United States Oil Fund (USO) Institutional Ownership

$75.13
-0.80 (-1.05%)
(As of 05/3/2024 08:53 PM ET)

Institutional Ownership Changes (13F Filings) for United States Oil Fund (NYSEARCA:USO)

Number of
Institutional Buyers
(last 12 months)
80
Total
Institutional Inflows
(last 12 months)
$184.43M
Number of
Institutional Sellers
(last 12 months)
39
Total
Institutional Outflows
(last 12 months)
$48.16M
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USO Institutional Buying and Selling by Quarter

United States Oil Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/3/2024Larson Financial Group LLC3,439$271K0.0%-9.2%0.020%
5/2/2024Daiwa Securities Group Inc.26,000$2.05M0.0%+0.8%0.150%
5/1/2024 Mirae Asset Global Investments Co. Ltd.11,100$874K0.0%N/A0.072%
4/30/2024 Fortis Group Advisors LLC4,392$346K0.1%N/A0.028%
4/30/2024 Arkadios Wealth Advisors41,072$3.23M0.3%+91.0%0.266%
4/29/2024Commonwealth Equity Services LLC28,658$2.26M0.0%-82.4%0.186%
4/29/2024 RWA Wealth Partners LLC4,501$354K0.0%N/A0.029%
4/29/2024 Verde Servicos Internacionais S.A.12,000$945K0.4%N/A0.078%
4/27/2024 Finer Wealth Management Inc.4,924$388K0.3%-13.3%0.032%
4/25/2024 Cambridge Investment Research Advisors Inc.47,748$3.76M0.0%-55.9%0.310%
4/24/2024 Krilogy Financial LLC34,553$2.72M0.2%N/A0.224%
4/24/2024 U S Global Investors Inc.2,000$157K0.0%N/A0.013%
4/24/2024 Simplicity Wealth LLC4,970$391K0.0%N/A0.032%
4/23/2024 Global Retirement Partners LLC586$46K0.0%-28.5%0.004%
4/19/2024 Kovack Advisors Inc.3,278$258K0.0%N/A0.021%
4/19/2024 Fluent Financial LLC25,102$1.98M1.1%N/A0.163%
4/19/2024 Westside Investment Management Inc.387$30K0.0%-27.9%0.003%
4/15/2024 St. Johns Investment Management Company LLC1,400$110K0.1%N/A0.007%
4/15/2024 Brookstone Capital Management2,892$228K0.0%N/A0.014%
4/11/2024 Opal Wealth Advisors LLC2,508$197K0.1%N/A0.012%
4/11/2024 International Assets Investment Management LLC6,052$482K0.0%+81.3%0.030%
3/22/2024PNC Financial Services Group Inc.1,341$89K0.0%-27.2%0.007%
3/5/2024Wellington Management Group LLP138,600$9.24M0.0%N/A0.682%
2/26/2024Centaurus Financial Inc.3,958$264K0.0%-83.5%0.019%
2/15/2024Parkwood LLC150,473$10.03M1.0%+644.4%0.741%
2/14/2024Vermillion & White Wealth Management Group LLC658$44K0.0%N/A0.003%
2/14/2024Westwood Holdings Group Inc.5,270$351K0.0%N/A0.026%
2/13/2024CIBC Private Wealth Group LLC75,469$5.03M0.0%N/A0.371%
2/12/2024Global Endowment Management LP18,000$1.20M0.1%N/A0.089%
2/9/2024 Congress Wealth Management LLC DE 4,150$277K0.0%N/A0.020%
2/9/2024Advisory Services Network LLC7,186$479K0.0%-75.9%0.035%
2/9/2024 Cambridge Investment Research Advisors Inc.108,286$7.22M0.0%+159.3%0.533%
2/8/2024Texas Capital Bank Wealth Management Services Inc60,000$4.00M0.5%N/A0.295%
2/8/2024 Meridian Wealth Management LLC23,187$1.55M0.1%N/A0.114%
2/8/2024Sumitomo Mitsui Financial Group Inc.2,215$148K0.0%N/A0.011%
2/7/2024Principal Securities Inc.1,611$107K0.0%N/A0.008%
2/5/2024Victory Capital Management Inc.121,591$8.10M0.0%-51.8%0.598%
2/5/2024Cypress Capital Management LLC WY1,120$75K0.1%-11.8%0.006%
2/2/2024Headlands Technologies LLC2,902$193K0.1%+235.9%0.014%
2/2/2024Golden State Equity Partners9,462$631K0.2%-4.7%0.047%
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2/1/2024National Wealth Management Group LLC16,787$1.12M1.1%-3.1%0.083%
2/1/2024Larson Financial Group LLC3,788$252K0.0%+90.9%0.019%
2/1/2024New York State Common Retirement Fund138,600$9.32M0.0%N/A0.682%
2/1/2024 CWM LLC1,192$79K0.0%+45.9%0.006%
2/1/2024 Powell Investment Advisors LLC14,460$964K0.5%N/A0.071%
