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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
837New |
$28.3K - $31.2K
|
837
$41.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
10.9KNew |
$367K - $404K
|
10.9K
$535K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
73+ 5.75% |
$2.47K - $2.62K
|
1.34K
$66.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-625- 9.44% |
$21.2K - $22.4K
|
6K
$295K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-318- 38.88% |
$10.8K - $11.4K
|
500
$24.6K
|
|
| Q2 2023 | |||||||
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
167New |
$5.34K - $5.72K
|
167
$8.23K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1New |
$32 - $34.3
|
1
$49.3
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
5.97KNew |
$191K - $204K
|
5.97K
$294K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-4.53K- 56.85% |
$145K - $155K
|
3.44K
$170K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
43.3KNew |
$1.35M - $1.53M
|
43.3K
$2.14M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
800New |
$24.9K - $28.2K
|
800
$39.4K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
100New |
$3.12K - $3.53K
|
100
$4.93K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
25New |
$780 - $882
|
25
$1.23K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
167New |
$5.3K - $5.99K
|
167
$8.23K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
732New |
$23.2K - $26.2K
|
732
$36.1K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
100+ 3.59% |
$3K - $3.67K
|
2.88K
$142K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.21K- 90.5% |
$96.3K - $118K
|
337
$16.6K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
BUY
|
- |
100New |
$3K - $3.67K
|
100
$4.93K
|
|
| Q2 2022 | |||||||
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
337New |
$10.1K - $12.7K
|
337
$16.6K
|
|
| Q1 2022 | |||||||
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-168Closed |
$4.95K - $5.95K
|
0
$0
|
|