Purchases and Sales Made in Q4 2024 in Global X Mlp & Energy Infrastr (MLPX)
This table provides information about the institutional ownership of Global X Mlp & Energy Infrastr (MLPX) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
8.35KNew |
$458K - $537K
|
8.35K
$519K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.91K+ 77.91% |
$434K - $508K
|
18.1K
$1.12M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
7.4K+ 48.1% |
$406K - $476K
|
22.8K
$1.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.25K+ 21.15% |
$398K - $466K
|
41.5K
$2.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.22KNew |
$396K - $464K
|
7.22K
$449K
|
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
7.01K+ 3.17% |
$385K - $451K
|
228K
$14.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
6.53KNew |
$358K - $420K
|
6.53K
$406K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
6.31K+ 63.64% |
$346K - $406K
|
16.2K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Sharpepoint LLC
Phoenix, AZ |
BUY
|
- |
5.72KNew |
$314K - $368K
|
5.72K
$356K
|
|
|
Feb 03, 2025
Q4 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
5.52KNew |
$303K - $355K
|
5.52K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Morangie Management LLC
New York, NY |
BUY
|
- |
5.36KNew |
$294K - $345K
|
5.36K
$333K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
5KNew |
$274K - $322K
|
5K
$311K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.84KNew |
$266K - $311K
|
4.84K
$301K
|
|
|
Feb 14, 2025
Q4 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
4.65K+ 65.5% |
$255K - $299K
|
11.8K
$731K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.57KNew |
$251K - $294K
|
4.57K
$284K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.37K+ 30.87% |
$240K - $281K
|
18.5K
$1.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.1K+ 40.49% |
$225K - $264K
|
14.2K
$886K
|
|
|
Jan 23, 2025
Q4 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
4.04KNew |
$222K - $260K
|
4.04K
$251K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
3.86KNew |
$212K - $248K
|
3.86K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
3.72KNew |
$204K - $239K
|
3.72K
$231K
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
3.72K+ 25.42% |
$204K - $239K
|
18.4K
$1.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
3.67KNew |
$201K - $236K
|
3.67K
$228K
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
3.66KNew |
$201K - $235K
|
3.66K
$228K
|
|
|
Jan 10, 2025
Q4 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
3.65KNew |
$201K - $235K
|
3.65K
$227K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.64KNew |
$200K - $234K
|
3.64K
$226K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.58K+ 44.75% |
$197K - $230K
|
11.6K
$720K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.56KNew |
$196K - $229K
|
3.56K
$222K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.54KNew |
$194K - $228K
|
3.54K
$220K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
3.36KNew |
$184K - $216K
|
3.36K
$209K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.33KNew |
$183K - $214K
|
3.33K
$207K
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.26KNew |
$179K - $210K
|
3.26K
$203K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.21K+ 14.43% |
$176K - $206K
|
25.5K
$1.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.82K+ 26.4% |
$155K - $181K
|
13.5K
$839K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.71K+ 16.09% |
$149K - $174K
|
19.6K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.55K+ 3.29% |
$140K - $164K
|
80.1K
$4.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.55K+ 39.1% |
$140K - $164K
|
9.05K
$563K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.36K+ 5.33% |
$130K - $152K
|
46.7K
$2.91M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.2K+ 30.61% |
$121K - $142K
|
9.39K
$584K
|
|
|
Feb 03, 2025
Q4 2024
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.08K+ 2.74% |
$114K - $133K
|
77.9K
$4.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.88K+ 23.48% |
$103K - $121K
|
9.89K
$615K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.71K+ 10.83% |
$93.6K - $110K
|
17.4K
$1.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
1.66K+ 2.83% |
$91.1K - $107K
|
60.3K
$3.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.65K+ 37.56% |
$90.5K - $106K
|
6.04K
$376K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.59K+ 40.85% |
$87K - $102K
|
5.47K
$340K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.5K+ 26.87% |
$82.4K - $96.5K
|
7.09K
$441K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.36K+ 17.04% |
$74.9K - $87.7K
|
9.37K
$583K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.3K+ 3.16% |
$71.1K - $83.3K
|
42.3K
$2.63M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.21K+ 1.39% |
$66.6K - $78K
|
88.6K
$5.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.15K+ 2.14% |
$63K - $73.8K
|
54.7K
$3.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
960+ 6.89% |
$52.7K - $61.7K
|
14.9K
$927K
|