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Get Institutions for : 
Invesco DB Oil (DBO)  
$15.21 0.38 (2.56%) as of 4:30 Mon 6/10


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 76    1
Total shares held : 
 6,265,689  
% of shares held : 
 10.84%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   10  
Amount of shares held : 
 1,544,196  
% of shares held change : 
   2.67%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $13.82  
Last Quarter's Ending Price : 
 $15.54  
Last Quarter's Average Price : 
 $14.62  
Change from last quarter's     
avg. price to the last closing  : 
0.59 (4.04%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 82,332
 1.31%
 
Increased Positions :
30
 2,061,793
 32.91%
 
Unchanged Positions :
17
 211,983
 3.38%
 
Decreased Positions :
19
-443,648
-7.08%
 
Closed Positions :
11
-156,281
-2.49%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   DIAM CO. LTD 746 - 2024-03-31 136,500 $2,121,000 0
   PATHSTONE FAMILY OFFICE, LLC 700 - 2023-09-30 57,559 $1,016,000 0
   Quent Capital LLC 139 - 2024-03-31 45,018 $700,000 0
   LINCOLN NATIONAL CORP 790 - 2024-03-31 27,947 $434,000 0
   HPM Partners LLC 1814 - 2024-03-31 21,116 $328,000 0
   AJ WEALTH STRATEGIES LLC 235 - 2023-06-30 21,116 $298,000 0
   Apollon Financial LLC 121 - 2024-03-31 19,088 $297,000 0
   Cornerstone Wealth Management LLC 506 - 2024-03-31 13,665 $212,000 0
   Pacific Sage Partners LLC 89 - 2024-03-31 13,588 $211,000 0
   PNC FINANCIAL SERVICES GROUP INC 2239 - 2024-03-31 11,800 $183,000 0
   MARINER WEALTH ADVISORS, LLC 2820 - 2024-03-31 10,487 $163,000 0
   TD Waterhouse Canada Inc. 914 - 2024-03-31 5,900 $93,000 0
   US BANCORP 2574 - 2024-03-31 4,000 $62,000 0
   COMERICA BANK 2722 - 2024-03-31 3,534 $55,000 0
   PRIVATE TRUST CO NA 1097 - 2024-03-31 3,311 $51,000 0
   McIlrath & Eck LLC 274 - 2024-03-31 3,200 $50,000 0
   WASHINGTON TRUST CO 499 - 2024-03-31 2,050 $32,000 0
   PROEQUITIES INC. 1396 - 2024-03-31 1,885 $29,000 0
   Larson Financial Group LLC 981 - 2024-03-31 817 $13,000 0
   Goss Wealth Management LLC 2826 - 2024-03-31 681 $11,000 0
   Rise Advisors LLC 1045 - 2024-03-31 631 $10,000 0
   BANK OF MONTREAL /CAN/ 3231 - 2024-03-31 595 $9,000 0
   Davis Capital Management 230 - 2024-03-31 450 $7,000 0
   Beacon Capital Management LLC 698 - 2024-03-31 340 $5,000 0
   Colonial Trust Co / SC 936 - 2024-03-31 125 $2,000 0
   Newbridge Financial Services Group Inc. 1066 - 2024-03-31 62 $1,000 0
  26 Records found
  1    
  Page 1 of 1
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