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USCF Dividend Income Fund (UDI) Institutional Ownership

$30.14 -0.12 (-0.40%)
As of 02/21/2025 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for USCF Dividend Income Fund (NYSEARCA:UDI)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$681.75K
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$223.55K
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USCF Dividend Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/18/2025 GTS Securities LLC19,346$561K0.0%-28.5%8.998%
2/10/2025 Envestnet Portfolio Solutions Inc.50,626$1.47M0.0%+10.0%23.547%
1/30/2025 Walkner Condon Financial Advisors LLC18,429$534K0.1%+21.2%8.572%
10/31/2024 Walkner Condon Financial Advisors LLC15,207$455K0.1%N/A7.073%
(Data available from 1/1/2016 forward)

UDI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UDI shares?

During the previous two years, the following institutional investors and hedge funds held shares of USCF Dividend Income Fund shares: Envestnet Portfolio Solutions Inc. ($1.47M), and GTS Securities LLC ($561K), Walkner Condon Financial Advisors LLC ($534K).Learn more on UDI's institutional investors.

Which institutional investors have been buying USCF Dividend Income Fund stock?

The following institutional investors have purchased USCF Dividend Income Fund stock in the last 24 months: Walkner Condon Financial Advisors LLC ($18.43K), and Envestnet Portfolio Solutions Inc. ($4.61K).

How much institutional buying is happening at USCF Dividend Income Fund?

Institutional investors have bought a total of 23,037 shares in the last 24 months. This purchase volume represents approximately $681.75K in transactions.

Which USCF Dividend Income Fund major shareholders have been selling company stock?

The following institutional investors have sold USCF Dividend Income Fund stock in the last 24 months: GTS Securities LLC ($7.71K).

How much institutional selling is happening at USCF Dividend Income Fund?

Institutional investors have sold a total of 7,714 shares in the last 24 months. This volume of shares sold represents approximately $223.55K in transactions.



This page (NYSEARCA:UDI) was last updated on 2/23/2025 by MarketBeat.com Staff
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