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United States 12 Month Oil Fund (USL) Institutional Ownership

$38.72
-0.52 (-1.33%)
(As of 07/26/2024 ET)

Institutional Ownership Changes (13F Filings) for United States 12 Month Oil Fund (NYSEARCA:USL)

Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$4.01M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$898.49K
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USL Institutional Buying and Selling by Quarter

United States 12 Month Oil Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2024Virtu Financial LLC16,468$656K0.1%-50.4%1.029%
5/8/2024Avantax Advisory Services Inc.23,403$933K0.0%-5.5%1.463%
2/26/2024Virtu Financial LLC33,206$1.17M0.1%+132.5%1.544%
2/13/2024Tower Research Capital LLC TRC2,541$89K0.0%+1,203.1%0.118%
2/7/2024Avantax Advisory Services Inc.24,774$870K0.0%-5.5%1.152%
11/13/2023Balentine LLC13,265$532K0.0%-10.2%0.617%
11/8/2023Avantax Advisory Services Inc.26,229$1.05M0.0%-5.9%1.220%
11/7/2023Greenwich Wealth Management LLC5,714$229K0.0%N/A0.266%
8/10/2023Cetera Advisor Networks LLC95,174$3.11M0.0%+9.4%4.427%
8/2/2023Bank of Montreal Can23,770$1.05M0.0%N/A1.106%
7/27/2023Virtu Financial LLC31,994$1.04M0.1%+49.2%1.454%
7/27/2023EA Series Trust50,538$1.65M0.1%N/A2.297%
5/12/2023Retirement Group LLC1,420$48K0.0%N/A0.060%
5/11/2023Balentine LLC14,765$498K0.0%N/A0.628%
5/1/2023Virtu Financial LLC21,440$723K0.1%-38.7%0.912%
4/28/2023Avantax Advisory Services Inc.32,414$1.09M0.0%-22.5%1.379%
4/5/2023Empowered Funds LLC52,336$1.77M0.1%N/A2.227%
2/10/2023Advisor Group Holdings Inc.93,694$3.33M0.0%+17.2%3.987%
2/6/2023Greenwich Wealth Management LLC6,636$236K0.0%-14.2%0.282%
1/30/2023Your Advocates Ltd. LLP1,000$36K0.0%N/A0.043%
11/15/2022Flow Traders U.S. LLC13,851$450K0.0%+98.3%0.478%
11/7/2022Virtu Financial LLC25,292$821K0.1%-44.2%0.872%
11/2/2022Avantax Advisory Services Inc.43,192$1.40M0.0%+8.4%1.489%
8/13/2022Virtu Financial LLC45,290$1.79M0.2%-24.2%1.510%
8/13/2022Flow Traders U.S. LLC6,985$276K0.0%N/A0.233%
8/12/2022Almanack Investment Partners LLC.20,983$830K0.1%-9.5%0.699%
8/8/2022Greenwich Wealth Management LLC7,624$302K0.0%+19.1%0.254%
8/8/2022 Institutional & Family Asset Management LLC1,615$64K0.0%-95.2%0.054%
8/3/2022 Simplex Trading LLC19,544$773K0.0%-19.4%0.630%
8/2/2022Avantax Advisory Services Inc.39,859$1.58M0.0%N/A1.286%
8/1/2022Empowered Funds LLC70,037$2.77M0.4%+15.4%2.259%
7/19/2022Heritage Financial Services LLC1,606$63K0.0%N/A0.052%
5/12/2022E Fund Management Co. Ltd.50,000$1.86M0.1%-54.5%1.408%
5/11/2022Greenwich Wealth Management LLC6,400$238K0.0%N/A0.180%
5/11/2022 Institutional & Family Asset Management LLC33,787$1.26M0.2%+3,278.7%0.952%
5/9/2022Clarkston Capital Partners LLC12,500$465K0.0%N/A0.352%
5/4/2022Advisor Group Holdings Inc.71,300$3.15M0.0%-7.8%2.008%
5/4/2022Titleist Asset Management LTD.43,392$1.61M0.3%N/A1.222%
4/26/2022 Stratos Wealth Partners LTD.15,200$565K0.0%-33.3%0.416%
4/21/2022Empowered Funds LLC60,685$2.26M0.2%+39.0%1.618%
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2/17/2022Virtu Financial LLC47,969$1.34M0.1%N/A1.054%
2/10/2022Empowered Funds LLC43,657$1.22M0.1%-52.6%0.959%
2/3/2022Advisor Group Holdings Inc.77,306$2.16M0.0%+3.4%1.699%
1/14/2022 Stratos Wealth Partners LTD.22,800$637K0.0%-27.6%0.470%
11/15/2021Flow Traders U.S. LLC26,766$724K0.0%-40.1%0.525%
11/12/2021OLD Mission Capital LLC19,943$540K0.0%-46.6%0.391%
