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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
175+ 176.77% |
$10.4K - $11.8K
|
274
$16.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
171New |
$10.2K - $11.5K
|
171
$10.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
153+ 95.63% |
$9.12K - $10.3K
|
313
$18.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
152+ 0.33% |
$9.06K - $10.2K
|
46.9K
$2.82M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
106+ 13.73% |
$6.32K - $7.12K
|
878
$52.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
100+ 20.0% |
$5.96K - $6.72K
|
600
$36.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
80+ 1.45% |
$4.77K - $5.38K
|
5.6K
$337K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
73New |
$4.35K - $4.91K
|
73
$4.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
72+ 1.76% |
$4.29K - $4.84K
|
4.15K
$250K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
63+ 0.08% |
$3.75K - $4.23K
|
77.9K
$4.69M
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
60New |
$3.58K - $4.03K
|
60
$3.61K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
46New |
$2.74K - $3.09K
|
46
$2.77K
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
29+ 6.26% |
$1.73K - $1.95K
|
492
$29.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
BUY
|
- |
25+ 0.2% |
$1.49K - $1.68K
|
12.5K
$751K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8+ 1.52% |
$477 - $538
|
533
$32.1K
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
7+ 0.05% |
$417 - $470
|
14K
$845K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 0.27% |
$417 - $470
|
2.64K
$159K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
5New |
$298 - $336
|
5
$301
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
4+ 0.01% |
$238 - $269
|
27.9K
$1.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$179 - $202
|
17.2K
$1.04M
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2+ 1.36% |
$119 - $134
|
149
$8.97K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
2+ 0.9% |
$119 - $134
|
225
$13.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
2+ 0.01% |
$119 - $134
|
20.2K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
2+ 0.0% |
$119 - $134
|
49.3K
$2.97M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1- 0.01% |
$59.6 - $67.2
|
9.73K
$586K
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-2- 0.01% |
$119 - $134
|
18.4K
$1.11M
|
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-18- 0.1% |
$1.07K - $1.21K
|
17.4K
$1.05M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-22- 0.24% |
$1.31K - $1.48K
|
9.01K
$543K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-25- 0.85% |
$1.49K - $1.68K
|
2.92K
$176K
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-25- 0.62% |
$1.49K - $1.68K
|
4.02K
$242K
|
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-25- 0.41% |
$1.49K - $1.68K
|
6.1K
$367K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-31- 45.59% |
$1.85K - $2.08K
|
37
$2.23K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-57- 1.1% |
$3.4K - $3.83K
|
5.12K
$308K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-64- 0.19% |
$3.81K - $4.3K
|
34.5K
$2.08M
|
|
|
May 07, 2025
Q1 2025
|
Anson Capital, Inc.
|
SELL
|
- |
-75- 0.54% |
$4.47K - $5.04K
|
13.8K
$834K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-80- 1.29% |
$4.77K - $5.38K
|
6.13K
$369K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-96- 0.38% |
$5.72K - $6.45K
|
25.5K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-99- 0.61% |
$5.9K - $6.65K
|
16.1K
$970K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-100- 11.29% |
$5.96K - $6.72K
|
786
$47.3K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-160- 17.96% |
$9.54K - $10.8K
|
731
$44K
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-172- 1.62% |
$10.3K - $11.6K
|
10.4K
$629K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-180- 20.95% |
$10.7K - $12.1K
|
679
$40.9K
|
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-199- 5.45% |
$11.9K - $13.4K
|
3.46K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-200- 10.81% |
$11.9K - $13.4K
|
1.65K
$99.4K
|
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-293- 7.6% |
$17.5K - $19.7K
|
3.56K
$215K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-358- 8.12% |
$21.3K - $24.1K
|
4.05K
$244K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-390- 0.09% |
$23.2K - $26.2K
|
456K
$27.5M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-405- 8.61% |
$24.1K - $27.2K
|
4.3K
$259K
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-422- 5.37% |
$25.2K - $28.4K
|
7.44K
$448K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-458- 1.33% |
$27.3K - $30.8K
|
34K
$2.05M
|