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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
56+ 1.04% |
$2.31K - $2.56K
|
5.46K
$254K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
7+ 0.68% |
$288 - $320
|
1.04K
$48.4K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.9K+ 9.49% |
$78.2K - $86.8K
|
21.9K
$1.02M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
461New |
$19K - $21.1K
|
461
$21.4K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.47K+ 7.87% |
$143K - $159K
|
47.6K
$2.21M
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-433- 4.52% |
$16.8K - $18.2K
|
9.14K
$424K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.7KNew |
$687K - $743K
|
17.7K
$822K
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.25KNew |
$320K - $347K
|
8.25K
$383K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12K- 69.48% |
$468K - $506K
|
5.29K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.48K- 21.92% |
$57.4K - $62.2K
|
5.27K
$245K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
150New |
$5.82K - $6.3K
|
150
$6.97K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.27K+ 46.38% |
$49.3K - $53.4K
|
4.01K
$186K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
21+ 0.42% |
$815 - $882
|
5.02K
$233K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13+ 1.16% |
$505 - $546
|
1.13K
$52.4K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
174K+ 3.69% |
$6.76M - $7.32M
|
4.9M
$227M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.26KNew |
$204K - $221K
|
5.26K
$244K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4- 0.67% |
$155 - $168
|
596
$27.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.88K- 23.67% |
$151K - $163K
|
12.5K
$581K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.11K+ 12.85% |
$121K - $131K
|
27.3K
$1.27M
|
|
| Q1 2024 | |||||||
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4+ 1.62% |
$144 - $161
|
251
$11.7K
|
|
|
May 15, 2024
Q1 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
33.9KNew |
$1.22M - $1.37M
|
33.9K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
17.7KNew |
$639K - $715K
|
17.7K
$823K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.11K- 88.16% |
$76.2K - $85.3K
|
284
$13.2K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
50New |
$1.8K - $2.02K
|
50
$2.32K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.2KNew |
$368K - $412K
|
10.2K
$474K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
33.9KNew |
$1.14M - $1.26M
|
33.9K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
50New |
$1.69K - $1.86K
|
50
$2.32K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
837New |
$28.3K - $31.2K
|
837
$38.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
10.9KNew |
$367K - $404K
|
10.9K
$504K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-625- 9.44% |
$21.2K - $22.4K
|
6K
$278K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
73+ 5.75% |
$2.47K - $2.62K
|
1.34K
$62.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-318- 38.88% |
$10.8K - $11.4K
|
500
$23.2K
|
|
| Q2 2023 | |||||||
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
167New |
$5.34K - $5.72K
|
167
$7.76K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
860New |
$27.5K - $29.5K
|
860
$39.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1New |
$32 - $34.3
|
1
$46.4
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
5.97KNew |
$191K - $204K
|
5.97K
$277K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-4.53K- 56.85% |
$145K - $155K
|
3.44K
$160K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
120+ 4.58% |
$3.74K - $4.24K
|
2.74K
$127K
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
43.3KNew |
$1.35M - $1.53M
|
43.3K
$2.01M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
800New |
$24.9K - $28.2K
|
800
$37.2K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
100New |
$3.12K - $3.53K
|
100
$4.64K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
25New |
$780 - $882
|
25
$1.16K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
167New |
$5.3K - $5.99K
|
167
$7.76K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
732New |
$23.2K - $26.2K
|
732
$34K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
25.8KNew |
$818K - $924K
|
25.8K
$1.2M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
100+ 3.59% |
$3K - $3.67K
|
2.88K
$134K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.21K- 90.5% |
$96.3K - $118K
|
337
$15.7K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
100New |
$3K - $3.67K
|
100
$4.64K
|
|