Purchases and Sales Made in Q1 2023 in Global X Mlp ETF (MLPA)
This table provides information about the institutional ownership of Global X Mlp ETF (MLPA) during Q1 2023. The information is specifically focused on institutions that hold shares of GLOBAL X MLP ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
512K+ 86571.74% |
$20.5M - $22.4M
|
512K
$25.2M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
226K+ 8.99% |
$9.04M - $9.87M
|
2.74M
$135M
|
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
78.7K+ 40.3% |
$3.15M - $3.44M
|
274K
$13.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
45KNew |
$1.8M - $1.97M
|
45K
$2.21M
|
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
41.6KNew |
$1.67M - $1.82M
|
41.6K
$2.05M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.8K+ 7.3% |
$1.23M - $1.34M
|
452K
$22.2M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
27.1K+ 5.48% |
$1.08M - $1.18M
|
521K
$25.6M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
20.2K+ 71.69% |
$810K - $885K
|
48.5K
$2.38M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20K+ 24.12% |
$800K - $873K
|
103K
$5.06M
|
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
16.9K+ 18.41% |
$678K - $740K
|
109K
$5.35M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.7K+ 29.96% |
$668K - $730K
|
72.4K
$3.56M
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
15.4KNew |
$619K - $676K
|
15.4K
$760K
|
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14.5K+ 40.6% |
$579K - $632K
|
50.1K
$2.46M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
11.8KNew |
$475K - $518K
|
11.8K
$583K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11.4K+ 1.77% |
$458K - $500K
|
658K
$32.4M
|
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
10.9KNew |
$435K - $475K
|
10.9K
$534K
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
10.3K+ 19.52% |
$414K - $451K
|
63.2K
$3.11M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.74K+ 1.21% |
$390K - $426K
|
815K
$40.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
9.42K+ 24.46% |
$377K - $412K
|
48K
$2.36M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.3K+ 7.85% |
$373K - $407K
|
128K
$6.29M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
8.17KNew |
$327K - $357K
|
8.17K
$402K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
7.18K+ 6834.29% |
$287K - $314K
|
7.28K
$358K
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
6.79KNew |
$272K - $297K
|
6.79K
$334K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.6K+ 107.55% |
$264K - $288K
|
12.7K
$626K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.33K+ 10.42% |
$254K - $277K
|
67.1K
$3.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
6.31K+ 0.96% |
$253K - $276K
|
666K
$32.8M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
6.22K+ 3.28% |
$249K - $272K
|
196K
$9.64M
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5.6KNew |
$224K - $245K
|
5.6K
$275K
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.36KNew |
$215K - $235K
|
5.36K
$264K
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.05K+ 4.2% |
$202K - $221K
|
125K
$6.16M
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.99KNew |
$200K - $218K
|
4.99K
$245K
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
4.87KNew |
$195K - $213K
|
4.87K
$239K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
4.61K+ 64.25% |
$184K - $201K
|
11.8K
$579K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.42K+ 10.6% |
$177K - $193K
|
46.1K
$2.27M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.13K+ 97.41% |
$165K - $181K
|
8.37K
$412K
|
|
|
May 12, 2023
Q1 2023
|
Greenspring Advisors, LLC
|
BUY
|
- |
3.66K+ 2.64% |
$147K - $160K
|
142K
$7M
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
3.66K+ 8.12% |
$147K - $160K
|
48.7K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
3.34K+ 6.94% |
$134K - $146K
|
51.4K
$2.53M
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
3.24K+ 9.1% |
$130K - $141K
|
38.8K
$1.91M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.7K+ 20.3% |
$108K - $118K
|
16K
$787K
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.74K+ 21.18% |
$69.7K - $76.1K
|
9.96K
$490K
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.71K+ 6.06% |
$68.7K - $75K
|
30K
$1.48M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.71KNew |
$68.6K - $74.9K
|
1.71K
$84.2K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.6K+ 7.91% |
$63.9K - $69.8K
|
21.8K
$1.07M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.55K+ 4.09% |
$62.1K - $67.8K
|
39.4K
$1.94M
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.42KNew |
$56.7K - $61.9K
|
1.42K
$69.7K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.38K+ 18.57% |
$55.3K - $60.3K
|
8.81K
$433K
|
|
|
May 08, 2023
Q1 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.38K+ 6.45% |
$55.2K - $60.3K
|
22.7K
$1.12M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.33K+ 5.45% |
$53.1K - $57.9K
|
25.6K
$1.26M
|
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.31K+ 5.6% |
$52.5K - $57.3K
|
24.7K
$1.21M
|