Latest Institutional Transactions on Alerian Energy Infrastructure (ENFR)
This table provides information on the latest institutional transactions involving Alerian Energy Infrastructure (ENFR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
11.2K+ 141.21% |
$293K - $320K
|
19.1K
$585K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-293- 2.67% |
$7.68K - $8.39K
|
10.7K
$328K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
16K+ 39.28% |
$421K - $459K
|
56.9K
$1.75M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
945+ 6.54% |
$24.8K - $27.1K
|
15.4K
$473K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-987- 11.79% |
$25.9K - $28.3K
|
7.38K
$227K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-60- 0.6% |
$1.57K - $1.72K
|
9.94K
$305K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.7KNew |
$66.1K - $71.7K
|
2.7K
$82.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
249+ 4.81% |
$6.1K - $6.62K
|
5.42K
$167K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.27K+ 184.23% |
$31.2K - $33.8K
|
1.96K
$60.3K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-1.7K- 16.59% |
$41.6K - $45.2K
|
8.55K
$263K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.45K- 22.01% |
$35.5K - $38.5K
|
5.14K
$158K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
151New |
$3.7K - $4.01K
|
151
$4.64K
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
80+ 13.33% |
$1.96K - $2.13K
|
680
$20.9K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
8.32K+ 67.42% |
$187K - $212K
|
20.7K
$634K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
8KNew |
$179K - $203K
|
8K
$246K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
340New |
$7.63K - $8.65K
|
340
$10.4K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1KNew |
$22.4K - $25.4K
|
1K
$30.7K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
213+ 6.51% |
$4.78K - $5.42K
|
3.49K
$107K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
33.1KNew |
$703K - $777K
|
33.1K
$1.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
17New |
$361 - $399
|
17
$522
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
22.5KNew |
$479K - $529K
|
22.5K
$692K
|
|
| Q3 2023 | |||||||
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
17.2KNew |
$372K - $393K
|
17.2K
$530K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-40.8K- 37.03% |
$879K - $928K
|
69.3K
$2.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.3KNew |
$243K - $257K
|
11.3K
$347K
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
29.5K+ 137.21% |
$636K - $671K
|
51K
$1.57M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.1K+ 18.18% |
$66.8K - $70.6K
|
20.2K
$619K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
1.85K+ 12.76% |
$39.8K - $42.1K
|
16.3K
$502K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.7K- 82.8% |
$58.1K - $61.4K
|
560
$17.2K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
168New |
$3.42K - $3.67K
|
168
$5.16K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.2KNew |
$248K - $266K
|
12.2K
$374K
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-56- 0.3% |
$1.14K - $1.22K
|
18.3K
$563K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-263- 5.27% |
$5.19K - $5.88K
|
4.72K
$145K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
5.12KNew |
$101K - $114K
|
5.12K
$157K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23.6KNew |
$466K - $528K
|
23.6K
$725K
|
|
|
May 02, 2023
Q1 2023
|
Tevis Investment Management
|
BUY
|
- |
9.67KNew |
$191K - $216K
|
9.67K
$297K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
202New |
$3.99K - $4.52K
|
202
$6.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
6.9KNew |
$136K - $154K
|
6.9K
$212K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
1.18KNew |
$23.7K - $26.8K
|
1.18K
$36.2K
|
|
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
11.2KNew |
$226K - $254K
|
11.2K
$344K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-559- 4.37% |
$10.7K - $13K
|
12.2K
$376K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
13.9KNew |
$265K - $324K
|
13.9K
$427K
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
8+ 1.49% |
$156 - $194
|
544
$16.7K
|
|
|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.28K- 93.87% |
$142K - $176K
|
475
$14.6K
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
2KNew |
$39K - $48.5K
|
2K
$61.4K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
800New |
$15.6K - $19.4K
|
800
$24.6K
|
|
| Q1 2022 | |||||||
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-1- 0.03% |
$19.3 - $23
|
3.13K
$96.1K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-95Closed |
$1.83K - $2.19K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
100New |
$1.93K - $2.3K
|
100
$3.07K
|
|
|
May 02, 2022
Q1 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
801+ 2.99% |
$15.5K - $18.4K
|
27.6K
$848K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-17KClosed |
$327K - $390K
|
0
$0
|
|