Purchases and Sales Made in Q1 2025 in Global X Mlp & Energy Infrastr (MLPX)
This table provides information about the institutional ownership of Global X Mlp & Energy Infrastr (MLPX) during Q1 2025. 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 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.69K+ 65.72% |
$161K - $181K
|
6.79K
$424K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.07K+ 29.25% |
$124K - $139K
|
9.16K
$572K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2K+ 6.39% |
$119K - $135K
|
33.3K
$2.08M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.93K+ 54.11% |
$115K - $130K
|
5.5K
$343K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.9K+ 20.93% |
$113K - $127K
|
10.9K
$684K
|
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.31K+ 4.98% |
$78.1K - $88K
|
27.6K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1.31K+ 0.67% |
$78K - $87.9K
|
198K
$12.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.28K+ 21.14% |
$76.5K - $86.3K
|
7.36K
$459K
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.26KNew |
$74.9K - $84.5K
|
1.26K
$78.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.07KNew |
$63.7K - $71.8K
|
1.07K
$66.7K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.04K+ 1.85% |
$62.2K - $70.1K
|
57.5K
$3.59M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.02K+ 1.08% |
$60.6K - $68.3K
|
95.2K
$5.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1KNew |
$59.6K - $67.2K
|
1K
$62.4K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
968+ 1.7% |
$57.7K - $65K
|
57.9K
$3.62M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
920+ 5.56% |
$54.8K - $61.8K
|
17.5K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
918+ 7.56% |
$54.7K - $61.7K
|
13.1K
$815K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
891+ 5.49% |
$53.1K - $59.9K
|
17.1K
$1.07M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
881+ 78.03% |
$52.5K - $59.2K
|
2.01K
$126K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
815+ 22.39% |
$48.6K - $54.8K
|
4.46K
$278K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
771+ 4.16% |
$46K - $51.8K
|
19.3K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
716+ 1.31% |
$42.7K - $48.1K
|
55.4K
$3.46M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
710+ 8.51% |
$42.3K - $47.7K
|
9.06K
$565K
|
|
|
May 15, 2025
Q1 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
700+ 17.97% |
$41.7K - $47K
|
4.6K
$287K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
697+ 0.79% |
$41.5K - $46.8K
|
89.3K
$5.58M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
682+ 19.27% |
$40.6K - $45.8K
|
4.22K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
627New |
$37.4K - $42.1K
|
627
$39.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
625+ 1.04% |
$37.3K - $42K
|
61K
$3.81M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
595New |
$35.5K - $40K
|
595
$37.2K
|
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
583+ 8.93% |
$34.7K - $39.2K
|
7.11K
$444K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
539+ 25.27% |
$32.1K - $36.2K
|
2.67K
$167K
|
|
|
May 15, 2025
Q1 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
526+ 1.18% |
$31.3K - $35.3K
|
44.9K
$2.81M
|
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
491+ 1.76% |
$29.3K - $33K
|
28.5K
$1.78M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
477+ 3.35% |
$28.4K - $32.1K
|
14.7K
$919K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
475+ 3.43% |
$28.3K - $31.9K
|
14.3K
$895K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
475+ 10.86% |
$28.3K - $31.9K
|
4.85K
$303K
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
444+ 4.85% |
$26.5K - $29.8K
|
9.61K
$600K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
416+ 81.09% |
$24.8K - $28K
|
929
$58K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
400+ 4.43% |
$23.8K - $26.9K
|
9.43K
$589K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
399+ 5.05% |
$23.8K - $26.8K
|
8.29K
$518K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
398+ 2.45% |
$23.7K - $26.7K
|
16.7K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
395+ 8.41% |
$23.5K - $26.5K
|
5.09K
$318K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
384+ 3.43% |
$22.9K - $25.8K
|
11.6K
$722K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
384+ 2.58% |
$22.9K - $25.8K
|
15.3K
$954K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
364+ 1.15% |
$21.7K - $24.5K
|
31.9K
$1.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
265New |
$15.8K - $17.8K
|
265
$16.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
244+ 0.29% |
$14.5K - $16.4K
|
85.4K
$5.33M
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
223New |
$13.3K - $15K
|
223
$13.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
186New |
$11.1K - $12.5K
|
186
$11.6K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
175+ 176.77% |
$10.4K - $11.8K
|
274
$17.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
171New |
$10.2K - $11.5K
|
171
$10.7K
|