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 13, 2025
Q4 2022
|
Stone X Group Inc.
|
BUY
|
- |
11KNew |
$221K - $262K
|
11K
$346K
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
PUT |
2.5K+ 13.74% |
$50K - $59.3K
|
20.7K
$648K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
92New |
$1.84K - $2.18K
|
92
$2.88K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2KNew |
$40K - $47.5K
|
2K
$62.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
1.55KNew |
$30.9K - $36.7K
|
1.55K
$48.4K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4KNew |
$80K - $94.9K
|
4K
$125K
|
|
| Q3 2022 | |||||||
|
Oct 31, 2022
Q3 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
5+ 0.01% |
$97.6 - $112
|
33.9K
$1.06M
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-10.8KClosed |
$240K - $316K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-370KClosed |
$8.23M - $10.8M
|
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
$45.1K
|
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.05K+ 35.09% |
$67.8K - $89.3K
|
11.8K
$368K
|
|
|
Jul 18, 2022
Q2 2022
|
Clean Yield Group
|
BUY
|
- |
200+ 20.0% |
$4.44K - $5.85K
|
1.2K
$37.6K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
42New |
$933 - $1.23K
|
42
$1.32K
|
|
|
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
$3.76K
|
|
|
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
|
Bartlett & Co. LLC
|
BUY
|
- |
120New |
$3.17K - $3.59K
|
120
$3.76K
|
|
|
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
$338K
|
|
|
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
|
Covington Capital Management
|
SELL
|
- |
-49Closed |
$1.25K - $1.42K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Verdad Advisers, LP
Boston, MA |
SELL
|
- |
-550KClosed |
$14M - $16M
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
New Century Advisors, LLC
|
BUY
|
- |
12.6KNew |
$321K - $366K
|
12.6K
$395K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-396Closed |
$10.1K - $11.5K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
343New |
$8.75K - $9.96K
|
343
$10.7K
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-46KClosed |
$1.14M - $1.29M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3.55KClosed |
$87.8K - $100K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-325Closed |
$8.03K - $9.15K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.57KClosed |
$113K - $129K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Empowered Funds, LLC
|
SELL
|
- |
-193KClosed |
$4.77M - $5.43M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-11.1KClosed |
$274K - $312K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
12+ 20.0% |
$297 - $338
|
72
$2.26K
|
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-40.8KClosed |
$1.01M - $1.15M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
12.8KNew |
$316K - $360K
|
12.8K
$401K
|
|
|
Nov 10, 2021
Q3 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-7.24K- 31.61% |
$179K - $204K
|
15.7K
$491K
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
20KNew |
$494K - $563K
|
20K
$626K
|
|
|
Nov 01, 2021
Q3 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-1.08KClosed |
$26.7K - $30.4K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-10.3KClosed |
$253K - $289K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-110KClosed |
$2.72M - $3.09M
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-400Closed |
$9.89K - $11.3K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Advisor Os, LLC
|
SELL
|
- |
-87.9KClosed |
$2.18M - $2.6M
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Accel Wealth Management
|
BUY
|
- |
200New |
$4.95K - $5.92K
|
200
$6.26K
|
|
|
Jul 23, 2021
Q2 2021
|
Belvedere Trading LLC
|
SELL
|
PUT |
-800Closed |
$19.8K - $23.7K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Belvedere Trading LLC
|
SELL
|
- |
-20.3KClosed |
$504K - $602K
|
0
$0
|
|