Latest Institutional Transactions on Uscf ETF Tr Uscf Midstream Ene (UMI)
This table provides information on the latest institutional transactions involving Uscf ETF Tr Uscf Midstream Ene (UMI) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
833New |
$37.7K - $44.2K
|
833
$41.1K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
91New |
$4.11K - $4.83K
|
91
$4.48K
|
|
|
Jul 16, 2025
Q2 2025
|
Spinnaker Investment Group, LLC
|
SELL
|
- |
-1.54K- 14.76% |
$69.7K - $81.8K
|
8.91K
$439K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
475New |
$21.5K - $25.2K
|
475
$23.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-24.9K- 52.14% |
$1.13M - $1.32M
|
22.9K
$1.13M
|
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-395- 31.23% |
$17.9K - $20.9K
|
870
$42.9K
|
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.14KNew |
$232K - $273K
|
5.14K
$253K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
100New |
$4.89K - $5.49K
|
100
$4.93K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
35K+ 166.9% |
$1.71M - $1.92M
|
55.9K
$2.76M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
13.5KNew |
$659K - $739K
|
13.5K
$664K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4Closed |
$196 - $219
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
300New |
$14.7K - $16.5K
|
300
$14.8K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.38K+ 46.5% |
$116K - $131K
|
7.5K
$370K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
172New |
$8.41K - $9.43K
|
172
$8.48K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.6KNew |
$908K - $1.02M
|
18.6K
$915K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.21KNew |
$108K - $121K
|
2.21K
$109K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
4+ 0.38% |
$196 - $219
|
1.05K
$51.9K
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2+ 0.77% |
$97.8 - $110
|
262
$12.9K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-409K- 7.89% |
$20M - $22.4M
|
4.77M
$235M
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.3KNew |
$210K - $236K
|
4.3K
$212K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.59K+ 6.35% |
$77.7K - $87.2K
|
26.6K
$1.31M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100+ 3.65% |
$4.89K - $5.49K
|
2.84K
$140K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.8K+ 36.15% |
$822K - $922K
|
63.3K
$3.12M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-985- 0.83% |
$48.2K - $54K
|
117K
$5.76M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.27K+ 32.0% |
$160K - $179K
|
13.5K
$664K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.33K+ 15.08% |
$114K - $128K
|
17.8K
$875K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
241+ 5.46% |
$11.8K - $13.2K
|
4.66K
$229K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-193- 3.49% |
$9.44K - $10.6K
|
5.34K
$263K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.3K- 23.37% |
$58.7K - $69.6K
|
4.25K
$210K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.05K+ 26.08% |
$183K - $217K
|
19.6K
$965K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.6KNew |
$208K - $247K
|
4.6K
$227K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-174- 43.5% |
$7.87K - $9.34K
|
226
$11.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
200New |
$9.05K - $10.7K
|
200
$9.86K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
22+ 1.34% |
$996 - $1.18K
|
1.67K
$82.2K
|
|
| Q3 2024 | |||||||
|
May 14, 2025
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2- 0.02% |
$82.3 - $91.4
|
9.14K
$450K
|
|
|
Nov 14, 2024
Q3 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
33.9KNew |
$1.39M - $1.55M
|
33.9K
$1.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14New |
$576 - $640
|
14
$690
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-457- 5.54% |
$18.8K - $20.9K
|
7.79K
$384K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.25K+ 61.32% |
$134K - $148K
|
8.54K
$421K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
415New |
$17.1K - $19K
|
415
$20.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.87KNew |
$201K - $223K
|
4.87K
$240K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-96- 16.11% |
$3.95K - $4.39K
|
500
$24.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.7KNew |
$687K - $743K
|
17.7K
$872K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
150New |
$5.82K - $6.3K
|
150
$7.39K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21+ 0.42% |
$815 - $882
|
5.02K
$247K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
17.7KNew |
$639K - $715K
|
17.7K
$873K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
50New |
$1.8K - $2.02K
|
50
$2.46K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
50New |
$1.69K - $1.86K
|
50
$2.46K
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
33.9KNew |
$1.14M - $1.26M
|
33.9K
$1.67M
|
|