Latest Institutional Purchases of Uscf ETF Tr Uscf Midstream Ene (UMI)
This list provides information on the latest institutional transactions involving Uscf ETF Tr Uscf Midstream Ene (UMI) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
5.14KNew |
$232K - $273K
|
5.14K
$253K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
833New |
$37.7K - $44.2K
|
833
$41.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
475New |
$21.5K - $25.2K
|
475
$23.4K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
91New |
$4.11K - $4.83K
|
91
$4.48K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
35K+ 166.9% |
$1.71M - $1.92M
|
55.9K
$2.76M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
18.6KNew |
$908K - $1.02M
|
18.6K
$915K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.8K+ 36.15% |
$822K - $922K
|
63.3K
$3.12M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
13.5KNew |
$659K - $739K
|
13.5K
$664K
|
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.3KNew |
$210K - $236K
|
4.3K
$212K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.27K+ 32.0% |
$160K - $179K
|
13.5K
$664K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.38K+ 46.5% |
$116K - $131K
|
7.5K
$370K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.33K+ 15.08% |
$114K - $128K
|
17.8K
$875K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
2.21KNew |
$108K - $121K
|
2.21K
$109K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.59K+ 6.35% |
$77.7K - $87.2K
|
26.6K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
300New |
$14.7K - $16.5K
|
300
$14.8K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
241+ 5.46% |
$11.8K - $13.2K
|
4.66K
$229K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
172New |
$8.41K - $9.43K
|
172
$8.48K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
100New |
$4.89K - $5.49K
|
100
$4.93K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
100+ 3.65% |
$4.89K - $5.49K
|
2.84K
$140K
|
|
|
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
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4.6KNew |
$208K - $247K
|
4.6K
$227K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.05K+ 26.08% |
$183K - $217K
|
19.6K
$965K
|
|
|
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 | |||||||
|
Nov 14, 2024
Q3 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
33.9KNew |
$1.39M - $1.55M
|
33.9K
$1.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.87KNew |
$201K - $223K
|
4.87K
$240K
|
|
|
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 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14New |
$576 - $640
|
14
$690
|
|
|
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
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
33.9KNew |
$1.14M - $1.26M
|
33.9K
$1.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
10.9KNew |
$367K - $404K
|
10.9K
$535K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
837New |
$28.3K - $31.2K
|
837
$41.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
50New |
$1.69K - $1.86K
|
50
$2.46K
|
|
| 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
|
|
| Q2 2023 | |||||||
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
5.97KNew |
$191K - $204K
|
5.97K
$294K
|
|
|
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
|
|
| 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 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
732New |
$23.2K - $26.2K
|
732
$36.1K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
167New |
$5.3K - $5.99K
|
167
$8.23K
|
|