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 $739 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2024 Q1 2024 |
3,549
shares
|
$183,234
0.0% of portfolio
|
Q1 2024
Reduced 63.22%
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
3,444
shares
|
$177,813
0.02% of portfolio
|
Q2 2023
New holding
|
|
Iag Wealth Partners, LLC
|
Apr 24, 2024 Q1 2024 |
3,151
shares
|
$162,686
0.03% of portfolio
|
Q1 2024
Reduced 1.38%
|
|
West End Advisors, LLC
|
May 07, 2024 Q1 2024 |
3,108
shares
|
$160,466
0.0% of portfolio
|
Q1 2024
Reduced 24.67%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
2,880
shares
|
$148,694
0.0% of portfolio
|
Q1 2024
Reduced 38.46%
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
2,613
shares
|
$134,909
0.0% of portfolio
|
Q3 2023
Added 0.27%
|
|
Gradient Investments LLC
|
Apr 23, 2024 Q1 2024 |
2,465
shares
|
$127,267
0.0% of portfolio
|
Q1 2024
Reduced 8.23%
|
|
Fwl Investment Management, LLC
|
May 13, 2024 Q1 2024 |
1,950
shares
|
$100,678
0.05% of portfolio
|
Q1 2024
Reduced 4.88%
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 14, 2024 Q1 2024 |
1,864
shares
|
$96,238
0.0% of portfolio
|
Q3 2023
New holding
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
1,779
shares
|
$91,849
0.01% of portfolio
|
Q4 2020
New holding
|
|
Field & Main Bank
|
Apr 29, 2024 Q1 2024 |
1,750
shares
|
$90,352
0.03% of portfolio
|
Q3 2023
Added 2.04%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
1,725
shares
|
$89,061
0.0% of portfolio
|
Q1 2024
Reduced 16.55%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,463
shares
|
$75,534
0.0% of portfolio
|
Q4 2023
Added 1.46%
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
1,050
shares
|
$54,211
0.01% of portfolio
|
Q3 2023
Reduced 36.59%
|
|
Oakworth Capital, Inc.
|
Apr 22, 2024 Q1 2024 |
1,000
shares
|
$51,630
0.0% of portfolio
|
Q4 2023
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
May 10, 2024 Q1 2024 |
900
shares
|
$46,467
0.01% of portfolio
|
Q1 2024
New holding
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 13, 2024 Q1 2024 |
741
shares
|
$38,257
0.0% of portfolio
|
Q3 2023
Reduced 2.63%
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2024 Q1 2024 |
724
shares
|
$37,380
0.01% of portfolio
|
Q3 2022
Added 265.66%
|
|
Capital Advisors, Ltd. LLC
|
Apr 18, 2024 Q1 2024 |
697
shares
|
$35,986
0.0% of portfolio
|
Q1 2022
Added 35.6%
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2024 Q1 2024 |
625
shares
|
$32,268
0.0% of portfolio
|
Q2 2023
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
584
shares
|
$30,151
0.0% of portfolio
|
Q1 2024
New holding
|
|
S.A. Mason LLC
|
Apr 15, 2024 Q1 2024 |
570
shares
|
$29,429
0.02% of portfolio
|
Q1 2022
Added 8.99%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
536
shares
|
$27,673
0.0% of portfolio
|
Q4 2023
Added 22.37%
|
|
Northwest Capital Management Inc
|
Apr 09, 2024 Q1 2024 |
475
shares
|
$24,524
0.01% of portfolio
|
Q2 2023
New holding
|
|
Clean Yield Group
|
May 29, 2024 Q1 2024 |
439
shares
|
$22,665
0.01% of portfolio
|
Q4 2021
New holding
|