Purchases and Sales Made in Q1 2025 in Uscf ETF Tr Uscf Midstream Ene (UMI)
This table provides information about the institutional ownership of Uscf ETF Tr Uscf Midstream Ene (UMI) during Q1 2025. The information is specifically focused on institutions that hold shares of USCF ETF TR USCF MIDSTREAM ENE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
47.8KNew |
$2.33M - $2.62M
|
47.8K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
35K+ 166.9% |
$1.71M - $1.92M
|
55.9K
$2.78M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.6KNew |
$908K - $1.02M
|
18.6K
$923K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.8K+ 36.15% |
$822K - $922K
|
63.3K
$3.15M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
13.5KNew |
$659K - $739K
|
13.5K
$670K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.3KNew |
$210K - $236K
|
4.3K
$214K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.27K+ 32.0% |
$160K - $179K
|
13.5K
$670K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.38K+ 46.5% |
$116K - $131K
|
7.5K
$373K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.33K+ 15.08% |
$114K - $128K
|
17.8K
$883K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.21KNew |
$108K - $121K
|
2.21K
$110K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.59K+ 6.35% |
$77.7K - $87.2K
|
26.6K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
1.55K+ 17.4% |
$75.7K - $85K
|
10.5K
$520K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.53K+ 37.99% |
$74.7K - $83.8K
|
5.55K
$276K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
804+ 174.4% |
$39.3K - $44.1K
|
1.27K
$62.9K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
300New |
$14.7K - $16.5K
|
300
$14.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
241+ 5.46% |
$11.8K - $13.2K
|
4.66K
$232K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
172New |
$8.41K - $9.43K
|
172
$8.56K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
100New |
$4.89K - $5.49K
|
100
$4.97K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100+ 3.65% |
$4.89K - $5.49K
|
2.84K
$141K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
4+ 0.38% |
$196 - $219
|
1.05K
$52.4K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2+ 0.77% |
$97.8 - $110
|
262
$13K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4Closed |
$196 - $219
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-193- 3.49% |
$9.44K - $10.6K
|
5.34K
$266K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-985- 0.83% |
$48.2K - $54K
|
117K
$5.82M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-409K- 7.89% |
$20M - $22.4M
|
4.77M
$237M
|