Purchases and Sales Made in Q1 2024 in Copa Holdings, S.A. (CPA)
This table provides information about the institutional ownership of Copa Holdings, S.A. (CPA) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16New |
$1.44K - $1.69K
|
16
$1.64K
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
14+ 3.57% |
$1.26K - $1.48K
|
406
$41.6K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12+ 3.23% |
$1.08K - $1.27K
|
383
$39.3K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10+ 100.0% |
$903 - $1.06K
|
20
$2.05K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10+ 3.86% |
$903 - $1.06K
|
269
$27.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5+ 0.18% |
$451 - $530
|
2.73K
$280K
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
4New |
$361 - $424
|
4
$410
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
3+ 300.0% |
$271 - $318
|
4
$410
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3+ 11.54% |
$271 - $318
|
29
$2.97K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
2+ 4.0% |
$181 - $212
|
52
$5.33K
|
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2New |
$181 - $212
|
2
$205
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
2New |
$181 - $212
|
2
$205
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2+ 3.57% |
$181 - $212
|
58
$5.95K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4- 7.41% |
$361 - $424
|
50
$5.13K
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-4- 0.93% |
$361 - $424
|
424
$43.5K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4- 0.25% |
$361 - $424
|
1.59K
$163K
|
|
|
Apr 05, 2024
Q1 2024
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.08% |
$451 - $530
|
6.05K
$621K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-17- 13.28% |
$1.53K - $1.8K
|
111
$11.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-23Closed |
$2.08K - $2.44K
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-30- 33.71% |
$2.71K - $3.18K
|
59
$6.05K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-30- 93.75% |
$2.71K - $3.18K
|
2
$205
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-63- 2.92% |
$5.69K - $6.67K
|
2.09K
$215K
|
|
|
May 06, 2024
Q1 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
SELL
|
- |
-79- 0.07% |
$7.13K - $8.37K
|
115K
$11.8M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-96- 2.04% |
$8.67K - $10.2K
|
4.61K
$473K
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-105- 4.06% |
$9.48K - $11.1K
|
2.48K
$255K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-182- 4.75% |
$16.4K - $19.3K
|
3.65K
$375K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-217- 32.49% |
$19.6K - $23K
|
451
$46.3K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-223- 9.09% |
$20.1K - $23.6K
|
2.23K
$229K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-292- 30.48% |
$26.4K - $30.9K
|
666
$68.3K
|
|
|
May 14, 2024
Q1 2024
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-317- 2.1% |
$28.6K - $33.6K
|
14.8K
$1.52M
|
|
|
May 02, 2024
Q1 2024
|
Hosking Partners LLP
|
SELL
|
- |
-340- 0.32% |
$30.7K - $36K
|
107K
$10.9M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-343- 99.71% |
$31K - $36.3K
|
1
$103
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
SELL
|
- |
-344- 3.46% |
$31.1K - $36.4K
|
9.6K
$985K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-359- 12.9% |
$32.4K - $38K
|
2.42K
$249K
|
|
|
Apr 16, 2024
Q1 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-400- 0.91% |
$36.1K - $42.4K
|
43.4K
$4.45M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-471- 2.18% |
$42.5K - $49.9K
|
21.2K
$2.17M
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-610- 0.93% |
$55.1K - $64.6K
|
64.9K
$6.66M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-643- 23.05% |
$58.1K - $68.1K
|
2.15K
$220K
|
|
|
May 14, 2024
Q1 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-695- 14.8% |
$62.8K - $73.6K
|
4K
$410K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-715- 3.64% |
$64.6K - $75.7K
|
18.9K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-805- 1.29% |
$72.7K - $85.3K
|
61.7K
$6.33M
|
|
|
May 14, 2024
Q1 2024
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-1.01K- 10.75% |
$90.9K - $107K
|
8.36K
$858K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-1.13K- 34.27% |
$102K - $120K
|
2.18K
$223K
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.19K- 17.46% |
$107K - $126K
|
5.61K
$575K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.36K- 30.34% |
$123K - $144K
|
3.13K
$321K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-1.38K- 4.63% |
$124K - $146K
|
28.4K
$2.91M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.48K- 14.39% |
$134K - $157K
|
8.81K
$903K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.69K- 2.16% |
$152K - $179K
|
76.4K
$7.84M
|
|
|
May 13, 2024
Q1 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
SELL
|
- |
-1.98K- 34.66% |
$179K - $210K
|
3.74K
$384K
|