1/31/2024Daiwa Securities Group Inc.25,800$1.72M0.0%+18.3%0.127%
1/29/2024Simplicity Solutions LLC3,660$244K0.0%N/A0.018%
1/26/2024Cerity Partners LLC5,100$340K0.0%N/A0.025%
1/24/2024 Arlington Trust Co LLC1,356$90K0.0%N/A0.007%
1/24/2024 Allworth Financial LP3,001$200K0.0%+299.6%0.015%
1/24/2024 Arkadios Wealth Advisors21,505$1.43M0.1%-32.8%0.106%
1/24/2024 International Assets Investment Management LLC222,544$14.83M0.0%+8,512.4%1.095%
1/17/2024 Mason & Associates Inc5,120$341K0.1%N/A0.025%
1/16/2024 Cedar Mountain Advisors LLC1,900$127K0.0%N/A0.009%
1/12/2024FNY Investment Advisers LLC1,500$99K0.1%N/A0.007%
1/12/2024SG Americas Securities LLC3,548$236K0.0%+11.0%0.017%
1/9/2024Beacon Capital Management LLC5,815$388K0.1%+38,666.7%0.029%
1/9/2024 Ignite Planners LLC5,844$384K0.1%-3.1%0.029%
1/9/2024 Versant Capital Management Inc600$40K0.0%N/A0.003%
1/3/2024 Doliver Advisors LP4,260$284K0.1%N/A0.021%
12/1/2023B. Riley Wealth Advisors Inc.3,525$285K0.0%-25.5%0.017%
11/15/2023Scotia Capital Inc.8,235$666K0.0%N/A0.041%
11/15/2023Axxcess Wealth Management LLC2,947$238K0.0%N/A0.015%
11/14/2023Lazard Asset Management LLC11,397$921K0.0%-46.6%0.056%
11/14/2023Tower Research Capital LLC TRC174,282$14.09M0.4%+7,335.2%0.858%
11/14/2023Mutual Advisors LLC2,530$205K0.0%N/A0.012%
11/13/2023Mariner LLC13,117$1.06M0.0%+58.5%0.065%
11/13/2023Kestra Advisory Services LLC31,627$2.56M0.0%-12.8%0.156%
11/9/2023Headlands Technologies LLC864$70K0.0%N/A0.004%
11/8/2023HighTower Advisors LLC10,397$841K0.0%-82.8%0.051%
11/8/2023Avantax Advisory Services Inc.7,667$620K0.0%N/A0.038%
11/8/2023Moors & Cabot Inc.2,725$220K0.0%N/A0.013%
11/7/2023Clear Investment Research LLC1,034$84K0.1%+17.6%0.005%
11/7/2023Harvest Fund Management Co. Ltd23,376$1.89M0.3%-24.6%0.115%
11/7/2023Cape Investment Advisory Inc.348$28K0.0%-40.5%0.002%
11/6/2023Victory Capital Management Inc.252,412$20.41M0.0%N/A1.242%
11/6/2023Ieq Capital LLC2,593$210K0.0%N/A0.013%
11/3/2023MGO One Seven LLC11,698$946K0.1%-4.0%0.058%
11/3/2023Larson Financial Group LLC1,984$160K0.0%-55.1%0.010%
11/3/2023 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA750$57K0.0%N/A0.004%
11/2/2023 Selway Asset Management750$57K0.0%N/A0.004%
11/1/2023 Selway Asset Management750$57K0.0%N/A0.004%
10/26/2023 Mirae Asset Global Investments Co. Ltd.10,800$873K0.0%-18.2%0.053%
10/24/2023Summit Financial Strategies Inc.2,925$237K0.0%N/A0.014%
10/24/2023 Stratos Wealth Advisors LLC9,529$771K0.1%-21.0%0.047%
10/24/2023 Kingswood Wealth Advisors LLC5,594$452K0.1%N/A0.028%
10/24/2023 Cambridge Investment Research Advisors Inc.41,756$3.38M0.0%-3.1%0.205%
10/23/2023Commonwealth Equity Services LLC30,893$2.50M0.0%+1.2%0.152%
10/20/2023Golden State Equity Partners9,927$803K0.2%-5.0%0.049%
10/20/2023 Investment Research & Advisory Group Inc.500$40K0.0%N/A0.002%
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10/18/2023 Opal Wealth Advisors LLC2,508$203K0.1%N/A0.012%
10/18/2023 U S Global Investors Inc.1,500$121K0.0%N/A0.007%
10/17/2023Impact Partnership Wealth LLC925$75K0.0%N/A0.005%
10/13/2023SG Americas Securities LLC3,197$259K0.0%-25.8%0.016%
10/13/2023 Global Retirement Partners LLC820$62K0.0%-29.1%0.004%
10/13/2023 Arkadios Wealth Advisors32,020$2.59M0.2%N/A0.158%
10/11/2023AE Wealth Management LLC54,535$4.41M0.0%N/A0.268%
10/11/2023 CWM LLC817$66K0.0%-40.7%0.004%
10/11/2023 Dynamic Advisor Solutions LLC3,049$247K0.0%N/A0.015%
10/11/2023 Ignite Planners LLC6,029$446K0.1%+3.2%0.030%
(Data available from 1/1/2016 forward)

