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United States Copper Index Fund (CPER) Institutional Ownership

United States Copper Index Fund logo
$27.35
-0.01 (-0.04%)
(As of 11/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for United States Copper Index Fund (NYSEARCA:CPER)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$6.76M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$4.50M
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CPER Institutional Buying and Selling by Quarter

United States Copper Index Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/31/2024 Ironsides Asset Advisors LLC9,620$273K0.1%-38.9%0.138%
10/25/2024 Fidelis Capital Partners LLC7,912$215K0.0%N/A0.114%
10/23/2024 Mirae Asset Global Investments Co. Ltd.29,800$853K0.0%-83.2%0.429%
10/22/2024 International Assets Investment Management LLC6,662$189K0.0%+2,734.9%0.096%
10/8/2024 CWM LLC5,977$169K0.0%+597,600.0%0.086%
10/8/2024 Ignite Planners LLC9,569$271K0.1%N/A0.138%
9/5/2024Sanctuary Advisors LLC14,080$402K0.0%N/A0.203%
8/21/2024Advisory Alpha LLC9,368$255K0.0%N/A0.135%
7/31/2024WR Wealth Planners LLC2,318$63K0.0%-22.2%0.033%
7/31/2024Commonwealth Equity Services LLC9,595$261K0.0%+16.4%0.138%
7/30/2024WESPAC Advisors LLC22,271$606K0.5%N/A0.320%
7/25/2024 Pettinga Financial Advisors LLC26,837$730K0.2%-2.1%0.386%
7/19/2024 Mason & Associates Inc10,486$285K0.1%N/A0.151%
7/18/2024 Brookstone Capital Management7,705$211K0.0%N/A0.111%
5/16/2024Bornite Capital Management LP28,500$716K0.1%N/A0.410%
5/7/2024 PFG Advisors18,601$467K0.0%N/A0.268%
5/4/2024Geneos Wealth Management Inc.2,271$57K0.0%N/A0.035%
5/1/2024Centric Wealth Management9,638$242K0.1%N/A0.147%
5/1/2024 Mirae Asset Global Investments Co. Ltd.125,100$3.14M0.0%+3.4%1.910%
4/30/2024 Perigon Wealth Management LLC34,440$865K0.0%N/A0.526%
2/9/2024Tidemark LLC1,764$43K0.0%N/A0.030%
2/2/2024Simplex Trading LLC22,063$532K0.0%+248.9%0.377%
1/24/2024 Mirae 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%
10/26/2023 Mirae Asset Global Investments Co. Ltd.121,800$2.80M0.0%-0.8%2.082%
10/24/2023 Hoey Investments Inc.2,000$46K0.0%N/A0.034%
10/23/2023Commonwealth Equity Services LLC12,222$281K0.0%+11.0%0.209%
8/10/2023 Mirae Asset Global Investments Co. Ltd.122,800$2.85M0.0%-1.6%2.099%
8/1/2023 Signaturefd 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%
7/18/2023 Pettinga 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%
5/4/2023 Mirae 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%
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4/28/2023 Ameritas 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%
4/21/2023 Pettinga 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%
2/9/2023 Mirae 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%
2/3/2023 U.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%
1/13/2023 Pettinga Financial Advisors LLC53,475$1.24M0.4%+47.7%0.764%
11/14/2022OLD Mission Capital LLC53,958$1.10M0.0%N/A0.696%
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%
10/21/2022 Pettinga 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%
7/26/2022 Mirae 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%
7/13/2022 Cambridge Investment Research Advisors Inc.13,876$308K0.0%-10.6%0.195%
6/2/2022 Mirae 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%
5/10/2022 Mirae 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%
4/27/2022 Pettinga Financial Advisors LLC26,865$771K0.2%-1.6%0.307%
4/25/2022 Clean 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%
2/9/2022 Pettinga Financial Advisors LLC27,290$743K0.2%+62.6%0.345%
2/8/2022 CENTRAL TRUST Co9,821$267K0.0%+113.5%0.124%
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2/8/2022 Mirae Asset Global Investments Co. Ltd.150,500$4.10M0.0%+11.0%1.905%
2/7/2022 BigSur 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%
2/3/2022 Cambridge 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%
(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, 38 institutional investors and hedge funds held shares of United States Copper Index Fund. The most heavily invested institutionals were OLD Mission Capital LLC ($2.96M), LPL Financial LLC ($1.67M), B. Riley Wealth Advisors Inc. ($1.65M), Knollwood Investment Advisory LLC ($1.26M), Envestnet Asset Management Inc. ($945K), Perigon Wealth Management LLC ($865K), and Mirae Asset Global Investments Co. Ltd. ($853K).Learn more on CPER's institutional investors.

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

Of the 35 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), Perigon Wealth Management LLC ($34.44K), Simplex Trading LLC ($30.60K), and Bornite Capital Management LP ($28.50K).

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

Institutional investors have bought a total of 761,377 shares in the last 24 months. This purchase volume represents approximately $18.26M in transactions.

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

Of the 11 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: Mirae Asset Global Investments Co. Ltd. ($159.40K), LPL Financial LLC ($118.37K), Simplex Trading LLC ($78.87K), Commonwealth Equity Services LLC ($36.13K), Pettinga Financial Advisors LLC ($26.32K), CWM LLC ($7.57K), and Ironsides Asset Advisors LLC ($6.11K).

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

Institutional investors have sold a total of 445,215 shares in the last 24 months. This volume of shares sold represents approximately $11.19M in transactions.



This page (NYSEARCA:CPER) was last updated on 11/2/2024 by MarketBeat.com Staff
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