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United States 12 Month Oil Fund (USL) Institutional Ownership

United States 12 Month Oil Fund logo
$37.18 +0.28 (+0.76%)
(As of 01:30 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$2.55M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$3.45M
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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
11/20/2024Virtu Financial LLC33,820$1.22M0.1%+79.4%2.114%
11/15/2024 Jane Street Group LLC11,283$405K0.0%-86.8%0.705%
11/14/2024 Flow Traders U.S. LLC24,965$897K0.0%+323.5%1.560%
8/14/2024 Bank of Montreal Can24,686$1.00M0.0%+94.6%1.543%
8/10/2024Virtu Financial LLC18,853$764K0.1%+14.5%1.178%
5/20/2024Virtu Financial LLC16,468$656K0.1%-50.4%1.029%
5/8/2024 Avantax Advisory Services Inc.23,403$933K0.0%-5.5%1.463%
2/26/2024Virtu Financial LLC33,206$1.17M0.1%+132.5%1.544%
2/13/2024 Tower Research Capital LLC TRC2,541$89K0.0%+1,203.1%0.118%
2/7/2024 Avantax Advisory Services Inc.24,774$870K0.0%-5.5%1.152%
11/13/2023 Balentine LLC13,265$532K0.0%-10.2%0.617%
11/8/2023 Avantax Advisory Services Inc.26,229$1.05M0.0%-5.9%1.220%
11/7/2023 Greenwich Wealth Management LLC5,714$229K0.0%N/A0.266%
8/10/2023Cetera Advisor Networks LLC95,174$3.11M0.0%+9.4%4.427%
8/2/2023 Bank 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%
5/11/2023 Balentine LLC14,765$498K0.0%N/A0.628%
5/1/2023Virtu Financial LLC21,440$723K0.1%-38.7%0.912%
4/28/2023 Avantax Advisory Services Inc.32,414$1.09M0.0%-22.5%1.379%
4/5/2023 Empowered Funds LLC52,336$1.77M0.1%N/A2.227%
2/10/2023 Advisor Group Holdings Inc.93,694$3.33M0.0%+17.2%3.987%
2/6/2023 Greenwich Wealth Management LLC6,636$236K0.0%-14.2%0.282%
1/30/2023 Your Advocates Ltd. LLP1,000$36K0.0%N/A0.043%
11/15/2022 Flow Traders U.S. LLC13,851$450K0.0%+98.3%0.478%
11/7/2022Virtu Financial LLC25,292$821K0.1%-44.2%0.872%
11/2/2022 Avantax 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%
8/13/2022 Flow Traders U.S. LLC6,985$276K0.0%N/A0.233%
8/12/2022 Almanack Investment Partners LLC.20,983$830K0.1%-9.5%0.699%
8/8/2022 Greenwich Wealth Management LLC7,624$302K0.0%+19.1%0.254%
8/8/2022Institutional & Family Asset Management LLC1,615$64K0.0%-95.2%0.054%
8/3/2022 Simplex Trading LLC19,544$773K0.0%-19.4%0.630%
8/2/2022 Avantax Advisory Services Inc.39,859$1.58M0.0%N/A1.286%
8/1/2022 Empowered Funds LLC70,037$2.77M0.4%+15.4%2.259%
7/19/2022 Heritage Financial Services LLC1,606$63K0.0%N/A0.052%
5/12/2022 E Fund Management Co. Ltd.50,000$1.86M0.1%-54.5%1.408%
5/11/2022 Greenwich Wealth Management LLC6,400$238K0.0%N/A0.180%
5/11/2022Institutional & Family Asset Management LLC33,787$1.26M0.2%+3,278.7%0.952%
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5/9/2022 Clarkston Capital Partners LLC12,500$465K0.0%N/A0.352%
5/4/2022 Advisor 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%
4/26/2022Stratos Wealth Partners LTD.15,200$565K0.0%-33.3%0.416%
4/21/2022 Empowered Funds LLC60,685$2.26M0.2%+39.0%1.618%
2/17/2022Virtu Financial LLC47,969$1.34M0.1%N/A1.054%
2/10/2022 Empowered Funds LLC43,657$1.22M0.1%-52.6%0.959%
2/3/2022 Advisor Group Holdings Inc.77,306$2.16M0.0%+3.4%1.699%
1/14/2022Stratos Wealth Partners LTD.22,800$637K0.0%-27.6%0.470%
11/15/2021 Flow Traders U.S. LLC26,766$724K0.0%-40.1%0.525%
11/12/2021 OLD Mission Capital LLC19,943$540K0.0%-46.6%0.391%
11/12/2021 Rockefeller Capital Management L.P.1,800$48K0.0%N/A0.035%
11/12/2021 E Fund Management Co. Ltd.136,000$3.68M0.2%N/A2.667%
11/10/2021Institutional & Family Asset Management LLC1,000$27K0.0%-80.0%0.020%
