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 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
444+ 4.85% |
$26.5K - $29.8K
|
9.61K
$589K
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
39.6K+ 88.15% |
$2.36M - $2.66M
|
84.6K
$5.19M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
881+ 78.03% |
$52.5K - $59.2K
|
2.01K
$123K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.9KNew |
$173K - $195K
|
2.9K
$178K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
SELL
|
- |
-1.34K- 53.76% |
$80.1K - $90.3K
|
1.16K
$70.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
475+ 3.43% |
$28.3K - $31.9K
|
14.3K
$879K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-31- 45.59% |
$1.85K - $2.08K
|
37
$2.27K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
100+ 20.0% |
$5.96K - $6.72K
|
600
$36.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Sol Capital Management CO
|
BUY
|
- |
244+ 0.29% |
$14.5K - $16.4K
|
85.4K
$5.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
10.5KNew |
$628K - $709K
|
10.5K
$647K
|
|
|
Apr 23, 2025
Q1 2025
|
Gen Trust, LLC
|
SELL
|
- |
-13.1K- 4.07% |
$778K - $878K
|
308K
$18.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Lvz, Inc.
|
BUY
|
- |
9.36KNew |
$558K - $629K
|
9.36K
$574K
|
|
|
Apr 22, 2025
Q1 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
SELL
|
- |
-2.07K- 13.95% |
$123K - $139K
|
12.8K
$783K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.4K+ 11.57% |
$677K - $763K
|
109K
$6.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
24.4KNew |
$1.46M - $1.64M
|
24.4K
$1.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-1.01K- 16.86% |
$60.2K - $67.9K
|
4.98K
$305K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
384+ 2.58% |
$22.9K - $25.8K
|
15.3K
$938K
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
16KNew |
$956K - $1.08M
|
16K
$984K
|
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
9.04KNew |
$538K - $607K
|
9.04K
$554K
|
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
BUY
|
- |
1.28K+ 21.14% |
$76.5K - $86.3K
|
7.36K
$451K
|
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
891+ 5.49% |
$53.1K - $59.9K
|
17.1K
$1.05M
|
|
|
Apr 21, 2025
Q1 2025
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-2- 0.01% |
$119 - $134
|
18.4K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
13.7K+ 6.02% |
$817K - $922K
|
241K
$14.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
186New |
$11.1K - $12.5K
|
186
$11.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
116KNew |
$6.9M - $7.77M
|
116K
$7.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.69K+ 65.72% |
$161K - $181K
|
6.79K
$417K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
72+ 1.76% |
$4.29K - $4.84K
|
4.15K
$255K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.07K+ 29.25% |
$124K - $139K
|
9.16K
$562K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-22- 0.24% |
$1.31K - $1.48K
|
9.01K
$553K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
697+ 0.79% |
$41.5K - $46.8K
|
89.3K
$5.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
152+ 0.33% |
$9.06K - $10.2K
|
46.9K
$2.88M
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
BUY
|
- |
25+ 0.2% |
$1.49K - $1.68K
|
12.5K
$765K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-5.8K- 19.39% |
$346K - $390K
|
24.1K
$1.48M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-25- 0.85% |
$1.49K - $1.68K
|
2.92K
$179K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.07KNew |
$63.7K - $71.8K
|
1.07K
$65.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7.82K+ 70.44% |
$466K - $526K
|
18.9K
$1.16M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-5.62K- 10.38% |
$335K - $377K
|
48.5K
$2.97M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-25- 0.62% |
$1.49K - $1.68K
|
4.02K
$246K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
25.7KNew |
$1.53M - $1.72M
|
25.7K
$1.57M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$179 - $202
|
17.2K
$1.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
21.9KNew |
$1.31M - $1.47M
|
21.9K
$1.34M
|
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-199- 5.45% |
$11.9K - $13.4K
|
3.46K
$212K
|
|
|
Apr 11, 2025
Q1 2025
|
Menlo Advisors LLC
|
BUY
|
- |
21K+ 25.79% |
$1.25M - $1.41M
|
102K
$6.28M
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.41K- 3.5% |
$83.9K - $94.6K
|
38.8K
$2.38M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.56KNew |
$451K - $508K
|
7.56K
$464K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.44KNew |
$205K - $231K
|
3.44K
$211K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
46New |
$2.74K - $3.09K
|
46
$2.82K
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
27.4KNew |
$1.63M - $1.84M
|
27.4K
$1.68M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-37.3K- 31.06% |
$2.05M - $2.4M
|
82.7K
$5.08M
|
|
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
79.1KNew |
$4.34M - $5.08M
|
79.1K
$4.85M
|
|