Purchases and Sales Made in Q4 2023 in Copa Holdings, S.A. (CPA)
This table provides information about the institutional ownership of Copa Holdings, S.A. (CPA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
23+ 2.61% |
$1.82K - $2.46K
|
903
$98.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
19New |
$1.5K - $2.04K
|
19
$2.07K
|
|
|
Feb 07, 2024
Q4 2023
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
BUY
|
- |
19+ 0.02% |
$1.5K - $2.04K
|
115K
$12.5M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
19New |
$1.5K - $2.04K
|
19
$2.07K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
11New |
$870 - $1.18K
|
11
$1.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10New |
$791 - $1.07K
|
10
$1.09K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6New |
$474 - $643
|
6
$652
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
6New |
$474 - $643
|
6
$652
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
5New |
$395 - $536
|
5
$544
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4+ 1.09% |
$316 - $429
|
370
$40.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2+ 25.0% |
$158 - $214
|
10
$1.09K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 8.7% |
$158 - $214
|
25
$2.72K
|
|
|
Feb 13, 2024
Q4 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1New |
$79.1 - $107
|
1
$109
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
1New |
$79.1 - $107
|
1
$109
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1+ 33.33% |
$79.1 - $107
|
4
$435
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2- 9.09% |
$158 - $214
|
20
$2.17K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-10- 0.37% |
$791 - $1.07K
|
2.72K
$296K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-14- 35.0% |
$1.11K - $1.5K
|
26
$2.83K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-21- 41.18% |
$1.66K - $2.25K
|
30
$3.26K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-24- 0.21% |
$1.9K - $2.57K
|
11.4K
$1.24M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-25- 7.6% |
$1.98K - $2.68K
|
304
$33K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-36- 27.91% |
$2.85K - $3.86K
|
93
$10.1K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-39- 13.09% |
$3.08K - $4.18K
|
259
$28.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-90- 3.36% |
$7.12K - $9.65K
|
2.59K
$281K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-97- 97.98% |
$7.67K - $10.4K
|
2
$217
|
|
|
Jan 23, 2024
Q4 2023
|
Carolina Wealth Advisors, LLC
|
SELL
|
- |
-103- 1.67% |
$8.14K - $11K
|
6.06K
$658K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-158- 4.39% |
$12.5K - $16.9K
|
3.44K
$374K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-241- 8.95% |
$19.1K - $25.8K
|
2.45K
$267K
|
|
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-255- 77.27% |
$20.2K - $27.3K
|
75
$8.15K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-266- 5.59% |
$21K - $28.5K
|
4.5K
$489K
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-278- 3.74% |
$22K - $29.8K
|
7.15K
$777K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-297- 5.67% |
$23.5K - $31.8K
|
4.94K
$537K
|
|
|
Feb 13, 2024
Q4 2023
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-393- 2.53% |
$31.1K - $42.1K
|
15.1K
$1.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-413- 12.89% |
$32.7K - $44.3K
|
2.79K
$303K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-429- 97.72% |
$33.9K - $46K
|
10
$1.09K
|
|
|
Feb 12, 2024
Q4 2023
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-475- 15.07% |
$37.6K - $50.9K
|
2.68K
$291K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-476- 84.25% |
$37.6K - $51K
|
89
$9.68K
|
|
|
Feb 13, 2024
Q4 2023
|
Privium Fund Management (Uk) LTD
|
SELL
|
- |
-493- 2.14% |
$39K - $52.8K
|
22.5K
$2.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-493- 1.95% |
$39K - $52.8K
|
24.7K
$2.69M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-619- 22.3% |
$48.9K - $66.3K
|
2.16K
$234K
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-995- 10.98% |
$78.7K - $107K
|
8.07K
$877K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.01K- 97.76% |
$79.5K - $108K
|
23
$2.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Harvest Portfolios Group Inc.
Oakville, A6 |
SELL
|
- |
-1.14K- 10.86% |
$90.2K - $122K
|
9.37K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.36K- 22.39% |
$107K - $145K
|
4.7K
$511K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.41K- 98.74% |
$112K - $152K
|
18
$1.96K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-1.43K- 23.29% |
$113K - $153K
|
4.71K
$512K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.47K- 68.79% |
$116K - $158K
|
668
$72.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
SELL
|
- |
-1.48K- 39.65% |
$117K - $159K
|
2.26K
$245K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
SELL
|
- |
-1.65K- 14.21% |
$130K - $177K
|
9.95K
$1.08M
|