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
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
50New |
$2.16K - $2.31K
|
50
$2.46K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
38+ 1.98% |
$1.64K - $1.76K
|
1.96K
$96.2K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
13+ 1.95% |
$561 - $601
|
678
$33.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
11+ 0.19% |
$475 - $509
|
5.91K
$290K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10New |
$432 - $463
|
10
$492
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
9New |
$389 - $416
|
9
$442
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
7+ 0.13% |
$302 - $324
|
5.22K
$257K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 2.33% |
$86.3 - $92.5
|
88
$4.33K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2+ 0.02% |
$86.3 - $92.5
|
9.82K
$483K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1+ 0.01% |
$43.2 - $46.3
|
9.82K
$483K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 0.72% |
$43.2 - $46.3
|
137
$6.73K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1- 0.24% |
$43.2 - $46.3
|
424
$20.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-12- 0.22% |
$518 - $555
|
5.35K
$263K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25- 0.53% |
$1.08K - $1.16K
|
4.69K
$231K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-40- 4.53% |
$1.73K - $1.85K
|
843
$41.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-45- 0.64% |
$1.94K - $2.08K
|
7.03K
$346K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-61- 1.24% |
$2.63K - $2.82K
|
4.88K
$240K
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-85- 2.28% |
$3.67K - $3.93K
|
3.64K
$179K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-129- 99.23% |
$5.57K - $5.97K
|
1
$49.2
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-133- 1.24% |
$5.74K - $6.15K
|
10.6K
$519K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-146- 0.39% |
$6.3K - $6.75K
|
37.2K
$1.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-163- 0.45% |
$7.04K - $7.54K
|
36.2K
$1.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-194- 1.7% |
$8.37K - $8.97K
|
11.2K
$552K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-287- 1.42% |
$12.4K - $13.3K
|
20K
$983K
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-297- 5.28% |
$12.8K - $13.7K
|
5.33K
$262K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-311- 6.27% |
$13.4K - $14.4K
|
4.65K
$229K
|
|
|
Jan 24, 2024
Q4 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-395- 5.33% |
$17.1K - $18.3K
|
7.02K
$345K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-412- 5.37% |
$17.8K - $19.1K
|
7.26K
$357K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-435- 3.42% |
$18.8K - $20.1K
|
12.3K
$605K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-484- 80.8% |
$20.9K - $22.4K
|
115
$5.65K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-490- 6.76% |
$21.2K - $22.7K
|
6.76K
$332K
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-507- 10.85% |
$21.9K - $23.5K
|
4.17K
$205K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-509- 97.88% |
$22K - $23.5K
|
11
$541
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
SELL
|
- |
-550- 4.01% |
$23.7K - $25.4K
|
13.2K
$647K
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-897- 1.71% |
$38.7K - $41.5K
|
51.5K
$2.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-938- 1.68% |
$40.5K - $43.4K
|
54.9K
$2.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Sws Partners
|
SELL
|
- |
-940- 5.74% |
$40.6K - $43.5K
|
15.4K
$758K
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-966- 6.08% |
$41.7K - $44.7K
|
14.9K
$733K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-975- 1.25% |
$42.1K - $45.1K
|
77.3K
$3.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1K- 48.1% |
$43.2K - $46.3K
|
1.08K
$53K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.08K- 7.96% |
$46.8K - $50.1K
|
12.5K
$616K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.32K- 9.74% |
$57.1K - $61.2K
|
12.2K
$602K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-1.33K- 5.8% |
$57.3K - $61.4K
|
21.6K
$1.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-1.62K- 2.94% |
$69.8K - $74.8K
|
53.4K
$2.63M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.83K- 22.2% |
$78.8K - $84.5K
|
6.4K
$315K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.89K- 6.56% |
$81.6K - $87.4K
|
26.9K
$1.32M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.95K- 14.82% |
$84.3K - $90.3K
|
11.2K
$552K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-2.49K- 10.32% |
$107K - $115K
|
21.6K
$1.06M
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-2.94K- 1.3% |
$127K - $136K
|
223K
$10.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.13K- 21.33% |
$135K - $145K
|
11.5K
$567K
|