Latest Institutional Transactions on Global X Copper Miners ETF (COPX)
This table provides information on the latest institutional transactions involving Global X Copper Miners ETF (COPX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-625- 6.6% |
$20K - $24.3K
|
8.84K
$344K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
30New |
$958 - $1.17K
|
30
$1.17K
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
22.6KNew |
$723K - $880K
|
22.6K
$881K
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
SELL
|
- |
-2.34K- 92.61% |
$74.8K - $91K
|
187
$7.28K
|
|
Feb 14, 2024
Q4 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-7.77K- 35.44% |
$248K - $302K
|
14.2K
$551K
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
14.3KNew |
$457K - $555K
|
14.3K
$556K
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
300New |
$9.58K - $11.7K
|
300
$11.7K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
130New |
$4.15K - $5.05K
|
130
$5.06K
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-873- 3.64% |
$27.9K - $33.9K
|
23.1K
$898K
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
89New |
$2.84K - $3.46K
|
89
$3.46K
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
310New |
$9.9K - $12K
|
310
$12.1K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
200+ 800.0% |
$6.39K - $7.77K
|
225
$8.75K
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
8KNew |
$256K - $311K
|
8K
$311K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-412- 80.47% |
$13.2K - $16K
|
100
$3.89K
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-430- 93.48% |
$13.7K - $16.7K
|
30
$1.17K
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-113- 0.67% |
$3.61K - $4.39K
|
16.9K
$657K
|
|
Q3 2023 | |||||||
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
386+ 72.28% |
$13.7K - $16.1K
|
920
$35.8K
|
|
Nov 14, 2023
Q3 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-39.3KClosed |
$1.39M - $1.64M
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 2.5% |
$35.4 - $41.8
|
41
$1.6K
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.73KNew |
$345K - $406K
|
9.73K
$379K
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
43.7KNew |
$1.55M - $1.82M
|
43.7K
$1.7M
|
|
Nov 09, 2023
Q3 2023
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
91K+ 114.34% |
$3.22M - $3.8M
|
171K
$6.64M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
250KNew |
$8.85M - $10.4M
|
250K
$9.73M
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-3.82K- 3.45% |
$135K - $159K
|
107K
$4.16M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.5K- 70.42% |
$53.1K - $62.6K
|
630
$24.5K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
76New |
$2.69K - $3.17K
|
76
$2.96K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
22New |
$779 - $919
|
22
$856
|
|
Q2 2023 | |||||||
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
15New |
$519 - $635
|
15
$584
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.74KNew |
$199K - $243K
|
5.74K
$223K
|
|
Aug 14, 2023
Q2 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
4.02KNew |
$139K - $170K
|
4.02K
$156K
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
11.4KNew |
$394K - $482K
|
11.4K
$443K
|
|
Aug 11, 2023
Q2 2023
|
Formula Growth LTD
Montreal, A8 |
BUY
|
- |
12.5KNew |
$433K - $529K
|
12.5K
$486K
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
6.1KNew |
$211K - $258K
|
6.1K
$237K
|
|
Aug 08, 2023
Q2 2023
|
Concentrum Wealth Management
|
BUY
|
- |
7.81KNew |
$270K - $331K
|
7.81K
$304K
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-546K- 94.74% |
$18.9M - $23.1M
|
30.3K
$1.18M
|
|
Aug 02, 2023
Q2 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-7.63K- 53.9% |
$264K - $323K
|
6.53K
$254K
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
4.4KNew |
$152K - $186K
|
4.4K
$171K
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
11.6KNew |
$401K - $490K
|
11.6K
$450K
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-3.45K- 35.64% |
$119K - $146K
|
6.23K
$242K
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
5.37KNew |
$186K - $227K
|
5.37K
$209K
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
249+ 2.45% |
$8.62K - $10.5K
|
10.4K
$405K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
205+ 3.82% |
$7.09K - $8.68K
|
5.58K
$217K
|
|
Q1 2023 | |||||||
Dec 13, 2024
Q1 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-7.1KClosed |
$246K - $297K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
21New |
$727 - $880
|
21
$817
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-478- 8.04% |
$16.5K - $20K
|
5.47K
$213K
|
|
May 12, 2023
Q1 2023
|
First Trust Bank, Ltd.
Nassau, C5 |
BUY
|
- |
77KNew |
$2.66M - $3.23M
|
77K
$3M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-103- 1.67% |
$3.56K - $4.32K
|
6.08K
$237K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.47KNew |
$259K - $313K
|
7.47K
$291K
|