Purchases and Sales Made in Q1 2024 in Global X Mlp ETF (MLPA)
This table provides information about the institutional ownership of Global X Mlp ETF (MLPA) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
269New |
$11.9K - $13K
|
269
$14K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
176+ 2.25% |
$7.78K - $8.51K
|
7.99K
$416K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
152+ 0.72% |
$6.72K - $7.35K
|
21.4K
$1.11M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
136New |
$6.02K - $6.58K
|
136
$7.08K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
126+ 0.97% |
$5.57K - $6.09K
|
13.1K
$681K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
109+ 3.13% |
$4.82K - $5.27K
|
3.6K
$187K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
89New |
$3.94K - $4.3K
|
89
$4.63K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
53+ 0.99% |
$2.34K - $2.56K
|
5.41K
$281K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
51New |
$2.26K - $2.47K
|
51
$2.65K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
47New |
$2.08K - $2.27K
|
47
$2.45K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
38+ 1.94% |
$1.68K - $1.84K
|
2K
$104K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
35+ 0.2% |
$1.55K - $1.69K
|
17.2K
$897K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
14+ 0.29% |
$619 - $677
|
4.89K
$254K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
13+ 1.97% |
$575 - $629
|
674
$35.1K
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
11+ 0.19% |
$487 - $532
|
5.69K
$296K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
3+ 0.03% |
$133 - $145
|
9.82K
$511K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-7- 0.26% |
$310 - $338
|
2.65K
$138K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-32- 0.69% |
$1.42K - $1.55K
|
4.62K
$240K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-41- 47.67% |
$1.81K - $1.98K
|
45
$2.34K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-45- 90.0% |
$1.99K - $2.18K
|
5
$260
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-45- 0.43% |
$1.99K - $2.18K
|
10.5K
$547K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-86- 62.32% |
$3.8K - $4.16K
|
52
$2.71K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-93- 50.0% |
$4.11K - $4.5K
|
93
$4.84K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-103- 1.42% |
$4.56K - $4.98K
|
7.15K
$372K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-107- 0.42% |
$4.73K - $5.17K
|
25.3K
$1.31M
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-112- 10.38% |
$4.95K - $5.42K
|
967
$50.3K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-226- 1.8% |
$10K - $10.9K
|
12.3K
$641K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-233- 3.94% |
$10.3K - $11.3K
|
5.68K
$295K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-235- 2.27% |
$10.4K - $11.4K
|
10.1K
$526K
|
|
|
Apr 30, 2024
Q1 2024
|
Sws Partners
|
SELL
|
- |
-240- 1.56% |
$10.6K - $11.6K
|
15.2K
$790K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-262- 5.73% |
$11.6K - $12.7K
|
4.31K
$224K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-343- 0.67% |
$15.2K - $16.6K
|
51.2K
$2.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-373- 5.3% |
$16.5K - $18K
|
6.66K
$347K
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-400- 7.5% |
$17.7K - $19.3K
|
4.93K
$257K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-404- 0.05% |
$17.9K - $19.5K
|
765K
$39.8M
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-492- 5.28% |
$21.8K - $23.8K
|
8.83K
$459K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-504- 26.2% |
$22.3K - $24.4K
|
1.42K
$73.9K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-584- 5.61% |
$25.8K - $28.2K
|
9.83K
$511K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-585- 0.73% |
$25.9K - $28.3K
|
79.9K
$4.16M
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-607- 4.93% |
$26.8K - $29.3K
|
11.7K
$608K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-669- 98.67% |
$29.6K - $32.3K
|
9
$468
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-687- 3.44% |
$30.4K - $33.2K
|
19.3K
$1M
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
SELL
|
- |
-692- 5.26% |
$30.6K - $33.5K
|
12.5K
$648K
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-789- 6.44% |
$34.9K - $38.1K
|
11.5K
$596K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-806- 88.09% |
$35.6K - $39K
|
109
$5.67K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-918- 3.85% |
$40.6K - $44.4K
|
22.9K
$1.19M
|
|
|
Apr 29, 2024
Q1 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.61K- 27.82% |
$71.2K - $77.8K
|
4.18K
$217K
|
|
|
May 15, 2024
Q1 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-1.73K- 0.4% |
$76.3K - $83.4K
|
434K
$22.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-2.2K- 7.87% |
$97.5K - $107K
|
25.8K
$1.34M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.3K- 4.64% |
$102K - $111K
|
47.3K
$2.46M
|