Purchases and Sales Made in Q4 2024 in Global X Mlp ETF (MLPA)
This table provides information about the institutional ownership of Global X Mlp ETF (MLPA) during Q4 2024. 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 27, 2025
Q4 2024
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
133+ 1.82% |
$6.31K - $7K
|
7.42K
$365K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
119New |
$5.65K - $6.26K
|
119
$5.85K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
111New |
$5.27K - $5.84K
|
111
$5.45K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
98+ 1.04% |
$4.65K - $5.16K
|
9.54K
$468K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
78+ 0.67% |
$3.7K - $4.1K
|
11.7K
$577K
|
|
|
Feb 03, 2025
Q4 2024
|
My Purposeful Wealth Corp.
Omaha, NE |
BUY
|
- |
64+ 1.49% |
$3.04K - $3.37K
|
4.37K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
51New |
$2.42K - $2.68K
|
51
$2.51K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
49+ 0.88% |
$2.32K - $2.58K
|
5.64K
$277K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
39+ 1.89% |
$1.85K - $2.05K
|
2.11K
$103K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
39+ 1.88% |
$1.85K - $2.05K
|
2.11K
$104K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
30New |
$1.42K - $1.58K
|
30
$1.47K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
30New |
$1.42K - $1.58K
|
30
$1.47K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
28+ 933.33% |
$1.33K - $1.47K
|
31
$1.52K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
25+ 131.58% |
$1.19K - $1.32K
|
44
$2.16K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
20+ 133.33% |
$949 - $1.05K
|
35
$1.72K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
8+ 0.06% |
$380 - $421
|
13.8K
$680K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
7+ 1.68% |
$332 - $368
|
423
$20.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
6New |
$285 - $316
|
6
$295
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 2.15% |
$94.9 - $105
|
95
$4.67K
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$47.4 - $52.6
|
685K
$33.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 1.43% |
$47.4 - $52.6
|
71
$3.49K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$47.4 - $52.6
|
154K
$7.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-6- 0.31% |
$285 - $316
|
1.94K
$95.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-19- 0.08% |
$901 - $1K
|
22.4K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-30- 0.52% |
$1.42K - $1.58K
|
5.77K
$283K
|
|
|
Feb 14, 2025
Q4 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-39- 0.41% |
$1.85K - $2.05K
|
9.53K
$468K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-57- 0.84% |
$2.7K - $3K
|
6.7K
$329K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-63- 1.39% |
$2.99K - $3.31K
|
4.48K
$220K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-67- 19.48% |
$3.18K - $3.52K
|
277
$13.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-93- 2.78% |
$4.41K - $4.89K
|
3.25K
$160K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-117- 0.59% |
$5.55K - $6.16K
|
19.6K
$962K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-177- 1.73% |
$8.4K - $9.31K
|
10K
$493K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-184- 0.63% |
$8.73K - $9.68K
|
28.9K
$1.42M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-216- 18.27% |
$10.2K - $11.4K
|
966
$47.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Friedenthal Financial
|
SELL
|
- |
-247- 2.05% |
$11.7K - $13K
|
11.8K
$580K
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-254- 0.21% |
$12K - $13.4K
|
120K
$5.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-279- 2.43% |
$13.2K - $14.7K
|
11.2K
$550K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-287- 24.87% |
$13.6K - $15.1K
|
867
$42.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-297- 2.04% |
$14.1K - $15.6K
|
14.2K
$699K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-319- 3.24% |
$15.1K - $16.8K
|
9.52K
$467K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-343- 6.49% |
$16.3K - $18K
|
4.94K
$243K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-349- 1.46% |
$16.6K - $18.4K
|
23.6K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-366- 1.74% |
$17.4K - $19.3K
|
20.7K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-401- 6.27% |
$19K - $21.1K
|
6K
$295K
|
|
|
Feb 07, 2025
Q4 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
SELL
|
- |
-500- 0.46% |
$23.7K - $26.3K
|
108K
$5.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-510- 6.11% |
$24.2K - $26.8K
|
7.84K
$385K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-545- 1.44% |
$25.9K - $28.7K
|
37.3K
$1.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-600- 9.22% |
$28.5K - $31.6K
|
5.91K
$290K
|
|
|
Feb 07, 2025
Q4 2024
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-632- 8.62% |
$30K - $33.2K
|
6.7K
$329K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-632- 3.84% |
$30K - $33.2K
|
15.8K
$777K
|