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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-20Closed |
$645 - $737
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-18Closed |
$581 - $663
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-10Closed |
$323 - $368
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Matisse Capital
|
SELL
|
- |
-37KClosed |
$1.19M - $1.36M
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
333New |
$10.7K - $12.3K
|
333
$20.4K
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.03KClosed |
$195K - $222K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-322Closed |
$10.4K - $11.9K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
SELL
|
- |
-254Closed |
$8.2K - $9.36K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.26KNew |
$72.9K - $83.2K
|
2.26K
$138K
|
|
Oct 19, 2021
Q3 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-9KClosed |
$290K - $332K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 11, 2021
Q2 2021
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-3.59MClosed |
$113M - $137M
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
250New |
$7.89K - $9.53K
|
250
$15.3K
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.76KClosed |
$47.1K - $57.4K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.13KClosed |
$30.1K - $36.7K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-982Closed |
$26.3K - $32K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
8.64KNew |
$231K - $282K
|
8.64K
$529K
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
BUY
|
- |
153+ 325.53% |
$4.09K - $4.99K
|
200
$12.3K
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1Closed |
$26.7 - $32.6
|
0
$0
|
|
Q4 2020 | |||||||
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
87.4K+ 1440.57% |
$1.9M - $2.56M
|
93.4K
$5.73M
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.78KNew |
$38.7K - $52.2K
|
1.78K
$109K
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
283KNew |
$6.17M - $8.31M
|
283K
$17.4M
|
|
Feb 12, 2021
Q4 2020
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-11KClosed |
$240K - $323K
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Archer Investment Corp
|
SELL
|
- |
-39Closed |
$849 - $1.14K
|
0
$0
|
|
Feb 05, 2021
Q4 2020
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-604Closed |
$13.2K - $17.7K
|
0
$0
|
|
Jan 27, 2021
Q4 2020
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-48Closed |
$1.05K - $1.41K
|
0
$0
|
|
Jan 19, 2021
Q4 2020
|
Wambolt & Associates, LLC
|
SELL
|
- |
-16.2KClosed |
$353K - $476K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 16, 2020
Q3 2020
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-9.07KClosed |
$199K - $244K
|
0
$0
|
|
Nov 16, 2020
Q3 2020
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-11.7KClosed |
$258K - $316K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-278Closed |
$6.1K - $7.48K
|
0
$0
|
|
Oct 30, 2020
Q3 2020
|
Petix & Botte CO
|
SELL
|
- |
-12KClosed |
$263K - $323K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-36.4KClosed |
$799K - $979K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Proffitt & Goodson Inc
|
SELL
|
- |
-495Closed |
$10.9K - $13.3K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Xr Securities LLC
|
SELL
|
- |
-124KClosed |
$2.72M - $3.34M
|
0
$0
|
|
Oct 23, 2020
Q3 2020
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-42Closed |
$922 - $1.13K
|
0
$0
|
|
Oct 13, 2020
Q3 2020
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-9.91KClosed |
$218K - $266K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-9.74K- 94.95% |
$170K - $294K
|
518
$31.8K
|
|
Aug 13, 2020
Q2 2020
|
Brr Op Co, LLC
|
SELL
|
- |
-117KClosed |
$2.04M - $3.54M
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Q1 2018 | |||||||
Jan 03, 2024
Q1 2018
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.75K+ 61.95% |
$94.9K - $120K
|
7.19K
$441K
|