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 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-6.6K- 28.93% |
$362K - $424K
|
16.2K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-6.91K- 10.02% |
$379K - $444K
|
62K
$3.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-9.02KClosed |
$495K - $580K
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.23K- 4.15% |
$507K - $594K
|
213K
$13.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.45K- 2.13% |
$519K - $608K
|
435K
$27M
|
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-11.3K- 17.34% |
$623K - $730K
|
54.1K
$3.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-13K- 9.7% |
$715K - $838K
|
121K
$7.54M
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-14.1K- 28.14% |
$774K - $907K
|
36K
$2.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-14.6K- 24.52% |
$802K - $940K
|
45K
$2.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-15.9K- 20.25% |
$872K - $1.02M
|
62.6K
$3.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-17.8K- 33.41% |
$979K - $1.15M
|
35.6K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.3K- 20.51% |
$1.39M - $1.63M
|
98.1K
$6.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-31.7K- 54.74% |
$1.74M - $2.04M
|
26.2K
$1.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-33.5K- 51.14% |
$1.84M - $2.15M
|
32K
$1.99M
|
|
|
Feb 05, 2025
Q4 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-141K- 82.18% |
$7.72M - $9.04M
|
30.5K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-184K- 2.04% |
$10.1M - $11.9M
|
8.85M
$551M
|