10/26/2023 Mirae Asset Global Investments Co. Ltd.104,000$1.84M0.0%-13.0%0.640%
10/24/2023 First National Corp MA ADV363,205$6.41M1.7%+72.4%2.235%
10/23/2023Commonwealth Equity Services LLC125,624$2.22M0.0%-2.8%0.773%
10/19/2023 Asset Management One Co. Ltd.122,500$2.16M0.0%-28.2%0.754%
10/13/2023 PFG Advisors16,486$291K0.0%-3.7%0.101%
10/10/2023 Savior LLC74,588$1.32M9.1%N/A0.459%
8/30/2023 Narus Financial Partners LLC165,037$2.33M1.2%+3.7%1.016%
8/14/2023 Eqis Capital Management Inc.15,135$214K0.0%N/A0.093%
8/10/2023Commonwealth Equity Services LLC129,182$1.82M0.0%+1.6%0.795%
8/10/2023 Cetera Advisor Networks LLC40,802$576K0.0%-8.5%0.251%
8/4/2023 Envestnet Asset Management Inc.177,972$2.51M0.0%-17.4%0.965%
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8/4/2023 Apollon Wealth Management LLC18,890$267K0.0%N/A0.102%
8/3/2023 Atria Wealth Solutions Inc.21,968$310K0.0%-6.1%0.119%
7/31/2023 LPL Financial LLC113,882$1.61M0.0%-3.1%0.617%
7/31/2023 First National Corp MA ADV210,658$2.97M0.7%N/A1.142%
7/26/2023 Fifth Third Bancorp1,845$26K0.0%+210.1%0.010%
7/20/2023 PFG Advisors17,123$242K0.0%-9.3%0.093%
7/18/2023 Virtue Capital Management LLC33,543$480K0.1%-7.4%0.182%
7/13/2023 Cambridge Investment Research Advisors Inc.54,507$770K0.0%-11.2%0.295%
6/27/2023 Narus Financial Partners LLC159,182$2.32M1.3%N/A0.863%
5/12/2023 Prudential PLC545,372$7.83M0.1%+9.0%2.783%
5/10/2023 Private Advisor Group LLC25,192$367K0.0%N/A0.129%
5/9/2023 Finer Wealth Management Inc.18,245$266K0.2%-6.8%0.093%
5/8/2023 WealthShield Partners LLC1,800$26K0.0%N/A0.009%
5/4/2023 Mirae Asset Global Investments Co. Ltd.120,000$1.75M0.0%+5.7%0.612%
4/28/2023 Avantax Advisory Services Inc.16,888$246K0.0%-80.5%0.086%
4/17/2023 Fifth Third Securities Inc.295,859$4.31M0.5%-17.3%1.509%
4/5/2023 Empowered Funds LLC182,187$2.65M0.2%N/A0.930%
3/15/2023 B. Riley Wealth Advisors Inc.25,950$395K0.0%+4.1%0.132%
2/13/2023 Wells Fargo & Company MN2,361,107$35.91M0.0%-19.7%12.046%
2/13/2023 Atria Wealth Solutions Inc.23,396$356K0.0%-20.1%0.119%
2/10/2023 Advisor Group Holdings Inc.387,823$5.90M0.0%+8.8%1.979%
2/9/2023 Mirae Asset Global Investments Co. Ltd.113,500$1.73M0.0%-0.9%0.579%
2/9/2023 Prudential PLC500,372$7.45M0.1%-2.9%2.553%
2/8/2023 UBS Group AG354,842$5.40M0.0%+141.7%1.810%
2/8/2023 Cambridge Investment Research Advisors Inc.63,390$964K0.0%-4.5%0.323%
2/7/2023Commonwealth Equity Services LLC131,416$2.00M0.0%+2.5%0.670%
2/7/2023 LPL Financial LLC142,470$2.17M0.0%-8.8%0.727%
2/7/2023 Envestnet Asset Management Inc.429,970$6.54M0.0%+111.6%2.194%
2/6/2023 Asset Management One Co. Ltd.170,500$2.59M0.0%+6.2%0.870%
2/1/2023 Fifth Third Securities Inc.357,773$5.44M0.7%+93.1%1.825%
1/31/2023 Pacific Sage Partners LLC13,588$207K0.1%N/A0.069%
1/18/2023 Private Advisor Group LLC20,284$222.15M0.0%-24.7%0.102%
11/16/2022 Arrow Investment Advisors LLC22,960$349K0.3%-9.8%0.104%
11/15/2022 Virtue Capital Management LLC39,573$601K0.1%-58.9%0.180%
11/15/2022Commonwealth Equity Services LLC128,173$1.95M0.0%-1.7%0.580%
11/14/2022 MML Investors Services LLC22,743$345K0.0%+7.2%0.103%
11/14/2022 Merk Investments LLC13,009$197K0.2%-12.9%0.059%
11/14/2022 Prudential PLC515,372$8.00M0.1%+5.1%2.332%
11/14/2022 E Fund Management Co. Ltd.194,142$2.95M0.3%-10.5%0.878%
11/14/2022 Oppenheimer & Co. Inc.14,572$222K0.0%-23.1%0.066%
11/14/2022 Hennion & Walsh Asset Management Inc.156,104$2.37M0.2%N/A0.706%
11/10/2022 Envestnet Asset Management Inc.203,171$3.08M0.0%+4.7%0.919%
11/10/2022 UBS Group AG146,822$2.23M0.0%+202.9%0.664%
11/8/2022 IMC Chicago LLC247,752$3.76M0.0%+8.0%1.121%
11/7/2022 Hanlon Investment Management Inc.16,514$251K0.1%N/A0.075%
11/4/2022 Asset Management One Co. Ltd.160,500$2.44M0.0%+6.6%0.726%
11/3/2022 Empirical Financial Services LLC d.b.a. Empirical Wealth Management13,750$209K0.0%-26.7%0.062%
11/2/2022 Avantax Advisory Services Inc.13,514$205K0.0%N/A0.061%
11/1/2022 Kestra Advisory Services LLC37,127$564K0.0%-21.4%0.167%
10/25/2022 Fifth Third Securities Inc.185,237$2.81M0.4%+6.1%0.831%
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10/24/2022 First National Corp MA ADV160,279$2.43M0.7%-70.8%0.719%
10/17/2022 Cambridge Investment Research Advisors Inc.66,386$1.01M0.0%-13.5%0.298%
10/14/2022 Private Advisor Group LLC26,943$409K0.0%-73.0%0.121%
10/14/2022 WASHINGTON TRUST Co2,050$31K0.0%N/A0.009%
10/14/2022 PFG Advisors19,865$302K0.0%-4.0%0.089%
9/16/2022 Private Trust Co. NA3,311$60K0.0%N/A0.015%
8/30/2022 Verition Fund Management LLC42,466$775K0.0%N/A0.195%
8/16/2022 Atlas Capital Advisors LLC22,443$409K0.1%N/A0.100%
8/16/2022 Merk Investments LLC14,930$272K0.1%N/A0.067%
8/13/2022 NewEdge Advisors LLC769,393$14.03M0.2%+3.7%3.435%
(Data available from 1/1/2016 forward)

