Latest Institutional Purchases of United States Copper Index Fun (CPER)
This list provides information on the latest institutional transactions involving United States Copper Index Fun (CPER) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.02KNew |
$181K - $222K
|
7.02K
$220K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
PUT |
7KNew |
$180K - $222K
|
7K
$219K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
6.5K+ 103.17% |
$167K - $206K
|
12.8K
$401K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5K+ 252.53% |
$129K - $159K
|
6.98K
$219K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
3.51KNew |
$90.3K - $111K
|
3.51K
$110K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2KNew |
$51.4K - $63.4K
|
2K
$62.6K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.81KNew |
$46.4K - $57.2K
|
1.81K
$56.5K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.46KNew |
$37.7K - $46.4K
|
1.46K
$45.9K
|
|
|
Jul 03, 2025
Q2 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
1.32K+ 8.71% |
$34K - $41.9K
|
16.5K
$517K
|
|
|
Jul 28, 2025
Q2 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
1KNew |
$25.7K - $31.7K
|
1K
$31.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
800+ 400.0% |
$20.6K - $25.4K
|
1K
$31.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
627New |
$16.1K - $19.9K
|
627
$19.6K
|
|
|
Aug 18, 2025
Q2 2025
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
264+ 2.09% |
$6.79K - $8.37K
|
12.9K
$404K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
60+ 11.11% |
$1.54K - $1.9K
|
600
$18.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
48New |
$1.23K - $1.52K
|
48
$1.5K
|
|
|
Jul 28, 2025
Q2 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
40New |
$1.03K - $1.27K
|
40
$1.25K
|
|
|
Aug 01, 2025
Q2 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
37New |
$952 - $1.17K
|
37
$1.16K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1New |
$25.7 - $31.7
|
1
$31.3
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
BUY
|
- |
14KNew |
$355K - $459K
|
14K
$439K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.57KNew |
$166K - $215K
|
6.57K
$206K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
156New |
$3.95K - $5.11K
|
156
$4.89K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
50New |
$1.27K - $1.64K
|
50
$1.57K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
1New |
$25.3 - $32.8
|
1
$31.3
|
|
| Q4 2024 | |||||||
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13.2K+ 63.67% |
$332K - $385K
|
33.9K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.2KNew |
$307K - $355K
|
12.2K
$382K
|
|
|
Feb 13, 2025
Q4 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
12KNew |
$301K - $349K
|
12K
$375K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
5.69KNew |
$143K - $166K
|
5.69K
$178K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
350New |
$8.81K - $10.2K
|
350
$11K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
238New |
$5.99K - $6.94K
|
238
$7.45K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
178New |
$4.48K - $5.19K
|
178
$5.57K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
85New |
$2.14K - $2.48K
|
85
$2.66K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5New |
$126 - $146
|
5
$157
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.5KNew |
$284K - $332K
|
11.5K
$359K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
7.91KNew |
$196K - $229K
|
7.91K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
7.28KNew |
$180K - $211K
|
7.28K
$228K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.43K+ 2734.89% |
$159K - $186K
|
6.66K
$209K
|
|
|
Nov 04, 2024
Q3 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
5K+ 26.88% |
$124K - $145K
|
23.6K
$739K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
300New |
$7.41K - $8.68K
|
300
$9.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
227New |
$5.61K - $6.57K
|
227
$7.11K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
99+ 6.2% |
$2.45K - $2.86K
|
1.7K
$53.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
18New |
$445 - $521
|
18
$564
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
22.3KNew |
$565K - $699K
|
22.3K
$698K
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.6K+ 42.51% |
$372K - $459K
|
49.1K
$1.54M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
13.3KNew |
$338K - $418K
|
13.3K
$417K
|
|
|
Jul 18, 2024
Q2 2024
|
Mason & Associates Inc
|
BUY
|
- |
10.5KNew |
$266K - $329K
|
10.5K
$328K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
7.71KNew |
$196K - $242K
|
7.71K
$241K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
6.7KNew |
$170K - $210K
|
6.7K
$210K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.45K+ 2454.0% |
$62.3K - $77K
|
2.55K
$80K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
900New |
$22.9K - $28.2K
|
900
$28.2K
|
|