Latest Institutional Transactions on Macquarie/First Trust Global Infrastr/Util Div & Inc Fund (MFD)
This table provides information on the latest institutional transactions involving Macquarie/First Trust Global Infrastr/Util Div & Inc Fund (MFD) 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 |
---|---|---|---|---|---|---|---|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
9.19K+ 4.29% |
$67.1K - $73.2K
|
223K
$1.7M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
35.8KNew |
$261K - $285K
|
35.8K
$273K
|
|
May 15, 2024
Q1 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
179K+ 65.87% |
$1.31M - $1.43M
|
451K
$3.44M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.52K+ 22.73% |
$40.3K - $44K
|
29.8K
$227K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
27.3K+ 31.86% |
$200K - $218K
|
113K
$862K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.6K+ 27.18% |
$326K - $355K
|
209K
$1.59M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-16.4K- 91.98% |
$120K - $131K
|
1.43K
$10.9K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
34.2KNew |
$250K - $272K
|
34.2K
$261K
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.4K+ 7.01% |
$10.2K - $11.2K
|
21.4K
$163K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.25K- 1.11% |
$9.15K - $9.97K
|
112K
$850K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.3K- 4.19% |
$104K - $113K
|
326K
$2.48M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-411- 0.58% |
$3K - $3.27K
|
71K
$541K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
483+ 3.23% |
$3.53K - $3.84K
|
15.4K
$117K
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-54.5K- 90.23% |
$398K - $434K
|
5.9K
$45K
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
8.72K+ 34.69% |
$63.7K - $69.4K
|
33.9K
$258K
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-714- 2.01% |
$5.21K - $5.68K
|
34.8K
$265K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.1KNew |
$117K - $128K
|
16.1K
$122K
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
455+ 1.7% |
$3.32K - $3.62K
|
27.2K
$207K
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.17K+ 8.67% |
$8.55K - $9.32K
|
14.7K
$112K
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2.13KNew |
$15.6K - $17K
|
2.13K
$16.3K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
461+ 0.79% |
$3.37K - $3.67K
|
58.8K
$448K
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
18K+ 622.38% |
$132K - $144K
|
20.9K
$160K
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3K+ 14.29% |
$21.9K - $23.9K
|
24K
$183K
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
15.3K+ 10.35% |
$111K - $121K
|
163K
$1.24M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
75+ 0.36% |
$548 - $597
|
20.8K
$159K
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
8.3K+ 68.03% |
$60.6K - $66.1K
|
20.5K
$156K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
13.9KNew |
$92K - $109K
|
13.9K
$106K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.64KNew |
$24.2K - $28.7K
|
3.64K
$27.8K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1New |
$6.63 - $7.87
|
1
$7.62
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
715New |
$4.74K - $5.63K
|
715
$5.45K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
27.2KNew |
$189K - $222K
|
27.2K
$208K
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-51.6K- 88.03% |
$358K - $420K
|
7.01K
$53.4K
|
|
Q2 2023 | |||||||
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-2.7K- 67.59% |
$20.5K - $23.1K
|
1.29K
$9.85K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-450- 18.0% |
$3.51K - $3.97K
|
2.05K
$15.6K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
165New |
$1.29K - $1.46K
|
165
$1.26K
|
|
May 08, 2023
Q1 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
22.5KNew |
$175K - $198K
|
22.5K
$171K
|
|
Q4 2022 | |||||||
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
21+ 2.41% |
$168 - $187
|
891
$6.79K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.96KNew |
$23.7K - $26.4K
|
2.96K
$22.6K
|
|
Q3 2022 | |||||||
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
42New |
$362 - $413
|
42
$320
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
13KNew |
$112K - $128K
|
13K
$99.1K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
24+ 2.11% |
$207 - $236
|
1.16K
$8.85K
|
|
Q2 2022 | |||||||
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.87K+ 27.06% |
$24.5K - $31.3K
|
13.5K
$103K
|
|
Aug 09, 2022
Q2 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-37.2KClosed |
$318K - $406K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.6KNew |
$13.7K - $17.5K
|
1.6K
$12.2K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
1.02KNew |
$8.71K - $11.1K
|
1.02K
$7.76K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-3.66KClosed |
$31.3K - $40K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-44.1KClosed |
$409K - $447K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-120- 1.07% |
$1.11K - $1.22K
|
11.1K
$84.8K
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
2KNew |
$18.6K - $20.3K
|
2K
$15.2K
|