11/12/2021Rockefeller Capital Management L.P.1,800$48K0.0%N/A0.035%
11/12/2021E Fund Management Co. Ltd.136,000$3.68M0.2%N/A2.667%
11/10/2021 Institutional & Family Asset Management LLC1,000$27K0.0%-80.0%0.020%
11/10/2021HAP Trading LLC17,809$482K0.0%-4.3%0.349%
11/5/2021Advisor Group Holdings Inc.74,775$2.02M0.0%-6.2%1.466%
11/4/2021Almanack Investment Partners LLC.16,626$450K0.0%-28.0%0.326%
9/17/2021Virtu Financial LLC90,719$2.32M0.2%+39.8%1.620%
8/24/2021Flow Traders U.S. LLC44,653$1.14M0.1%-33.7%0.732%
8/17/2021Wells Fargo & Company MN218,488$5.59M0.0%-16.0%3.387%
8/13/2021OLD Mission Capital LLC37,358$956K0.0%+95.3%0.579%
8/13/2021LPL Financial LLC68,707$1.76M0.0%-84.8%1.065%
8/12/2021Advisory Services Network LLC1,571$40K0.0%N/A0.024%
8/11/2021HAP Trading LLC18,611$476K0.0%N/A0.289%
8/11/2021Deutsche Bank AG1,888$48K0.0%N/A0.029%
8/6/2021Wolverine Trading LLC8,314$213K0.0%-38.1%0.126%
8/4/2021Almanack Investment Partners LLC.23,092$591K0.1%+11.1%0.340%
8/4/2021Empowered Funds LLC79,290$2.03M0.3%N/A1.166%
8/2/2021Advisor Group Holdings Inc.79,682$2.04M0.0%+7.5%1.172%
5/19/2021Virtu Financial LLC64,900$1.36M0.1%N/A0.750%
5/18/2021Flow Traders U.S. LLC67,317$1.41M0.1%-35.8%0.778%
5/18/2021Jane Street Group LLC41,591$871K0.0%-57.9%0.481%
5/17/2021Ameriprise Financial Inc.24,778$500K0.0%-20.7%0.286%
5/13/2021Mirae Asset Global Investments Co. Ltd.10,000$210K0.0%-16.7%0.112%
5/13/2021Bank of Montreal Can7,148$151K0.0%+429.5%0.080%
5/13/2021Harvest Fund Management Co. Ltd68,646$1.44M0.1%-81.9%0.767%
5/12/2021E Fund Management Co. Ltd.365,000$7.65M0.6%N/A4.078%
5/12/2021UBS Group AG4,916$103K0.0%-49.7%0.055%
5/11/2021Almanack Investment Partners LLC.20,780$435K0.0%N/A0.232%
5/6/2021 Institutional & Family Asset Management LLC5,000$105K0.0%N/A0.055%
2/17/2021Jane Street Group LLC98,864$1.70M0.0%-42.3%0.937%
2/12/2021LPL Financial LLC432,790$7.44M0.0%+7.6%4.045%
2/11/2021Barclays PLC3,016$52K0.0%+18,750.0%0.028%
2/10/2021 ShoreHaven Wealth Partners LLC5,185$89K0.0%N/A0.048%
2/10/2021Harvest Fund Management Co. Ltd379,812$6.53M0.6%-14.8%3.485%
2/9/2021Wells Fargo & Company MN130,558$2.24M0.0%-14.0%1.198%
2/5/2021NEXT Financial Group Inc2,127$37K0.0%-44.7%0.019%
12/11/2020Virtu Financial LLC15,032$226K0.0%-93.6%0.131%
11/17/2020Jane Street Group LLC171,483$2.58M0.0%+73.3%1.334%
11/13/2020Morgan Stanley31,888$480K0.0%-66.1%0.239%
11/9/2020LPL Financial LLC402,048$6.05M0.0%+15.2%2.978%
11/5/2020Wells Fargo & Company MN151,727$2.28M0.0%-2.4%1.124%
11/4/2020Harvest Fund Management Co. Ltd445,700$6.62M0.5%-41.2%3.301%
11/4/2020 Raymond James Financial Services Advisors Inc.10,678$161K0.0%-43.8%0.079%
10/29/2020Cambridge Investment Research Advisors Inc.15,202$229K0.0%-15.2%0.111%
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10/22/2020NEXT Financial Group Inc3,843$58K0.0%N/A0.028%
8/17/2020Jane Street Group LLC98,959$1.46M0.0%-41.7%0.645%
8/14/2020Kore Private Wealth LLC4,918$72K0.0%N/A0.032%
8/14/2020Flow Traders U.S. LLC395,684$5.83M0.5%N/A2.536%
8/14/2020Advisor Group Holdings Inc.38,502$568K0.0%+1,237.8%0.247%
8/13/2020Equitable Holdings Inc.12,000$177K0.0%N/A0.077%
8/13/2020XR Securities LLC239,770$3.53M0.4%N/A1.537%
8/10/2020HighTower Advisors LLC31,447$463K0.0%N/A0.202%
8/7/2020Virtu Financial LLC235,954$3.48M0.4%N/A1.513%
8/7/2020Edmond DE Rothschild Holding S.A.4,520$67K0.0%N/A0.029%
(Data available from 1/1/2016 forward)

