United States Copper Index Fund (CPER) Institutional Ownership

$28.11
+0.01 (+0.04%)
(As of 04/22/2024 ET)

Institutional Ownership Changes (13F Filings) for United States Copper Index Fund (NYSEARCA:CPER)

Number of
Institutional Buyers
(last 12 months)
11
Total
Institutional Inflows
(last 12 months)
$4.82M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$3.65M
Get CPER Insider Trade Alerts

Want to know when executives and insiders are buying or selling United States Copper Index Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

CPER Institutional Buying and Selling by Quarter

United States Copper Index Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/9/2024Tidemark LLC1,764$43K0.0%N/A0.030%
2/2/2024Simplex Trading LLC22,063$532K0.0%+248.9%0.377%
1/24/2024Mirae Asset Global Investments Co. Ltd.121,000$2.92M0.0%-0.7%2.068%
1/24/2024Stratos Wealth Partners LTD.8,728$211K0.0%-26.1%0.149%
11/14/2023Knollwood Investment Advisory LLC54,918$1.26M0.6%N/A0.939%
11/1/2023Simplex Trading LLC6,324$145K0.0%-174.1%0.108%
10/26/2023Mirae Asset Global Investments Co. Ltd.121,800$2.80M0.0%-0.8%2.082%
10/24/2023Hoey Investments Inc.2,000$46K0.0%N/A0.034%
10/23/2023Commonwealth Equity Services LLC12,222$281K0.0%+11.0%0.209%
8/10/2023Mirae Asset Global Investments Co. Ltd.122,800$2.85M0.0%-1.6%2.099%
8/1/2023Signaturefd LLC6,330$147K0.0%N/A0.108%
7/31/2023LPL Financial LLC72,045$1.67M0.0%-62.2%1.232%
7/18/2023Stratos Wealth Partners LTD.12,153$282K0.0%-12.1%0.208%
7/18/2023Pettinga Financial Advisors LLC27,728$643K0.2%-13.9%0.474%
5/11/2023Summit Wealth & Retirement Planning Inc.8,623$215K0.1%N/A0.137%
5/11/2023Tucker Asset Management LLC1,075$27K0.0%N/A0.017%
5/10/2023LPL Financial LLC190,413$4.75M0.0%+88.4%3.022%
5/9/2023Laffer Tengler Investments14,641$365K0.1%-21.5%0.232%
5/4/2023Mirae Asset Global Investments Co. Ltd.124,800$3.11M0.0%-0.4%1.981%
5/1/2023 CWM LLC3,545$88K0.0%-35.2%0.056%
4/28/2023Ameritas Advisory Services LLC1,445$35K0.0%N/A0.023%
4/27/2023Stratos Wealth Partners LTD.13,833$345K0.0%+20.6%0.220%
4/27/2023Simplex Trading LLC10,635$265K0.0%-62.1%0.169%
4/21/2023Pettinga Financial Advisors LLC32,204$803K0.3%-39.8%0.511%
3/15/2023B. Riley Wealth Advisors Inc.71,392$1.65M0.0%N/A1.133%
3/6/2023OLD Mission Capital LLC128,219$2.96M0.1%+137.6%2.035%
2/21/2023B. Riley Wealth Advisors Inc.71,392$1.65M0.0%N/A1.151%
2/10/2023Laffer Tengler Investments18,642$430K0.1%+143.4%0.301%
2/9/2023Mirae Asset Global Investments Co. Ltd.125,300$2.89M0.0%-5.4%2.021%
2/9/2023Itau Unibanco Holding S.A.1,546$36K0.0%N/A0.025%
2/7/2023Commonwealth Equity Services LLC10,172$234K0.0%-78.0%0.164%
2/7/2023LPL Financial LLC101,043$2.33M0.0%+100.6%1.630%
2/7/2023Envestnet Asset Management Inc.40,935$945K0.0%+3.1%0.660%
2/3/2023U.S. Capital Wealth Advisors LLC4,000$92K0.0%N/A0.065%
2/2/2023Simplex Trading LLC28,058$647K0.0%-68.7%0.453%
2/1/2023 CWM LLC5,470$126K0.0%-50.8%0.088%
1/25/2023Cyndeo Wealth Partners LLC10,000$231K0.0%N/A0.161%
1/24/2023National Bank of Canada FI3,515$81K0.0%+26.7%0.048%
1/13/2023Pettinga Financial Advisors LLC53,475$1.24M0.4%+47.7%0.764%
11/14/2022OLD Mission Capital LLC53,958$1.10M0.0%N/A0.696%
Did You Get Your Free Bitcoin Yet? (Ad)

And my special guest is willing to give you $10 in Bitcoin (BTC) if you take it seriously. Right now is a very important time to pay attention to what we are doing and what is happening. If you wait... it will be too late. This week we are holding several workshops and if you attend and pay attention my special guest is going to send you $10 in Bitcoin.

