Latest Institutional Transactions on United States Commodity Index Funds Trust (USCI)
This table provides information on the latest institutional transactions involving United States Commodity Index Funds Trust (USCI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-200Closed |
$5.28K - $5.98K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
200New |
$5.28K - $5.98K
|
200
$15.7K
|
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-27- 32.14% |
$713 - $807
|
57
$4.48K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100+ 66.67% |
$2.64K - $2.99K
|
250
$19.6K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-669Closed |
$17.7K - $20K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-100Closed |
$2.55K - $2.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
SELL
|
- |
-5KClosed |
$128K - $145K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.2KClosed |
$287K - $326K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.44KClosed |
$215K - $245K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-41Closed |
$1.05K - $1.19K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-50Closed |
$1.28K - $1.45K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
100New |
$2.47K - $2.82K
|
100
$7.85K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-53.8KClosed |
$1.33M - $1.51M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-6.1KClosed |
$151K - $172K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.5KNew |
$61.8K - $70.4K
|
2.5K
$196K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-547Closed |
$13.5K - $16.2K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-117Closed |
$2.9K - $3.46K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
10New |
$248 - $296
|
10
$785
|
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
SELL
|
- |
-6.11KClosed |
$151K - $181K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-47Closed |
$1.16K - $1.39K
|
0
$0
|
|
|
Jul 30, 2021
Q2 2021
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-11KClosed |
$273K - $326K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-595Closed |
$14.7K - $17.6K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 17, 2021
Q4 2020
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12KClosed |
$214K - $269K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
258KNew |
$4.61M - $5.8M
|
258K
$20.3M
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-124Closed |
$2.21K - $2.78K
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Rhs Financial, LLC
|
SELL
|
- |
-8.32KClosed |
$149K - $187K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-33Closed |
$565 - $634
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Victory Capital Management Inc
|
SELL
|
- |
-185KClosed |
$3.17M - $3.55M
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-166Closed |
$2.84K - $3.19K
|
0
$0
|
|
|
Oct 08, 2020
Q3 2020
|
Larson Financial Group LLC
|
SELL
|
- |
-57Closed |
$975 - $1.09K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Sep 08, 2021
Q2 2020
|
Retirement Group, LLC
|
SELL
|
- |
-585Closed |
$7.94K - $9.99K
|
0
$0
|
|
|
Sep 28, 2020
Q2 2020
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-2.9KClosed |
$39.4K - $49.5K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2.12KClosed |
$28.7K - $36.2K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.04KClosed |
$27.7K - $34.8K
|
0
$0
|
|
|
Aug 05, 2020
Q2 2020
|
Strategic Investment Management, LLC
|
SELL
|
- |
-1.01KClosed |
$13.7K - $17.2K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-9.75K- 97.99% |
$127K - $175K
|
200
$15.7K
|
|
|
Jun 03, 2020
Q1 2020
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-100Closed |
$1.3K - $1.8K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-40Closed |
$521 - $719
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.31KClosed |
$82.2K - $113K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-28KClosed |
$365K - $503K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.91KClosed |
$90K - $124K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-50Closed |
$652 - $899
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7KClosed |
$91.2K - $126K
|
0
$0
|
|
|
May 08, 2020
Q1 2020
|
Citizens Financial Group Inc
|
SELL
|
- |
-117Closed |
$1.52K - $2.1K
|
0
$0
|
|
|
May 07, 2020
Q1 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-200Closed |
$2.61K - $3.6K
|
0
$0
|
|
|
May 05, 2020
Q1 2020
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-86Closed |
$1.12K - $1.55K
|
0
$0
|
|
|
May 04, 2020
Q1 2020
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-17.1KClosed |
$223K - $308K
|
0
$0
|
|
|
May 01, 2020
Q1 2020
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.5KClosed |
$19.5K - $27K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-25Closed |
$326 - $450
|
0
$0
|
|