Cary Street Partners Investment Advisory LLC Alerian Energy Infrastructure Transaction History

Cary Street Partners Investment Advisory LLC

$2.33 Billion
Q1 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 15, 2021	SELL	$17.95 - $20.31 $17,950 - $20,310	-1,000 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$17.31 - $21.07 $17,310 - $21,070	1,000 New	1,000 $20,000

Others Institutions Holding ENFR

# of Institutions

Shares Held

2.25M

Call Options Held

Put Options Held

Wells Fargo & Company San Francisco, CA

324K
Shares

$8.62 Million
0.0% of portfolio
Mariner, LLC Overland Park, KS

292K
Shares

$7.75 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

178K
Shares

$4.73 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

132K
Shares

$3.51 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

110K
Shares

$2.93 Million
0.0% of portfolio

View Full List

About ALERIAN ENERGY INFRASTRUCTURE

Ticker ENFR
Sector ETFs
Industry ETFs

More about ENFR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cary Street Partners Investment Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cary Street Partners Investment Advisory LLC with notifications on news.

Account