A detailed history of Lpl Financial LLC transactions in Cushing Mlp & Infrastructure Total Return Fund stock. As of the latest transaction made, Lpl Financial LLC holds 50,560 shares of SRV stock, worth $2.23 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
50,560
Previous 44,517 13.57%
Holding current value
$2.23 Million
Previous $1.85 Million 23.24%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$39.06 - $45.01 $236,039 - $271,995
6,043 Added 13.57%
50,560 $2.28 Million
Q2 2024

Aug 07, 2024

BUY
$37.94 - $45.03 $354,966 - $421,300
9,356 Added 26.61%
44,517 $1.85 Million
Q1 2024

May 10, 2024

BUY
$33.58 - $41.23 $103,594 - $127,194
3,085 Added 9.62%
35,161 $1.45 Million
Q4 2023

Feb 14, 2024

BUY
$32.51 - $39.4 $66,222 - $80,257
2,037 Added 6.78%
32,076 $1.09 Million
Q3 2023

Nov 13, 2023

SELL
$35.81 - $43.76 $6,875 - $8,401
-192 Reduced 0.64%
30,039 $1.09 Million
Q2 2023

Jul 31, 2023

BUY
$32.19 - $37.41 $76,612 - $89,035
2,380 Added 8.55%
30,231 $1.13 Million
Q1 2023

May 10, 2023

BUY
$30.17 - $36.71 $563,635 - $685,816
18,682 Added 203.75%
27,851 $912,000
Q4 2022

Feb 07, 2023

BUY
$32.27 - $36.99 $13,133 - $15,054
407 Added 4.65%
9,169 $307,000
Q3 2022

Nov 14, 2022

BUY
$27.2 - $37.81 $2,448 - $3,402
90 Added 1.04%
8,762 $285,000
Q2 2022

Aug 12, 2022

BUY
$27.03 - $36.23 $3,351 - $4,492
124 Added 1.45%
8,672 $241,000
Q1 2022

May 16, 2022

BUY
$30.28 - $35.1 $423 - $491
14 Added 0.16%
8,548 $298,000
Q4 2021

Feb 14, 2022

SELL
$29.13 - $35.9 $407 - $502
-14 Reduced 0.16%
8,534 $260,000
Q3 2021

Nov 15, 2021

BUY
$25.87 - $32.43 $3,932 - $4,929
152 Added 1.81%
8,548 $272,000
Q2 2021

Aug 13, 2021

BUY
$24.65 - $31.59 $206,961 - $265,229
8,396 New
8,396 $248,000

Others Institutions Holding SRV

About CUSHING MLP & INFRASTRUCTURE TOTAL RETURN FUND


  • Ticker SRV
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Description
  • Cushing MLP Total Return Fund is a closed-ended balanced mutual fund launched by Swank Capital, LLC. The fund is managed by Swank Energy Income Advisors L.P. It invests in the public equity and fixed income markets across the globe with a focus in United States. The fund typically invests in MLPs, Other Natural Resource Companies, and global com...
More about SRV
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