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
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
4.1K+ 5.5% |
$177K - $190K
|
78.6K
$3.86M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.89K+ 27.63% |
$168K - $180K
|
18K
$884K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.72KNew |
$161K - $172K
|
3.72K
$183K
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
3.38K+ 8.84% |
$146K - $157K
|
41.7K
$2.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.29K+ 27.93% |
$142K - $152K
|
15.1K
$741K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
3.2K+ 7.18% |
$138K - $148K
|
47.7K
$2.35M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.71K+ 14.8% |
$117K - $125K
|
21K
$1.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.5K+ 5.31% |
$108K - $116K
|
49.6K
$2.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.43K+ 18.34% |
$105K - $112K
|
15.7K
$770K
|
|
|
Jan 18, 2024
Q4 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
2.37K+ 9.12% |
$102K - $110K
|
28.4K
$1.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.2KNew |
$95K - $102K
|
2.2K
$108K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.92KNew |
$82.8K - $88.8K
|
1.92K
$94.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.74K+ 187.37% |
$74.9K - $80.3K
|
2.66K
$131K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.7K+ 4.4% |
$73.2K - $78.5K
|
40.2K
$1.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.43K+ 10.88% |
$61.7K - $66.2K
|
14.6K
$716K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.33KNew |
$57.4K - $61.5K
|
1.33K
$65.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.27K+ 87.33% |
$54.7K - $58.7K
|
2.72K
$134K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.24KNew |
$53.4K - $57.2K
|
1.24K
$60.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1.18KNew |
$50.9K - $54.5K
|
1.18K
$57.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
991+ 1.93% |
$42.8K - $45.8K
|
52.3K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
976+ 3.36% |
$42.1K - $45.1K
|
30.1K
$1.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
966+ 6.48% |
$41.7K - $44.7K
|
15.9K
$781K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
871+ 33.31% |
$37.6K - $40.3K
|
3.49K
$171K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
838+ 0.23% |
$36.2K - $38.8K
|
364K
$17.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
785+ 4.55% |
$33.9K - $36.3K
|
18K
$886K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
- |
707New |
$30.5K - $32.7K
|
707
$34.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
700+ 1.98% |
$30.2K - $32.4K
|
36.1K
$1.77M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
661New |
$28.5K - $30.6K
|
661
$32.5K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
545+ 10.24% |
$23.5K - $25.2K
|
5.87K
$288K
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
451+ 3.66% |
$19.5K - $20.9K
|
12.8K
$627K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
411+ 81.55% |
$17.7K - $19K
|
915
$45K
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
410+ 1.57% |
$17.7K - $19K
|
26.5K
$1.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
382+ 3.04% |
$16.5K - $17.7K
|
13K
$637K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
375New |
$16.2K - $17.3K
|
375
$18.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
367New |
$15.8K - $17K
|
367
$18K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
265New |
$11.4K - $12.3K
|
265
$13K
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
260+ 4.03% |
$11.2K - $12K
|
6.71K
$330K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
230+ 0.1% |
$9.93K - $10.6K
|
225K
$11.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
214+ 2.82% |
$9.24K - $9.9K
|
7.81K
$384K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
151+ 0.11% |
$6.52K - $6.99K
|
143K
$7.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
125New |
$5.4K - $5.78K
|
125
$6.14K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
122+ 3.63% |
$5.27K - $5.64K
|
3.48K
$171K
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
109+ 1.96% |
$4.71K - $5.04K
|
5.68K
$279K
|
|
|
Feb 06, 2024
Q4 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
95+ 1.67% |
$4.1K - $4.39K
|
5.79K
$284K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
93+ 100.0% |
$4.01K - $4.3K
|
186
$9.14K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
86New |
$3.71K - $3.98K
|
86
$4.23K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
79+ 0.46% |
$3.41K - $3.65K
|
17.2K
$846K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
58+ 0.67% |
$2.5K - $2.68K
|
8.77K
$431K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
54New |
$2.33K - $2.5K
|
54
$2.65K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
51New |
$2.2K - $2.36K
|
51
$2.51K
|