USL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of USL shares?

During the previous two years, 16 institutional investors and hedge funds held shares of United States 12 Month Oil Fund. The most heavily invested institutionals were Advisor Group Holdings Inc. ($3.33M), Cetera Advisor Networks LLC ($3.11M), Empowered Funds LLC ($1.77M), EA Series Trust ($1.65M), Bank of Montreal Can ($1.05M), Avantax Advisory Services Inc. ($933K), and Almanack Investment Partners LLC. ($830K).Learn more on USL's institutional investors.

Which institutional investors have been buying United States 12 Month Oil Fund stock?

Of the 13 institutional investors that purchased United States 12 Month Oil Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Empowered Funds LLC ($61.69K), EA Series Trust ($50.54K), Avantax Advisory Services Inc. ($43.19K), Virtu Financial LLC ($29.48K), Bank of Montreal Can ($23.77K), Balentine LLC ($14.77K), and Flow Traders U.S. LLC ($13.85K).

How much institutional buying is happening at United States 12 Month Oil Fund?

Institutional investors have bought a total of 270,973 shares in the last 24 months. This purchase volume represents approximately $9.45M in transactions.

Which United States 12 Month Oil Fund major shareholders have been selling company stock?

The following institutional investors have sold United States 12 Month Oil Fund stock in the last 24 months: Virtu Financial LLC ($64.77K), Institutional & Family Asset Management LLC ($32.17K), Avantax Advisory Services Inc. ($13.89K), Simplex Trading LLC ($4.70K), Almanack Investment Partners LLC. ($2.20K), Balentine LLC ($1.50K), and Greenwich Wealth Management LLC ($1.10K).

How much institutional selling is happening at United States 12 Month Oil Fund?

Institutional investors have sold a total of 120,335 shares in the last 24 months. This volume of shares sold represents approximately $4.48M in transactions.


This page (NYSEARCA:USL) was last updated on 7/27/2024 by MarketBeat.com Staff

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