Purchases and Sales Made in Q2 2023 in Global X Mlp ETF (MLPA)
This table provides information about the institutional ownership of Global X Mlp ETF (MLPA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
508KNew |
$20.5M - $21.8M
|
508K
$25M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
128K+ 15.72% |
$5.17M - $5.5M
|
943K
$46.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
76.7K+ 114.34% |
$3.1M - $3.29M
|
144K
$7.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
35.4KNew |
$1.43M - $1.52M
|
35.4K
$1.74M
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
30.5K+ 574.4% |
$1.23M - $1.31M
|
35.8K
$1.76M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.1K+ 6.44% |
$1.18M - $1.25M
|
481K
$23.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
24.2K+ 2.34% |
$976K - $1.04M
|
1.06M
$51.9M
|
|
|
Jul 20, 2023
Q2 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
19.9KNew |
$802K - $853K
|
19.9K
$978K
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
19.7K+ 39.59% |
$794K - $845K
|
69.4K
$3.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Sws Partners
|
BUY
|
- |
17.3K+ 484.18% |
$699K - $744K
|
20.9K
$1.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
14.6KNew |
$588K - $626K
|
14.6K
$717K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14.4K+ 28.81% |
$582K - $619K
|
64.5K
$3.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
14.2K+ 263.96% |
$572K - $608K
|
19.5K
$960K
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
11.7KNew |
$473K - $504K
|
11.7K
$577K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.5KNew |
$466K - $495K
|
11.5K
$567K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.1K+ 148.95% |
$447K - $476K
|
18.5K
$911K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
10.4K+ 1.99% |
$419K - $446K
|
532K
$26.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
10KNew |
$404K - $430K
|
10K
$492K
|
|
|
Jul 20, 2023
Q2 2023
|
Guild Investment Management, Inc.
|
BUY
|
- |
8.88K+ 28.37% |
$359K - $381K
|
40.2K
$1.98M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.84K+ 108.51% |
$317K - $337K
|
15.1K
$741K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
6.94K+ 10.98% |
$280K - $298K
|
70.1K
$3.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
6.84K+ 27.7% |
$276K - $294K
|
31.5K
$1.55M
|
|
|
Aug 14, 2023
Q2 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
5.49KNew |
$222K - $236K
|
5.49K
$270K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
5.18K+ 9.32% |
$209K - $223K
|
60.8K
$2.99M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.83K+ 40.74% |
$195K - $207K
|
16.7K
$820K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.28K+ 51.11% |
$173K - $184K
|
12.6K
$622K
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
4.17K+ 13.9% |
$168K - $179K
|
34.2K
$1.68M
|
|
|
Aug 02, 2023
Q2 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
3.69K+ 3.39% |
$149K - $158K
|
113K
$5.54M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.97K+ 6.45% |
$120K - $128K
|
49.1K
$2.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.84K+ 5.38% |
$115K - $122K
|
55.7K
$2.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.29K+ 6.96% |
$92.5K - $98.4K
|
35.2K
$1.73M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.9K+ 5.33% |
$76.6K - $81.5K
|
37.5K
$1.84M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
1.84K+ 4.48% |
$74.2K - $78.9K
|
42.9K
$2.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.82K+ 4.63% |
$73.6K - $78.3K
|
41.2K
$2.03M
|
|
|
Jul 18, 2023
Q2 2023
|
Lvz, Inc.
|
BUY
|
- |
1.8K+ 3.74% |
$72.5K - $77.1K
|
49.7K
$2.45M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.75K+ 204.07% |
$70.8K - $75.3K
|
2.61K
$128K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.62K+ 2.24% |
$65.4K - $69.5K
|
74K
$3.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.53K+ 8.14% |
$61.6K - $65.6K
|
20.3K
$998K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
1.45K+ 6.37% |
$58.4K - $62.1K
|
24.2K
$1.19M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.19K+ 4.58% |
$48.1K - $51.2K
|
27.2K
$1.34M
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.02K+ 20.35% |
$41K - $43.6K
|
6K
$295K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
971+ 9.75% |
$39.2K - $41.7K
|
10.9K
$538K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
851New |
$34.4K - $36.5K
|
851
$41.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
811+ 10.45% |
$32.7K - $34.8K
|
8.57K
$422K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
671New |
$27.1K - $28.8K
|
671
$33K
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
624+ 8.21% |
$25.2K - $26.8K
|
8.22K
$405K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
620+ 1.65% |
$25K - $26.6K
|
38.3K
$1.88M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
601+ 4.72% |
$24.3K - $25.8K
|
13.3K
$656K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
562New |
$22.7K - $24.1K
|
562
$27.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
510+ 63.75% |
$20.6K - $21.9K
|
1.31K
$64.4K
|