Purchases and Sales Made in Q1 2024 in Global X Mlp & Energy Infrastr (MLPX)
This table provides information about the institutional ownership of Global X Mlp & Energy Infrastr (MLPX) during Q1 2024. 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 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-124- 0.85% |
$5.37K - $6.07K
|
14.4K
$860K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-147- 0.45% |
$6.36K - $7.2K
|
32.7K
$1.95M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-152- 0.19% |
$6.58K - $7.45K
|
79.9K
$4.76M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-221- 8.23% |
$9.57K - $10.8K
|
2.47K
$147K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-293- 2.05% |
$12.7K - $14.4K
|
14K
$835K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-342- 16.55% |
$14.8K - $16.8K
|
1.73K
$103K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-435- 89.88% |
$18.8K - $21.3K
|
49
$2.92K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-500- 10.01% |
$21.6K - $24.5K
|
4.49K
$268K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-562- 10.18% |
$24.3K - $27.5K
|
4.96K
$295K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-578- 4.78% |
$25K - $28.3K
|
11.5K
$686K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-645- 1.58% |
$27.9K - $31.6K
|
40.1K
$2.39M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-653- 1.61% |
$28.3K - $32K
|
40K
$2.38M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-725- 0.53% |
$31.4K - $35.5K
|
135K
$8.06M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-734- 12.72% |
$31.8K - $36K
|
5.04K
$300K
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-749- 5.48% |
$32.4K - $36.7K
|
12.9K
$770K
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-833- 16.56% |
$36.1K - $40.8K
|
4.2K
$250K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
SELL
|
- |
-995- 3.71% |
$43.1K - $48.7K
|
25.9K
$1.54M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-1K- 4.43% |
$43.3K - $49K
|
21.6K
$1.28M
|
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1.02K- 24.67% |
$44.1K - $49.9K
|
3.11K
$185K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.14K- 16.24% |
$49.2K - $55.7K
|
5.86K
$349K
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.24K- 2.78% |
$53.5K - $60.6K
|
43.2K
$2.57M
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-1.24K- 18.49% |
$53.8K - $60.8K
|
5.47K
$326K
|
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1.3K- 4.82% |
$56.3K - $63.7K
|
25.7K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.35K- 21.1% |
$58.4K - $66K
|
5.04K
$300K
|
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-1.37K- 1.8% |
$59.1K - $66.9K
|
74.7K
$4.45M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.72K- 5.07% |
$74.4K - $84.2K
|
32.2K
$1.92M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.8K- 38.46% |
$77.9K - $88.2K
|
2.88K
$172K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.82K- 5.84% |
$78.7K - $89K
|
29.3K
$1.75M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.96K- 27.67% |
$84.6K - $95.8K
|
5.11K
$305K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.09K- 4.29% |
$90.6K - $102K
|
46.7K
$2.78M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.82K- 1.53% |
$122K - $138K
|
181K
$10.8M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3K- 2.09% |
$130K - $147K
|
140K
$8.35M
|
|
|
May 15, 2024
Q1 2024
|
Mango Five Family, Inc.
Reno, NV |
SELL
|
- |
-3K- 9.68% |
$130K - $147K
|
28K
$1.67M
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-3.04K- 4.44% |
$131K - $149K
|
65.4K
$3.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.17K- 7.09% |
$137K - $155K
|
41.5K
$2.47M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.48K- 5.4% |
$151K - $171K
|
61K
$3.63M
|
|
|
May 09, 2024
Q1 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-4.44K- 7.2% |
$192K - $218K
|
57.3K
$3.41M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.27K- 6.96% |
$228K - $258K
|
70.3K
$4.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-5.27K- 7.92% |
$228K - $258K
|
61.3K
$3.65M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-5.89K- 43.96% |
$255K - $289K
|
7.51K
$448K
|
|
|
Apr 24, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-6.05K- 20.85% |
$262K - $296K
|
22.9K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-6.1K- 63.22% |
$264K - $299K
|
3.55K
$212K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-6.57K- 3.34% |
$284K - $322K
|
190K
$11.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.85K- 25.87% |
$383K - $433K
|
25.4K
$1.51M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.88K- 13.87% |
$384K - $435K
|
55.1K
$3.29M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-9.85K- 3.2% |
$427K - $483K
|
299K
$17.8M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-10.3K- 2.38% |
$447K - $506K
|
423K
$25.2M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-10.9K- 63.86% |
$472K - $534K
|
6.17K
$367K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-19.4K- 76.3% |
$842K - $953K
|
6.04K
$360K
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-29.4K- 69.35% |
$1.27M - $1.44M
|
13K
$773K
|