Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
180K+ 4.03% |
$6.08M - $6.45M
|
4.63M
$244M
|
|
|
Nov 17, 2023
Q3 2023
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
33.9KNew |
$1.15M - $1.21M
|
33.9K
$1.78M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
11.7K+ 16.67% |
$398K - $422K
|
82.2K
$4.33M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.31KNew |
$247K - $262K
|
7.31K
$385K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.56K+ 10.48% |
$52.7K - $55.9K
|
16.4K
$865K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.01K+ 1348.0% |
$34.2K - $36.3K
|
1.09K
$57.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
594+ 3.9% |
$20.1K - $21.3K
|
15.8K
$834K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
558+ 10.54% |
$18.9K - $20K
|
5.85K
$308K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
200+ 2.19% |
$6.77K - $7.18K
|
9.34K
$492K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
73+ 5.75% |
$2.47K - $2.62K
|
1.34K
$70.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
52+ 1.01% |
$1.76K - $1.87K
|
5.2K
$274K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
29New |
$982 - $1.04K
|
29
$1.53K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
6+ 0.6% |
$203 - $215
|
1.01K
$53.2K
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2+ 0.83% |
$67.7 - $71.8
|
244
$12.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-23- 0.14% |
$779 - $825
|
16.1K
$849K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-142- 2.66% |
$4.81K - $5.1K
|
5.2K
$274K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-318- 38.88% |
$10.8K - $11.4K
|
500
$26.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-625- 9.44% |
$21.2K - $22.4K
|
6K
$316K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.41K- 91.81% |
$47.8K - $50.7K
|
126
$6.63K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-68.6K- 78.26% |
$2.32M - $2.46M
|
19K
$1M
|