Institutional Ownership Global X Mlp & Energy Infrastr (MLPX)
This table provides information about the institutional ownership of Global X Mlp & Energy Infrastr (MLPX). We have compiled data on the 329 institutions that hold shares in the stock, with a total of 29.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
174
shares
|
$10,582
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
171
shares
|
$10,400
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
168
shares
|
$10,217
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
149
shares
|
$9,062
0.0% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
96
shares
|
$5,838
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
73
shares
|
$4,439
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
71
shares
|
$4,318
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Old Point Trust & Financial Services N A
|
May 13, 2025 Q1 2025 |
63
shares
|
$3,831
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
62
shares
|
$3,770
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
60
shares
|
$3,649
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
59
shares
|
$3,588
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
46
shares
|
$2,797
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
41
shares
|
$2,493
0.0% of portfolio
|
Q3 2024
Reduced 61.32%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
39
shares
|
$2,371
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
38
shares
|
$2,311
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
37
shares
|
$2,250
0.0% of portfolio
|
Q1 2025
Reduced 45.59%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
34
shares
|
$2,067
0.0% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
33
shares
|
$2,007
0.0% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
10
shares
|
$608
0.0% of portfolio
|
Q1 2024
Reduced 54.55%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
6
shares
|
$364
0.0% of portfolio
|
Q1 2025
Reduced 99.01%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
5
shares
|
$304
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
1
shares
|
$60
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|