Purchases and Sales Made in Q1 2023 in United States Copper Index Fun (CPER)
This table provides information about the institutional ownership of United States Copper Index Fun (CPER) during Q1 2023. The information is specifically focused on institutions that hold shares of UNITED STATES COPPER INDEX FUN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
89.4K+ 88.45% |
$2.03M - $2.32M
|
190K
$4.87M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
71.5K+ 3083.74% |
$1.62M - $1.86M
|
73.8K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
57.3K+ 163.45% |
$1.3M - $1.49M
|
92.3K
$2.36M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
28.9K+ 97.69% |
$655K - $751K
|
58.5K
$1.5M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
18.1KNew |
$410K - $470K
|
18.1K
$463K
|
|
|
May 11, 2023
Q1 2023
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
8.62KNew |
$195K - $224K
|
8.62K
$221K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
8.54K+ 12023.94% |
$193K - $222K
|
8.61K
$220K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.92K+ 24.36% |
$179K - $206K
|
40.4K
$1.03M
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.88K+ 580.09% |
$87.8K - $101K
|
4.54K
$116K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.36K+ 20.57% |
$53.5K - $61.3K
|
13.8K
$354K
|
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
BUY
|
- |
1.64K+ 105.06% |
$37.1K - $42.5K
|
3.2K
$81.9K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.5KNew |
$34K - $38.9K
|
1.5K
$38.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.45KNew |
$32.7K - $37.5K
|
1.45K
$37K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.08KNew |
$24.4K - $27.9K
|
1.08K
$27.5K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
526+ 1.84% |
$11.9K - $13.7K
|
29.1K
$744K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
400New |
$9.06K - $10.4K
|
400
$10.2K
|
|
|
May 01, 2023
Q1 2023
|
Ifs Advisors, LLC
|
BUY
|
- |
200New |
$4.53K - $5.19K
|
200
$5.12K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
64+ 0.64% |
$1.45K - $1.66K
|
10.1K
$258K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10- 0.1% |
$227 - $260
|
10.2K
$260K
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-60- 29.7% |
$1.36K - $1.56K
|
142
$3.64K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-247- 12.63% |
$5.6K - $6.41K
|
1.71K
$43.8K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-314- 87.96% |
$7.12K - $8.15K
|
43
$1.1K
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-500- 0.4% |
$11.3K - $13K
|
125K
$3.19M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-1.93K- 35.19% |
$43.6K - $50K
|
3.55K
$90.8K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.05K- 17.35% |
$69.1K - $79.2K
|
14.5K
$372K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.79K- 6.32% |
$85.9K - $98.4K
|
56.2K
$1.44M
|
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-4K- 21.46% |
$90.7K - $104K
|
14.6K
$375K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.31K- 7.44% |
$120K - $138K
|
66.1K
$1.69M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.51K- 41.88% |
$125K - $143K
|
7.65K
$196K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.84K- 10.48% |
$132K - $152K
|
49.9K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.38K- 30.1% |
$145K - $166K
|
14.8K
$379K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.9K- 24.19% |
$224K - $257K
|
31K
$794K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.6K- 18.74% |
$240K - $275K
|
46K
$1.18M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-17.4K- 62.1% |
$395K - $452K
|
10.6K
$272K
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-21.3K- 39.78% |
$482K - $552K
|
32.2K
$824K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.2K- 50.02% |
$502K - $575K
|
22.1K
$567K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-112K- 87.69% |
$2.55M - $2.92M
|
15.8K
$404K
|