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
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-485- 3.47% |
$18.7K - $20.2K
|
13.5K
$805K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-500- 3.52% |
$19.3K - $20.8K
|
13.7K
$817K
|
|
|
Aug 14, 2023
Q2 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-520- 2.0% |
$20.1K - $21.6K
|
25.5K
$1.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-627- 5.16% |
$24.2K - $26.1K
|
11.5K
$687K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-706- 7.48% |
$27.2K - $29.3K
|
8.73K
$520K
|
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-725- 10.12% |
$28K - $30.1K
|
6.44K
$384K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-734- 1.48% |
$28.3K - $30.5K
|
48.8K
$2.91M
|
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-760- 4.01% |
$29.3K - $31.6K
|
18.2K
$1.08M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-848- 7.91% |
$32.7K - $35.3K
|
9.88K
$589K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-905- 8.73% |
$34.9K - $37.6K
|
9.46K
$564K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.06K- 17.96% |
$41.1K - $44.2K
|
4.86K
$290K
|
|
|
Jul 21, 2023
Q2 2023
|
Gen Trust, LLC
|
SELL
|
- |
-1.26K- 0.31% |
$48.5K - $52.3K
|
402K
$24M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.35K- 3.89% |
$52.1K - $56.1K
|
33.3K
$1.99M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.59K- 6.68% |
$61.2K - $65.9K
|
22.1K
$1.32M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-2.33K- 10.19% |
$89.9K - $96.9K
|
20.5K
$1.22M
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-2.36K- 2.3% |
$90.9K - $97.9K
|
99.9K
$5.96M
|
|
|
Aug 02, 2023
Q2 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-2.49K- 10.16% |
$96.2K - $104K
|
22.1K
$1.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.79K- 21.13% |
$107K - $116K
|
10.4K
$619K
|
|
|
Jul 12, 2023
Q2 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-3.41K- 4.44% |
$132K - $142K
|
73.5K
$4.38M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.45K- 20.95% |
$133K - $144K
|
13K
$777K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-4.18K- 3.04% |
$161K - $174K
|
133K
$7.94M
|
|
|
Jul 17, 2023
Q2 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-4.33K- 29.08% |
$167K - $180K
|
10.6K
$629K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-4.52K- 1.41% |
$175K - $188K
|
317K
$18.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.88K- 54.99% |
$188K - $203K
|
3.99K
$238K
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-5.02K- 39.52% |
$194K - $209K
|
7.69K
$458K
|
|
|
Jul 10, 2023
Q2 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-5.83K- 13.0% |
$225K - $242K
|
39K
$2.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-5.98K- 7.15% |
$231K - $249K
|
77.7K
$4.63M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-6.62K- 16.72% |
$255K - $275K
|
33K
$1.97M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-7.05K- 14.73% |
$272K - $293K
|
40.8K
$2.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-8.49K- 46.33% |
$328K - $353K
|
9.84K
$586K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-9.19K- 62.69% |
$355K - $382K
|
5.47K
$326K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.38K- 61.12% |
$362K - $390K
|
5.96K
$355K
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-9.88K- 63.69% |
$381K - $411K
|
5.63K
$336K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-12.6K- 70.0% |
$486K - $523K
|
5.4K
$322K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.3K- 16.05% |
$512K - $552K
|
69.4K
$4.14M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.5K- 2.55% |
$598K - $645K
|
592K
$35.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.8K- 2.32% |
$610K - $657K
|
666K
$39.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-18.3K- 22.86% |
$706K - $760K
|
61.7K
$3.68M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-19.8K- 9.58% |
$762K - $821K
|
186K
$11.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Golden Green, Inc.
|
SELL
|
- |
-20.4K- 18.56% |
$788K - $849K
|
89.6K
$5.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-22K- 21.74% |
$849K - $915K
|
79.2K
$4.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-23.1K- 72.36% |
$893K - $962K
|
8.84K
$527K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-34.9K- 99.84% |
$1.35M - $1.45M
|
57
$3.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-40.1K- 57.63% |
$1.55M - $1.67M
|
29.5K
$1.76M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-40.2K- 15.51% |
$1.55M - $1.67M
|
219K
$13M
|
|
|
Jul 26, 2023
Q2 2023
|
Sageworth Trust CO
|
SELL
|
- |
-40.6K- 49.28% |
$1.57M - $1.69M
|
41.8K
$2.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-48.5K- 1.85% |
$1.87M - $2.01M
|
2.57M
$153M
|
|
|
Aug 11, 2023
Q2 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-50K- 18.87% |
$1.93M - $2.08M
|
215K
$12.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-57.9K- 63.8% |
$2.23M - $2.41M
|
32.8K
$1.96M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-58.1K- 7.06% |
$2.24M - $2.41M
|
764K
$45.5M
|