Purchases and Sales Made in Q3 2023 in Global X Mlp ETF (MLPA)
This table provides information about the institutional ownership of Global X Mlp ETF (MLPA) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
128KNew |
$5.49M - $5.78M
|
128K
$6.32M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
73.1K+ 2.84% |
$3.12M - $3.29M
|
2.65M
$130M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
55.3KNew |
$2.36M - $2.49M
|
55.3K
$2.72M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
52.4K+ 8.74% |
$2.24M - $2.36M
|
652K
$32.1M
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
31.4KNew |
$1.34M - $1.41M
|
31.4K
$1.54M
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
28.2K+ 59.42% |
$1.21M - $1.27M
|
75.8K
$3.73M
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
27.4K+ 24.33% |
$1.17M - $1.23M
|
140K
$6.88M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.1K+ 64.54% |
$945K - $995K
|
56.4K
$2.77M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.1K+ 53.47% |
$858K - $903K
|
57.6K
$2.83M
|
|
Nov 09, 2023
Q3 2023
|
Wavelength Capital Management, LLC
|
BUY
|
- |
20KNew |
$855K - $900K
|
20K
$984K
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
13.4K+ 68.67% |
$573K - $603K
|
32.9K
$1.62M
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13.2KNew |
$566K - $596K
|
13.2K
$651K
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
13K+ 41.21% |
$555K - $584K
|
44.5K
$2.19M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.7K+ 5.97% |
$541K - $570K
|
225K
$11.1M
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
11.6K+ 27.07% |
$496K - $522K
|
54.5K
$2.68M
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
11.4K+ 18.8% |
$489K - $514K
|
72.3K
$3.55M
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
10.4KNew |
$442K - $466K
|
10.4K
$509K
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
10.3K+ 30.28% |
$442K - $465K
|
44.5K
$2.19M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.75K+ 52.68% |
$417K - $439K
|
28.3K
$1.39M
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.99KNew |
$341K - $359K
|
7.99K
$393K
|
|
Nov 06, 2023
Q3 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.25KNew |
$310K - $326K
|
7.25K
$356K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
7.11K+ 17.79% |
$304K - $320K
|
47.1K
$2.32M
|
|
Nov 15, 2023
Q3 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
7.05K+ 50.77% |
$301K - $317K
|
20.9K
$1.03M
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
6.75K+ 1800.0% |
$288K - $304K
|
7.13K
$350K
|
|
Dec 04, 2023
Q3 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
6.45KNew |
$275K - $290K
|
6.45K
$317K
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.34KNew |
$271K - $285K
|
6.34K
$312K
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
6.22K+ 12.74% |
$266K - $280K
|
55K
$2.71M
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
6.19KNew |
$264K - $278K
|
6.19K
$304K
|
|
Nov 09, 2023
Q3 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
5.94KNew |
$254K - $267K
|
5.94K
$292K
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
5.92K+ 50.49% |
$253K - $266K
|
17.6K
$868K
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
5.67KNew |
$242K - $255K
|
5.67K
$279K
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
5.57KNew |
$238K - $250K
|
5.57K
$274K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.19K+ 22.01% |
$222K - $234K
|
28.8K
$1.42M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.14K+ 38.98% |
$220K - $231K
|
18.3K
$901K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.03K+ 2.08% |
$215K - $226K
|
247K
$12.2M
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
5KNew |
$214K - $225K
|
5K
$246K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.96KNew |
$212K - $223K
|
4.96K
$244K
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.95K+ 17.4% |
$212K - $223K
|
33.4K
$1.64M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4.87K+ 1214.71% |
$208K - $219K
|
5.27K
$259K
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.5KNew |
$192K - $202K
|
4.5K
$221K
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
4.36K+ 6.21% |
$186K - $196K
|
74.5K
$3.66M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.23K+ 5.71% |
$181K - $190K
|
78.2K
$3.85M
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.73KNew |
$159K - $168K
|
3.73K
$183K
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.15K+ 28.82% |
$135K - $142K
|
14.1K
$693K
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.05K+ 21.49% |
$130K - $137K
|
17.2K
$848K
|
|
Oct 19, 2023
Q3 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2.98K+ 31.88% |
$127K - $134K
|
12.3K
$606K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.49K+ 0.69% |
$106K - $112K
|
363K
$17.9M
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
2.46K+ 2.98% |
$105K - $111K
|
85.2K
$4.19M
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.33K+ 21.56% |
$99.6K - $105K
|
13.1K
$646K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.32K+ 4.95% |
$99K - $104K
|
49.1K
$2.41M
|