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 |
---|---|---|---|---|---|---|---|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.58K+ 11.39% |
$371K - $420K
|
83.9K
$4.3M
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
21.6K+ 14.07% |
$934K - $1.06M
|
175K
$8.98M
|
|
Apr 25, 2024
Q1 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
929+ 1.62% |
$40.2K - $45.5K
|
58.4K
$3M
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-562- 10.18% |
$24.3K - $27.5K
|
4.96K
$254K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
367+ 7.37% |
$15.9K - $18K
|
5.35K
$275K
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
7.54KNew |
$327K - $370K
|
7.54K
$387K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-35- 34.31% |
$1.52K - $1.71K
|
67
$3.44K
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-44- 1.38% |
$1.9K - $2.16K
|
3.15K
$162K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.61K+ 7.52% |
$156K - $177K
|
51.7K
$2.65M
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.77K+ 10.99% |
$120K - $136K
|
28K
$1.44M
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
50+ 0.06% |
$2.16K - $2.45K
|
86.5K
$4.44M
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
40New |
$1.73K - $1.96K
|
40
$2.05K
|
|
Apr 24, 2024
Q1 2024
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-1.37K- 1.8% |
$59.1K - $66.9K
|
74.7K
$3.83M
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-221- 8.23% |
$9.57K - $10.8K
|
2.47K
$127K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-342- 16.55% |
$14.8K - $16.8K
|
1.73K
$88.5K
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
176New |
$7.62K - $8.62K
|
176
$9.03K
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.17K- 7.09% |
$137K - $155K
|
41.5K
$2.13M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.85K- 25.87% |
$383K - $433K
|
25.4K
$1.3M
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.82K- 1.53% |
$122K - $138K
|
181K
$9.29M
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
950+ 5.78% |
$41.1K - $46.5K
|
17.4K
$892K
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
513+ 2.25% |
$22.2K - $25.1K
|
23.3K
$1.2M
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
4.57KNew |
$198K - $224K
|
4.57K
$235K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
326New |
$14.1K - $16K
|
326
$16.7K
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-29.4K- 69.35% |
$1.27M - $1.44M
|
13K
$666K
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
742+ 0.24% |
$32.1K - $36.4K
|
305K
$15.6M
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.16K+ 12.43% |
$267K - $302K
|
55.7K
$2.86M
|
|
Apr 18, 2024
Q1 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-124- 0.85% |
$5.37K - $6.07K
|
14.4K
$740K
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-749- 5.48% |
$32.4K - $36.7K
|
12.9K
$663K
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-5.27K- 7.92% |
$228K - $258K
|
61.3K
$3.15M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.9K+ 3.02% |
$82.3K - $93.1K
|
64.7K
$3.32M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.61K+ 16.67% |
$69.8K - $79K
|
11.3K
$579K
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.09K- 4.29% |
$90.6K - $102K
|
46.7K
$2.4M
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
131+ 1.56% |
$5.67K - $6.42K
|
8.51K
$437K
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.72K- 5.07% |
$74.4K - $84.2K
|
32.2K
$1.65M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.82K- 5.84% |
$78.7K - $89K
|
29.3K
$1.5M
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.96K- 27.67% |
$84.6K - $95.8K
|
5.11K
$262K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
27.8K+ 59.66% |
$1.2M - $1.36M
|
74.4K
$3.82M
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
15.7KNew |
$679K - $768K
|
15.7K
$805K
|
|
Apr 11, 2024
Q1 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
10.9K+ 572.81% |
$472K - $535K
|
12.8K
$658K
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-117- 0.15% |
$5.06K - $5.73K
|
79.4K
$4.07M
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.5KNew |
$195K - $220K
|
4.5K
$231K
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.43K+ 4.21% |
$235K - $266K
|
134K
$6.9M
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.24K+ 7.91% |
$53.9K - $60.9K
|
17K
$871K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
21+ 0.55% |
$909 - $1.03K
|
3.86K
$198K
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-12- 54.55% |
$519 - $588
|
10
$513
|
|
Q4 2023 | |||||||
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
98+ 22.37% |
$3.99K - $4.46K
|
536
$27.5K
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.9K+ 1.8% |
$322K - $359K
|
447K
$22.9M
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
30New |
$1.22K - $1.36K
|
30
$1.54K
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
15.4KNew |
$628K - $701K
|
15.4K
$792K
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 2.16% |
$4.07K - $4.55K
|
4.52K
$232K
|