Purchases and Sales Made in Q4 2022 in Global X Mlp & Energy Infrastr (MLPX)
This table provides information about the institutional ownership of Global X Mlp & Energy Infrastr (MLPX) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.9K+ 47.74% |
$149K - $169K
|
12.1K
$753K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
3.64K+ 2.42% |
$140K - $158K
|
154K
$9.62M
|
|
Jan 20, 2023
Q4 2022
|
Golden Green, Inc.
|
BUY
|
- |
3.29K+ 1.9% |
$126K - $143K
|
177K
$11M
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.8K+ 2.19% |
$107K - $122K
|
131K
$8.15M
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
2.7K+ 8.0% |
$103K - $117K
|
36.4K
$2.27M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.62K+ 26.62% |
$101K - $114K
|
12.5K
$778K
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.6K+ 5.85% |
$99.8K - $113K
|
47.1K
$2.94M
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.6K+ 0.65% |
$99.5K - $113K
|
402K
$25.1M
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
2.52K+ 171.09% |
$96.4K - $109K
|
3.99K
$249K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.41KNew |
$92.5K - $105K
|
2.41K
$150K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.18K+ 16.9% |
$83.4K - $94.5K
|
15.1K
$939K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.99K+ 6.2% |
$76.4K - $86.5K
|
34.2K
$2.13M
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
1.81K+ 0.68% |
$69.2K - $78.3K
|
268K
$16.7M
|
|
Jan 20, 2023
Q4 2022
|
Engrave Wealth Partners LLC
|
BUY
|
- |
1.62K+ 24.54% |
$61.9K - $70.1K
|
8.2K
$511K
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
1.58K+ 8.6% |
$60.6K - $68.6K
|
20K
$1.24M
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.38KNew |
$53K - $60K
|
1.38K
$86.2K
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
1.25KNew |
$47.7K - $54K
|
1.25K
$77.6K
|
|
Jan 30, 2023
Q4 2022
|
Gen Trust, LLC
|
BUY
|
- |
1.1K+ 0.28% |
$42.2K - $47.7K
|
400K
$25M
|
|
Jan 17, 2023
Q4 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
1.04K+ 0.79% |
$39.9K - $45.2K
|
133K
$8.3M
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
BUY
|
- |
989+ 16.33% |
$37.9K - $42.9K
|
7.05K
$439K
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
900New |
$34.5K - $39.1K
|
900
$56.1K
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
853+ 2.12% |
$32.7K - $37K
|
41K
$2.56M
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
720+ 6.45% |
$27.6K - $31.2K
|
11.9K
$741K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
703+ 1.58% |
$26.9K - $30.5K
|
45.2K
$2.82M
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
683New |
$26.2K - $29.6K
|
683
$42.6K
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
596+ 3.95% |
$22.8K - $25.9K
|
15.7K
$977K
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
509+ 1.29% |
$19.5K - $22.1K
|
40K
$2.49M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
505+ 427.97% |
$19.4K - $21.9K
|
623
$38.9K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
350+ 3.6% |
$13.4K - $15.2K
|
10.1K
$628K
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
332+ 1.48% |
$12.7K - $14.4K
|
22.8K
$1.42M
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
322+ 0.67% |
$12.3K - $14K
|
48.5K
$3.03M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
232New |
$8.89K - $10.1K
|
232
$14.5K
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
224+ 3.11% |
$8.59K - $9.72K
|
7.44K
$464K
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
176+ 0.08% |
$6.75K - $7.64K
|
216K
$13.5M
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
175+ 29.36% |
$6.71K - $7.59K
|
771
$48.1K
|
|
Feb 06, 2023
Q4 2022
|
Birch Capital Management, LLC
|
BUY
|
- |
172+ 8.21% |
$6.59K - $7.46K
|
2.27K
$141K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
139New |
$5.33K - $6.03K
|
139
$8.67K
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
95New |
$3.64K - $4.12K
|
95
$5.92K
|
|
Jan 24, 2023
Q4 2022
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
55+ 0.32% |
$2.11K - $2.39K
|
17.1K
$1.07M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
37New |
$1.42K - $1.61K
|
37
$2.31K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
36New |
$1.38K - $1.56K
|
36
$2.24K
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
23+ 1.26% |
$882 - $998
|
1.85K
$115K
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23+ 0.34% |
$882 - $998
|
6.82K
$425K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
14New |
$537 - $607
|
14
$873
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
11New |
$422 - $477
|
11
$686
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 1.33% |
$230 - $260
|
457
$28.5K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4+ 1.33% |
$153 - $174
|
304
$19K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7- 35.0% |
$268 - $304
|
13
$811
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
SELL
|
- |
-9- 0.32% |
$345 - $391
|
2.8K
$174K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-24- 23.08% |
$920 - $1.04K
|
80
$4.99K
|