S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Checking in with 5 Bitcoin Stocks Ahead of Bitcoin's Halving
Closing prices for crude oil, gold and other commodities
Lululemon’s P/E Is Back to 2017 Levels: Should You Buy the Dip?
Abbott Laboratories Outlook is Healthy: Buy the Dip
Prologis Stock Leading U.S. Logistics Boom
Johnson & Johnson’s Q1 Checkup: Mixed Results, Optimism Remains
S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Checking in with 5 Bitcoin Stocks Ahead of Bitcoin's Halving
Closing prices for crude oil, gold and other commodities
Lululemon’s P/E Is Back to 2017 Levels: Should You Buy the Dip?
Abbott Laboratories Outlook is Healthy: Buy the Dip
Prologis Stock Leading U.S. Logistics Boom
Johnson & Johnson’s Q1 Checkup: Mixed Results, Optimism Remains
S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Checking in with 5 Bitcoin Stocks Ahead of Bitcoin's Halving
Closing prices for crude oil, gold and other commodities
Lululemon’s P/E Is Back to 2017 Levels: Should You Buy the Dip?
Abbott Laboratories Outlook is Healthy: Buy the Dip
Prologis Stock Leading U.S. Logistics Boom
Johnson & Johnson’s Q1 Checkup: Mixed Results, Optimism Remains
S&P 500   5,022.21
DOW   37,753.31
QQQ   425.84
ASML Fires Warning Shot For Tech Investors
Checking in with 5 Bitcoin Stocks Ahead of Bitcoin's Halving
Closing prices for crude oil, gold and other commodities
Lululemon’s P/E Is Back to 2017 Levels: Should You Buy the Dip?
Abbott Laboratories Outlook is Healthy: Buy the Dip
Prologis Stock Leading U.S. Logistics Boom
Johnson & Johnson’s Q1 Checkup: Mixed Results, Optimism Remains

United States Oil Fund (USO) Institutional Ownership

$78.91
-2.42 (-2.98%)
(As of 04/17/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
97
Total
Institutional Inflows
(last 12 months)
$205.92M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$105.16M
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Skip Chart & View Institutional Buying and Selling Data

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
4/15/2024St. Johns Investment Management Company LLC1,400$110K0.1%N/A0.007%
4/15/2024Brookstone 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%
2/15/2024Mango Five Family Inc.40,000$2.67M1.0%N/A0.197%
2/15/2024Main Street Group LTD1,800$120K0.0%N/A0.009%
2/15/2024OLD Mission Capital LLC6,000$400K0.0%N/A0.030%
2/15/2024Parkwood LLC150,473$10.03M1.0%+644.4%0.741%
2/14/2024Royal Bank of Canada4,688$312K0.0%+418.0%0.023%
2/14/2024Kestra Advisory Services LLC33,629$2.24M0.0%+6.3%0.165%
2/14/2024Creative Planning11,648$776K0.0%-16.8%0.057%
2/14/2024MGO One Seven LLC13,753$917K0.1%+17.6%0.068%
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%
2/13/2024Envestnet Asset Management Inc.5,984$399K0.0%+65.6%0.029%
2/13/2024Cetera Advisor Networks LLC15,985$1.07M0.0%-8.3%0.079%
2/13/2024Tower Research Capital LLC TRC 2,355$157K0.0%-98.6%0.012%
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%
2/9/2024Congress Wealth Management LLC DE 4,150$277K0.0%N/A0.020%
2/9/2024Advisory Services Network LLC7,186$479K0.0%-75.9%0.035%
2/9/2024US Bancorp DE6,829$455K0.0%-58.5%0.034%
2/9/2024Cambridge Investment Research Advisors Inc.108,286$7.22M0.0%+159.3%0.533%
2/9/2024PNC Financial Services Group Inc.1,341$89K0.0%-27.2%0.007%
2/8/2024Texas Capital Bank Wealth Management Services Inc60,000$4.00M0.5%N/A0.295%
2/8/2024Meridian 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 WY 1,120$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%
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%
2/1/2024Powell Investment Advisors LLC14,460$964K0.5%N/A0.071%
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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%
1/25/2024 International Assets Investment Management LLC3,339$223K0.0%+29.2%0.016%
1/24/2024Arlington Trust Co LLC1,356$90K0.0%N/A0.007%
1/24/2024Allworth Financial LP3,001$200K0.0%+299.6%0.015%
1/24/2024Arkadios 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%
1/17/2024Mason & Associates Inc5,120$341K0.1%N/A0.025%
1/16/2024Cedar 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%
11/16/2023Creative Planning14,006$1.13M0.0%+16.0%0.069%
11/16/2023Morgan Stanley211,074$17.07M0.0%-45.9%1.039%
11/15/2023Mercer Global Advisors Inc. ADV3,248$263K0.0%-43.5%0.016%
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%
11/14/2023Qube Research & Technologies Ltd14,575$1.18M0.0%+114.7%0.072%
11/14/2023Mutual Advisors LLC2,530$205K0.0%N/A0.012%
11/13/2023Mariner LLC13,117$1.06M0.0%+58.5%0.065%
11/13/2023LPL Financial LLC39,890$3.23M0.0%+0.6%0.196%
11/13/2023Envestnet Asset Management Inc.3,613$292K0.0%-64.4%0.018%
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%
11/3/2023Loring 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%
10/26/2023Mirae 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%
10/24/2023Stratos Wealth Advisors LLC9,529$771K0.1%-21.0%0.047%
10/24/2023Kingswood Wealth Advisors LLC5,594$452K0.1%N/A0.028%
10/24/2023Cambridge 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%
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Gold has already reached all-time highs, and experts believe it's not slowing down any time soon. In fact, some analysts predict a $7,000 price tag by 2025.

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10/20/2023Golden State Equity Partners9,927$803K0.2%-5.0%0.049%
10/20/2023Investment Research & Advisory Group Inc.500$40K0.0%N/A0.002%
10/18/2023 Opal Wealth Advisors LLC2,508$203K0.1%N/A0.012%
10/18/2023U 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%
10/13/2023Global Retirement Partners LLC820$62K0.0%-29.1%0.004%
10/13/2023Arkadios 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%
(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, 213 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), Flow Traders U.S. LLC ($18.84M), and Morgan Stanley ($17.07M).Learn more on USO's institutional investors.

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

Of the 186 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 ($587.70K), International Assets Investment Management LLC ($561.80K), and Natixis ($539.05K).

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

Institutional investors have bought a total of 10,516,382 shares in the last 24 months. This purchase volume represents approximately $732.05M in transactions.

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

Of the 89 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 ($3.02M), Bank of Montreal Can ($1.24M), Victory Capital Management Inc. ($800.46K), Citigroup Inc. ($473.55K), Parkwood LLC ($438.97K), National Bank of Canada FI ($430.80K), and SG Americas Securities LLC ($310.68K).

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

Institutional investors have sold a total of 8,751,889 shares in the last 24 months. This volume of shares sold represents approximately $628.42M in transactions.


This page (NYSEARCA:USO) was last updated on 4/18/2024 by MarketBeat.com Staff

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