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 289 institutions that hold shares in the stock, with a total of 28.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
62,560
shares
|
$4.05 Million
0.16% of portfolio
|
Q4 2024
Reduced 20.25%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
62,021
shares
|
$4.01 Million
0.02% of portfolio
|
Q4 2024
Reduced 10.02%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jan 27, 2025 Q4 2024 |
60,341
shares
|
$3.9 Million
1.27% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
60,075
shares
|
$3.89 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
59,282
shares
|
$3.83 Million
0.76% of portfolio
|
Q4 2023
Added 21.99%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
57,858
shares
|
$3.74 Million
0.3% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
56,981
shares
|
$3.69 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
56,468
shares
|
$3.65 Million
0.01% of portfolio
|
Q4 2024
Added 89.57%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
54,733
shares
|
$3.54 Million
0.92% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
54,393
shares
|
$3.52 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
54,107
shares
|
$3.5 Million
0.19% of portfolio
|
Q4 2024
Reduced 17.34%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
52,404
shares
|
$3.39 Million
0.18% of portfolio
|
Q3 2022
Reduced 7.65%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Feb 10, 2025 Q4 2024 |
49,308
shares
|
$3.19 Million
0.86% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
47,259
shares
|
$3.06 Million
0.3% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
47,247
shares
|
$3.06 Million
0.08% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
46,738
shares
|
$3.02 Million
0.21% of portfolio
|
Q4 2024
Added 5.33%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
45,000
shares
|
$2.91 Million
0.37% of portfolio
|
Q4 2024
Reduced 24.52%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jan 28, 2025 Q4 2024 |
44,970
shares
|
$2.91 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
44,705
shares
|
$2.89 Million
1.35% of portfolio
|
Q2 2024
Added 3.85%
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
44,417
shares
|
$2.87 Million
0.07% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Feb 10, 2025 Q4 2024 |
43,266
shares
|
$2.8 Million
1.0% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
42,460
shares
|
$2.75 Million
1.26% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
42,288
shares
|
$2.74 Million
0.02% of portfolio
|
Q4 2024
Added 3.16%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
41,524
shares
|
$2.69 Million
0.13% of portfolio
|
Q4 2024
Added 21.15%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
40,191
shares
|
$2.6 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.44%
|