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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.44KNew |
$324K - $366K
|
5.44K
$328K
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
15.9K+ 487.48% |
$947K - $1.07M
|
19.1K
$1.15M
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
475+ 10.86% |
$28.3K - $31.9K
|
4.85K
$292K
|
|
May 14, 2025
Q1 2025
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-4.51K- 5.79% |
$269K - $303K
|
73.4K
$4.42M
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-4.12K- 6.64% |
$246K - $277K
|
57.9K
$3.48M
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
35KNew |
$2.08M - $2.35M
|
35K
$2.1M
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.22K- 4.64% |
$72.5K - $81.7K
|
25K
$1.51M
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.03KNew |
$300K - $338K
|
5.03K
$303K
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-99- 0.61% |
$5.9K - $6.65K
|
16.1K
$970K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.86KClosed |
$349K - $394K
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.26KNew |
$74.9K - $84.5K
|
1.26K
$75.6K
|
|
May 14, 2025
Q1 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
491+ 1.76% |
$29.3K - $33K
|
28.5K
$1.71M
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
395+ 8.41% |
$23.5K - $26.5K
|
5.09K
$306K
|
|
May 14, 2025
Q1 2025
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.31K+ 4.98% |
$78.1K - $88K
|
27.6K
$1.66M
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-358- 8.12% |
$21.3K - $24.1K
|
4.05K
$244K
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.08K+ 151.62% |
$422K - $476K
|
11.7K
$707K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-64- 0.19% |
$3.81K - $4.3K
|
34.5K
$2.08M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.4K+ 29.18% |
$1.39M - $1.57M
|
103K
$6.23M
|
|
May 14, 2025
Q1 2025
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
6.44K+ 19.22% |
$384K - $433K
|
40K
$2.4M
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
6.52K+ 134.67% |
$388K - $438K
|
11.4K
$683K
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.7K+ 18.45% |
$280K - $316K
|
30.2K
$1.81M
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
302K+ 43.61% |
$18M - $20.3M
|
994K
$59.8M
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
69.5KNew |
$4.14M - $4.67M
|
69.5K
$4.18M
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
175+ 176.77% |
$10.4K - $11.8K
|
274
$16.5K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-26.8K- 9.53% |
$1.6M - $1.8M
|
254K
$15.3M
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
5New |
$298 - $336
|
5
$301
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.7K+ 96.24% |
$817K - $921K
|
27.9K
$1.68M
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
BUY
|
- |
364+ 1.15% |
$21.7K - $24.5K
|
31.9K
$1.92M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.27K+ 392.33% |
$195K - $220K
|
4.11K
$247K
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
18KNew |
$1.07M - $1.21M
|
18K
$1.08M
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17K+ 7.96% |
$1.01M - $1.14M
|
230K
$13.9M
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
7.07KNew |
$422K - $475K
|
7.07K
$426K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
142K+ 28.1% |
$8.47M - $9.54M
|
648K
$39M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
340K+ 165.71% |
$20.3M - $22.9M
|
545K
$32.8M
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-120K- 32.96% |
$7.15M - $8.07M
|
244K
$14.7M
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-6K- 13.33% |
$358K - $403K
|
39K
$2.35M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
43K+ 14.0% |
$2.56M - $2.89M
|
350K
$21.1M
|
|
May 12, 2025
Q1 2025
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
583+ 8.93% |
$34.7K - $39.2K
|
7.11K
$428K
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
5.72KNew |
$341K - $385K
|
5.72K
$344K
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-160- 17.96% |
$9.54K - $10.8K
|
731
$44K
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
4.33KNew |
$258K - $291K
|
4.33K
$261K
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
BUY
|
- |
60New |
$3.58K - $4.03K
|
60
$3.61K
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
46K+ 62.1% |
$2.74M - $3.09M
|
120K
$7.22M
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1- 0.01% |
$59.6 - $67.2
|
9.73K
$585K
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.5K- 17.62% |
$149K - $168K
|
11.7K
$702K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.93K+ 54.11% |
$115K - $130K
|
5.5K
$331K
|
|
May 12, 2025
Q1 2025
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-13.4K- 4.57% |
$796K - $897K
|
279K
$16.8M
|
|
May 09, 2025
Q1 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
9.8KNew |
$584K - $659K
|
9.8K
$590K
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
7+ 0.05% |
$417 - $470
|
14K
$845K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
35.8K+ 29.58% |
$2.14M - $2.41M
|
157K
$9.45M
|