Purchases and Sales Made in Q1 2023 in Global X Mlp & Energy Infrastr (MLPX)
This table provides information about the institutional ownership of Global X Mlp & Energy Infrastr (MLPX) during Q1 2023. The information is specifically focused on institutions that hold shares of GLOBAL X MLP & ENERGY INFRASTR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
2.4K+ 12.21% |
$90.3K - $102K
|
22.1K
$1.37M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.35K+ 15.63% |
$88.6K - $100K
|
17.4K
$1.08M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
1.73K+ 2.14% |
$65.1K - $73.8K
|
82.4K
$5.12M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.45K+ 16.72% |
$54.7K - $62K
|
10.1K
$631K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
1.4K+ 49.95% |
$52.5K - $59.6K
|
4.19K
$261K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.3K+ 10.9% |
$48.7K - $55.3K
|
13.2K
$820K
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.25K+ 13.2% |
$47.1K - $53.4K
|
10.7K
$667K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.18K+ 422.86% |
$44.6K - $50.5K
|
1.46K
$91.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.04K+ 2.86% |
$39.2K - $44.5K
|
37.5K
$2.33M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.03K+ 21.34% |
$38.6K - $43.8K
|
5.83K
$363K
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.01K+ 1.88% |
$38.1K - $43.2K
|
54.9K
$3.41M
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
892+ 2.18% |
$33.6K - $38.1K
|
41.9K
$2.61M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
795+ 11.98% |
$29.9K - $33.9K
|
7.43K
$462K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
534New |
$20.1K - $22.8K
|
534
$33.2K
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
526+ 1.31% |
$19.8K - $22.4K
|
40.5K
$2.52M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
520+ 1.52% |
$19.6K - $22.2K
|
34.7K
$2.16M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
493+ 23.79% |
$18.6K - $21K
|
2.57K
$160K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
488+ 3.62% |
$18.4K - $20.8K
|
14K
$870K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
471New |
$17.7K - $20.1K
|
471
$29.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
455+ 5.31% |
$17.1K - $19.4K
|
9.02K
$561K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
349New |
$13.1K - $14.9K
|
349
$21.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
BUY
|
- |
315+ 22.5% |
$11.9K - $13.4K
|
1.72K
$107K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
300New |
$11.3K - $12.8K
|
300
$18.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
271+ 0.3% |
$10.2K - $11.6K
|
90.8K
$5.64M
|
|
|
Apr 25, 2023
Q1 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
186+ 1.28% |
$7K - $7.94K
|
14.7K
$916K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
181+ 1.16% |
$6.81K - $7.72K
|
15.8K
$986K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
131+ 0.86% |
$4.93K - $5.59K
|
15.3K
$954K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
58New |
$2.18K - $2.47K
|
58
$3.61K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
57New |
$2.14K - $2.43K
|
57
$3.55K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
56New |
$2.11K - $2.39K
|
56
$3.48K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
54+ 2.24% |
$2.03K - $2.3K
|
2.47K
$153K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
50+ 6.49% |
$1.88K - $2.13K
|
821
$51.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
37New |
$1.39K - $1.58K
|
37
$2.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
37+ 0.24% |
$1.39K - $1.58K
|
15.5K
$965K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
30+ 4.82% |
$1.13K - $1.28K
|
653
$40.6K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
28+ 215.38% |
$1.05K - $1.19K
|
41
$2.55K
|
|
|
May 15, 2023
Q1 2023
|
Anson Capital, Inc.
|
BUY
|
- |
25+ 0.1% |
$941 - $1.07K
|
24.5K
$1.53M
|
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
25+ 0.37% |
$941 - $1.07K
|
6.85K
$426K
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
7+ 0.05% |
$263 - $299
|
14.5K
$904K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
6+ 1.31% |
$226 - $256
|
463
$28.8K
|
|
|
May 18, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-12- 0.05% |
$452 - $512
|
22.9K
$1.42M
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-20- 0.28% |
$753 - $853
|
7.03K
$437K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-24- 0.34% |
$903 - $1.02K
|
6.94K
$431K
|
|
|
Apr 20, 2023
Q1 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-44- 0.29% |
$1.66K - $1.88K
|
14.9K
$926K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-48- 1.84% |
$1.81K - $2.05K
|
2.57K
$160K
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-75- 0.76% |
$2.82K - $3.2K
|
9.78K
$608K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-80- 0.84% |
$3.01K - $3.41K
|
9.44K
$587K
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-85- 0.58% |
$3.2K - $3.63K
|
14.5K
$902K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-96Closed |
$3.61K - $4.1K
|
0
$0
|