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 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
BUY
|
- |
25+ 0.2% |
$1.49K - $1.68K
|
12.5K
$764K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-5.8K- 19.39% |
$346K - $390K
|
24.1K
$1.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-5.62K- 10.38% |
$335K - $377K
|
48.5K
$2.97M
|
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-199- 5.45% |
$11.9K - $13.4K
|
3.46K
$212K
|
|
|
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
|
|
| Q4 2024 | |||||||
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
79.1KNew |
$4.34M - $5.08M
|
79.1K
$4.85M
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
67New |
$3.68K - $4.31K
|
67
$4.11K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
25New |
$1.37K - $1.61K
|
25
$1.53K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.5K- 50.0% |
$137K - $161K
|
2.5K
$153K
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
690K+ 26.58% |
$37.9M - $44.4M
|
3.29M
$201M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
3.72KNew |
$204K - $239K
|
3.72K
$228K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.88K+ 23.48% |
$103K - $121K
|
9.89K
$606K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.33KNew |
$183K - $214K
|
3.33K
$204K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.57KNew |
$251K - $294K
|
4.57K
$280K
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.56KNew |
$196K - $229K
|
3.56K
$218K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
174New |
$9.55K - $11.2K
|
174
$10.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
168New |
$9.22K - $10.8K
|
168
$10.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-113- 36.22% |
$6.2K - $7.27K
|
199
$12.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
63New |
$3.46K - $4.05K
|
63
$3.86K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-9.02KClosed |
$495K - $580K
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
10.9KNew |
$601K - $704K
|
10.9K
$671K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
208New |
$11.4K - $13.4K
|
208
$12.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 3.13% |
$54.9 - $64.3
|
33
$2.02K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
326New |
$17.9K - $21K
|
326
$20K
|
|
|
Feb 04, 2025
Q4 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
39.8KNew |
$2.19M - $2.56M
|
39.8K
$2.44M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
5KNew |
$274K - $322K
|
5K
$307K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-969- 21.6% |
$53.2K - $62.3K
|
3.52K
$216K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
500New |
$27.4K - $32.2K
|
500
$30.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
20.7K+ 350.69% |
$1.14M - $1.33M
|
26.6K
$1.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
3.66KNew |
$201K - $235K
|
3.66K
$224K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
210New |
$11.5K - $13.5K
|
210
$12.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
3.67KNew |
$201K - $236K
|
3.67K
$225K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-952- 15.19% |
$52.3K - $61.2K
|
5.32K
$326K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.55K- 19.25% |
$140K - $164K
|
10.7K
$656K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-196- 5.25% |
$10.8K - $12.6K
|
3.54K
$217K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-13K- 9.7% |
$715K - $838K
|
121K
$7.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
3.58K+ 44.75% |
$197K - $230K
|
11.6K
$710K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
39New |
$2.14K - $2.51K
|
39
$2.39K
|
|
| Q3 2024 | |||||||
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
104New |
$5.24K - $5.74K
|
104
$6.38K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-100- 11.11% |
$5.04K - $5.52K
|
800
$49K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 16.93% |
$72.7K - $79.7K
|
7.08K
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
498+ 2.69% |
$25.1K - $27.5K
|
19K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
45.3KNew |
$2.28M - $2.5M
|
45.3K
$2.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.89KNew |
$347K - $381K
|
6.89K
$422K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-109K- 98.19% |
$5.47M - $6M
|
2K
$123K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.74KNew |
$390K - $427K
|
7.74K
$474K
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
8.64KNew |
$435K - $477K
|
8.64K
$529K
|
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
100New |
$5.04K - $5.52K
|
100
$6.13K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
4.83KNew |
$243K - $267K
|
4.83K
$296K
|
|