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 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-39- 6.98% |
$1.67K - $1.75K
|
520
$25.6K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-39- 5.54% |
$1.67K - $1.75K
|
665
$32.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-45- 5.94% |
$1.92K - $2.02K
|
712
$35K
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-94- 1.64% |
$4.02K - $4.23K
|
5.63K
$277K
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-120- 1.2% |
$5.13K - $5.4K
|
9.89K
$486K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-200- 57.14% |
$8.55K - $9K
|
150
$7.37K
|
|
|
Nov 09, 2023
Q3 2023
|
Sws Partners
|
SELL
|
- |
-269- 1.62% |
$11.5K - $12.1K
|
16.4K
$804K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-327- 1.35% |
$14K - $14.7K
|
24K
$1.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-339- 2.59% |
$14.5K - $15.2K
|
12.7K
$626K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-384- 29.31% |
$16.4K - $17.3K
|
926
$45.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-407- 6.61% |
$17.4K - $18.3K
|
5.75K
$283K
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-456- 4.28% |
$19.5K - $20.5K
|
10.2K
$501K
|
|
|
Nov 03, 2023
Q3 2023
|
Guild Investment Management, Inc.
|
SELL
|
- |
-555- 1.38% |
$23.7K - $25K
|
39.6K
$1.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-705- 3.95% |
$30.1K - $31.7K
|
17.1K
$842K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-837- 0.17% |
$35.8K - $37.6K
|
480K
$23.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-971- 17.07% |
$41.5K - $43.7K
|
4.72K
$232K
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-972- 6.12% |
$41.5K - $43.7K
|
14.9K
$733K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.02K- 7.58% |
$43.5K - $45.7K
|
12.4K
$610K
|
|
|
Nov 14, 2023
Q3 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-1.07K- 15.84% |
$45.8K - $48.2K
|
5.69K
$280K
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.11K- 7.54% |
$47.3K - $49.8K
|
13.6K
$667K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.15K- 17.65% |
$49.1K - $51.7K
|
5.37K
$264K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.32K- 0.91% |
$56.2K - $59.1K
|
143K
$7.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-1.4K- 9.06% |
$59.8K - $63K
|
14K
$691K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.51K- 23.37% |
$64.4K - $67.7K
|
4.94K
$243K
|
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-1.54K- 2.86% |
$65.9K - $69.4K
|
52.4K
$2.58M
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-1.75K- 6.3% |
$74.7K - $78.7K
|
26K
$1.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.96K- 5.12% |
$83.8K - $88.3K
|
36.3K
$1.79M
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-3.05K- 1.33% |
$130K - $137K
|
226K
$11.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-3.33K- 0.74% |
$142K - $150K
|
444K
$21.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-3.6K- 1.83% |
$154K - $162K
|
193K
$9.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.97K- 18.11% |
$170K - $179K
|
18K
$883K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.1K- 24.59% |
$175K - $184K
|
12.6K
$618K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-4.64K- 1.72% |
$198K - $209K
|
266K
$13.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-5.34K- 28.85% |
$228K - $240K
|
13.2K
$648K
|
|
|
Nov 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-5.49K- 54.03% |
$235K - $247K
|
4.67K
$230K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.62K- 32.96% |
$240K - $253K
|
11.4K
$562K
|
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-5.74K- 4.71% |
$245K - $258K
|
116K
$5.71M
|
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-6.39K- 17.83% |
$273K - $287K
|
29.4K
$1.45M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7.1K- 82.82% |
$303K - $319K
|
1.47K
$72.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-7.84K- 5.73% |
$335K - $353K
|
129K
$6.34M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11.7K- 33.17% |
$500K - $526K
|
23.6K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.9K- 1.82% |
$510K - $537K
|
646K
$31.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-13.2K- 20.42% |
$563K - $592K
|
51.3K
$2.52M
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-14.3K- 23.71% |
$612K - $644K
|
46.1K
$2.26M
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-18.2K- 4.6% |
$779K - $820K
|
378K
$18.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
SELL
|
- |
-19.9K- 13.06% |
$851K - $896K
|
133K
$6.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-21.6K- 2.04% |
$921K - $969K
|
1.03M
$50.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
SELL
|
- |
-24.1K- 48.43% |
$1.03M - $1.08M
|
25.7K
$1.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-43.2K- 8.12% |
$1.84M - $1.94M
|
488K
$24M
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-43.6K- 64.38% |
$1.86M - $1.96M
|
24.1K
$1.18M
|