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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-3.4K- 39.77% |
$85.5K - $99.1K
|
5.15K
$166K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.82K+ 1542.37% |
$45.8K - $53.1K
|
1.94K
$62.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
238New |
$5.99K - $6.94K
|
238
$7.68K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
161New |
$4.05K - $4.69K
|
161
$5.19K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.31K- 50.97% |
$33.1K - $38.3K
|
1.26K
$40.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-5.98K- 99.98% |
$150K - $174K
|
1
$32.3
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.54KNew |
$38.8K - $45K
|
1.54K
$49.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
178New |
$4.48K - $5.19K
|
178
$5.74K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13.2K+ 63.67% |
$332K - $385K
|
33.9K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
350New |
$8.81K - $10.2K
|
350
$11.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.69KNew |
$143K - $166K
|
5.69K
$183K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.5KNew |
$284K - $332K
|
11.5K
$370K
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
7.28KNew |
$180K - $211K
|
7.28K
$235K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.07K- 69.2% |
$51.2K - $60K
|
923
$29.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
300New |
$7.41K - $8.68K
|
300
$9.68K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
99+ 6.2% |
$2.45K - $2.86K
|
1.7K
$54.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
18New |
$445 - $521
|
18
$581
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
5K+ 26.88% |
$124K - $145K
|
23.6K
$761K
|
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-6.11K- 38.86% |
$151K - $177K
|
9.62K
$310K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
37K+ 439.61% |
$915K - $1.07M
|
45.5K
$1.47M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
7.91KNew |
$196K - $229K
|
7.91K
$255K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.43K+ 2734.89% |
$159K - $186K
|
6.66K
$215K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
227New |
$5.61K - $6.57K
|
227
$7.32K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-50- 50.0% |
$1.24K - $1.45K
|
50
$1.61K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
856+ 200.47% |
$21.7K - $26.9K
|
1.28K
$41.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-370- 0.17% |
$9.39K - $11.6K
|
223K
$7.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.45K+ 2454.0% |
$62.3K - $77K
|
2.55K
$82.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
70New |
$1.78K - $2.2K
|
70
$2.26K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-3.84K- 20.62% |
$97.4K - $120K
|
14.8K
$476K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.7KNew |
$170K - $210K
|
6.7K
$216K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.6K+ 42.51% |
$372K - $459K
|
49.1K
$1.58M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
13.3KNew |
$338K - $418K
|
13.3K
$429K
|
|
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
22.3KNew |
$565K - $699K
|
22.3K
$718K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
7.71KNew |
$196K - $242K
|
7.71K
$248K
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
10.5KNew |
$266K - $329K
|
10.5K
$338K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
900New |
$22.9K - $28.2K
|
900
$29K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
343+ 171.5% |
$7.87K - $8.84K
|
543
$17.5K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1- 1.85% |
$23 - $25.8
|
53
$1.71K
|
|
|
May 15, 2024
Q1 2024
|
Bornite Capital Management LP
|
SELL
|
- |
-687K- 96.02% |
$15.8M - $17.7M
|
28.5K
$919K
|
|
|
May 15, 2024
Q1 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
271K+ 165.24% |
$6.22M - $6.98M
|
435K
$14M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.2K- 36.17% |
$119K - $134K
|
9.18K
$296K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.78K- 78.95% |
$63.7K - $71.5K
|
740
$23.9K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
9.64KNew |
$221K - $248K
|
9.64K
$311K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
CALL |
4.4K+ 338.46% |
$101K - $113K
|
5.7K
$184K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-1.48K- 90.81% |
$34K - $38.2K
|
150
$4.84K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
60New |
$1.38K - $1.55K
|
60
$1.94K
|
|
| Q4 2023 | |||||||
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.03KNew |
$22.7K - $25.3K
|
1.03K
$33.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.8KNew |
$150K - $167K
|
6.8K
$219K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
668New |
$14.7K - $16.4K
|
668
$21.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.76KNew |
$38.9K - $43.3K
|
1.76K
$56.9K
|
|