DBO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DBO shares?

During the previous two years, 67 institutional investors and hedge funds held shares of Invesco DB Oil Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($23.64M), NewEdge Advisors LLC ($14.03M), Prudential PLC ($7.70M), NewSquare Capital LLC ($7.53M), Advisor Group Holdings Inc. ($5.90M), UBS Group AG ($5.40M), and Dorsey Wright & Associates ($4.69M).Learn more on DBO's institutional investors.

Which institutional investors have been buying Invesco DB Oil Fund stock?

Of the 52 institutional investors that purchased Invesco DB Oil Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: First National Corp MA ADV ($384.60K), Fifth Third Securities Inc. ($357.77K), Empowered Funds LLC ($343.48K), UBS Group AG ($306.38K), Envestnet Asset Management Inc. ($235.84K), Narus Financial Partners LLC ($193.74K), and Genesee Capital Advisors LLC ($159.54K).

How much institutional buying is happening at Invesco DB Oil Fund?

Institutional investors have bought a total of 3,189,751 shares in the last 24 months. This purchase volume represents approximately $51.48M in transactions.

Which Invesco DB Oil Fund major shareholders have been selling company stock?

Of the 29 institutional investors that sold Invesco DB Oil Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wells Fargo & Company MN ($907.09K), First National Corp MA ADV ($514.51K), Mirae Asset Global Investments Co. Ltd. ($338K), Prudential PLC ($134.70K), Asset Management One Co. Ltd. ($88K), Private Advisor Group LLC ($79.54K), and Virtue Capital Management LLC ($78.42K).

How much institutional selling is happening at Invesco DB Oil Fund?

Institutional investors have sold a total of 2,591,368 shares in the last 24 months. This volume of shares sold represents approximately $41.40M in transactions.


This page (NYSEARCA:DBO) was last updated on 5/19/2024 by MarketBeat.com Staff

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