Latest Institutional Transactions on Global X Mlp & Energy Infrastr (MLPX)
This table provides information on the latest institutional transactions involving Global X Mlp & Energy Infrastr (MLPX) 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 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
12KNew |
$518K - $587K
|
12K
$614K
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
5.49K+ 8.5% |
$238K - $269K
|
70.2K
$3.6M
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
584New |
$25.3K - $28.6K
|
584
$30K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
207KNew |
$8.97M - $10.2M
|
207K
$10.6M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
81.4KNew |
$3.52M - $3.99M
|
81.4K
$4.18M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-152- 0.19% |
$6.58K - $7.45K
|
79.9K
$4.1M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.79K+ 89.47% |
$77.6K - $87.8K
|
3.8K
$195K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
84.5K+ 3.43% |
$3.66M - $4.14M
|
2.55M
$131M
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.99KNew |
$216K - $244K
|
4.99K
$256K
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-30.9KClosed |
$1.34M - $1.52M
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13K+ 6.94% |
$562K - $635K
|
200K
$10.3M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
82KNew |
$3.55M - $4.02M
|
82K
$4.21M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
20+ 153.85% |
$866 - $980
|
33
$1.69K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.9K+ 20.01% |
$125K - $142K
|
17.4K
$892K
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-734- 12.72% |
$31.8K - $36K
|
5.04K
$258K
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
8.03K+ 22.93% |
$348K - $393K
|
43K
$2.21M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-653- 1.61% |
$28.3K - $32K
|
40K
$2.05M
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.87KNew |
$298K - $337K
|
6.87K
$353K
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
265+ 1.16% |
$11.5K - $13K
|
23.1K
$1.19M
|
|
May 15, 2024
Q1 2024
|
Mango Five Family, Inc.
Reno, NV |
SELL
|
- |
-3K- 9.68% |
$130K - $147K
|
28K
$1.44M
|
|
May 15, 2024
Q1 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
31KNew |
$1.34M - $1.52M
|
31K
$1.59M
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.14K- 16.24% |
$49.2K - $55.7K
|
5.86K
$301K
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
34.2K+ 3415500.0% |
$1.48M - $1.67M
|
34.2K
$1.75M
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
15.6KNew |
$677K - $766K
|
15.6K
$803K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
1.1KNew |
$47.6K - $53.9K
|
1.1K
$56.5K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.4KNew |
$537K - $608K
|
12.4K
$637K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
215K+ 11.98% |
$9.32M - $10.5M
|
2.01M
$103M
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
32New |
$1.39K - $1.57K
|
32
$1.64K
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
199+ 0.59% |
$8.61K - $9.75K
|
33.9K
$1.74M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.1K+ 2.92% |
$870K - $984K
|
708K
$36.4M
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.35KNew |
$188K - $213K
|
4.35K
$223K
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.95K+ 2.56% |
$84.4K - $95.5K
|
78.1K
$4.01M
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.21K+ 9.06% |
$52.3K - $59.1K
|
14.5K
$746K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-725- 0.53% |
$31.4K - $35.5K
|
135K
$6.94M
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1New |
$43.3 - $49
|
1
$51.3
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.15K+ 8.58% |
$223K - $252K
|
65.2K
$3.34M
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-500- 10.01% |
$21.6K - $24.5K
|
4.49K
$231K
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
920+ 0.49% |
$39.8K - $45.1K
|
189K
$9.67M
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
30+ 0.63% |
$1.3K - $1.47K
|
4.78K
$245K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.27K- 6.96% |
$228K - $258K
|
70.3K
$3.61M
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
10.7K+ 3.81% |
$462K - $523K
|
291K
$14.9M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.91K+ 125.48% |
$299K - $339K
|
12.4K
$637K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
34.7K+ 22.09% |
$1.5M - $1.7M
|
192K
$9.83M
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-1.3K- 4.82% |
$56.3K - $63.7K
|
25.7K
$1.32M
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-6.1K- 63.22% |
$264K - $299K
|
3.55K
$182K
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.35K- 21.1% |
$58.4K - $66K
|
5.04K
$259K
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.7KNew |
$551K - $624K
|
12.7K
$654K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-9.85K- 3.2% |
$427K - $483K
|
299K
$15.3M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
46.6K+ 16.37% |
$2.02M - $2.28M
|
331K
$17M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.48K- 5.4% |
$151K - $171K
|
61K
$3.13M
|