Purchases and Sales Made in Q2 2025 in Global X Mlp & Energy Infrastr (MLPX)
This table provides information about the institutional ownership of Global X Mlp & Energy Infrastr (MLPX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
2.81M+ 41304.92% |
$156M - $183M
|
2.82M
$170M
|
|
|
Jul 29, 2025
Q2 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
176KNew |
$9.72M - $11.4M
|
176K
$10.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
87.6K+ 19.22% |
$4.85M - $5.7M
|
544K
$32.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
75.8K+ 247.06% |
$4.19M - $4.93M
|
107K
$6.41M
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
51K+ 1321.02% |
$2.82M - $3.32M
|
54.9K
$3.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
49.4KNew |
$2.73M - $3.21M
|
49.4K
$2.98M
|
|
|
Jul 23, 2025
Q2 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
38.5KNew |
$2.13M - $2.51M
|
38.5K
$2.32M
|
|
|
Jul 28, 2025
Q2 2025
|
Courier Capital LLC
|
BUY
|
- |
29KNew |
$1.6M - $1.89M
|
29K
$1.75M
|
|
|
Jul 16, 2025
Q2 2025
|
Morangie Management LLC
New York, NY |
BUY
|
- |
22.6KNew |
$1.25M - $1.47M
|
22.6K
$1.36M
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
16.7K+ 633.61% |
$925K - $1.09M
|
19.4K
$1.17M
|
|
|
Aug 08, 2025
Q2 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
16.6K+ 2.55% |
$918K - $1.08M
|
667K
$40.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
16.5K+ 4.34% |
$912K - $1.07M
|
397K
$23.9M
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
16.5KNew |
$910K - $1.07M
|
16.5K
$991K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.2KNew |
$787K - $925K
|
14.2K
$857K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.3KNew |
$736K - $865K
|
13.3K
$801K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
12.5K+ 52.16% |
$692K - $813K
|
36.5K
$2.2M
|
|
|
Jul 23, 2025
Q2 2025
|
Sunbeam Capital Management, LLC
Atlanta, GA |
BUY
|
- |
11.5KNew |
$636K - $748K
|
11.5K
$692K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
10K+ 5.85% |
$556K - $653K
|
182K
$11M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
8.94K+ 3.7% |
$495K - $581K
|
250K
$15.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
8.74K+ 299.38% |
$483K - $568K
|
11.7K
$702K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
8.61K+ 39.31% |
$477K - $560K
|
30.5K
$1.84M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.89K+ 3.15% |
$437K - $513K
|
258K
$15.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.63K+ 4.86% |
$422K - $496K
|
165K
$9.92M
|
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
7.56KNew |
$418K - $491K
|
7.56K
$455K
|
|
|
Jul 31, 2025
Q2 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.32K+ 16.08% |
$405K - $476K
|
52.9K
$3.18M
|
|
|
Jul 08, 2025
Q2 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
7.09K+ 18.87% |
$392K - $461K
|
44.7K
$2.69M
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
5.97K+ 7.05% |
$330K - $388K
|
90.6K
$5.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
5.79K+ 52.85% |
$320K - $376K
|
16.7K
$1.01M
|
|
|
Aug 01, 2025
Q2 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
4.96K+ 131.4% |
$274K - $322K
|
8.73K
$526K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.83K+ 7.25% |
$267K - $314K
|
71.4K
$4.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.67K+ 61.72% |
$258K - $304K
|
12.2K
$737K
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.49K+ 38.76% |
$248K - $292K
|
16.1K
$967K
|
|
|
Jul 23, 2025
Q2 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
4.43KNew |
$245K - $288K
|
4.43K
$267K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.98KNew |
$220K - $258K
|
3.98K
$239K
|
|
|
Jul 14, 2025
Q2 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
3.9K+ 14.23% |
$216K - $254K
|
31.3K
$1.89M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.64K+ 22.44% |
$201K - $237K
|
19.9K
$1.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.42K+ 3.59% |
$189K - $222K
|
98.6K
$5.94M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.37K+ 10.18% |
$186K - $219K
|
36.4K
$2.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
3.33KNew |
$184K - $216K
|
3.33K
$200K
|
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
3.26KNew |
$180K - $212K
|
3.26K
$196K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.26K+ 16.89% |
$180K - $212K
|
22.6K
$1.36M
|
|
|
Jul 30, 2025
Q2 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.49K+ 267.6% |
$138K - $162K
|
3.42K
$206K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.04KNew |
$113K - $133K
|
2.04K
$123K
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.96K+ 7.8% |
$108K - $127K
|
27K
$1.63M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.92K+ 20.95% |
$106K - $125K
|
11.1K
$667K
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.85K+ 9.79% |
$102K - $120K
|
20.8K
$1.25M
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.81K+ 3.86% |
$100K - $118K
|
48.7K
$2.93M
|
|
|
Aug 01, 2025
Q2 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.66K+ 6.0% |
$91.7K - $108K
|
29.3K
$1.76M
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
1.58K+ 27.42% |
$87.6K - $103K
|
7.36K
$443K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
1.56K+ 9.77% |
$86.2K - $101K
|
17.5K
$1.05M
|