>> Register right here
11/14/2022MML Investors Services LLC30,069$615K0.0%-9.1%0.388%
11/10/2022Laffer Tengler Investments7,659$157K0.1%+25.7%0.099%
10/27/2022 CWM LLC11,114$227K0.0%-29.9%0.143%
10/21/2022Pettinga Financial Advisors LLC36,204$740K0.3%+34.8%0.455%
8/13/2022Ronald Blue Trust Inc.1,440$41K0.0%N/A0.021%
8/3/2022Envestnet Asset Management Inc.48,268$1.07M0.0%+102.1%0.690%
8/2/2022Avantax Advisory Services Inc.11,753$261K0.0%+35.1%0.168%
7/28/2022 CWM LLC15,852$352K0.0%-44.5%0.226%
7/26/2022Mirae Asset Global Investments Co. Ltd.142,500$3.17M0.0%-8.4%2.050%
7/22/2022Stratos Wealth Partners LTD.15,120$336K0.0%-16.9%0.222%
7/19/2022Commonwealth Equity Services LLC9,431$209K0.0%-20.5%0.137%
7/13/2022Cambridge Investment Research Advisors Inc.13,876$308K0.0%-10.6%0.195%
6/2/2022Mirae Asset Global Investments Co. Ltd.155,500$4.46M0.0%+3.3%1.737%
5/12/2022Oppenheimer & Co. Inc.11,535$331K0.0%-34.2%0.130%
5/10/2022Mirae Asset Global Investments Co. Ltd.155,500$4.46M0.0%+3.3%1.757%
5/9/2022RPg Family Wealth Advisory LLC13,053$375K0.2%+4.2%0.147%
5/4/2022Advisor Group Holdings Inc.136,892$3.93M0.0%-15.5%1.513%
5/4/2022Commonwealth Equity Services LLC11,860$340K0.0%-18.2%0.131%
5/4/2022Envestnet Asset Management Inc.23,885$686K0.0%+5.1%0.264%
4/27/2022Pettinga Financial Advisors LLC26,865$771K0.2%-1.6%0.307%
4/25/2022Clean Yield Group1,000$29K0.0%N/A0.011%
4/21/2022 CWM LLC28,551$820K0.0%-31.9%0.326%
2/16/2022Castellan Group144,545$3.93M2.7%+0.4%1.830%
2/14/2022RPg Family Wealth Advisory LLC12,524$341K0.1%+46.5%0.159%
2/14/2022LPL Financial LLC250,130$6.81M0.0%+6.9%3.166%
2/14/2022IHT Wealth Management LLC27,425$746K0.1%N/A0.347%
2/10/2022Qube Research & Technologies Ltd10,200$278K0.0%N/A0.129%
2/10/2022OLD Mission Capital LLC109,036$2.97M0.1%+455.2%1.380%
2/9/2022Pettinga Financial Advisors LLC27,290$743K0.2%+62.6%0.345%
2/8/2022CENTRAL TRUST Co9,821$267K0.0%+113.5%0.124%
2/8/2022Mirae Asset Global Investments Co. Ltd.150,500$4.10M0.0%+11.0%1.905%
2/7/2022BigSur Wealth Management LLC75,549$2.06M0.8%+100.1%0.956%
2/4/2022Envestnet Asset Management Inc.22,721$618K0.0%N/A0.288%
2/4/2022New Century Advisors LLC12,600$342K0.3%N/A0.159%
2/3/2022Cambridge Investment Research Advisors Inc.16,216$441K0.0%-46.8%0.205%
2/3/2022Advisor Group Holdings Inc.161,927$4.41M0.0%+8.6%2.050%
2/2/2022Oppenheimer & Co. Inc.17,540$477K0.0%+95.7%0.218%
2/1/2022Qube Research & Technologies Ltd10,200$278K0.0%N/A0.127%
1/31/2022 CWM LLC41,953$1.14M0.0%N/A0.521%
1/31/2022Commonwealth Equity Services LLC14,498$394K0.0%+17.7%0.180%
1/28/2022WESPAC Advisors LLC13,471$367K0.2%-43.8%0.167%
1/27/2022Solstein Capital LLC4,820$131K0.1%-55.4%0.060%
1/24/2022National Bank of Canada FI2,775$75K0.0%N/A0.032%
1/24/2022Avantax Advisory Services Inc.8,700$237K0.0%-10.3%0.102%
1/18/2022Nadler Financial Group Inc.33,942$924K0.1%-6.4%0.399%
1/14/2022Spire Wealth Management1,000$27K0.0%N/A0.012%
1/14/2022Stratos Wealth Partners LTD.17,940$488K0.0%+19.8%0.211%
11/17/2021Garde Capital Inc.13,663$342K0.0%+4.8%0.163%
11/16/2021Laffer Tengler Investments3,862$97K0.0%+59.3%0.035%
11/16/2021LPL Financial LLC234,060$5.86M0.0%+39.6%2.147%
Did You Get Your Free Bitcoin Yet? (Ad)

