Purchases and Sales Made in Q1 2024 in Uscf ETF Tr Uscf Midstream Ene (UMI)
This table provides information about the institutional ownership of Uscf ETF Tr Uscf Midstream Ene (UMI) during Q1 2024. The information is specifically focused on institutions that hold shares of USCF ETF TR USCF MIDSTREAM ENE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
33.9KNew |
$1.22M - $1.37M
|
33.9K
$1.82M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
17.7KNew |
$639K - $715K
|
17.7K
$951K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
10.2KNew |
$368K - $412K
|
10.2K
$548K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.75KNew |
$243K - $272K
|
6.75K
$363K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5KNew |
$180K - $202K
|
5K
$268K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.32K+ 15.87% |
$119K - $134K
|
24.2K
$1.3M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
433+ 4.74% |
$15.6K - $17.5K
|
9.57K
$514K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
433+ 4.74% |
$15.6K - $17.5K
|
9.57K
$514K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
433+ 4.74% |
$15.6K - $17.5K
|
9.57K
$514K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
168+ 0.87% |
$6.05K - $6.78K
|
19.5K
$1.05M
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
76+ 1.44% |
$2.74K - $3.07K
|
5.34K
$287K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
50New |
$1.8K - $2.02K
|
50
$2.68K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
16+ 1.45% |
$577 - $645
|
1.12K
$59.9K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
9+ 0.88% |
$324 - $363
|
1.03K
$55.2K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4+ 1.62% |
$144 - $161
|
251
$13.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-29- 0.18% |
$1.05K - $1.17K
|
16.4K
$880K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-397- 12.66% |
$14.3K - $16K
|
2.74K
$147K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.11K- 88.16% |
$76.2K - $85.3K
|
284
$15.2K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20K- 53.59% |
$722K - $808K
|
17.3K
$931K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-27.8K- 0.59% |
$1M - $1.12M
|
4.72M
$253M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-31.4K- 40.35% |
$1.13M - $1.27M
|
46.4K
$2.49M
|