Purchases and Sales Made in Q4 2022 in United States Commodity Index Funds Trust (USCI)
This table provides information about the institutional ownership of United States Commodity Index Funds Trust (USCI) during Q4 2022. The information is specifically focused on institutions that hold shares of United States Commodity Index Funds Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
37.3KNew |
$1.95M - $2.12M
|
37.3K
$2.42M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
20KNew |
$1.05M - $1.14M
|
20K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.3K+ 7.06% |
$802K - $869K
|
232K
$15.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.81K+ 63.2% |
$461K - $500K
|
22.7K
$1.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.36K+ 13.49% |
$228K - $247K
|
36.7K
$2.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.16K+ 51.55% |
$113K - $123K
|
6.35K
$413K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.99K+ 13.0% |
$104K - $113K
|
17.3K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1.7KNew |
$89K - $96.5K
|
1.7K
$111K
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1.25KNew |
$65.2K - $70.6K
|
1.25K
$80.9K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
397+ 2.98% |
$20.8K - $22.5K
|
13.7K
$891K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
367+ 1.72% |
$19.2K - $20.8K
|
21.7K
$1.41M
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
267+ 3.57% |
$14K - $15.1K
|
7.75K
$503K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
115New |
$6.02K - $6.53K
|
115
$7.48K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
100New |
$5.23K - $5.67K
|
100
$6.5K
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
100New |
$5.23K - $5.67K
|
100
$6.5K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
100New |
$5.23K - $5.67K
|
100
$6.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
52New |
$2.72K - $2.95K
|
52
$3.38K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-101- 1.18% |
$5.29K - $5.73K
|
8.44K
$548K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-136- 2.6% |
$7.12K - $7.72K
|
5.1K
$331K
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-149- 79.68% |
$7.8K - $8.45K
|
38
$2.47K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-200- 18.18% |
$10.5K - $11.3K
|
900
$58.5K
|
|
|
Jan 20, 2023
Q4 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-384- 3.4% |
$20.1K - $21.8K
|
10.9K
$710K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-607- 12.39% |
$31.8K - $34.4K
|
4.29K
$279K
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-945- 3.35% |
$49.5K - $53.6K
|
27.3K
$1.77M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.35K- 0.51% |
$70.6K - $76.6K
|
265K
$17.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.41K- 19.09% |
$73.9K - $80.2K
|
5.99K
$389K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.14K- 11.56% |
$164K - $178K
|
24.1K
$1.56M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-3.74K- 26.96% |
$196K - $212K
|
10.1K
$658K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.28K- 7.99% |
$329K - $356K
|
72.4K
$4.7M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.89KClosed |
$360K - $391K
|
0
$0
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.34K- 41.86% |
$489K - $530K
|
13K
$843K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-9.42K- 15.14% |
$493K - $534K
|
52.8K
$3.43M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-11K- 32.34% |
$573K - $622K
|
22.9K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-13.3K- 28.92% |
$694K - $753K
|
32.6K
$2.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-16K- 34.42% |
$835K - $906K
|
30.4K
$1.98M
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-16.5K- 18.74% |
$861K - $934K
|
71.4K
$4.64M
|
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-26.9KClosed |
$1.41M - $1.53M
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-28.7K- 10.7% |
$1.5M - $1.63M
|
240K
$15.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-56.6K- 89.6% |
$2.96M - $3.21M
|
6.58K
$428K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-229K- 90.54% |
$12M - $13M
|
24K
$1.56M
|