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 |
---|---|---|---|---|---|---|---|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
84.5K+ 3.43% |
$3.66M - $4.14M
|
2.55M
$140M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-147- 0.45% |
$6.36K - $7.2K
|
32.7K
$1.8M
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
32New |
$1.39K - $1.57K
|
32
$1.76K
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
584New |
$25.3K - $28.6K
|
584
$32.1K
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
199+ 0.59% |
$8.61K - $9.75K
|
33.9K
$1.86M
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
32New |
$1.39K - $1.57K
|
32
$1.76K
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
34.2K+ 3415500.0% |
$1.48M - $1.67M
|
34.2K
$1.87M
|
|
May 15, 2024
Q1 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
31KNew |
$1.34M - $1.52M
|
31K
$1.7M
|
|
May 15, 2024
Q1 2024
|
Mango Five Family, Inc.
Reno, NV |
SELL
|
- |
-3K- 9.68% |
$130K - $147K
|
28K
$1.54M
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1New |
$43.3 - $49
|
1
$54.9
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
920+ 0.49% |
$39.8K - $45.1K
|
189K
$10.3M
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.35K- 21.1% |
$58.4K - $66K
|
5.04K
$277K
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-6.1K- 63.22% |
$264K - $299K
|
3.55K
$195K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
34.7K+ 22.09% |
$1.5M - $1.7M
|
192K
$10.5M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.91K+ 125.48% |
$299K - $339K
|
12.4K
$682K
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
16KNew |
$691K - $782K
|
16K
$876K
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.8K+ 94.61% |
$468K - $530K
|
22.3K
$1.22M
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-100- 4.88% |
$4.33K - $4.9K
|
1.95K
$107K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
900New |
$39K - $44.1K
|
900
$49.4K
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
16KNew |
$693K - $784K
|
16K
$878K
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
7.86KNew |
$340K - $385K
|
7.86K
$432K
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-833- 16.56% |
$36.1K - $40.8K
|
4.2K
$230K
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
33New |
$1.43K - $1.62K
|
33
$1.81K
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-96- 50.0% |
$4.16K - $4.7K
|
96
$5.27K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-562- 10.18% |
$24.3K - $27.5K
|
4.96K
$272K
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
367+ 7.37% |
$15.9K - $18K
|
5.35K
$294K
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
7.54KNew |
$327K - $370K
|
7.54K
$414K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
40New |
$1.73K - $1.96K
|
40
$2.2K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-35- 34.31% |
$1.52K - $1.71K
|
67
$3.68K
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
176New |
$7.62K - $8.62K
|
176
$9.66K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-221- 8.23% |
$9.57K - $10.8K
|
2.47K
$135K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
131+ 1.56% |
$5.67K - $6.42K
|
8.51K
$467K
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.96K- 27.67% |
$84.6K - $95.8K
|
5.11K
$280K
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.5KNew |
$195K - $220K
|
4.5K
$247K
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-12- 54.55% |
$519 - $588
|
10
$549
|
|
Q4 2023 | |||||||
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
4.87KNew |
$198K - $221K
|
4.87K
$267K
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
15.4KNew |
$628K - $701K
|
15.4K
$847K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
30New |
$1.22K - $1.36K
|
30
$1.65K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
65+ 158.54% |
$2.64K - $2.95K
|
106
$5.82K
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.01K+ 15.8% |
$81.6K - $91.2K
|
14.7K
$807K
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
59New |
$2.4K - $2.68K
|
59
$3.24K
|
|
Feb 12, 2024
Q4 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-105K- 48.84% |
$4.27M - $4.77M
|
110K
$6.04M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
76New |
$3.09K - $3.45K
|
76
$4.17K
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
800New |
$32.6K - $36.4K
|
800
$43.9K
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
62New |
$2.52K - $2.82K
|
62
$3.4K
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
5.02KNew |
$204K - $228K
|
5.02K
$276K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
500New |
$20.3K - $22.7K
|
500
$27.4K
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
392+ 7.48% |
$16K - $17.8K
|
5.63K
$309K
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
1KNew |
$40.7K - $45.5K
|
1K
$54.9K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
21+ 1.46% |
$854 - $955
|
1.46K
$80.3K
|