Latest Institutional Transactions on United States Commodity Index Funds Trust (USCI)
This table provides information on the latest institutional transactions involving United States Commodity Index Funds Trust (USCI) 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 |
---|---|---|---|---|---|---|---|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$540K - $610K
|
10K
$612K
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
25New |
$1.35K - $1.52K
|
25
$1.53K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
250New |
$13.5K - $15.2K
|
250
$15.3K
|
|
Q2 2023 | |||||||
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
60New |
$3.12K - $3.38K
|
60
$3.67K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-300- 50.0% |
$15.6K - $16.9K
|
300
$18.4K
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-9.17K- 27.83% |
$476K - $517K
|
23.8K
$1.46M
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-489- 2.26% |
$25.4K - $27.6K
|
21.2K
$1.3M
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
280New |
$14.6K - $15.8K
|
280
$17.1K
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
5.1KNew |
$267K - $288K
|
5.1K
$312K
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.99KNew |
$208K - $225K
|
3.99K
$244K
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
550New |
$28.7K - $31.1K
|
550
$33.7K
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.83KNew |
$514K - $555K
|
9.83K
$602K
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-492- 11.46% |
$25.7K - $27.8K
|
3.8K
$233K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
340New |
$17.8K - $19.2K
|
340
$20.8K
|
|
Q4 2022 | |||||||
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-26.9KClosed |
$1.44M - $1.53M
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-9.42K- 15.14% |
$503K - $534K
|
52.8K
$3.23M
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1.7KNew |
$90.8K - $96.5K
|
1.7K
$104K
|
|
Feb 09, 2023
Q4 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
52New |
$2.78K - $2.95K
|
52
$3.18K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
100New |
$5.34K - $5.67K
|
100
$6.12K
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-11K- 32.34% |
$586K - $622K
|
22.9K
$1.4M
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
20KNew |
$1.07M - $1.14M
|
20K
$1.23M
|
|
Q3 2022 | |||||||
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.28KNew |
$24.9K - $73.2K
|
1.28K
$78.2K
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-100- 2.48% |
$1.95K - $5.73K
|
3.93K
$240K
|
|
Q2 2022 | |||||||
May 09, 2023
Q2 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
50New |
$1.11K - $1.46K
|
50
$3.06K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
403New |
$8.95K - $11.8K
|
403
$24.7K
|
|
Aug 15, 2022
Q2 2022
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
8KNew |
$178K - $234K
|
8K
$490K
|
|
Aug 15, 2022
Q2 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-4KClosed |
$88.9K - $117K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.1KNew |
$246K - $324K
|
11.1K
$679K
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.15K- 98.92% |
$203K - $268K
|
100
$6.12K
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
794+ 10.67% |
$17.6K - $23.2K
|
8.24K
$504K
|
|
Aug 10, 2022
Q2 2022
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.03K+ 25.17% |
$22.9K - $30.2K
|
5.13K
$314K
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-100Closed |
$2.22K - $2.93K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.36KNew |
$52.4K - $69K
|
2.36K
$144K
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.99KNew |
$200K - $263K
|
8.99K
$550K
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1KClosed |
$22.2K - $29.3K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-633- 46.89% |
$14.1K - $18.5K
|
717
$43.9K
|
|
Aug 03, 2022
Q2 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-7.77KClosed |
$173K - $227K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-249- 1.55% |
$5.53K - $7.28K
|
15.8K
$967K
|
|
Jul 26, 2022
Q2 2022
|
Chase Investment Counsel Corp
|
BUY
|
- |
82.4KNew |
$1.83M - $2.41M
|
82.4K
$5.04M
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-57- 0.37% |
$1.27K - $1.67K
|
15.4K
$945K
|
|
Jul 22, 2022
Q2 2022
|
Gen Trust, LLC
|
SELL
|
- |
-300- 2.47% |
$6.67K - $8.78K
|
11.9K
$727K
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-19.2KClosed |
$426K - $560K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-993Closed |
$22.1K - $29K
|
0
$0
|
|
Q1 2022 | |||||||
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
300New |
$7.92K - $8.97K
|
300
$18.4K
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.5KNew |
$408K - $462K
|
15.5K
$946K
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-10.9KClosed |
$287K - $325K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-6Closed |
$158 - $179
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-950Closed |
$25.1K - $28.4K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.72K+ 194.29% |
$71.8K - $81.3K
|
4.12K
$252K
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
3.92KNew |
$103K - $117K
|
3.92K
$240K
|