Institutional Ownership Global X Mlp & Energy Infrastr (MLPX)
This table provides information about the institutional ownership of Global X Mlp & Energy Infrastr (MLPX). We have compiled data on the 201 institutions that hold shares in the stock, with a total of 14.3 Million shares, which have been reported (via 13F filing form) to have a value of $734 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
2,551,192
shares
|
$131 Million
0.01% of portfolio
|
Q1 2024
Added 3.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
2,011,051
shares
|
$103 Million
0.01% of portfolio
|
Q1 2024
Added 11.98%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
818,842
shares
|
$42 Million
0.02% of portfolio
|
Q1 2024
Added 11.33%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
708,480
shares
|
$36.4 Million
0.01% of portfolio
|
Q1 2024
Added 2.92%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
591,712
shares
|
$30.4 Million
0.01% of portfolio
|
Q1 2024
Added 10.86%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
423,461
shares
|
$21.7 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.38%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
330,920
shares
|
$17 Million
0.01% of portfolio
|
Q1 2024
Added 16.37%
|
|
|
Gen Trust, LLC
|
Apr 19, 2024 Q1 2024 |
304,529
shares
|
$15.6 Million
0.92% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
298,522
shares
|
$15.3 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.2%
|
|
|
Annandale Capital, LLC
Dallas, TX |
May 14, 2024 Q1 2024 |
290,670
shares
|
$14.9 Million
2.62% of portfolio
|
Q1 2024
Added 3.81%
|
|
|
Curran Financial Partners, LLC
|
May 02, 2024 Q1 2024 |
212,716
shares
|
$10.9 Million
4.35% of portfolio
|
Q1 2024
Added 1.56%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
207,297
shares
|
$10.6 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
201,906
shares
|
$10.4 Million
0.01% of portfolio
|
Q1 2024
Added 6.16%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
199,955
shares
|
$10.3 Million
0.05% of portfolio
|
Q1 2024
Added 6.94%
|
|
|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
190,282
shares
|
$9.77 Million
0.1% of portfolio
|
Q1 2024
Reduced 3.34%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
188,906
shares
|
$9.69 Million
0.02% of portfolio
|
Q3 2023
Added 1.29%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
188,513
shares
|
$9.67 Million
0.21% of portfolio
|
Q1 2024
Added 0.49%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
180,941
shares
|
$9.29 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.53%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Apr 25, 2024 Q1 2024 |
174,937
shares
|
$8.98 Million
3.83% of portfolio
|
Q1 2024
Added 14.07%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
159,117
shares
|
$8.17 Million
0.24% of portfolio
|
Q1 2024
Added 5.71%
|
|
|
Baker Avenue Asset Management, LP
|
May 10, 2024 Q1 2024 |
140,140
shares
|
$7.19 Million
0.24% of portfolio
|
Q1 2024
Reduced 2.09%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
135,194
shares
|
$6.94 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.53%
|
|
|
Destiny Wealth Partners, LLC
|
Apr 09, 2024 Q1 2024 |
134,475
shares
|
$6.9 Million
1.2% of portfolio
|
Q1 2024
Added 4.21%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2024 Q1 2024 |
110,000
shares
|
$5.65 Million
0.59% of portfolio
|
Q4 2023
Reduced 48.84%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
92,144
shares
|
$4.73 Million
4.11% of portfolio
|
Q3 2023
Added 2.81%
|
|