Purchases and Sales Made in Q1 2025 in Alerian Energy Infrastructure (ENFR)
This table provides information about the institutional ownership of Alerian Energy Infrastructure (ENFR) during Q1 2025. The information is specifically focused on institutions that hold shares of ALERIAN ENERGY INFRASTRUCTURE .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.16K+ 41.08% |
$277K - $312K
|
31.4K
$968K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
6.71KNew |
$203K - $229K
|
6.71K
$207K
|
|
|
Apr 14, 2025
Q1 2025
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
5.1K+ 12.23% |
$154K - $174K
|
46.8K
$1.44M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
5K+ 14.39% |
$151K - $171K
|
39.8K
$1.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.24K+ 4.75% |
$98.1K - $111K
|
71.5K
$2.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.54K+ 15.76% |
$76.9K - $86.6K
|
18.6K
$574K
|
|
|
Apr 09, 2025
Q1 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.01K+ 13.97% |
$30.7K - $34.6K
|
8.26K
$254K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
796New |
$24.1K - $27.2K
|
796
$24.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
652+ 6.25% |
$19.7K - $22.2K
|
11.1K
$341K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
251+ 1.98% |
$7.6K - $8.56K
|
12.9K
$398K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
231+ 2.32% |
$6.99K - $7.88K
|
10.2K
$313K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
228+ 0.31% |
$6.9K - $7.78K
|
73.8K
$2.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
118New |
$3.57K - $4.03K
|
118
$3.63K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
5+ 1.03% |
$151 - $171
|
490
$15.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-630- 0.95% |
$19.1K - $21.5K
|
65.5K
$2.02M
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
SELL
|
- |
-710- 6.44% |
$21.5K - $24.2K
|
10.3K
$317K
|
|
|
Apr 24, 2025
Q1 2025
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-2.15K- 25.01% |
$65K - $73.3K
|
6.44K
$198K
|