Invesco DB Oil Fund (DBO) Institutional Ownership

$15.25
-0.04 (-0.26%)
(As of 11:27 AM 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)
$14.81M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$6.92M
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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
5/7/2024PFG 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%
2/14/2024Prudential PLC548,872$7.70M0.1%+15.6%3.378%
2/12/2024Scotia Capital Inc.10,204$142K0.0%N/A0.063%
2/9/2024Wells Fargo & Company MN1,699,793$23.64M0.0%-5.9%10.460%
2/7/2024Avantax Advisory Services Inc.13,573$189K0.0%+7.7%0.084%
2/6/2024 Lincoln National Corp27,947$389K0.0%+28.2%0.172%
2/6/2024National 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%
1/19/2024PFG 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%
11/15/2023Integrated Wealth Concepts LLC67,973$1.20M0.0%N/A0.418%
11/13/2023Prudential PLC474,972$8.51M0.1%-9.3%2.923%
11/8/2023Atria Wealth Solutions Inc.13,046$230K0.0%-40.6%0.080%
11/8/2023Avantax Advisory Services Inc.12,604$222K0.0%-19.4%0.078%
11/6/2023Aveo Capital Partners LLC10,098$178K0.0%N/A0.062%
11/3/2023Empirical 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%
10/13/2023PFG Advisors16,486$291K0.0%-3.7%0.101%
10/10/2023Savior LLC74,588$1.32M9.1%N/A0.459%
8/30/2023 Narus Financial Partners LLC165,037$2.33M1.2%+3.7%1.016%
8/14/2023Eqis Capital Management Inc.15,135$214K0.0%N/A0.093%
8/10/2023Commonwealth Equity Services LLC129,182$1.82M0.0%+1.6%0.795%
8/10/2023Cetera Advisor Networks LLC40,802$576K0.0%-8.5%0.251%
8/4/2023Envestnet Asset Management Inc.177,972$2.51M0.0%-17.4%0.965%
8/4/2023 Apollon Wealth Management LLC18,890$267K0.0%N/A0.102%
8/3/2023Atria Wealth Solutions Inc.21,968$310K0.0%-6.1%0.119%
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7/31/2023LPL 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%
7/20/2023PFG Advisors17,123$242K0.0%-9.3%0.093%
7/18/2023Virtue 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%
5/12/2023Prudential 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%
4/28/2023Avantax 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%
4/5/2023Empowered Funds LLC182,187$2.65M0.2%N/A0.930%
3/15/2023B. Riley Wealth Advisors Inc.25,950$395K0.0%+4.1%0.132%
2/13/2023Wells Fargo & Company MN2,361,107$35.91M0.0%-19.7%12.046%
2/13/2023Atria Wealth Solutions Inc.23,396$356K0.0%-20.1%0.119%
2/10/2023Advisor 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%
2/9/2023Prudential PLC500,372$7.45M0.1%-2.9%2.553%
2/8/2023UBS 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%
2/7/2023LPL Financial LLC142,470$2.17M0.0%-8.8%0.727%
2/7/2023Envestnet 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%
11/16/2022Arrow Investment Advisors LLC22,960$349K0.3%-9.8%0.104%
11/15/2022Virtue Capital Management LLC39,573$601K0.1%-58.9%0.180%
11/15/2022Commonwealth Equity Services LLC128,173$1.95M0.0%-1.7%0.580%
11/14/2022MML Investors Services LLC22,743$345K0.0%+7.2%0.103%
11/14/2022Merk Investments LLC13,009$197K0.2%-12.9%0.059%
11/14/2022Prudential PLC515,372$8.00M0.1%+5.1%2.332%
11/14/2022E Fund Management Co. Ltd.194,142$2.95M0.3%-10.5%0.878%
11/14/2022Oppenheimer & 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%
11/10/2022Envestnet Asset Management Inc.203,171$3.08M0.0%+4.7%0.919%
11/10/2022UBS 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%
11/3/2022Empirical Financial Services LLC d.b.a. Empirical Wealth Management13,750$209K0.0%-26.7%0.062%
11/2/2022Avantax Advisory Services Inc.13,514$205K0.0%N/A0.061%
11/1/2022Kestra 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%
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%
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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%
10/14/2022PFG Advisors19,865$302K0.0%-4.0%0.089%
9/16/2022 Private Trust Co. NA3,311$60K0.0%N/A0.015%
8/30/2022Verition Fund Management LLC42,466$775K0.0%N/A0.195%
8/16/2022 Atlas Capital Advisors LLC22,443$409K0.1%N/A0.100%
8/16/2022Merk Investments LLC14,930$272K0.1%N/A0.067%
8/13/2022NewEdge Advisors LLC769,393$14.03M0.2%+3.7%3.435%
8/13/2022Wells Fargo & Company MN3,084,186$56.26M0.0%-6.8%13.769%
8/12/2022Prudential PLC490,372$9.23M0.2%-12.6%2.189%
(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 53 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), NewSquare Capital LLC ($350.64K), Empowered Funds LLC ($343.48K), UBS Group AG ($306.38K), Envestnet Asset Management Inc. ($235.84K), and Narus Financial Partners LLC ($193.74K).

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

Institutional investors have bought a total of 3,743,558 shares in the last 24 months. This purchase volume represents approximately $61.12M 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), Mirae Asset Global Investments Co. Ltd. ($599.50K), First National Corp MA ADV ($514.51K), Prudential PLC ($452.80K), E Fund Management Co. Ltd. ($302.86K), Asset Management One Co. Ltd. ($88K), and Private Advisor Group LLC ($79.54K).

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

Institutional investors have sold a total of 3,452,838 shares in the last 24 months. This volume of shares sold represents approximately $56.32M in transactions.


This page (NYSEARCA:DBO) was last updated on 5/7/2024 by MarketBeat.com Staff

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