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 06, 2025
Q2 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
29+ 0.41% |
$1.6K - $1.89K
|
7.14K
$430K
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
24New |
$1.33K - $1.56K
|
24
$1.45K
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21+ 0.14% |
$1.16K - $1.37K
|
14.7K
$888K
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
14+ 1.31% |
$774 - $910
|
1.08K
$65.2K
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
11New |
$609 - $715
|
11
$662
|
|
Jul 17, 2025
Q2 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 0.32% |
$55.3 - $65
|
314
$18.9K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 23, 2025
Q2 2025
|
West End Advisors, LLC
|
SELL
|
- |
-1- 0.09% |
$55.3 - $65
|
1.16K
$69.6K
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-2- 0.89% |
$111 - $130
|
223
$13.4K
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4- 0.09% |
$221 - $260
|
4.45K
$268K
|
|
Jul 22, 2025
Q2 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-10- 0.16% |
$553 - $650
|
6.09K
$367K
|
|
Jul 28, 2025
Q2 2025
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-25- 0.46% |
$1.38K - $1.63K
|
5.4K
$325K
|
|
Jul 30, 2025
Q2 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-44- 0.92% |
$2.43K - $2.86K
|
4.75K
$286K
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-49- 0.24% |
$2.71K - $3.19K
|
20.1K
$1.21M
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-69- 7.86% |
$3.82K - $4.49K
|
809
$48.7K
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
SELL
|
- |
-82- 0.91% |
$4.54K - $5.33K
|
8.95K
$539K
|
|
Aug 04, 2025
Q2 2025
|
Field & Main Bank
|
SELL
|
- |
-100- 5.8% |
$5.53K - $6.5K
|
1.63K
$97.9K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-110- 16.2% |
$6.09K - $7.15K
|
569
$34.3K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-117- 0.82% |
$6.47K - $7.61K
|
14.2K
$853K
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-129- 0.9% |
$7.14K - $8.39K
|
14.2K
$855K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-131- 0.72% |
$7.25K - $8.52K
|
18.1K
$1.09M
|
|
Aug 11, 2025
Q2 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-132- 0.76% |
$7.3K - $8.58K
|
17.3K
$1.04M
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-133- 0.44% |
$7.36K - $8.65K
|
30K
$1.81M
|
|
Aug 11, 2025
Q2 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-140- 1.23% |
$7.74K - $9.1K
|
11.2K
$676K
|
|
Jul 25, 2025
Q2 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-154- 4.32% |
$8.52K - $10K
|
3.41K
$205K
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-187- 0.73% |
$10.3K - $12.2K
|
25.3K
$1.52M
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-188- 0.67% |
$10.4K - $12.2K
|
27.7K
$1.67M
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
SELL
|
- |
-189- 5.03% |
$10.5K - $12.3K
|
3.57K
$215K
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-209- 7.82% |
$11.6K - $13.6K
|
2.46K
$148K
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-233- 87.92% |
$12.9K - $15.1K
|
32
$1.93K
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-238- 5.64% |
$13.2K - $15.5K
|
3.98K
$240K
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-373- 7.29% |
$20.6K - $24.3K
|
4.74K
$286K
|
|
Jul 29, 2025
Q2 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-418- 4.0% |
$23.1K - $27.2K
|
10K
$604K
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-502- 6.75% |
$27.8K - $32.6K
|
6.94K
$418K
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-511- 81.76% |
$28.3K - $33.2K
|
114
$6.87K
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-541- 1.08% |
$29.9K - $35.2K
|
49.6K
$2.99M
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-660- 12.08% |
$36.5K - $42.9K
|
4.81K
$289K
|
|
Aug 11, 2025
Q2 2025
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-889- 1.8% |
$49.2K - $57.8K
|
48.4K
$2.92M
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-981- 2.89% |
$54.3K - $63.8K
|
33K
$1.99M
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.09K- 21.33% |
$60.1K - $70.6K
|
4.01K
$241K
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.1K- 12.86% |
$60.6K - $71.2K
|
7.42K
$447K
|
|
Jul 21, 2025
Q2 2025
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-1.14K- 1.86% |
$62.9K - $73.9K
|
59.8K
$3.6M
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.33K- 3.99% |
$73.7K - $86.6K
|
32K
$1.93M
|
|
Jul 28, 2025
Q2 2025
|
Essex LLC
|
SELL
|
- |
-1.4K- 2.41% |
$77.3K - $90.9K
|
56.7K
$3.41M
|
|
Jul 31, 2025
Q2 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-1.61K- 10.97% |
$89.3K - $105K
|
13.1K
$789K
|
|
Aug 06, 2025
Q2 2025
|
Menlo Advisors LLC
|
SELL
|
- |
-1.7K- 1.66% |
$93.8K - $110K
|
101K
$6.06M
|
|
Jul 22, 2025
Q2 2025
|
Sol Capital Management CO
|
SELL
|
- |
-1.81K- 2.12% |
$100K - $118K
|
83.6K
$5.03M
|
|
Aug 01, 2025
Q2 2025
|
Anson Capital, Inc.
|
SELL
|
- |
-1.9K- 13.7% |
$105K - $123K
|
11.9K
$720K
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-2.39K- 26.51% |
$132K - $155K
|
6.62K
$399K
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-3.26K- 24.75% |
$180K - $212K
|
9.92K
$597K
|