Purchases and Sales Made in Q3 2023 in Copa Holdings, S.A. (CPA)
This table provides information about the institutional ownership of Copa Holdings, S.A. (CPA) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
3.74KNew |
$327K - $449K
|
3.74K
$407K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.34K+ 5056.06% |
$292K - $400K
|
3.4K
$370K
|
|
Nov 14, 2023
Q3 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
3.3K+ 25.19% |
$289K - $396K
|
16.4K
$1.78M
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.18K+ 4.35% |
$278K - $382K
|
76.3K
$8.3M
|
|
Nov 06, 2023
Q3 2023
|
Privium Fund Management (Uk) LTD
|
BUY
|
- |
3.18K+ 16.0% |
$278K - $381K
|
23K
$2.5M
|
|
Nov 01, 2023
Q3 2023
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
2.98K+ 2.66% |
$261K - $358K
|
115K
$12.5M
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.73KNew |
$239K - $328K
|
2.73K
$297K
|
|
Oct 26, 2023
Q3 2023
|
Oldfield Partners LLP
|
BUY
|
- |
2.4K+ 26.37% |
$210K - $288K
|
11.5K
$1.25M
|
|
Nov 13, 2024
Q3 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
2.35KNew |
$205K - $281K
|
2.35K
$255K
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
1.17K+ 10.38% |
$102K - $140K
|
12.4K
$1.35M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.16K+ 37.34% |
$101K - $139K
|
4.27K
$464K
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.16K+ 28.47% |
$101K - $139K
|
5.24K
$569K
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
938+ 14.19% |
$82K - $113K
|
7.55K
$821K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
806+ 46.51% |
$70.5K - $96.7K
|
2.54K
$276K
|
|
Oct 19, 2023
Q3 2023
|
Handelsbanken Fonder Ab
|
BUY
|
- |
800+ 19.05% |
$70K - $96K
|
5K
$544K
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
700+ 21.21% |
$61.2K - $84K
|
4K
$435K
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
694+ 694.0% |
$60.7K - $83.3K
|
794
$86.3K
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
551+ 18.06% |
$48.2K - $66.1K
|
3.6K
$392K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
477+ 0.7% |
$41.7K - $57.2K
|
68.6K
$7.45M
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
283+ 9.28% |
$24.7K - $34K
|
3.33K
$362K
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
200New |
$17.5K - $24K
|
200
$21.7K
|
|
Nov 07, 2023
Q3 2023
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
- |
195+ 1.42% |
$17.1K - $23.4K
|
14K
$1.52M
|
|
Nov 13, 2023
Q3 2023
|
1492 Capital Management LLC
Milwaukee, WI |
BUY
|
- |
186+ 0.31% |
$16.3K - $22.3K
|
59.5K
$6.47M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
184New |
$16.1K - $22.1K
|
184
$20K
|
|
Nov 14, 2023
Q3 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
165+ 2.92% |
$14.4K - $19.8K
|
5.82K
$633K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
108+ 108.0% |
$9.44K - $13K
|
208
$22.6K
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
99New |
$8.66K - $11.9K
|
99
$10.8K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
95+ 0.84% |
$8.31K - $11.4K
|
11.4K
$1.24M
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
89New |
$7.78K - $10.7K
|
89
$9.68K
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
86+ 117.81% |
$7.52K - $10.3K
|
159
$17.3K
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
65+ 0.59% |
$5.68K - $7.8K
|
11.1K
$1.21M
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
51New |
$4.46K - $6.12K
|
51
$5.54K
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
48+ 1600.0% |
$4.2K - $5.76K
|
51
$5.54K
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
46+ 158.62% |
$4.02K - $5.52K
|
75
$8.15K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
35+ 700.0% |
$3.06K - $4.2K
|
40
$4.35K
|
|
Nov 13, 2023
Q3 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
32+ 0.52% |
$2.8K - $3.84K
|
6.13K
$667K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
25New |
$2.19K - $3K
|
25
$2.72K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
21New |
$1.84K - $2.52K
|
21
$2.28K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
21+ 70.0% |
$1.84K - $2.52K
|
51
$5.54K
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
17+ 5.18% |
$1.49K - $2.04K
|
345
$37.5K
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
9+ 2.81% |
$787 - $1.08K
|
329
$35.8K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8+ 6.61% |
$700 - $960
|
129
$14K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3New |
$262 - $360
|
3
$326
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
2New |
$175 - $240
|
2
$217
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-2- 20.0% |
$175 - $240
|
8
$870
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3- 0.23% |
$262 - $360
|
1.27K
$138K
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-7Closed |
$612 - $840
|
0
$0
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-10- 0.21% |
$874 - $1.2K
|
4.69K
$509K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-16- 24.62% |
$1.4K - $1.92K
|
49
$5.33K
|