Latest Institutional Transactions on United States Copper Index Fun (CPER)
This table provides information on the latest institutional transactions involving United States Copper Index Fun (CPER) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
118New |
$3K - $3.7K
|
118
$3.02K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.7KNew |
$170K - $210K
|
6.7K
$172K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.6K+ 42.51% |
$372K - $459K
|
49.1K
$1.26M
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
7.55K+ 755.0% |
$192K - $237K
|
8.55K
$219K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
22.3KNew |
$565K - $699K
|
22.3K
$570K
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
13.3KNew |
$338K - $418K
|
13.3K
$341K
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-575- 2.1% |
$14.6K - $18K
|
26.8K
$687K
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
10.5KNew |
$266K - $329K
|
10.5K
$268K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
7.71KNew |
$196K - $242K
|
7.71K
$197K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
900New |
$22.9K - $28.2K
|
900
$23K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
343+ 171.5% |
$7.87K - $8.84K
|
543
$13.9K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.2K- 36.17% |
$119K - $134K
|
9.18K
$235K
|
|
|
May 15, 2024
Q1 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
271K+ 165.24% |
$6.22M - $6.98M
|
435K
$11.1M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 1.85% |
$23 - $25.8
|
53
$1.36K
|
|
|
May 15, 2024
Q1 2024
|
Bornite Capital Management LP
|
SELL
|
- |
-687K- 96.02% |
$15.8M - $17.7M
|
28.5K
$730K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.78K- 78.95% |
$63.7K - $71.5K
|
740
$18.9K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
9.64KNew |
$221K - $248K
|
9.64K
$247K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
CALL |
4.4K+ 338.46% |
$101K - $113K
|
5.7K
$146K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-1.48K- 90.81% |
$34K - $38.2K
|
150
$3.84K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
60New |
$1.38K - $1.55K
|
60
$1.54K
|
|
| Q4 2023 | |||||||
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.03KNew |
$22.7K - $25.3K
|
1.03K
$26.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.8KNew |
$150K - $167K
|
6.8K
$174K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$22.1 - $24.5
|
1
$25.6
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.76KNew |
$38.9K - $43.3K
|
1.76K
$45.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
668New |
$14.7K - $16.4K
|
668
$17.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
142New |
$3.13K - $3.48K
|
142
$3.64K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.09K- 26.15% |
$68.2K - $75.8K
|
8.73K
$223K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-64- 0.64% |
$1.41K - $1.57K
|
10K
$256K
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.2KNew |
$27K - $29.8K
|
1.2K
$30.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
CALL |
-2K- 28.99% |
$45K - $49.6K
|
4.9K
$125K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.6KNew |
$261K - $288K
|
11.6K
$297K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-596- 59.84% |
$13.4K - $14.8K
|
400
$10.2K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6.33K- 99.92% |
$142K - $157K
|
5
$128
|
|
| Q2 2023 | |||||||
|
Nov 14, 2023
Q2 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-66.2K- 54.66% |
$1.45M - $1.67M
|
54.9K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-2.55K- 17.43% |
$56K - $64.4K
|
12.1K
$309K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
204New |
$4.48K - $5.15K
|
204
$5.22K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
51New |
$1.12K - $1.29K
|
51
$1.31K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
191New |
$4.19K - $4.82K
|
191
$4.89K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.5KNew |
$34K - $38.9K
|
1.5K
$38.4K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.31K- 7.44% |
$120K - $138K
|
66.1K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18.1KNew |
$410K - $470K
|
18.1K
$463K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
PUT |
-113K- 65.22% |
$2.55M - $2.92M
|
60K
$1.54M
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-112K- 87.69% |
$2.55M - $2.92M
|
15.8K
$404K
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
8.62KNew |
$195K - $224K
|
8.62K
$221K
|
|
|
May 01, 2023
Q1 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
200New |
$4.53K - $5.19K
|
200
$5.12K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.45KNew |
$32.7K - $37.5K
|
1.45K
$37K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-60- 29.7% |
$1.36K - $1.56K
|
142
$3.64K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
92New |
$1.84K - $2.18K
|
92
$2.36K
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
2.5K+ 13.74% |
$50K - $59.3K
|
20.7K
$530K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2KNew |
$40K - $47.5K
|
2K
$51.2K
|
|