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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-541- 1.08% |
$29.9K - $35.2K
|
49.6K
$2.99M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-606- 2.1% |
$33.5K - $39.4K
|
28.2K
$1.7M
|
|
|
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 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-3.11K- 43.91% |
$172K - $202K
|
3.97K
$239K
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-3.26K- 24.75% |
$180K - $212K
|
9.92K
$597K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-3.45K- 12.95% |
$191K - $224K
|
23.2K
$1.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-3.49K- 51.38% |
$193K - $227K
|
3.3K
$199K
|
|
|
Aug 11, 2025
Q2 2025
|
Sharpepoint LLC
Phoenix, AZ |
SELL
|
- |
-3.68K- 10.06% |
$204K - $239K
|
32.9K
$1.98M
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.77K- 22.69% |
$209K - $245K
|
12.9K
$774K
|
|
|
Aug 13, 2025
Q2 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-3.91K- 1.4% |
$216K - $254K
|
275K
$16.5M
|
|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-4.55K- 35.95% |
$252K - $296K
|
8.11K
$488K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
SELL
|
- |
-6.27K- 34.78% |
$347K - $408K
|
11.8K
$708K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-6.44K- 13.63% |
$356K - $419K
|
40.8K
$2.46M
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-6.73K- 31.82% |
$372K - $438K
|
14.4K
$869K
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-7.49K- 0.91% |
$415K - $487K
|
817K
$49.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-8.65K- 6.08% |
$478K - $562K
|
133K
$8.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.87K- 9.02% |
$546K - $642K
|
99.6K
$6M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-19.3K- 6.74% |
$1.07M - $1.25M
|
267K
$16M
|
|
|
Jul 30, 2025
Q2 2025
|
Gen Trust, LLC
|
SELL
|
- |
-22.5K- 7.31% |
$1.24M - $1.46M
|
285K
$17.2M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-50.4K- 86.94% |
$2.79M - $3.28M
|
7.57K
$456K
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
SELL
|
- |
-67.6K- 45.56% |
$3.74M - $4.39M
|
80.8K
$4.86M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-67.6K- 16.23% |
$3.74M - $4.39M
|
349K
$21M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-77.8K- 64.86% |
$4.31M - $5.06M
|
42.2K
$2.54M
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-92.4K- 37.86% |
$5.11M - $6.01M
|
152K
$9.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-93.2K- 80.56% |
$5.16M - $6.06M
|
22.5K
$1.35M
|
|
|
Jul 07, 2025
Q2 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-234K- 86.84% |
$12.9M - $15.2M
|
35.4K
$2.13M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-254K- 99.76% |
$14M - $16.5M
|
620
$37.3K
|