Latest Institutional Purchases of Global X Mlp & Energy Infrastr (MLPX)
This list provides information on the latest institutional transactions involving Global X Mlp & Energy Infrastr (MLPX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
33New |
$1.43K - $1.62K
|
33
$2.09K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
32New |
$1.39K - $1.57K
|
32
$2.02K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
32New |
$1.39K - $1.57K
|
32
$2.02K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1New |
$43.3 - $49
|
1
$63.3
|
|
| Q4 2023 | |||||||
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
24.4KNew |
$992K - $1.11M
|
24.4K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
15.4KNew |
$628K - $701K
|
15.4K
$976K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
10.7K+ 21.99% |
$435K - $486K
|
59.3K
$3.75M
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
9.08KNew |
$370K - $413K
|
9.08K
$574K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.01K+ 15.8% |
$81.6K - $91.2K
|
14.7K
$930K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
1KNew |
$40.7K - $45.5K
|
1K
$63.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
800New |
$32.6K - $36.4K
|
800
$50.6K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
500New |
$20.3K - $22.7K
|
500
$31.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
417New |
$17K - $19K
|
417
$26.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
392+ 7.48% |
$16K - $17.8K
|
5.63K
$356K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
76New |
$3.09K - $3.45K
|
76
$4.81K
|
|
|
Feb 06, 2024
Q4 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
62New |
$2.52K - $2.82K
|
62
$3.92K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
59New |
$2.4K - $2.68K
|
59
$3.73K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
53New |
$2.16K - $2.41K
|
53
$3.35K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
53New |
$2.16K - $2.41K
|
53
$3.35K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
30New |
$1.22K - $1.36K
|
30
$1.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
21+ 1.46% |
$854 - $955
|
1.46K
$92.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
15+ 0.23% |
$610 - $682
|
6.57K
$416K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
42.4KNew |
$1.74M - $1.83M
|
42.4K
$2.68M
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
2.52K+ 2.81% |
$104K - $109K
|
92.1K
$5.83M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.41K+ 1.29% |
$98.9K - $104K
|
189K
$11.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.86KNew |
$76.5K - $80.7K
|
1.86K
$118K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
225New |
$9.24K - $9.74K
|
225
$14.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
71New |
$2.92K - $3.07K
|
71
$4.49K
|
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
56New |
$2.3K - $2.42K
|
56
$3.54K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
41.4KNew |
$1.6M - $1.72M
|
41.4K
$2.62M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
26.6KNew |
$1.03M - $1.11M
|
26.6K
$1.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
6.05KNew |
$233K - $251K
|
6.05K
$382K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
5.65KNew |
$218K - $235K
|
5.65K
$358K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.3KNew |
$166K - $179K
|
4.3K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
3.44KNew |
$133K - $143K
|
3.44K
$218K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
625New |
$24.1K - $26K
|
625
$39.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
475New |
$18.3K - $19.7K
|
475
$30K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
250New |
$9.65K - $10.4K
|
250
$15.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
181New |
$6.98K - $7.52K
|
181
$11.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
124+ 0.05% |
$4.79K - $5.15K
|
239K
$15.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
12New |
$463 - $499
|
12
$759
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7+ 12.5% |
$270 - $291
|
63
$3.98K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
6.5KNew |
$245K - $277K
|
6.5K
$411K
|
|
|
Apr 10, 2023
Q1 2023
|
Wealth Management Resources, Inc.
|
BUY
|
- |
4.14K+ 3.11% |
$156K - $177K
|
137K
$8.68M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
2.55KNew |
$95.8K - $109K
|
2.55K
$161K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.5K+ 49.0% |
$94.1K - $107K
|
7.6K
$481K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
471New |
$17.7K - $20.1K
|
471
$29.8K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
349New |
$13.1K - $14.9K
|
349
$22.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
186+ 1.28% |
$7K - $7.94K
|
14.7K
$931K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
58New |
$2.18K - $2.47K
|
58
$3.67K
|
|