And my special guest is willing to give you $10 in Bitcoin (BTC) if you take it seriously. Right now is a very important time to pay attention to what we are doing and what is happening. If you wait... it will be too late. This week we are holding several workshops and if you attend and pay attention my special guest is going to send you $10 in Bitcoin.

>> Register right here
11/16/2021MML Investors Services LLC36,143$905K0.0%+37.4%0.332%
11/16/2021Castellan Group143,970$3.61M1.9%N/A1.321%
11/15/2021Flow Traders U.S. LLC21,765$545K0.0%-92.0%0.200%
11/12/2021OLD Mission Capital LLC19,640$492K0.0%-56.9%0.180%
11/12/2021Oppenheimer & Co. Inc.8,964$225K0.0%-56.6%0.082%
11/5/2021Advisor Group Holdings Inc.149,057$3.73M0.0%+14.0%1.393%
11/3/2021Herold Advisors Inc.10,814$270K0.1%N/A0.101%
11/2/2021Cambridge Investment Research Advisors Inc.30,509$764K0.0%-79.4%0.285%
11/1/2021BigSur Wealth Management LLC37,749$946K0.4%+18.2%0.353%
10/29/2021Pettinga Financial Advisors LLC16,785$420K0.1%+7.3%0.166%
(Data available from 1/1/2016 forward)

CPER Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CPER shares?

During the previous two years, 30 institutional investors and hedge funds held shares of United States Copper Index Fund. The most heavily invested institutionals were Advisor Group Holdings Inc. ($3.93M), OLD Mission Capital LLC ($2.96M), Mirae Asset Global Investments Co. Ltd. ($2.92M), LPL Financial LLC ($1.67M), B. Riley Wealth Advisors Inc. ($1.65M), Knollwood Investment Advisory LLC ($1.26M), and Envestnet Asset Management Inc. ($945K).Learn more on CPER's institutional investors.

Which institutional investors have been buying United States Copper Index Fund stock?

Of the 25 institutional investors that purchased United States Copper Index Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: B. Riley Wealth Advisors Inc. ($142.78K), LPL Financial LLC ($140.03K), OLD Mission Capital LLC ($128.22K), Knollwood Investment Advisory LLC ($54.92K), Simplex Trading LLC ($30.60K), Envestnet Asset Management Inc. ($26.76K), and Pettinga Financial Advisors LLC ($26.61K).

How much institutional buying is happening at United States Copper Index Fund?

Institutional investors have bought a total of 619,592 shares in the last 24 months. This purchase volume represents approximately $14.39M in transactions.

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

Of the 12 institutional investors that sold United States Copper Index Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: LPL Financial LLC ($118.37K), Simplex Trading LLC ($78.87K), Commonwealth Equity Services LLC ($41.20K), Pettinga Financial Advisors LLC ($26.17K), Advisor Group Holdings Inc. ($25.04K), CWM LLC ($25.01K), and Mirae Asset Global Investments Co. Ltd. ($24.50K).

How much institutional selling is happening at United States Copper Index Fund?

Institutional investors have sold a total of 361,652 shares in the last 24 months. This volume of shares sold represents approximately $8.59M in transactions.


This page (NYSEARCA:CPER) was last updated on 4/23/2024 by MarketBeat.com Staff

From Our Partners