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 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
479+ 3.37% |
$19.3K - $20.6K
|
14.7K
$785K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
478+ 0.37% |
$19.3K - $20.5K
|
128K
$6.86M
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
389+ 3.07% |
$15.7K - $16.7K
|
13.1K
$699K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
317+ 6.14% |
$12.8K - $13.6K
|
5.48K
$293K
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
300+ 0.76% |
$12.1K - $12.9K
|
40K
$2.14M
|
|
Aug 14, 2023
Q2 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
289+ 0.77% |
$11.7K - $12.4K
|
37.7K
$2.02M
|
|
Aug 08, 2023
Q2 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
275+ 0.71% |
$11.1K - $11.8K
|
39.1K
$2.09M
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
266+ 1.18% |
$10.7K - $11.4K
|
22.9K
$1.22M
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
235+ 2.07% |
$9.49K - $10.1K
|
11.6K
$618K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
227New |
$9.16K - $9.75K
|
227
$12.1K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
159New |
$6.42K - $6.83K
|
159
$8.5K
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
155+ 0.29% |
$6.26K - $6.66K
|
54K
$2.89M
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
147+ 2.02% |
$5.93K - $6.31K
|
7.43K
$397K
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
130New |
$5.25K - $5.58K
|
130
$6.95K
|
|
Jul 24, 2023
Q2 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
120+ 1.81% |
$4.84K - $5.15K
|
6.76K
$362K
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
108+ 2.12% |
$4.36K - $4.64K
|
5.2K
$278K
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
71New |
$2.87K - $3.05K
|
71
$3.8K
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
52New |
$2.1K - $2.23K
|
52
$2.78K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
52+ 2.07% |
$2.1K - $2.23K
|
2.57K
$137K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
50New |
$2.02K - $2.15K
|
50
$2.67K
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
48+ 0.82% |
$1.94K - $2.06K
|
5.89K
$315K
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
38+ 2.06% |
$1.53K - $1.63K
|
1.88K
$101K
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
28+ 0.44% |
$1.13K - $1.2K
|
6.44K
$345K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
17+ 0.13% |
$686 - $730
|
13.2K
$705K
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
6+ 0.06% |
$242 - $258
|
9.81K
$525K
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2+ 2.41% |
$80.7 - $85.9
|
85
$4.54K
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-2- 0.01% |
$80.7 - $85.9
|
27.8K
$1.48M
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4- 0.71% |
$161 - $172
|
559
$29.9K
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-8- 12.12% |
$323 - $344
|
58
$3.1K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-19Closed |
$767 - $816
|
0
$0
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-26- 0.19% |
$1.05K - $1.12K
|
13.4K
$717K
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-29- 3.96% |
$1.17K - $1.25K
|
704
$37.6K
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-38- 27.14% |
$1.53K - $1.63K
|
102
$5.45K
|
|
Jul 21, 2023
Q2 2023
|
Friedenthal Financial
|
SELL
|
- |
-40- 0.29% |
$1.61K - $1.72K
|
13.5K
$724K
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-45- 0.02% |
$1.82K - $1.93K
|
197K
$10.5M
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-55- 0.73% |
$2.22K - $2.36K
|
7.5K
$401K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-58- 0.5% |
$2.34K - $2.49K
|
11.6K
$619K
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-87- 0.06% |
$3.51K - $3.74K
|
137K
$7.31M
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-125- 0.51% |
$5.05K - $5.37K
|
24.3K
$1.3M
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-229- 43.29% |
$9.24K - $9.83K
|
300
$16K
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-238- 3.99% |
$9.61K - $10.2K
|
5.72K
$306K
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-414- 2.27% |
$16.7K - $17.8K
|
17.8K
$954K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-469- 1.95% |
$18.9K - $20.1K
|
23.6K
$1.26M
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-505- 25.75% |
$20.4K - $21.7K
|
1.46K
$77.9K
|
|
Aug 09, 2023
Q2 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-839- 5.7% |
$33.9K - $36K
|
13.9K
$742K
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-918- 7.83% |
$37.1K - $39.4K
|
10.8K
$578K
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.36K- 0.37% |
$54.8K - $58.3K
|
362K
$19.3M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.56K- 5.46% |
$63K - $67K
|
27K
$1.44M
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.7K- 21.63% |
$68.6K - $73K
|
6.16K
$329K
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.71K- 14.26% |
$69.1K - $73.5K
|
10.3K
$550K
|