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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
S.A. Mason LLC
|
BUY
|
- |
47+ 8.99% |
$1.69K - $2.04K
|
570
$35.2K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-11.1KClosed |
$400K - $483K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
SELL
|
- |
-152KClosed |
$5.49M - $6.62M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
75New |
$2.7K - $3.26K
|
75
$4.63K
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
2K+ 24.55% |
$72K - $86.9K
|
10.1K
$626K
|
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-50Closed |
$1.8K - $2.17K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
359New |
$12.9K - $15.6K
|
359
$22.1K
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
600New |
$21.6K - $26.1K
|
600
$37K
|
|
| Q4 2021 | |||||||
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-60Closed |
$2.03K - $2.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
26.2KNew |
$886K - $1.05M
|
26.2K
$1.62M
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-119Closed |
$4.03K - $4.76K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.8KClosed |
$502K - $594K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Millburn Ridgefield Corp
|
SELL
|
- |
-311Closed |
$10.5K - $12.4K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Clean Yield Group
|
BUY
|
- |
439New |
$14.9K - $17.6K
|
439
$27.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-8.4KClosed |
$284K - $336K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-20Closed |
$645 - $737
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9.74KClosed |
$314K - $359K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-18Closed |
$581 - $663
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-10Closed |
$323 - $368
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Matisse Capital
|
SELL
|
- |
-37KClosed |
$1.19M - $1.36M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-322Closed |
$10.4K - $11.9K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.03KClosed |
$195K - $222K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
333New |
$10.7K - $12.3K
|
333
$20.5K
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
SELL
|
- |
-254Closed |
$8.2K - $9.36K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
2.26KNew |
$72.9K - $83.2K
|
2.26K
$139K
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.08KClosed |
$196K - $224K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-9KClosed |
$290K - $332K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 11, 2021
Q2 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
10.3KNew |
$324K - $391K
|
10.3K
$633K
|
|
|
Aug 11, 2021
Q2 2021
|
Morningstar Investment Management LLC
Chicago, IL |
SELL
|
- |
-3.59MClosed |
$113M - $137M
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
250New |
$7.89K - $9.53K
|
250
$15.4K
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.13KClosed |
$30.1K - $36.7K
|
0
$0
|
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.76KClosed |
$47.1K - $57.4K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Horan Securities, Inc.
|
SELL
|
- |
-982Closed |
$26.3K - $32K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
8.64KNew |
$231K - $282K
|
8.64K
$533K
|
|
|
Apr 26, 2021
Q1 2021
|
Hudock, Inc.
|
BUY
|
- |
153+ 325.53% |
$4.09K - $4.99K
|
200
$12.3K
|
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1Closed |
$26.7 - $32.6
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 28, 2023
Q4 2020
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
87.4K+ 1440.57% |
$1.9M - $2.56M
|
93.4K
$5.76M
|
|
|
Nov 12, 2021
Q4 2020
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.78KNew |
$38.7K - $52.2K
|
1.78K
$110K
|
|
|
Feb 16, 2021
Q4 2020
|
Gen Trust, LLC
|
BUY
|
PUT |
283KNew |
$6.17M - $8.31M
|
283K
$17.5M
|
|
|
Feb 12, 2021
Q4 2020
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-11KClosed |
$240K - $323K
|
0
$0
|
|
|
Feb 11, 2021
Q4 2020
|
Archer Investment Corp
|
SELL
|
- |
-39Closed |
$849 - $1.14K
|
0
$0
|
|
|
Feb 05, 2021
Q4 2020
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-604Closed |
$13.2K - $17.7K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-48Closed |
$1.05K - $1.41K
|
0
$0
|
|
|
Jan 19, 2021
Q4 2020
|
Wambolt & Associates, LLC
|
SELL
|
- |
-16.2KClosed |
$353K - $476K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-11.7KClosed |
$258K - $316K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-9.07KClosed |
$199K - $244K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-278Closed |
$6.1K - $7.48K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.55KClosed |
$34.1K - $41.8K
|
0
$0
|
|
|
Oct 30, 2020
Q3 2020
|
Petix & Botte CO
|
SELL
|
- |
-12KClosed |
$263K - $323K
|
0
$0
|
|
|
Oct 28, 2020
Q3 2020
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-36.4KClosed |
$799K - $979K
|
0
$0
|
|