Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
200KNew |
$10.8M - $12.2M
|
200K
$12.6M
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
37.4KNew |
$2.02M - $2.28M
|
37.4K
$2.35M
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.6K+ 19.54% |
$681K - $769K
|
77.1K
$4.85M
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$540K - $610K
|
10K
$629K
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.47K+ 22.76% |
$512K - $578K
|
51.1K
$3.21M
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
5.9KNew |
$319K - $360K
|
5.9K
$371K
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.22K+ 130.6% |
$282K - $319K
|
9.22K
$580K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.67KNew |
$198K - $224K
|
3.67K
$230K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.02K+ 12.12% |
$163K - $184K
|
28K
$1.76M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
2.51K+ 835.0% |
$135K - $153K
|
2.81K
$176K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.03K+ 28.71% |
$110K - $124K
|
9.11K
$572K
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.74KNew |
$93.7K - $106K
|
1.74K
$109K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.66K+ 8.24% |
$89.4K - $101K
|
21.7K
$1.37M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
600New |
$32.4K - $36.6K
|
600
$37.7K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
455+ 0.78% |
$24.6K - $27.7K
|
58.7K
$3.69M
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
250New |
$13.5K - $15.2K
|
250
$15.7K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
162+ 1.55% |
$8.75K - $9.88K
|
10.6K
$669K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
101New |
$5.45K - $6.16K
|
101
$6.35K
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$5.4K - $6.1K
|
100
$6.29K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
67+ 0.71% |
$3.62K - $4.09K
|
9.51K
$598K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
41+ 455.56% |
$2.21K - $2.5K
|
50
$3.14K
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
25New |
$1.35K - $1.52K
|
25
$1.57K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22New |
$1.19K - $1.34K
|
22
$1.38K
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-8- 80.0% |
$432 - $488
|
2
$126
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-11- 0.04% |
$594 - $671
|
28.6K
$1.8M
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-200- 4.43% |
$10.8K - $12.2K
|
4.32K
$271K
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-200- 0.7% |
$10.8K - $12.2K
|
28.2K
$1.77M
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-267- 4.38% |
$14.4K - $16.3K
|
5.83K
$366K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-314- 7.24% |
$17K - $19.1K
|
4.02K
$253K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-648- 15.32% |
$35K - $39.5K
|
3.58K
$225K
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-664- 12.79% |
$35.9K - $40.5K
|
4.53K
$285K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-856- 2.76% |
$46.2K - $52.2K
|
30.1K
$1.89M
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-1.15K- 10.46% |
$62.1K - $70.1K
|
9.85K
$619K
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-1.22K- 43.69% |
$65.6K - $74.1K
|
1.57K
$98.4K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.38K- 18.63% |
$74.7K - $84.3K
|
6.04K
$380K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.44K- 12.7% |
$77.7K - $87.8K
|
9.89K
$622K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.32K- 20.53% |
$125K - $142K
|
8.98K
$565K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-7.66K- 19.17% |
$413K - $467K
|
32.3K
$2.03M
|