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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
65.5K+ 182.77% |
$1.78M - $2.37M
|
101K
$3.17M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.29K- 91.16% |
$35.1K - $46.6K
|
125
$3.92K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
135+ 13500.0% |
$3.67K - $4.88K
|
136
$4.26K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
7.22KNew |
$196K - $261K
|
7.22K
$226K
|
|
|
Oct 14, 2025
Q3 2025
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-10K- 32.96% |
$272K - $362K
|
20.3K
$637K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-700- 87.5% |
$19K - $25.3K
|
100
$3.13K
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
45.7KNew |
$1.24M - $1.65M
|
45.7K
$1.43M
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.16KNew |
$31.6K - $42K
|
1.16K
$36.4K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
783+ 5.64% |
$21.3K - $28.3K
|
14.7K
$459K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
60+ 11.11% |
$1.54K - $1.9K
|
600
$18.8K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.81KNew |
$46.4K - $57.2K
|
1.81K
$56.5K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.46KNew |
$37.7K - $46.4K
|
1.46K
$45.9K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
264+ 2.09% |
$6.79K - $8.37K
|
12.9K
$404K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
6.5K+ 103.17% |
$167K - $206K
|
12.8K
$401K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2KNew |
$51.4K - $63.4K
|
2K
$62.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5K+ 252.53% |
$129K - $159K
|
6.98K
$219K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
3.51KNew |
$90.3K - $111K
|
3.51K
$110K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
7KNew |
$180K - $222K
|
7K
$219K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
48New |
$1.23K - $1.52K
|
48
$1.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1New |
$25.7 - $31.7
|
1
$31.3
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
37New |
$952 - $1.17K
|
37
$1.16K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.02KNew |
$181K - $222K
|
7.02K
$220K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
40New |
$1.03K - $1.27K
|
40
$1.25K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
9.89KNew |
$254K - $314K
|
9.89K
$310K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1KNew |
$25.7K - $31.7K
|
1K
$31.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Imc Chicago, LLC
|
BUY
|
- |
14.8KNew |
$381K - $470K
|
14.8K
$464K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
627New |
$16.1K - $19.9K
|
627
$19.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-481- 47.25% |
$12.4K - $15.2K
|
537
$16.8K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
800+ 400.0% |
$20.6K - $25.4K
|
1K
$31.3K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.32K+ 8.71% |
$34K - $41.9K
|
16.5K
$517K
|
|
| Q1 2025 | |||||||
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
50New |
$1.27K - $1.64K
|
50
$1.57K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-458- 61.73% |
$11.6K - $15K
|
284
$8.89K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1New |
$25.3 - $32.8
|
1
$31.3
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
156New |
$3.95K - $5.11K
|
156
$4.89K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
14KNew |
$355K - $459K
|
14K
$439K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-1.13K- 11.78% |
$28.5K - $36.8K
|
8.43K
$264K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.57KNew |
$166K - $215K
|
6.57K
$206K
|
|
| Q4 2024 | |||||||
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
85New |
$2.14K - $2.48K
|
85
$2.66K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.2KNew |
$307K - $355K
|
12.2K
$382K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5New |
$126 - $146
|
5
$157
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
12KNew |
$301K - $349K
|
12K
$375K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
238New |
$5.99K - $6.94K
|
238
$7.45K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.31K- 50.97% |
$33.1K - $38.3K
|
1.26K
$39.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
178New |
$4.48K - $5.19K
|
178
$5.57K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13.2K+ 63.67% |
$332K - $385K
|
33.9K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
350New |
$8.81K - $10.2K
|
350
$11K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.69KNew |
$143K - $166K
|
5.69K
$178K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.5KNew |
$284K - $332K
|
11.5K
$359K
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
7.28KNew |
$180K - $211K
|
7.28K
$228K
|
|