Latest Institutional Purchases of United States Commodity Index Funds Trust (USCI)
This list provides information on the latest institutional transactions involving United States Commodity Index Funds Trust (USCI) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.36KNew |
$52.4K - $69K
|
2.36K
$153K
|
|
|
Aug 10, 2022
Q2 2022
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.03K+ 25.17% |
$22.9K - $30.2K
|
5.13K
$333K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
794+ 10.67% |
$17.6K - $23.2K
|
8.24K
$534K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
403New |
$8.95K - $11.8K
|
403
$26.1K
|
|
|
May 09, 2023
Q2 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
50New |
$1.11K - $1.46K
|
50
$3.24K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.5KNew |
$408K - $462K
|
15.5K
$1M
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
3.92KNew |
$103K - $117K
|
3.92K
$254K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.72K+ 194.29% |
$71.8K - $81.3K
|
4.12K
$267K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
850+ 85.0% |
$22.4K - $25.4K
|
1.85K
$120K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
300New |
$7.92K - $8.97K
|
300
$19.4K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
240New |
$6.34K - $7.18K
|
240
$15.5K
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
200New |
$5.28K - $5.98K
|
200
$13K
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
100New |
$2.64K - $2.99K
|
100
$6.48K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100+ 66.67% |
$2.64K - $2.99K
|
250
$16.2K
|
|
| Q3 2021 | |||||||
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.5KNew |
$61.8K - $70.4K
|
2.5K
$162K
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
100New |
$2.47K - $2.82K
|
100
$6.48K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
10New |
$248 - $296
|
10
$648
|
|
| Q1 2021 | |||||||
|
May 04, 2021
Q1 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
150New |
$3.26K - $4.01K
|
150
$9.72K
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
258KNew |
$4.61M - $5.8M
|
258K
$16.7M
|
|
| Q3 2019 | |||||||
|
Oct 29, 2019
Q3 2019
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
111New |
$1.76K - $1.91K
|
111
$7.19K
|
|
| Q2 2018 | |||||||
|
Jul 31, 2018
Q2 2018
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
1KNew |
$18.7K - $20.9K
|
1K
$64.8K
|
|
|
Aug 14, 2018
Q2 2018
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
48New |
$898 - $1K
|
48
$3.11K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$18.7 - $20.2
|
1
$64.8
|
|