11/10/2021 HAP Trading LLC17,809$482K0.0%-4.3%0.349%
11/5/2021 Advisor Group Holdings Inc.74,775$2.02M0.0%-6.2%1.466%
11/4/2021 Almanack Investment Partners LLC.16,626$450K0.0%-28.0%0.326%
9/17/2021Virtu Financial LLC90,719$2.32M0.2%+39.8%1.620%
8/24/2021 Flow Traders U.S. LLC44,653$1.14M0.1%-33.7%0.732%
8/17/2021 Wells Fargo & Company MN218,488$5.59M0.0%-16.0%3.387%
8/13/2021 OLD Mission Capital LLC37,358$956K0.0%+95.3%0.579%
8/13/2021 LPL Financial LLC68,707$1.76M0.0%-84.8%1.065%
8/12/2021 Advisory Services Network LLC1,571$40K0.0%N/A0.024%
8/11/2021 HAP Trading LLC18,611$476K0.0%N/A0.289%
8/11/2021 Deutsche Bank AG1,888$48K0.0%N/A0.029%
8/6/2021 Wolverine Trading LLC8,314$213K0.0%-38.1%0.126%
8/4/2021 Almanack Investment Partners LLC.23,092$591K0.1%+11.1%0.340%
8/4/2021 Empowered Funds LLC79,290$2.03M0.3%N/A1.166%
8/2/2021 Advisor Group Holdings Inc.79,682$2.04M0.0%+7.5%1.172%
5/19/2021Virtu Financial LLC64,900$1.36M0.1%N/A0.750%
5/18/2021 Flow Traders U.S. LLC67,317$1.41M0.1%-35.8%0.778%
5/18/2021 Jane Street Group LLC41,591$871K0.0%-57.9%0.481%
5/17/2021 Ameriprise Financial Inc.24,778$500K0.0%-20.7%0.286%
5/13/2021 Mirae Asset Global Investments Co. Ltd.10,000$210K0.0%-16.7%0.112%
5/13/2021 Bank of Montreal Can7,148$151K0.0%+429.5%0.080%
5/13/2021 Harvest Fund Management Co. Ltd68,646$1.44M0.1%-81.9%0.767%
5/12/2021 E Fund Management Co. Ltd.365,000$7.65M0.6%N/A4.078%
5/12/2021 UBS Group AG4,916$103K0.0%-49.7%0.055%
5/11/2021 Almanack Investment Partners LLC.20,780$435K0.0%N/A0.232%
5/6/2021Institutional & Family Asset Management LLC5,000$105K0.0%N/A0.055%
2/17/2021 Jane Street Group LLC98,864$1.70M0.0%-42.3%0.937%
2/12/2021 LPL Financial LLC432,790$7.44M0.0%+7.6%4.045%
2/11/2021 Barclays PLC3,016$52K0.0%+18,750.0%0.028%
2/10/2021 ShoreHaven Wealth Partners LLC5,185$89K0.0%N/A0.048%
2/10/2021 Harvest Fund Management Co. Ltd379,812$6.53M0.6%-14.8%3.485%
2/9/2021 Wells 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%
11/17/2020 Jane Street Group LLC171,483$2.58M0.0%+73.3%1.334%
11/13/2020 Morgan Stanley31,888$480K0.0%-66.1%0.239%
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11/9/2020 LPL Financial LLC402,048$6.05M0.0%+15.2%2.978%
11/5/2020 Wells Fargo & Company MN151,727$2.28M0.0%-2.4%1.124%
11/4/2020Raymond James Financial Services Advisors Inc.10,678$161K0.0%-43.8%0.079%
(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, 14 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), Virtu Financial LLC ($1.22M), Bank of Montreal Can ($1.00M), and Avantax Advisory Services Inc. ($933K).Learn more on USL's institutional investors.

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

Of the 12 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 ($52.34K), EA Series Trust ($50.54K), Virtu Financial LLC ($46.83K), Bank of Montreal Can ($35.77K), Flow Traders U.S. LLC ($19.07K), Balentine LLC ($14.77K), and Advisor Group Holdings Inc. ($13.78K).

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

Institutional investors have bought a total of 251,779 shares in the last 24 months. This purchase volume represents approximately $8.65M 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: Jane Street Group LLC ($74.50K), Virtu Financial LLC ($30.28K), Avantax Advisory Services Inc. ($13.89K), 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 121,270 shares in the last 24 months. This volume of shares sold represents approximately $4.39M in transactions.



This page (NYSEARCA:USL) was last updated on 11/21/2024 by MarketBeat.com Staff
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