Latest Institutional Purchases of United States Copper Index Fun (CPER)
This list provides information on the latest institutional transactions involving United States Copper Index Fun (CPER) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
300New |
$7.41K - $8.68K
|
300
$9.68K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
227New |
$5.61K - $6.57K
|
227
$7.32K
|
|
|
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
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
22.3KNew |
$565K - $699K
|
22.3K
$718K
|
|
|
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 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
10.5KNew |
$266K - $329K
|
10.5K
$338K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
7.71KNew |
$196K - $242K
|
7.71K
$248K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.7KNew |
$170K - $210K
|
6.7K
$216K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.45K+ 2454.0% |
$62.3K - $77K
|
2.55K
$82.4K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
900New |
$22.9K - $28.2K
|
900
$29K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
856+ 200.47% |
$21.7K - $26.9K
|
1.28K
$41.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
70New |
$1.78K - $2.2K
|
70
$2.26K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
271K+ 165.24% |
$6.22M - $6.98M
|
435K
$14M
|
|
|
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
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
343+ 171.5% |
$7.87K - $8.84K
|
543
$17.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
60New |
$1.38K - $1.55K
|
60
$1.94K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.8KNew |
$150K - $167K
|
6.8K
$219K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.76KNew |
$38.9K - $43.3K
|
1.76K
$56.9K
|
|
|
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 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
668New |
$14.7K - $16.4K
|
668
$21.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
142New |
$3.13K - $3.48K
|
142
$4.58K
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.2KNew |
$27K - $29.8K
|
1.2K
$38.7K
|
|
| Q2 2023 | |||||||
|
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 | |||||||
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18.1KNew |
$410K - $470K
|
18.1K
$583K
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
8.62KNew |
$195K - $224K
|
8.62K
$278K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.5KNew |
$34K - $38.9K
|
1.5K
$48.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.45KNew |
$32.7K - $37.5K
|
1.45K
$46.6K
|
|
|
May 01, 2023
Q1 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
200New |
$4.53K - $5.19K
|
200
$6.45K
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4KNew |
$80K - $94.9K
|
4K
$129K
|
|
|
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 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
92New |
$1.84K - $2.18K
|
92
$2.97K
|
|
| 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 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.05K+ 35.09% |
$67.8K - $89.3K
|
11.8K
$379K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.44KNew |
$32K - $42.1K
|
1.44K
$46.4K
|
|
|
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
|
|
| Q1 2022 | |||||||
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
120New |
$3.17K - $3.59K
|
120
$3.87K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
120New |
$3.17K - $3.59K
|
120
$3.87K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
108New |
$2.85K - $3.23K
|
108
$3.48K
|
|
| Q4 2021 | |||||||
|
Feb 04, 2022
Q4 2021
|
New Century Advisors, LLC
|
BUY
|
- |
12.6KNew |
$321K - $366K
|
12.6K
$406K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
343New |
$8.75K - $9.96K
|
343
$11.1K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
20KNew |
$494K - $563K
|
20K
$645K
|
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
BUY
|
- |
12.8KNew |
$316K - $360K
|
12.8K
$413K
|
|