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 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-100- 1.36% |
$3.76K - $4.27K
|
7.23K
$464K
|
|
|
Apr 10, 2023
Q1 2023
|
Birch Capital Management, LLC
|
SELL
|
- |
-131- 5.78% |
$4.93K - $5.59K
|
2.14K
$137K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-175- 46.79% |
$6.59K - $7.47K
|
199
$12.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-278- 1.86% |
$10.5K - $11.9K
|
14.7K
$941K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-342- 6.3% |
$12.9K - $14.6K
|
5.08K
$326K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-361- 8.71% |
$13.6K - $15.4K
|
3.78K
$243K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-375- 1.65% |
$14.1K - $16K
|
22.4K
$1.44M
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
SELL
|
- |
-404- 1.34% |
$15.2K - $17.2K
|
29.8K
$1.91M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-443- 24.01% |
$16.7K - $18.9K
|
1.4K
$90K
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-585- 85.65% |
$22K - $25K
|
98
$6.29K
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-622- 10.28% |
$23.4K - $26.5K
|
5.43K
$348K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-645- 51.81% |
$24.3K - $27.5K
|
600
$38.5K
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-950- 11.7% |
$35.7K - $40.5K
|
7.17K
$460K
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-998- 5.0% |
$37.6K - $42.6K
|
19K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1K- 9.93% |
$37.6K - $42.7K
|
9.07K
$582K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.03K- 7.83% |
$38.8K - $44K
|
12.1K
$780K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.3K- 2.68% |
$48.9K - $55.5K
|
47.2K
$3.03M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.46K- 7.83% |
$54.8K - $62.2K
|
17.2K
$1.1M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.84K- 3.91% |
$69.3K - $78.6K
|
45.2K
$2.9M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.18K- 19.72% |
$82K - $92.9K
|
8.87K
$569K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.35K- 13.52% |
$88.6K - $100K
|
15.1K
$967K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-2.55K- 16.73% |
$96.1K - $109K
|
12.7K
$816K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.11K- 1.95% |
$117K - $133K
|
157K
$10.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-3.15K- 2.98% |
$118K - $134K
|
102K
$6.57M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.62K- 4.65% |
$136K - $155K
|
74.3K
$4.77M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.48K- 20.47% |
$169K - $191K
|
17.4K
$1.12M
|
|
|
May 08, 2023
Q1 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-5.05K- 6.17% |
$190K - $216K
|
76.9K
$4.94M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.14K- 5.78% |
$193K - $219K
|
83.7K
$5.37M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.16K- 88.97% |
$194K - $220K
|
640
$41.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
SELL
|
- |
-5.79K- 39.82% |
$218K - $247K
|
8.75K
$562K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6.24K- 13.65% |
$235K - $266K
|
39.5K
$2.53M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.66K- 7.45% |
$250K - $284K
|
82.7K
$5.31M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-8.61K- 2.61% |
$324K - $367K
|
322K
$20.7M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-9.2K- 3.43% |
$346K - $393K
|
259K
$16.6M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.91K- 11.03% |
$373K - $423K
|
80K
$5.13M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-10.1K- 4.67% |
$380K - $431K
|
206K
$13.2M
|
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-17K- 10.99% |
$638K - $723K
|
137K
$8.81M
|
|
|
Apr 03, 2023
Q1 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-17.7K- 28.26% |
$665K - $754K
|
44.9K
$2.88M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-17.7K- 92.59% |
$667K - $756K
|
1.42K
$91K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-20.3K- 4.53% |
$765K - $868K
|
429K
$27.5M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-24.8K- 80.94% |
$934K - $1.06M
|
5.84K
$375K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.8K- 27.1% |
$1.05M - $1.19M
|
74.7K
$4.8M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-28.6K- 23.77% |
$1.08M - $1.22M
|
91.7K
$5.89M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-29.6K- 29.88% |
$1.12M - $1.26M
|
69.5K
$4.46M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-32K- 39.3% |
$1.21M - $1.37M
|
49.5K
$3.18M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-33K- 8.99% |
$1.24M - $1.41M
|
334K
$21.5M
|
|
|
May 12, 2023
Q1 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-36.7K- 12.16% |
$1.38M - $1.57M
|
265K
$17M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-42.5K- 51.79% |
$1.6M - $1.81M
|
39.6K
$2.54M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-43K- 53.25% |
$1.62M - $1.83M
|
37.7K
$2.42M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-43.3K- 56.02% |
$1.63M - $1.85M
|
34K
$2.18M
|