Purchases and Sales Made in Q2 2024 in Alerian Energy Infrastructure (ENFR)
This table provides information about the institutional ownership of Alerian Energy Infrastructure (ENFR) during Q2 2024. The information is specifically focused on institutions that hold shares of ALERIAN ENERGY INFRASTRUCTURE .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
46.3KNew |
$1.13M - $1.23M
|
46.3K
$1.36M
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
40.8KNew |
$1M - $1.08M
|
40.8K
$1.2M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
32.7K+ 177.16% |
$801K - $869K
|
51.1K
$1.5M
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
16.2K+ 5.0% |
$397K - $431K
|
341K
$10M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.1K+ 166.95% |
$393K - $427K
|
25.7K
$754K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.43K+ 8.54% |
$231K - $250K
|
120K
$3.52M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
8.46K+ 60.51% |
$207K - $225K
|
22.4K
$659K
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
7.9KNew |
$193K - $210K
|
7.9K
$232K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
4.05K+ 6.19% |
$99.2K - $108K
|
69.5K
$2.04M
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
3.03K+ 11.67% |
$74.2K - $80.5K
|
29K
$852K
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
2.98K+ 3.01% |
$73K - $79.2K
|
102K
$3M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.7KNew |
$66.1K - $71.7K
|
2.7K
$79.3K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.35K+ 15.17% |
$33K - $35.8K
|
10.2K
$300K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.29K+ 0.72% |
$31.5K - $34.2K
|
179K
$5.27M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.27K+ 184.23% |
$31.2K - $33.8K
|
1.96K
$57.7K
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.27K+ 9.65% |
$31.2K - $33.8K
|
14.5K
$425K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.23K+ 7.28% |
$30.2K - $32.7K
|
18.1K
$533K
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.16K+ 8.58% |
$28.3K - $30.7K
|
14.6K
$430K
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
599+ 1.49% |
$14.7K - $15.9K
|
40.8K
$1.2M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
589+ 0.45% |
$14.4K - $15.6K
|
133K
$3.9M
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
373+ 0.75% |
$9.13K - $9.91K
|
50K
$1.47M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
249+ 4.81% |
$6.1K - $6.62K
|
5.42K
$159K
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
151New |
$3.7K - $4.01K
|
151
$4.44K
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
80+ 13.33% |
$1.96K - $2.13K
|
680
$20K
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
BUY
|
- |
67+ 0.78% |
$1.64K - $1.78K
|
8.68K
$255K
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
20+ 0.3% |
$490 - $531
|
6.79K
$199K
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
15+ 0.14% |
$367 - $399
|
11K
$322K
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7+ 1.27% |
$171 - $186
|
557
$16.4K
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3+ 0.03% |
$73.5 - $79.7
|
10K
$294K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13- 0.07% |
$318 - $345
|
18.5K
$543K
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-150- 1.33% |
$3.67K - $3.99K
|
11.2K
$328K
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-402- 3.02% |
$9.84K - $10.7K
|
12.9K
$380K
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-1.12K- 8.63% |
$27.5K - $29.8K
|
11.9K
$349K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.29K- 6.44% |
$31.7K - $34.4K
|
18.8K
$552K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.45K- 22.01% |
$35.5K - $38.5K
|
5.14K
$151K
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-1.68K- 2.46% |
$41K - $44.5K
|
66.4K
$1.95M
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.68KClosed |
$41.2K - $44.7K
|
0
$0
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-1.7K- 16.59% |
$41.6K - $45.2K
|
8.55K
$251K
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-2.67K- 5.87% |
$65.5K - $71K
|
42.9K
$1.26M
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-2.99K- 26.31% |
$73.2K - $79.4K
|
8.37K
$246K
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.47K- 14.7% |
$84.9K - $92.1K
|
20.1K
$591K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.81K- 5.4% |
$93.2K - $101K
|
66.6K
$1.96M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.83K- 1.31% |
$93.7K - $102K
|
288K
$8.45M
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.13K- 7.36% |
$150K - $163K
|
77.1K
$2.27M
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.13K- 7.36% |
$150K - $163K
|
77.1K
$2.27M
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-11.6K- 51.45% |
$285K - $309K
|
11K
$322K
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-13.3K- 27.26% |
$326K - $353K
|
35.5K
$1.04M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.4K- 56.62% |
$378K - $410K
|
11.8K
$347K
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-15.5K- 14.39% |
$380K - $412K
|
92.3K
$2.71M
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-38.1K- 63.7% |
$934K - $1.01M
|
21.7K
$639K
|