Latest Institutional Transactions on Global X Mlp ETF (MLPA)
This table provides information on the latest institutional transactions involving Global X Mlp ETF (MLPA) 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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
356New |
$15.7K - $17.2K
|
356
$17.3K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
47New |
$2.08K - $2.27K
|
47
$2.28K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
755New |
$33.4K - $36.5K
|
755
$36.7K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-41- 47.67% |
$1.81K - $1.98K
|
45
$2.19K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
415New |
$18.4K - $20.1K
|
415
$20.2K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
51New |
$2.26K - $2.47K
|
51
$2.48K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
53.8KNew |
$2.38M - $2.6M
|
53.8K
$2.62M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Advisory, Inc.
San Francisco, CA |
SELL
|
- |
-400- 7.5% |
$17.7K - $19.3K
|
4.93K
$240K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
46.1KNew |
$2.04M - $2.23M
|
46.1K
$2.24M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.69KNew |
$251K - $275K
|
5.69K
$276K
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.63KNew |
$205K - $224K
|
4.63K
$225K
|
|
|
May 02, 2024
Q1 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1.16KNew |
$51.2K - $55.9K
|
1.16K
$56.2K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.31KNew |
$235K - $257K
|
5.31K
$258K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-93- 50.0% |
$4.11K - $4.5K
|
93
$4.52K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
9.16KNew |
$405K - $443K
|
9.16K
$445K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.73KNew |
$342K - $374K
|
7.73K
$376K
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
32.6KNew |
$1.44M - $1.58M
|
32.6K
$1.59M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
136New |
$6.02K - $6.58K
|
136
$6.61K
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
375New |
$16.2K - $17.3K
|
375
$18.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
6.3KNew |
$272K - $291K
|
6.3K
$306K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
1.92KNew |
$82.8K - $88.8K
|
1.92K
$93.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
265New |
$11.4K - $12.3K
|
265
$12.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
54New |
$2.33K - $2.5K
|
54
$2.62K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
- |
707New |
$30.5K - $32.7K
|
707
$34.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10New |
$432 - $463
|
10
$486
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
1.18KNew |
$50.9K - $54.5K
|
1.18K
$57.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
5.2KNew |
$224K - $241K
|
5.2K
$253K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.13K- 21.33% |
$135K - $145K
|
11.5K
$561K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
5.37KNew |
$232K - $248K
|
5.37K
$261K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.24KNew |
$53.4K - $57.2K
|
1.24K
$60.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
125New |
$5.4K - $5.78K
|
125
$6.08K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-129- 99.23% |
$5.57K - $5.97K
|
1
$48.6
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
9New |
$389 - $416
|
9
$437
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
367New |
$15.8K - $17K
|
367
$17.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
51New |
$2.2K - $2.36K
|
51
$2.48K
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
451+ 3.66% |
$19.5K - $20.9K
|
12.8K
$620K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-509- 97.88% |
$22K - $23.5K
|
11
$535
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
6.03KNew |
$260K - $279K
|
6.03K
$293K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
5KNew |
$214K - $225K
|
5K
$243K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-3.97K- 18.11% |
$170K - $179K
|
18K
$873K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
21New |
$897 - $945
|
21
$1.02K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
200+ 66.67% |
$8.55K - $9K
|
500
$24.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-200- 57.14% |
$8.55K - $9K
|
150
$7.29K
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.34KNew |
$271K - $285K
|
6.34K
$308K
|
|
|
Nov 09, 2023
Q3 2023
|
Wavelength Capital Management, LLC
|
BUY
|
- |
20KNew |
$855K - $900K
|
20K
$972K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
48+ 47.06% |
$2.05K - $2.16K
|
150
$7.29K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
2.46K+ 2.98% |
$105K - $111K
|
85.2K
$4.14M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
158New |
$6.75K - $7.11K
|
158
$7.68K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
6.19KNew |
$264K - $278K
|
6.19K
$301K
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-456- 4.28% |
$19.5K - $20.5K
|
10.2K
$495K
|
|