Purchases and Sales Made in Q4 2023 in Global X Mlp ETF (MLPA)
This table provides information about the institutional ownership of Global X Mlp ETF (MLPA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
190K+ 71.53% |
$8.2M - $8.79M
|
455K
$22.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
113K+ 17.32% |
$4.88M - $5.23M
|
765K
$37.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
106KNew |
$4.57M - $4.89M
|
106K
$5.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
73.4K+ 7.1% |
$3.17M - $3.4M
|
1.11M
$54.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
54.3K+ 11.31% |
$2.34M - $2.51M
|
535K
$26.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
41.9K+ 4.45% |
$1.81M - $1.94M
|
985K
$48.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
40.5K+ 681.27% |
$1.75M - $1.87M
|
46.4K
$2.28M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
40.4K+ 148.01% |
$1.75M - $1.87M
|
67.8K
$3.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
40.1K+ 1.52% |
$1.73M - $1.86M
|
2.69M
$132M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39.8K+ 321.1% |
$1.72M - $1.84M
|
52.2K
$2.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
32.2KNew |
$1.39M - $1.49M
|
32.2K
$1.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
30.4KNew |
$1.31M - $1.41M
|
30.4K
$1.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
28KNew |
$1.21M - $1.3M
|
28K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
25.3K+ 6.99% |
$1.09M - $1.17M
|
388K
$19.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.3KNew |
$1M - $1.08M
|
23.3K
$1.14M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
23KNew |
$991K - $1.06M
|
23K
$1.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22.8K+ 39.56% |
$984K - $1.05M
|
80.4K
$3.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
21.6KNew |
$931K - $998K
|
21.6K
$1.06M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
21.3KNew |
$918K - $983K
|
21.3K
$1.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
17.7K+ 1201.43% |
$764K - $819K
|
19.2K
$943K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
15.6K+ 28.54% |
$672K - $720K
|
70.1K
$3.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
14K+ 10.59% |
$606K - $650K
|
147K
$7.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
12.8K+ 38.99% |
$554K - $594K
|
45.8K
$2.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
11.2K+ 2.3% |
$485K - $520K
|
500K
$24.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
10.8K+ 7.7% |
$465K - $498K
|
151K
$7.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.4K+ 20728.0% |
$447K - $479K
|
10.4K
$512K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
10.1KNew |
$437K - $468K
|
10.1K
$498K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
9.62K+ 17.4% |
$415K - $445K
|
64.9K
$3.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
9.32KNew |
$402K - $431K
|
9.32K
$458K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
8.33KNew |
$360K - $385K
|
8.33K
$410K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.02KNew |
$346K - $371K
|
8.02K
$394K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.94KNew |
$343K - $367K
|
7.94K
$390K
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
7.27K+ 6.25% |
$314K - $336K
|
123K
$6.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.7KNew |
$289K - $310K
|
6.7K
$329K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.69K+ 13.63% |
$289K - $309K
|
55.8K
$2.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
6.65K+ 37.68% |
$287K - $308K
|
24.3K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.3KNew |
$272K - $291K
|
6.3K
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
6.03K+ 13.55% |
$260K - $279K
|
50.5K
$2.49M
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
6.03KNew |
$260K - $279K
|
6.03K
$297K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
5.7K+ 7.89% |
$246K - $264K
|
77.9K
$3.83M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.68K+ 4.39% |
$245K - $263K
|
135K
$6.65M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.66K+ 20.01% |
$244K - $262K
|
33.9K
$1.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
5.37KNew |
$232K - $248K
|
5.37K
$264K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5.2KNew |
$224K - $241K
|
5.2K
$256K
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
4.99KNew |
$215K - $231K
|
4.99K
$245K
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
4.94K+ 12.15% |
$213K - $228K
|
45.5K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Ff Advisors,Llc
Manhattan Beach, CA |
BUY
|
- |
4.79KNew |
$207K - $221K
|
4.79K
$236K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.69K+ 6.19% |
$202K - $217K
|
80.5K
$3.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
4.57KNew |
$197K - $211K
|
4.57K
$225K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.55K+ 3.54% |
$196K - $211K
|
133K
$6.54M
|