Latest Institutional Transactions on Uscf ETF Tr Summerhaven Dynami (SDCI)
This table provides information on the latest institutional transactions involving Uscf ETF Tr Summerhaven Dynami (SDCI) 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 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.08K+ 18.22% |
N/A
|
46K
$0
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.91K- 20.4% |
N/A
|
11.3K
$0
|
|
Jan 31, 2025
Q4 2024
|
Systelligence, LLC
|
BUY
|
- |
229+ 0.09% |
N/A
|
260K
$0
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.82K+ 10.65% |
N/A
|
60.4K
$0
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
387+ 14.87% |
N/A
|
2.99K
$0
|
|
Q3 2024 | |||||||
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.46K+ 15.43% |
N/A
|
25.9K
$0
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.7K- 44.98% |
N/A
|
25.3K
$0
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-936- 4.14% |
N/A
|
21.7K
$0
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.97K- 28.44% |
N/A
|
15K
$0
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-1.65K- 3.13% |
N/A
|
51K
$0
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
311New |
N/A
|
311
$0
|
|
Jul 16, 2024
Q2 2024
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.8K+ 23.67% |
N/A
|
56.4K
$0
|
|
Q1 2024 | |||||||
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12K- 46.38% |
N/A
|
13.9K
$0
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-16.2K- 58.57% |
N/A
|
11.4K
$0
|
|
Q4 2023 | |||||||
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1KNew |
N/A
|
1K
$0
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.24K+ 4.3% |
N/A
|
30.1K
$0
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-435- 48.6% |
N/A
|
460
$0
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
25New |
N/A
|
25
$0
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.49M- 94.51% |
N/A
|
86.4K
$0
|
|
Q2 2022 | |||||||
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
356New |
N/A
|
356
$0
|
|
Aug 16, 2022
Q2 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
10.1KNew |
N/A
|
10.1K
$0
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
100+ 40.0% |
N/A
|
350
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-10KClosed |
N/A
|
0
$0
|
|
Q4 2019 | |||||||
Feb 04, 2020
Q4 2019
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-13.2KClosed |
N/A
|
0
$0
|