Purchases and Sales Made in Q2 2023 in Global X Mlp & Energy Infrastr (MLPX)
This table provides information about the institutional ownership of Global X Mlp & Energy Infrastr (MLPX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
190KNew |
$7.32M - $7.88M
|
190K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
100K+ 6.13% |
$3.87M - $4.17M
|
1.74M
$104M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
65.4K+ 10214.69% |
$2.52M - $2.72M
|
66K
$3.93M
|
|
|
Jul 06, 2023
Q2 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
51.1KNew |
$1.97M - $2.12M
|
51.1K
$3.05M
|
|
|
Dec 04, 2024
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
49.8K+ 57.01% |
$1.92M - $2.07M
|
137K
$8.18M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
41.4KNew |
$1.6M - $1.72M
|
41.4K
$2.47M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
34.9K+ 61277.19% |
$1.35M - $1.45M
|
35K
$2.09M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
26.6KNew |
$1.03M - $1.11M
|
26.6K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
26.3KNew |
$1.01M - $1.09M
|
26.3K
$1.57M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
24.9KNew |
$960K - $1.03M
|
24.9K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
19.2K+ 11.41% |
$740K - $797K
|
187K
$11.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
17.6K+ 5.26% |
$678K - $731K
|
352K
$21M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16.7K+ 9.93% |
$644K - $694K
|
185K
$11M
|
|
|
Aug 11, 2023
Q2 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
15.6K+ 5.66% |
$603K - $650K
|
292K
$17.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
15.4K+ 84.9% |
$595K - $641K
|
33.6K
$2M
|
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
14.6K+ 95.46% |
$562K - $605K
|
29.8K
$1.78M
|
|
|
Jul 11, 2023
Q2 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
13.8K+ 7.49% |
$533K - $575K
|
198K
$11.8M
|
|
|
Jul 10, 2023
Q2 2023
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
12.5K+ 9.87% |
$483K - $521K
|
139K
$8.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
11.5KNew |
$445K - $479K
|
11.5K
$687K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
11.1KNew |
$427K - $460K
|
11.1K
$660K
|
|
|
Nov 07, 2024
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
10.9K+ 35.88% |
$421K - $454K
|
41.3K
$2.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
10.6KNew |
$409K - $441K
|
10.6K
$632K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
10.2K+ 9.71% |
$395K - $425K
|
116K
$6.89M
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
8.85K+ 13.0% |
$342K - $368K
|
77K
$4.59M
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8.62K+ 21.83% |
$333K - $358K
|
48.1K
$2.87M
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
7.86KNew |
$303K - $327K
|
7.86K
$469K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.77K+ 13.45% |
$300K - $323K
|
65.5K
$3.9M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.84K+ 45.4% |
$264K - $284K
|
21.9K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.53K+ 1.52% |
$252K - $272K
|
437K
$26M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.24K+ 1168.16% |
$241K - $259K
|
6.77K
$404K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
6.05KNew |
$233K - $251K
|
6.05K
$360K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
5.65KNew |
$218K - $235K
|
5.65K
$337K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
5.31K+ 17.81% |
$205K - $221K
|
35.1K
$2.09M
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.01KNew |
$193K - $208K
|
5.01K
$299K
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5K+ 31.23% |
$193K - $208K
|
21K
$1.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.3KNew |
$166K - $179K
|
4.3K
$256K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4.15K+ 11.0% |
$160K - $172K
|
41.9K
$2.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.91K+ 5.23% |
$151K - $163K
|
78.6K
$4.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.88K+ 6.45% |
$150K - $161K
|
63.9K
$3.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
3.44KNew |
$133K - $143K
|
3.44K
$205K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.29K+ 0.77% |
$127K - $137K
|
432K
$25.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.99K+ 8.79% |
$115K - $124K
|
36.9K
$2.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.85K+ 48.8% |
$110K - $118K
|
8.68K
$517K
|
|
|
Aug 11, 2023
Q2 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
2.25K+ 7.84% |
$86.9K - $93.6K
|
31K
$1.85M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
BUY
|
- |
2.21K+ 24.37% |
$85.1K - $91.7K
|
11.3K
$671K
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.12K+ 13.36% |
$81.8K - $88.1K
|
18K
$1.07M
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
2.09K+ 21.21% |
$80.5K - $86.7K
|
11.9K
$710K
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.83K+ 10.93% |
$70.4K - $75.9K
|
18.5K
$1.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.6K+ 4.88% |
$61.9K - $66.7K
|
34.5K
$2.05M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.42KNew |
$54.9K - $59.1K
|
1.42K
$84.8K
|