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 218 institutions that hold shares in the stock, with a total of 22.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Birch Capital Management, LLC
|
Jul 08, 2024 Q2 2024 |
17,413
shares
|
$940,650
0.47% of portfolio
|
Q2 2024
Added 35.86%
|
|
Anson Capital, Inc.
|
Aug 07, 2024 Q2 2024 |
17,031
shares
|
$920,014
0.9% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
Aaron Wealth Advisors LLC
|
Jul 22, 2024 Q2 2024 |
16,872
shares
|
$911,425
0.12% of portfolio
|
Q2 2023
Reduced 1.44%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
16,624
shares
|
$898,028
0.0% of portfolio
|
Q2 2024
Reduced 4.32%
|
|
Americana Partners, LLC
Houston, TX |
Jul 30, 2024 Q2 2024 |
16,000
shares
|
$864,320
0.07% of portfolio
|
Q1 2024
New holding
|
|
Fiduciary Trust CO
Boston, MA |
Aug 14, 2024 Q2 2024 |
15,959
shares
|
$862,105
0.01% of portfolio
|
Q1 2024
New holding
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
15,576
shares
|
$841,415
0.49% of portfolio
|
Q2 2024
Added 32.63%
|
|
One Charles Private Wealth Services, LLC
|
Aug 14, 2024 Q2 2024 |
15,243
shares
|
$823,426
0.33% of portfolio
|
Q2 2024
Added 4.91%
|
|
Mgo Private Wealth, LLC
Irvine, CA |
Aug 02, 2024 Q2 2024 |
14,446
shares
|
$780,372
0.47% of portfolio
|
Q2 2024
Added 0.17%
|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
14,200
shares
|
$767,084
0.01% of portfolio
|
Q2 2024
Reduced 3.4%
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Jul 15, 2024 Q2 2024 |
14,019
shares
|
$757,306
0.3% of portfolio
|
Q2 2024
Added 0.06%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
13,919
shares
|
$751,904
0.0% of portfolio
|
Q2 2024
Added 9.28%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
13,300
shares
|
$718,466
0.01% of portfolio
|
Q2 2024
Added 17.9%
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Aug 02, 2024 Q2 2024 |
12,900
shares
|
$696,858
0.02% of portfolio
|
Q2 2024
New holding
|
|
Foster & Motley Inc
Cincinnati, OH |
Aug 02, 2024 Q2 2024 |
12,828
shares
|
$692,968
0.05% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Aug 07, 2024 Q2 2024 |
12,639
shares
|
$682,758
0.31% of portfolio
|
Q2 2024
Added 5.56%
|
|
Advisor Resource Council
|
Jul 15, 2024 Q2 2024 |
12,500
shares
|
$675,250
0.36% of portfolio
|
Q2 2024
Reduced 3.68%
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 09, 2024 Q2 2024 |
11,401
shares
|
$615,882
0.29% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
11,128
shares
|
$601,134
0.0% of portfolio
|
Q2 2024
Reduced 33.58%
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 02, 2024 Q2 2024 |
10,394
shares
|
$561,483
0.06% of portfolio
|
Q2 2024
Added 0.15%
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Jul 16, 2024 Q2 2024 |
10,345
shares
|
$558,836
0.27% of portfolio
|
Q2 2024
Added 0.03%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
10,254
shares
|
$553,921
0.02% of portfolio
|
Q2 2020
Reduced 94.95%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
10,146
shares
|
$548,086
0.01% of portfolio
|
Q2 2024
Added 19.82%
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
10,145
shares
|
$548,032
0.01% of portfolio
|
Q1 2022
Added 24.55%
|
|
Hbw Advisory Services LLC
|
Jul 05, 2024 Q2 2024 |
9,875
shares
|
$533,447
0.09% of portfolio
|
Q2 2024
Added 6.01%
|