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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
10.7K+ 21.99% |
$435K - $486K
|
59.3K
$3.63M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
417New |
$17K - $19K
|
417
$25.6K
|
|
| Q3 2023 | |||||||
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
56New |
$2.3K - $2.42K
|
56
$3.43K
|
|
|
Nov 14, 2023
Q3 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-6.48KClosed |
$266K - $280K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.86KNew |
$76.5K - $80.7K
|
1.86K
$114K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
42.4KNew |
$1.74M - $1.83M
|
42.4K
$2.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
71New |
$2.92K - $3.07K
|
71
$4.35K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
225New |
$9.24K - $9.74K
|
225
$13.8K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.41K+ 1.29% |
$98.9K - $104K
|
189K
$11.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
2.52K+ 2.81% |
$104K - $109K
|
92.1K
$5.65M
|
|
| Q2 2023 | |||||||
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7+ 12.5% |
$270 - $291
|
63
$3.86K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
26.6KNew |
$1.03M - $1.11M
|
26.6K
$1.63M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
41.4KNew |
$1.6M - $1.72M
|
41.4K
$2.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-143- 2.5% |
$5.52K - $5.94K
|
5.57K
$342K
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
124+ 0.05% |
$4.79K - $5.15K
|
239K
$14.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
181New |
$6.98K - $7.52K
|
181
$11.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
3.44KNew |
$133K - $143K
|
3.44K
$211K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-34.9K- 99.84% |
$1.35M - $1.45M
|
57
$3.49K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
6.05KNew |
$233K - $251K
|
6.05K
$371K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
5.65KNew |
$218K - $235K
|
5.65K
$347K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
12New |
$463 - $499
|
12
$736
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
250New |
$9.65K - $10.4K
|
250
$15.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-51- 0.73% |
$1.97K - $2.12K
|
6.98K
$428K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
475New |
$18.3K - $19.7K
|
475
$29.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-211- 4.15% |
$8.14K - $8.77K
|
4.87K
$299K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-14- 14.29% |
$540 - $582
|
84
$5.15K
|
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-247- 1.44% |
$9.53K - $10.3K
|
16.9K
$1.03M
|
|
| Q1 2023 | |||||||
|
Feb 20, 2025
Q1 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-2.84K- 35.67% |
$107K - $121K
|
5.13K
$314K
|
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.5K+ 49.0% |
$94.1K - $107K
|
7.6K
$466K
|
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
6.5KNew |
$245K - $277K
|
6.5K
$398K
|
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-175- 46.79% |
$6.59K - $7.47K
|
199
$12.2K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.55KNew |
$95.8K - $109K
|
2.55K
$156K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
58New |
$2.18K - $2.47K
|
58
$3.56K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
SELL
|
- |
-5.79K- 39.82% |
$218K - $247K
|
8.75K
$536K
|
|
|
Apr 25, 2023
Q1 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
186+ 1.28% |
$7K - $7.94K
|
14.7K
$903K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-28.6K- 23.77% |
$1.08M - $1.22M
|
91.7K
$5.62M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
471New |
$17.7K - $20.1K
|
471
$28.9K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-645- 51.81% |
$24.3K - $27.5K
|
600
$36.8K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
4.14K+ 3.11% |
$156K - $177K
|
137K
$8.41M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
232New |
$8.89K - $10.1K
|
232
$14.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.55K- 23.81% |
$97.5K - $110K
|
8.15K
$499K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
139New |
$5.33K - $6.03K
|
139
$8.52K
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-1.43K- 4.57% |
$54.7K - $61.9K
|
29.8K
$1.83M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
37New |
$1.42K - $1.61K
|
37
$2.27K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-120- 0.41% |
$4.6K - $5.21K
|
28.8K
$1.77M
|
|
|
Feb 09, 2023
Q4 2022
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-49- 0.94% |
$1.88K - $2.13K
|
5.16K
$316K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
2.8K+ 2.19% |
$107K - $122K
|
131K
$8.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.02K- 99.54% |
$116K - $131K
|
14
$858
|
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-100- 1.32% |
$3.83K - $4.34K
|
7.5K
$460K
|
|