Purchases and Sales Made in Q1 2023 in Copa Holdings, S.A. (CPA)
This table provides information about the institutional ownership of Copa Holdings, S.A. (CPA) during Q1 2023. The information is specifically focused on institutions that hold shares of Copa Holdings, S.A..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
588New |
$48.3K - $56.9K
|
588
$54K
|
|
|
May 15, 2023
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
588New |
$48.3K - $56.9K
|
588
$54K
|
|
|
May 15, 2023
Q1 2023
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
539+ 16.48% |
$44.3K - $52.2K
|
3.81K
$350K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
437+ 1560.71% |
$35.9K - $42.3K
|
465
$42.7K
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
392New |
$32.2K - $38K
|
392
$36K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
374+ 0.79% |
$30.7K - $36.2K
|
48K
$4.41M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
311New |
$25.6K - $30.1K
|
311
$28.6K
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
BUY
|
- |
270+ 4.98% |
$22.2K - $26.1K
|
5.7K
$523K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
255New |
$21K - $24.7K
|
255
$23.4K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
209+ 497.62% |
$17.2K - $20.2K
|
251
$23K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
208+ 770.37% |
$17.1K - $20.1K
|
235
$21.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
197+ 4.24% |
$16.2K - $19.1K
|
4.85K
$445K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
195New |
$16K - $18.9K
|
195
$17.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
194+ 2.89% |
$15.9K - $18.8K
|
6.9K
$633K
|
|
|
May 15, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
178+ 0.46% |
$14.6K - $17.2K
|
38.7K
$3.56M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
175+ 8750.0% |
$14.4K - $16.9K
|
177
$16.3K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
169+ 3.67% |
$13.9K - $16.4K
|
4.78K
$438K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
154+ 0.52% |
$12.7K - $14.9K
|
29.7K
$2.73M
|
|
|
May 02, 2023
Q1 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
146+ 5.88% |
$12K - $14.1K
|
2.63K
$241K
|
|
|
May 12, 2023
Q1 2023
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
BUY
|
- |
115+ 0.59% |
$9.45K - $11.1K
|
19.5K
$1.79M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
110+ 2.88% |
$9.04K - $10.7K
|
3.93K
$360K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
102+ 6.41% |
$8.38K - $9.88K
|
1.69K
$155K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
101+ 1683.33% |
$8.3K - $9.78K
|
107
$9.82K
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
101+ 3.67% |
$8.3K - $9.78K
|
2.86K
$262K
|
|
|
May 12, 2023
Q1 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
100+ 0.18% |
$8.22K - $9.69K
|
54.9K
$5.04M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
78New |
$6.41K - $7.55K
|
78
$7.16K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
54New |
$4.44K - $5.23K
|
54
$4.96K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
52New |
$4.27K - $5.04K
|
52
$4.77K
|
|
|
May 15, 2023
Q1 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
40+ 0.63% |
$3.29K - $3.87K
|
6.43K
$590K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
30New |
$2.47K - $2.91K
|
30
$2.75K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
28New |
$2.3K - $2.71K
|
28
$2.57K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
20+ 666.67% |
$1.64K - $1.94K
|
23
$2.11K
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
18New |
$1.48K - $1.74K
|
18
$1.65K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
9+ 10.84% |
$740 - $872
|
92
$8.45K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6New |
$493 - $581
|
6
$551
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6New |
$493 - $581
|
6
$551
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5New |
$411 - $484
|
5
$459
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
5+ 1.73% |
$411 - $484
|
294
$27K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
5New |
$411 - $484
|
5
$459
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
4New |
$329 - $387
|
4
$367
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3New |
$247 - $291
|
3
$275
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 25.0% |
$164 - $194
|
10
$918
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
2New |
$164 - $194
|
2
$184
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
2+ 33.33% |
$164 - $194
|
8
$734
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
1New |
$82.2 - $96.9
|
1
$91.8
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 4.76% |
$82.2 - $96.9
|
22
$2.02K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
1New |
$82.2 - $96.9
|
1
$91.8
|
|
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-1- 5.56% |
$82.2 - $96.9
|
17
$1.56K
|