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 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
142New |
$3.13K - $3.48K
|
142
$4.58K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.09K- 26.15% |
$68.2K - $75.8K
|
8.73K
$281K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-64- 0.64% |
$1.41K - $1.57K
|
10K
$323K
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.2KNew |
$27K - $29.8K
|
1.2K
$38.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
CALL |
-2K- 28.99% |
$45K - $49.6K
|
4.9K
$158K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-596- 59.84% |
$13.4K - $14.8K
|
400
$12.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6.33K- 99.92% |
$142K - $157K
|
5
$161
|
|
| 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
$1.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-2.55K- 17.43% |
$56K - $64.4K
|
12.1K
$390K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
204New |
$4.48K - $5.15K
|
204
$6.58K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
191New |
$4.19K - $4.82K
|
191
$6.16K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.5KNew |
$34K - $38.9K
|
1.5K
$48.4K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.31K- 7.44% |
$120K - $138K
|
66.1K
$2.13M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
PUT |
-113K- 65.22% |
$2.55M - $2.92M
|
60K
$1.94M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18.1KNew |
$410K - $470K
|
18.1K
$583K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-112K- 87.69% |
$2.55M - $2.92M
|
15.8K
$509K
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
8.62KNew |
$195K - $224K
|
8.62K
$278K
|
|
|
May 01, 2023
Q1 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
200New |
$4.53K - $5.19K
|
200
$6.45K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.45KNew |
$32.7K - $37.5K
|
1.45K
$46.6K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-60- 29.7% |
$1.36K - $1.56K
|
142
$4.58K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
92New |
$1.84K - $2.18K
|
92
$2.97K
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
2.5K+ 13.74% |
$50K - $59.3K
|
20.7K
$668K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2KNew |
$40K - $47.5K
|
2K
$64.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.55KNew |
$30.9K - $36.7K
|
1.55K
$49.9K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4KNew |
$80K - $94.9K
|
4K
$129K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.4K+ 243.75% |
$27.4K - $31.3K
|
1.98K
$63.9K
|
|
|
Oct 31, 2022
Q3 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
5+ 0.01% |
$97.6 - $112
|
33.9K
$1.09M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-370KClosed |
$8.23M - $10.8M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-10.8KClosed |
$240K - $316K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-100Closed |
$2.22K - $2.93K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-13.1KClosed |
$290K - $382K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-5KClosed |
$111K - $146K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.44KNew |
$32K - $42.1K
|
1.44K
$46.4K
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-11.5KClosed |
$256K - $337K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.05K+ 35.09% |
$67.8K - $89.3K
|
11.8K
$379K
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
BUY
|
- |
200+ 20.0% |
$4.44K - $5.85K
|
1.2K
$38.7K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
42New |
$933 - $1.23K
|
42
$1.35K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-23Closed |
$511 - $673
|
0
$0
|
|
| Q1 2022 | |||||||
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
120New |
$3.17K - $3.59K
|
120
$3.87K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-14.4KClosed |
$379K - $429K
|
0
$0
|
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-116Closed |
$3.06K - $3.47K
|
0
$0
|
|
|
May 23, 2022
Q1 2022
|
Castellan Group
Louisville, KY |
SELL
|
- |
-145KClosed |
$3.82M - $4.32M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
108New |
$2.85K - $3.23K
|
108
$3.48K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
120New |
$3.17K - $3.59K
|
120
$3.87K
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-8.02KClosed |
$212K - $240K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-10.2KClosed |
$269K - $305K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-14- 0.13% |
$370 - $419
|
10.8K
$348K
|
|
|
May 05, 2022
Q1 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-4.82KClosed |
$127K - $144K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-441Closed |
$11.2K - $12.8K
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-49Closed |
$1.25K - $1.42K
|
0
$0
|
|