Purchases and Sales Made in Q3 2025 in Global X Mlp & Energy Infrastr (MLPX)
This table provides information about the institutional ownership of Global X Mlp & Energy Infrastr (MLPX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
24.2K+ 9.66% |
$1.44M - $1.52M
|
275K
$16.1M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21K+ 12.76% |
$1.25M - $1.32M
|
186K
$10.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
20.1K+ 49.25% |
$1.2M - $1.27M
|
60.9K
$3.57M
|
|
|
Oct 09, 2025
Q3 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
14.3K+ 28.37% |
$852K - $902K
|
64.8K
$3.8M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
13.7K+ 12.82% |
$812K - $860K
|
120K
$7.04M
|
|
|
Oct 16, 2025
Q3 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
11.3K+ 54.48% |
$673K - $713K
|
32.1K
$1.88M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.73KNew |
$579K - $613K
|
9.73K
$570K
|
|
|
Oct 22, 2025
Q3 2025
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
8.64KNew |
$514K - $544K
|
8.64K
$506K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.29KNew |
$493K - $522K
|
8.29K
$486K
|
|
|
Oct 20, 2025
Q3 2025
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
7.24K+ 9.6% |
$431K - $456K
|
82.7K
$4.84M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
4.13K+ 35.43% |
$246K - $260K
|
15.8K
$925K
|
|
|
Oct 06, 2025
Q3 2025
|
Old Port Advisors
|
BUY
|
- |
4.08K+ 5.6% |
$243K - $257K
|
76.9K
$4.51M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.02K+ 13.16% |
$239K - $253K
|
34.5K
$2.02M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.76K+ 10.29% |
$223K - $237K
|
40.2K
$2.36M
|
|
|
Oct 17, 2025
Q3 2025
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
3.34KNew |
$199K - $211K
|
3.34K
$196K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.33K+ 58.49% |
$138K - $146K
|
6.3K
$369K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.33K+ 15.75% |
$138K - $146K
|
17.1K
$1M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.28K+ 20.62% |
$136K - $144K
|
13.4K
$783K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.65K+ 10.03% |
$98.2K - $104K
|
18.1K
$1.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.61K+ 5.14% |
$95.8K - $101K
|
32.9K
$1.93M
|
|
|
Oct 08, 2025
Q3 2025
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
1.48K+ 17.73% |
$87.8K - $93K
|
9.8K
$574K
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
892+ 1.83% |
$53.1K - $56.2K
|
49.6K
$2.91M
|
|
|
Oct 07, 2025
Q3 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
880+ 20.3% |
$52.4K - $55.4K
|
5.22K
$306K
|
|
|
Oct 08, 2025
Q3 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
839+ 2.37% |
$49.9K - $52.8K
|
36.3K
$2.12M
|
|
|
Oct 23, 2025
Q3 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
788+ 10.71% |
$46.9K - $49.6K
|
8.14K
$477K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
567+ 4.0% |
$33.7K - $35.7K
|
14.7K
$863K
|
|
|
Oct 23, 2025
Q3 2025
|
Spectrum Asset Management, Inc.
|
BUY
|
- |
535+ 1.39% |
$31.8K - $33.7K
|
39.1K
$2.29M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
526+ 1.95% |
$31.3K - $33.1K
|
27.6K
$1.62M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
517+ 1.61% |
$30.8K - $32.6K
|
32.5K
$1.91M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
409+ 0.86% |
$24.3K - $25.8K
|
47.7K
$2.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Birch Capital Management, LLC
|
BUY
|
- |
265+ 2.12% |
$15.8K - $16.7K
|
12.7K
$746K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
226+ 0.29% |
$13.4K - $14.2K
|
78.1K
$4.58M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
164+ 52.23% |
$9.76K - $10.3K
|
478
$28K
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
155New |
$9.22K - $9.76K
|
155
$9.08K
|
|
|
Oct 20, 2025
Q3 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
148+ 3.12% |
$8.81K - $9.32K
|
4.9K
$287K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
142+ 5.77% |
$8.45K - $8.94K
|
2.61K
$153K
|
|
|
Oct 07, 2025
Q3 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
142New |
$8.45K - $8.94K
|
142
$8.32K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
133+ 23.37% |
$7.91K - $8.38K
|
702
$41.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
113+ 28.25% |
$6.72K - $7.12K
|
513
$30.1K
|
|
|
Oct 16, 2025
Q3 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
110+ 1.81% |
$6.55K - $6.93K
|
6.2K
$363K
|
|
|
Oct 22, 2025
Q3 2025
|
West End Advisors, LLC
|
BUY
|
- |
103+ 8.92% |
$6.13K - $6.49K
|
1.26K
$73.7K
|
|
|
Oct 14, 2025
Q3 2025
|
Somerset Trust CO
|
BUY
|
- |
84+ 1.95% |
$5K - $5.29K
|
4.39K
$257K
|
|
|
Oct 16, 2025
Q3 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2+ 1.15% |
$119 - $126
|
176
$10.3K
|
|
|
Oct 10, 2025
Q3 2025
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
1+ 0.03% |
$59.5 - $63
|
3.46K
$203K
|
|
|
Oct 23, 2025
Q3 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-3- 0.03% |
$179 - $189
|
10K
$587K
|
|
|
Oct 23, 2025
Q3 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-25- 0.5% |
$1.49K - $1.57K
|
4.96K
$290K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-99- 2.23% |
$5.89K - $6.24K
|
4.33K
$254K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-255- 0.77% |
$15.2K - $16.1K
|
32.8K
$1.92M
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-299- 1.49% |
$17.8K - $18.8K
|
19.8K
$1.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-416- 1.72% |
$24.8K - $26.2K
|
23.7K
$1.39M
|