Purchases and Sales Made in Q3 2025 in Alerian Energy Infrastructure (ENFR)
This table provides information about the institutional ownership of Alerian Energy Infrastructure (ENFR) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
10.9K+ 285.04% |
$339K - $355K
|
14.7K
$451K
|
|
|
Oct 14, 2025
Q3 2025
|
Bulwark Capital Corp
Fernandina Beach, FL |
BUY
|
- |
7.86KNew |
$245K - $257K
|
7.86K
$242K
|
|
|
Oct 16, 2025
Q3 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
4.18K+ 4.35% |
$131K - $137K
|
100K
$3.09M
|
|
|
Oct 21, 2025
Q3 2025
|
Wt Wealth Management
|
BUY
|
- |
3.42K+ 1.83% |
$107K - $112K
|
191K
$5.86M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.23K+ 10.61% |
$69.6K - $72.9K
|
23.3K
$716K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
1.21KNew |
$37.7K - $39.4K
|
1.21K
$37.2K
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
BUY
|
- |
297New |
$9.28K - $9.71K
|
297
$9.14K
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
230New |
$7.18K - $7.52K
|
230
$7.08K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
115New |
$3.59K - $3.76K
|
115
$3.54K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
6+ 1.21% |
$187 - $196
|
502
$15.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.95% |
$31.2 - $32.7
|
106
$3.26K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-18- 0.14% |
$562 - $588
|
12.5K
$385K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-33- 14.16% |
$1.03K - $1.08K
|
200
$6.16K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-271- 2.46% |
$8.46K - $8.86K
|
10.8K
$331K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-598- 0.77% |
$18.7K - $19.5K
|
77.3K
$2.38M
|
|
|
Oct 14, 2025
Q3 2025
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-693- 6.72% |
$21.6K - $22.6K
|
9.61K
$296K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.05K- 6.68% |
$32.9K - $34.4K
|
14.7K
$453K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
SELL
|
- |
-3.53K- 5.36% |
$110K - $115K
|
62.3K
$1.92M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.6K- 52.82% |
$363K - $380K
|
10.4K
$320K
|
|
|
Oct 24, 2025
Q3 2025
|
Miller Howard Investments Inc
|
SELL
|
- |
-20.3K- 8.51% |
$633K - $663K
|
218K
$6.71M
|