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 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-800- 12.85% |
$47.7K - $53.8K
|
5.43K
$339K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-870- 9.27% |
$51.9K - $58.5K
|
8.52K
$532K
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-1.01K- 16.86% |
$60.2K - $67.9K
|
4.98K
$311K
|
|
|
May 15, 2025
Q1 2025
|
Discovery Capital Management, LLC
South Norwalk, CT |
SELL
|
- |
-1.15K- 18.46% |
$68.5K - $77.2K
|
5.08K
$317K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.22K- 4.64% |
$72.5K - $81.7K
|
25K
$1.56M
|
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-1.29K- 18.3% |
$77.1K - $86.9K
|
5.77K
$360K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-1.34K- 53.76% |
$80.1K - $90.3K
|
1.16K
$72.2K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.41K- 3.5% |
$83.9K - $94.6K
|
38.8K
$2.42M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.07K- 4.89% |
$123K - $139K
|
40.2K
$2.51M
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-2.07K- 13.95% |
$123K - $139K
|
12.8K
$797K
|
|
|
May 09, 2025
Q1 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-2.36K- 1.13% |
$140K - $158K
|
206K
$12.9M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.5K- 17.62% |
$149K - $168K
|
11.7K
$729K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2.55K- 7.96% |
$152K - $171K
|
29.5K
$1.84M
|
|
|
May 01, 2025
Q1 2025
|
Fulcrum Equity Management
|
SELL
|
- |
-3.3K- 17.42% |
$197K - $222K
|
15.7K
$977K
|
|
|
May 06, 2025
Q1 2025
|
Old Port Advisors
|
SELL
|
- |
-3.41K- 4.5% |
$203K - $229K
|
72.2K
$4.51M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-3.68K- 2.52% |
$219K - $247K
|
142K
$8.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.09K- 3.19% |
$244K - $275K
|
124K
$7.74M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.12K- 6.64% |
$246K - $277K
|
57.9K
$3.62M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.25K- 7.81% |
$253K - $285K
|
50.1K
$3.13M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-4.3K- 26.04% |
$256K - $289K
|
12.2K
$762K
|
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-4.51K- 5.79% |
$269K - $303K
|
73.4K
$4.58M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-5.1K- 8.07% |
$304K - $343K
|
58.1K
$3.63M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-5.62K- 10.38% |
$335K - $377K
|
48.5K
$3.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-5.8K- 19.39% |
$346K - $390K
|
24.1K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.86KClosed |
$349K - $394K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-6K- 13.33% |
$358K - $403K
|
39K
$2.44M
|
|
|
May 07, 2025
Q1 2025
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-6.77K- 19.04% |
$404K - $455K
|
28.8K
$1.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-8.14K- 14.06% |
$485K - $547K
|
49.7K
$3.1M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.42K- 13.1% |
$561K - $633K
|
62.4K
$3.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-10.9K- 40.52% |
$648K - $730K
|
16K
$996K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-12.1K- 15.55% |
$722K - $814K
|
65.8K
$4.11M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.7K- 0.58% |
$755K - $851K
|
2.17M
$135M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13K- 16.65% |
$777K - $876K
|
65.2K
$4.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-13.1K- 4.07% |
$778K - $878K
|
308K
$19.2M
|
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-13.4K- 4.57% |
$796K - $897K
|
279K
$17.4M
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-15.8K- 51.75% |
$940K - $1.06M
|
14.7K
$918K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-18K- 55.75% |
$1.07M - $1.21M
|
14.3K
$892K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-18.2K- 4.19% |
$1.09M - $1.22M
|
416K
$26M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-22K- 96.71% |
$1.31M - $1.48M
|
750
$46.8K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-26.8K- 9.53% |
$1.6M - $1.8M
|
254K
$15.9M
|
|
|
May 15, 2025
Q1 2025
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-29.9K- 82.05% |
$1.78M - $2.01M
|
6.54K
$408K
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-30.1K- 69.54% |
$1.79M - $2.02M
|
13.2K
$823K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-55.7K- 92.74% |
$3.32M - $3.74M
|
4.36K
$272K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-89.3K- 10.85% |
$5.32M - $6M
|
733K
$45.8M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-120K- 32.96% |
$7.15M - $8.07M
|
244K
$15.2M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-263K- 62.56% |
$15.7M - $17.6M
|
157K
$9.81M
|
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-2.11M- 98.43% |
$126M - $142M
|
33.6K
$2.1M
|