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 |
---|---|---|---|---|---|---|---|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.02K- 99.54% |
$120K - $131K
|
14
$719
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.38KNew |
$55K - $60K
|
1.38K
$71K
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-100- 1.32% |
$3.98K - $4.34K
|
7.5K
$385K
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
11New |
$438 - $477
|
11
$565
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
95New |
$3.78K - $4.12K
|
95
$4.88K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-4.34K- 7.65% |
$160K - $192K
|
52.4K
$2.69M
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 1.33% |
$147 - $177
|
304
$15.6K
|
|
Nov 14, 2022
Q3 2022
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-2.08K- 24.22% |
$76.5K - $91.8K
|
6.51K
$334K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-34- 52.31% |
$1.25K - $1.5K
|
31
$1.59K
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.58KNew |
$352K - $423K
|
9.58K
$491K
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-23.2K- 29.68% |
$853K - $1.02M
|
55K
$2.82M
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
BUY
|
- |
25+ 1.3% |
$919 - $1.1K
|
1.95K
$100K
|
|
Nov 10, 2022
Q3 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
526+ 265.66% |
$19.3K - $23.2K
|
724
$37.2K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
20.4KNew |
$750K - $900K
|
20.4K
$1.05M
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
BUY
|
- |
5+ 1.19% |
$184 - $221
|
426
$21.9K
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
9.64KNew |
$354K - $425K
|
9.64K
$495K
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
SELL
|
- |
-22- 0.22% |
$809 - $971
|
9.94K
$510K
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
674New |
$24.8K - $29.7K
|
674
$34.6K
|
|
Oct 19, 2022
Q3 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.95K- 12.02% |
$109K - $130K
|
21.6K
$1.11M
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-484- 79.61% |
$17.8K - $21.4K
|
124
$6.36K
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
6.39KNew |
$235K - $282K
|
6.39K
$328K
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
470New |
$17.3K - $20.7K
|
470
$24.1K
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
125+ 53.19% |
$4.6K - $5.52K
|
360
$18.5K
|
|
Q2 2022 | |||||||
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
38.1KNew |
$1.41M - $1.75M
|
38.1K
$1.96M
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-75Closed |
$2.77K - $3.43K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-983Closed |
$36.3K - $45K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-903- 1.04% |
$33.3K - $41.3K
|
85.6K
$4.39M
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-19.8KClosed |
$732K - $909K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
250New |
$9.23K - $11.4K
|
250
$12.8K
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-196Closed |
$7.23K - $8.97K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-295- 99.66% |
$10.9K - $13.5K
|
1
$51.3
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-13KClosed |
$481K - $597K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-11- 25.58% |
$406 - $504
|
32
$1.64K
|
|
Aug 03, 2022
Q2 2022
|
Advisors Management Group Inc
|
SELL
|
- |
-10.3KClosed |
$381K - $473K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
174New |
$6.42K - $7.97K
|
174
$8.93K
|
|
Aug 02, 2022
Q2 2022
|
Requisite Capital Management, LLC
|
SELL
|
- |
-87.9KClosed |
$3.24M - $4.03M
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-222- 13.21% |
$8.19K - $10.2K
|
1.46K
$74.8K
|
|
Jul 28, 2022
Q2 2022
|
3 Edge Asset Management, LP
|
BUY
|
- |
38.8KNew |
$1.43M - $1.77M
|
38.8K
$1.99M
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-338Closed |
$12.5K - $15.5K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Country Club Bank
|
SELL
|
- |
-6.45KClosed |
$238K - $295K
|
0
$0
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-1.2KClosed |
$44.3K - $54.9K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Private Capital Advisors, Inc.
|
BUY
|
- |
8KNew |
$295K - $366K
|
8K
$411K
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
SELL
|
- |
-6.44KClosed |
$238K - $295K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
SELL
|
- |
-484Closed |
$17.9K - $22.2K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-10.4KClosed |
$383K - $475K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.35KNew |
$234K - $291K
|
6.35K
$326K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
53.6KNew |
$1.93M - $2.33M
|
53.6K
$2.75M
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-12.3KClosed |
$443K - $535K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
5KNew |
$180K - $217K
|
5K
$257K
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-8Closed |
$288 - $348
|
0
$0
|