Purchases and Sales Made in Q1 2023 in Global X Mlp & Energy Infrastr (MLPX)
This table provides information about the institutional ownership of Global X Mlp & Energy Infrastr (MLPX) during Q1 2023. The information is specifically focused on institutions that hold shares of GLOBAL X MLP & ENERGY INFRASTR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
439K+ 5152.97% |
$16.5M - $18.7M
|
448K
$26.7M
|
|
May 15, 2023
Q1 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
239KNew |
$9M - $10.2M
|
239K
$14.3M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
112K+ 7.37% |
$4.23M - $4.79M
|
1.64M
$97.6M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
53.7K+ 2.09% |
$2.02M - $2.29M
|
2.62M
$156M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
51.9K+ 9.35% |
$1.95M - $2.22M
|
607K
$36.2M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
45.4K+ 367.23% |
$1.71M - $1.94M
|
57.8K
$3.44M
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
32.9KNew |
$1.24M - $1.4M
|
32.9K
$1.96M
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
28.4K+ 7.08% |
$1.07M - $1.21M
|
430K
$25.7M
|
|
May 12, 2023
Q1 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
27.8KNew |
$1.04M - $1.18M
|
27.8K
$1.66M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
26.9K+ 3.38% |
$1.01M - $1.15M
|
822K
$49M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.8K+ 343.12% |
$932K - $1.06M
|
32K
$1.91M
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
24.1K+ 16.76% |
$908K - $1.03M
|
168K
$10M
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
22.7K+ 14.03% |
$854K - $968K
|
185K
$11M
|
|
May 02, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
21.9K+ 95.48% |
$824K - $935K
|
44.9K
$2.67M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20.3K+ 44.82% |
$762K - $864K
|
65.5K
$3.9M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
18.1KNew |
$683K - $774K
|
18.1K
$1.08M
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
17.4K+ 19.79% |
$655K - $743K
|
105K
$6.28M
|
|
Nov 07, 2024
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
16.7K+ 55.05% |
$630K - $715K
|
47.2K
$2.81M
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
16KNew |
$602K - $683K
|
16K
$954K
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
14.2KNew |
$534K - $606K
|
14.2K
$846K
|
|
May 15, 2023
Q1 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
12.7K+ 319.07% |
$478K - $543K
|
16.7K
$995K
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
12.7KNew |
$478K - $542K
|
12.7K
$757K
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
10.7K+ 59.35% |
$402K - $456K
|
28.7K
$1.71M
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
10.4KNew |
$390K - $442K
|
10.4K
$618K
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
9.83KNew |
$370K - $419K
|
9.83K
$586K
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
9.66KNew |
$364K - $412K
|
9.66K
$576K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.54K+ 24.91% |
$359K - $407K
|
47.8K
$2.85M
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
BUY
|
- |
8.5K+ 19.89% |
$320K - $363K
|
51.2K
$3.05M
|
|
Apr 26, 2023
Q1 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
7.06K+ 86.1% |
$266K - $301K
|
15.3K
$909K
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
6.63KNew |
$249K - $283K
|
6.63K
$395K
|
|
Apr 06, 2023
Q1 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
6.61K+ 5.5% |
$249K - $282K
|
127K
$7.56M
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
6.36KNew |
$239K - $272K
|
6.36K
$379K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.2K+ 4.73% |
$233K - $265K
|
137K
$8.19M
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.93KNew |
$223K - $253K
|
5.93K
$353K
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
5.72KNew |
$215K - $244K
|
5.72K
$341K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.51K+ 44.1% |
$207K - $235K
|
18K
$1.07M
|
|
May 11, 2023
Q1 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
5.14KNew |
$193K - $219K
|
5.14K
$306K
|
|
May 15, 2023
Q1 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
5.02K+ 1.85% |
$189K - $214K
|
276K
$16.5M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.81K+ 2.95% |
$181K - $205K
|
168K
$10M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.38K+ 22.65% |
$165K - $187K
|
23.7K
$1.41M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
4.23K+ 34.53% |
$159K - $181K
|
16.5K
$982K
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
4.14K+ 3.11% |
$156K - $177K
|
137K
$8.18M
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.8K+ 31.44% |
$143K - $162K
|
15.9K
$945K
|
|
May 01, 2023
Q1 2023
|
Gen Trust, LLC
|
BUY
|
- |
3.48K+ 0.87% |
$131K - $149K
|
404K
$24.1M
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
3.32K+ 57.93% |
$125K - $142K
|
9.05K
$539K
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.96K+ 11.01% |
$111K - $126K
|
29.8K
$1.78M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.94K+ 5.15% |
$111K - $125K
|
60.1K
$3.58M
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.91K+ 4.46% |
$110K - $124K
|
68.1K
$4.06M
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.55KNew |
$95.8K - $109K
|
2.55K
$152K
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.5K+ 49.0% |
$94.1K - $107K
|
7.6K
$453K
|