Latest Institutional Transactions on United States Copper Index Fun (CPER)

CPER Quotes by TradingView

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 09, 2024 Q4 2023
Tidemark, LLC

San Diego, CA
BUY
 -
1.76K
New
$38.9K - $43.3K
1.76K $62.6K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
668
New
$14.7K - $16.4K
668 $23.7K
Feb 08, 2024 Q4 2023
Evergreen Private Wealth LLC

Greenwood Village, CO
BUY
 -
142
New
$3.13K - $3.48K
142 $5.04K
Jan 24, 2024 Q4 2023
Stratos Wealth Partners, Ltd.

SELL
 -
-3.09K
- 26.15%
$68.2K - $75.8K
8.73K $310K
Jan 12, 2024 Q4 2023
Cyndeo Wealth Partners, LLC

St. Petersburg, FL
SELL
 -
-64
- 0.64%
$1.41K - $1.57K
10K $355K
Q3 2023
Nov 16, 2023 Q3 2023
Creative Planning

Overland Park, KS
BUY
 -
1.2K
New
$27K - $29.8K
1.2K $42.6K
Nov 14, 2023 Q3 2023
Lido Advisors, LLC

Los Angeles, CA
SELL
 CALL
-2K
- 28.99%
$45K - $49.6K
4.9K $174K
Nov 08, 2023 Q3 2023
Spire Wealth Management

SELL
 -
-596
- 59.84%
$13.4K - $14.8K
400 $14.2K
Nov 03, 2023 Q3 2023
Signaturefd, LLC

Atlanta, GA
SELL
 -
-6.33K
- 99.92%
$142K - $157K
5 $178
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 $1.95M
Aug 14, 2023 Q2 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
204
New
$4.48K - $5.15K
204 $7.24K
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
191
New
$4.19K - $4.82K
191 $6.78K
Q1 2023
Oct 12, 2023 Q1 2023
Cape Investment Advisory, Inc.

Mcdonough, GA
BUY
 -
1.5K
New
$34K - $38.9K
1.5K $53.3K
May 17, 2023 Q1 2023
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-5.31K
- 7.44%
$120K - $138K
66.1K $2.35M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
SELL
 PUT
-113K
- 65.22%
$2.55M - $2.92M
60K $2.13M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
18.1K
New
$410K - $470K
18.1K $642K
May 12, 2023 Q1 2023
Old Mission Capital LLC

SELL
 -
-112K
- 87.69%
$2.55M - $2.92M
15.8K $560K
May 11, 2023 Q1 2023
Summit Wealth & Retirement Planning, Inc.

BUY
 -
8.62K
New
$195K - $224K
8.62K $306K
May 01, 2023 Q1 2023
Ifs Advisors, LLC

BUY
 -
200
New
$4.53K - $5.19K
200 $7.1K
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

SELL
 -
-60
- 29.7%
$1.36K - $1.56K
142 $5.04K
Q4 2022
Feb 14, 2023 Q4 2022
Financial Freedom, LLC

Cincinnati, OH
BUY
 -
92
New
$1.84K - $2.18K
92 $3.27K
Feb 14, 2023 Q4 2022
Hap Trading, LLC

New York, NY
BUY
 PUT
2.5K
+ 13.74%
$50K - $59.3K
20.7K $735K
Feb 13, 2023 Q4 2022
Kraematon Investment Advisors, Inc

BUY
 -
2K
New
$40K - $47.5K
2K $71K
Feb 09, 2023 Q4 2022
Itau Unibanco Holding S.A.

Sao Paulo, D5
BUY
 -
1.55K
New
$30.9K - $36.7K
1.55K $54.9K
Feb 03, 2023 Q4 2022
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
4K
New
$80K - $94.9K
4K $142K
Q3 2022
Nov 14, 2022 Q3 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
1.4K
+ 243.75%
$27.4K - $31.3K
1.98K $70.3K
Oct 31, 2022 Q3 2022
Nadler Financial Group, Inc.

BUY
 -
5
+ 0.01%
$97.6 - $112
33.9K $1.2M
Q2 2022
Aug 15, 2022 Q2 2022
Bank Of New York Mellon Corp

New York, NY
SELL
 -
-370K
Closed
$8.23M - $10.8M
0 $0
Aug 15, 2022 Q2 2022
1832 Asset Management L.P.

Toronto, A6
SELL
 -
-10.8K
Closed
$240K - $316K
0 $0
Aug 12, 2022 Q2 2022
Barclays PLC

London, X0
SELL
 -
-100
Closed
$2.22K - $2.93K
0 $0
Aug 12, 2022 Q2 2022
R Pg Family Wealth Advisory, LLC

Burlington, MA
SELL
 -
-13.1K
Closed
$290K - $382K
0 $0
Aug 10, 2022 Q2 2022
Citigroup Inc

SELL
 -
-5K
Closed
$111K - $146K
0 $0
Aug 09, 2022 Q2 2022
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
1.44K
New
$32K - $42.1K
1.44K $51.1K
Aug 08, 2022 Q2 2022
Oppenheimer & CO Inc

New York, NY
SELL
 -
-11.5K
Closed
$256K - $337K
0 $0
Aug 02, 2022 Q2 2022
Avantax Advisory Services, Inc.

BUY
 -
3.05K
+ 35.09%
$67.8K - $89.3K
11.8K $417K
Jul 18, 2022 Q2 2022
Clean Yield Group

BUY
 -
200
+ 20.0%
$4.44K - $5.85K
1.2K $42.6K
Jul 13, 2022 Q2 2022
Acg Wealth

BUY
 -
42
New
$933 - $1.23K
42 $1.49K
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-23
Closed
$511 - $673
0 $0
Q1 2022
Feb 14, 2024 Q1 2022
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
120
New
$3.17K - $3.59K
120 $4.26K
Aug 11, 2022 Q1 2022
Axxcess Wealth Management, LLC

Carlsbad, CA
SELL
 -
-14.4K
Closed
$379K - $429K
0 $0
May 25, 2022 Q1 2022
Ever Source Wealth Advisors, LLC

SELL
 -
-116
Closed
$3.06K - $3.47K
0 $0
May 23, 2022 Q1 2022
Castellan Group

Louisville, KY
SELL
 -
-145K
Closed
$3.82M - $4.32M
0 $0
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
108
New
$2.85K - $3.23K
108 $3.83K
May 13, 2022 Q1 2022
Bartlett & Co. LLC

BUY
 -
120
New
$3.17K - $3.59K
120 $4.26K
May 12, 2022 Q1 2022
Integrated Wealth Concepts LLC

SELL
 -
-8.02K
Closed
$212K - $240K
0 $0
May 09, 2022 Q1 2022
Qube Research & Technologies LTD

London, X0
SELL
 -
-10.2K
Closed
$269K - $305K
0 $0
May 09, 2022 Q1 2022
Herold Advisors, Inc.

SELL
 -
-14
- 0.13%
$370 - $419
10.8K $383K
May 05, 2022 Q1 2022
Solstein Capital, LLC

Menlo Park, CA
SELL
 -
-4.82K
Closed
$127K - $144K
0 $0
Q4 2021
Feb 16, 2022 Q4 2021
Harbour Investments, Inc.

Madison, WI
SELL
 -
-441
Closed
$11.2K - $12.8K
0 $0

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