USO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USO shares?

During the previous two years, 185 institutional investors and hedge funds held shares of United States Oil Fund. The most heavily invested institutionals were B. Riley Wealth Management Inc. ($135.31M), Bank of Montreal Can ($131.09M), Natixis ($37.79M), Bank of Nova Scotia ($35.06M), Compass Rose Asset Management LP ($23.25M), Credit Suisse AG ($19.08M), and Flow Traders U.S. LLC ($18.84M).Learn more on USO's institutional investors.

Which institutional investors have been buying United States Oil Fund stock?

Of the 151 institutional investors that purchased United States Oil Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Credit Suisse AG ($1.41M), Bank of Montreal Can ($1.18M), Sumitomo Mitsui Financial Group Inc. ($968.33K), Bank of Nova Scotia ($800.00K), Parkwood LLC ($583.21K), International Assets Investment Management LLC ($561.05K), and Natixis ($539.05K).

How much institutional buying is happening at United States Oil Fund?

Institutional investors have bought a total of 9,676,896 shares in the last 24 months. This purchase volume represents approximately $674.85M in transactions.

Which United States Oil Fund major shareholders have been selling company stock?

Of the 72 institutional investors that sold United States Oil Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Credit Suisse AG ($2.82M), Bank of Montreal Can ($1.24M), Citigroup Inc. ($473.55K), Parkwood LLC ($438.97K), National Bank of Canada FI ($430.80K), Victory Capital Management Inc. ($231.47K), and International Assets Investment Management LLC ($166.84K).

How much institutional selling is happening at United States Oil Fund?

Institutional investors have sold a total of 6,866,802 shares in the last 24 months. This volume of shares sold represents approximately $495.77M in transactions.


This page (NYSEARCA:USO) was last updated on 5/6/2024 by MarketBeat.com Staff

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