Purchases and Sales Made in Q1 2024 in United States Commodity Index Funds Trust (USCI)
This table provides information about the institutional ownership of United States Commodity Index Funds Trust (USCI) during Q1 2024. The information is specifically focused on institutions that hold shares of United States Commodity Index Funds Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.1K+ 43.51% |
$1.19M - $1.29M
|
69.7K
$4.6M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.93K+ 238.25% |
$503K - $544K
|
12.7K
$837K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.41K+ 83.19% |
$417K - $451K
|
16.3K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.55KNew |
$369K - $399K
|
6.55K
$432K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.06KNew |
$229K - $248K
|
4.06K
$268K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.75KNew |
$211K - $229K
|
3.75K
$248K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.43K+ 12.32% |
$193K - $209K
|
31.3K
$2.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.23K+ 62.15% |
$125K - $136K
|
5.81K
$384K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.85KNew |
$104K - $113K
|
1.85K
$122K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
908+ 9.34% |
$51.1K - $55.3K
|
10.6K
$702K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
293+ 3.27% |
$16.5K - $17.9K
|
9.25K
$611K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
245New |
$13.8K - $14.9K
|
245
$16.2K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
93+ 1.7% |
$5.23K - $5.67K
|
5.57K
$368K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-16- 9.14% |
$900 - $975
|
159
$10.5K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-25- 4.89% |
$1.41K - $1.52K
|
486
$32.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-253- 2.39% |
$14.2K - $15.4K
|
10.3K
$682K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-341- 3.73% |
$19.2K - $20.8K
|
8.79K
$581K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-408- 7.23% |
$23K - $24.9K
|
5.23K
$345K
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-840- 3.05% |
$47.3K - $51.2K
|
26.7K
$1.77M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-871- 2.66% |
$49K - $53.1K
|
31.8K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-871- 2.66% |
$49K - $53.1K
|
31.8K
$2.1M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.31K- 36.39% |
$130K - $140K
|
4.03K
$266K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.51K- 7.42% |
$141K - $153K
|
31.3K
$2.06M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.67K- 5.56% |
$150K - $162K
|
45.3K
$2.99M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.47K- 15.4% |
$195K - $211K
|
19.1K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.44K- 12.3% |
$306K - $332K
|
38.8K
$2.56M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.61K- 17.2% |
$372K - $403K
|
31.8K
$2.1M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-35.9K- 62.49% |
$2.02M - $2.19M
|
21.5K
$1.42M
|