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 |
---|---|---|---|---|---|---|---|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
156New |
$3.95K - $5.11K
|
156
$4.36K
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
50New |
$1.27K - $1.64K
|
50
$1.4K
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1New |
$25.3 - $32.8
|
1
$27.9
|
|
Q4 2024 | |||||||
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13.2K+ 63.67% |
$332K - $385K
|
33.9K
$948K
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.2KNew |
$307K - $355K
|
12.2K
$341K
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
12KNew |
$301K - $349K
|
12K
$334K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.69KNew |
$143K - $166K
|
5.69K
$159K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.82K+ 1542.37% |
$45.8K - $53.1K
|
1.94K
$54.1K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.54KNew |
$38.8K - $45K
|
1.54K
$43.1K
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
350New |
$8.81K - $10.2K
|
350
$9.78K
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
238New |
$5.99K - $6.94K
|
238
$6.65K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
178New |
$4.48K - $5.19K
|
178
$4.97K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
161New |
$4.05K - $4.69K
|
161
$4.5K
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
85New |
$2.14K - $2.48K
|
85
$2.37K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5New |
$126 - $146
|
5
$140
|
|
Q3 2024 | |||||||
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.5KNew |
$284K - $332K
|
11.5K
$321K
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
7.91KNew |
$196K - $229K
|
7.91K
$221K
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
7.28KNew |
$180K - $211K
|
7.28K
$203K
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.43K+ 2734.89% |
$159K - $186K
|
6.66K
$186K
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
5K+ 26.88% |
$124K - $145K
|
23.6K
$659K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
300New |
$7.41K - $8.68K
|
300
$8.38K
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
227New |
$5.61K - $6.57K
|
227
$6.34K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
99+ 6.2% |
$2.45K - $2.86K
|
1.7K
$47.4K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
18New |
$445 - $521
|
18
$503
|
|
Q2 2024 | |||||||
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
22.3KNew |
$565K - $699K
|
22.3K
$622K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.6K+ 42.51% |
$372K - $459K
|
49.1K
$1.37M
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
13.3KNew |
$338K - $418K
|
13.3K
$372K
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
10.5KNew |
$266K - $329K
|
10.5K
$293K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
7.71KNew |
$196K - $242K
|
7.71K
$215K
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.7KNew |
$170K - $210K
|
6.7K
$187K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.45K+ 2454.0% |
$62.3K - $77K
|
2.55K
$71.4K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
900New |
$22.9K - $28.2K
|
900
$25.1K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
70New |
$1.78K - $2.2K
|
70
$1.96K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
271K+ 165.24% |
$6.22M - $6.98M
|
435K
$12.2M
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
9.64KNew |
$221K - $248K
|
9.64K
$269K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
CALL |
4.4K+ 338.46% |
$101K - $113K
|
5.7K
$159K
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
60New |
$1.38K - $1.55K
|
60
$1.68K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.8KNew |
$150K - $167K
|
6.8K
$190K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.76KNew |
$38.9K - $43.3K
|
1.76K
$49.3K
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.03KNew |
$22.7K - $25.3K
|
1.03K
$28.8K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
668New |
$14.7K - $16.4K
|
668
$18.7K
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
142New |
$3.13K - $3.48K
|
142
$3.97K
|
|
Q3 2023 | |||||||
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.2KNew |
$27K - $29.8K
|
1.2K
$33.5K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
204New |
$4.48K - $5.15K
|
204
$5.7K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
191New |
$4.19K - $4.82K
|
191
$5.34K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18.1KNew |
$410K - $470K
|
18.1K
$505K
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
8.62KNew |
$195K - $224K
|
8.62K
$241K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.5KNew |
$34K - $38.9K
|
1.5K
$41.9K
|
|
May 01, 2023
Q1 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
200New |
$4.53K - $5.19K
|
200
$5.59K
|
|
Q4 2022 | |||||||
Aug 13, 2025
Q4 2022
|
Stone X Group Inc.
|
BUY
|
- |
11KNew |
$221K - $262K
|
11K
$308K
|