Purchases and Sales Made in Q1 2024 in Global X Mlp & Energy Infrastr (MLPX)
This table provides information about the institutional ownership of Global X Mlp & Energy Infrastr (MLPX) during Q1 2024. 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 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
215K+ 11.98% |
$9.32M - $10.5M
|
2.01M
$123M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
207KNew |
$8.97M - $10.2M
|
207K
$12.7M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
84.5K+ 3.43% |
$3.66M - $4.14M
|
2.55M
$156M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
84.5K+ 3.43% |
$3.66M - $4.14M
|
2.55M
$156M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
83.4K+ 11.33% |
$3.61M - $4.08M
|
819K
$50.1M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
82KNew |
$3.55M - $4.02M
|
82K
$5.02M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
81.4KNew |
$3.52M - $3.99M
|
81.4K
$4.98M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
57.9K+ 10.86% |
$2.51M - $2.84M
|
592K
$36.2M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
46.6K+ 16.37% |
$2.02M - $2.28M
|
331K
$20.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
34.7K+ 22.09% |
$1.5M - $1.7M
|
192K
$11.7M
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
34.2K+ 3415500.0% |
$1.48M - $1.67M
|
34.2K
$2.09M
|
|
|
May 15, 2024
Q1 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
31KNew |
$1.34M - $1.52M
|
31K
$1.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
27.8K+ 59.66% |
$1.2M - $1.36M
|
74.4K
$4.55M
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
21.6K+ 14.07% |
$934K - $1.06M
|
175K
$10.7M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20.1K+ 2.92% |
$870K - $984K
|
708K
$43.3M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
19KNew |
$824K - $932K
|
19K
$1.16M
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
16KNew |
$693K - $784K
|
16K
$979K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
16KNew |
$691K - $782K
|
16K
$976K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
15.7KNew |
$679K - $768K
|
15.7K
$959K
|
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
15.6KNew |
$677K - $766K
|
15.6K
$956K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13K+ 6.94% |
$562K - $635K
|
200K
$12.2M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
12.7KNew |
$551K - $624K
|
12.7K
$779K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.4KNew |
$537K - $608K
|
12.4K
$759K
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
12KNew |
$518K - $587K
|
12K
$732K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.7K+ 6.16% |
$507K - $574K
|
202K
$12.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Birch Capital Management, LLC
|
BUY
|
- |
10.9K+ 572.81% |
$472K - $535K
|
12.8K
$784K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.8K+ 94.61% |
$468K - $530K
|
22.3K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
10.7K+ 3.81% |
$462K - $523K
|
291K
$17.8M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.6K+ 5.71% |
$372K - $421K
|
159K
$9.73M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.58K+ 11.39% |
$371K - $420K
|
83.9K
$5.13M
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
8.03K+ 22.93% |
$348K - $393K
|
43K
$2.63M
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
7.86KNew |
$340K - $385K
|
7.86K
$481K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
7.54KNew |
$327K - $370K
|
7.54K
$461K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.91K+ 125.48% |
$299K - $339K
|
12.4K
$759K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.87KNew |
$298K - $337K
|
6.87K
$420K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.7K+ 93.04% |
$290K - $328K
|
13.9K
$850K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
6.16K+ 12.43% |
$267K - $302K
|
55.7K
$3.41M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
BUY
|
- |
5.49K+ 8.5% |
$238K - $269K
|
70.2K
$4.29M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.43K+ 4.21% |
$235K - $266K
|
134K
$8.22M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.15K+ 8.58% |
$223K - $252K
|
65.2K
$3.99M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.99KNew |
$216K - $244K
|
4.99K
$305K
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
4.57KNew |
$198K - $224K
|
4.57K
$280K
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.5KNew |
$195K - $220K
|
4.5K
$275K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.35KNew |
$188K - $213K
|
4.35K
$266K
|
|
|
May 10, 2024
Q1 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
3.7K+ 12.01% |
$160K - $181K
|
34.5K
$2.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.61K+ 7.52% |
$156K - $177K
|
51.7K
$3.16M
|
|
|
May 02, 2024
Q1 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
3.27K+ 1.56% |
$142K - $160K
|
213K
$13M
|
|
|
Sep 16, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
3K+ 10.59% |
$130K - $147K
|
31.3K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.9K+ 20.01% |
$125K - $142K
|
17.4K
$1.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
2.77K+ 10.99% |
$120K - $136K
|
28K
$1.71M
|