Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
115K+ 2.48% |
$3.89M - $4.29M
|
4.75M
$250M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
33.9KNew |
$1.14M - $1.26M
|
33.9K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.3K+ 96.2% |
$619K - $682K
|
37.4K
$1.97M
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
10.9KNew |
$367K - $404K
|
10.9K
$571K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.46K+ 27.17% |
$151K - $166K
|
20.9K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.53K+ 22.32% |
$119K - $132K
|
19.4K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.27K+ 1803.17% |
$76.8K - $84.6K
|
2.4K
$126K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
837New |
$28.3K - $31.2K
|
837
$44.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
304+ 1.89% |
$10.3K - $11.3K
|
16.4K
$865K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
300+ 100.0% |
$10.1K - $11.2K
|
600
$31.6K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
150New |
$5.07K - $5.59K
|
150
$7.9K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
66+ 1.27% |
$2.23K - $2.46K
|
5.27K
$277K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
66+ 1.27% |
$2.23K - $2.46K
|
5.27K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
50New |
$1.69K - $1.86K
|
50
$2.63K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
50New |
$1.69K - $1.86K
|
50
$2.63K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
14+ 1.29% |
$473 - $522
|
1.1K
$57.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
8+ 0.79% |
$270 - $298
|
1.02K
$53.7K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3+ 1.23% |
$101 - $112
|
247
$13K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-29Closed |
$980 - $1.08K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-198- 2.12% |
$6.69K - $7.38K
|
9.14K
$481K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.1K- 11.75% |
$37.1K - $40.9K
|
8.25K
$434K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.72K- 46.44% |
$91.9K - $101K
|
3.14K
$165K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-4.51K- 5.48% |
$152K - $168K
|
77.7K
$4.09M
|