Purchases and Sales Made in Q2 2022 in Global X Mlp & Energy Infrastr (MLPX)
This table provides information about the institutional ownership of Global X Mlp & Energy Infrastr (MLPX) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.95K+ 6.42% |
$71.8K - $89.1K
|
32.3K
$2.01M
|
|
Jan 12, 2023
Q2 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.82K+ 13.84% |
$67.2K - $83.3K
|
15K
$931K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.67KNew |
$61.5K - $76.3K
|
1.67K
$104K
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
1.6K+ 8.86% |
$59K - $73.3K
|
19.7K
$1.22M
|
|
Aug 15, 2022
Q2 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.55K+ 2.49% |
$57K - $70.8K
|
63.7K
$3.96M
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.48K+ 3.74% |
$54.7K - $67.9K
|
41.1K
$2.56M
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.18K+ 5.14% |
$43.4K - $53.8K
|
24K
$1.49M
|
|
Aug 15, 2022
Q2 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.15K+ 10.48% |
$42.3K - $52.5K
|
12.1K
$751K
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.14K+ 13.09% |
$42.1K - $52.2K
|
9.85K
$613K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.12K+ 10.91% |
$41.3K - $51.2K
|
11.4K
$707K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.02K+ 21.53% |
$37.8K - $46.9K
|
5.78K
$360K
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
857+ 2.88% |
$31.6K - $39.2K
|
30.6K
$1.9M
|
|
Aug 12, 2022
Q2 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
683+ 1.58% |
$25.2K - $31.3K
|
43.8K
$2.72M
|
|
Aug 12, 2022
Q2 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
485+ 1.26% |
$17.9K - $22.2K
|
39K
$2.42M
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
434+ 8.54% |
$16K - $19.9K
|
5.52K
$343K
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
416+ 1.66% |
$15.4K - $19K
|
25.5K
$1.59M
|
|
Aug 08, 2022
Q2 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
337+ 1.7% |
$12.4K - $15.4K
|
20.2K
$1.26M
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
300New |
$11.1K - $13.7K
|
300
$18.7K
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
250New |
$9.23K - $11.4K
|
250
$15.6K
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
235New |
$8.67K - $10.8K
|
235
$14.6K
|
|
Jul 28, 2022
Q2 2022
|
West End Advisors, LLC
|
BUY
|
- |
201+ 7.56% |
$7.42K - $9.2K
|
2.86K
$178K
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
175+ 0.08% |
$6.46K - $8.01K
|
216K
$13.4M
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
174New |
$6.42K - $7.97K
|
174
$10.8K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
94+ 23.92% |
$3.47K - $4.3K
|
487
$30.3K
|
|
Jul 18, 2022
Q2 2022
|
Field & Main Bank
|
BUY
|
- |
70+ 5.26% |
$2.58K - $3.21K
|
1.4K
$87.1K
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
70+ 0.71% |
$2.58K - $3.21K
|
9.97K
$620K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
28New |
$1.03K - $1.28K
|
28
$1.74K
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
24+ 1.35% |
$886 - $1.1K
|
1.8K
$112K
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23+ 0.34% |
$849 - $1.05K
|
6.77K
$421K
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
BUY
|
- |
23+ 1.21% |
$849 - $1.05K
|
1.93K
$120K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
11+ 0.5% |
$406 - $504
|
2.23K
$139K
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
BUY
|
- |
6+ 1.45% |
$221 - $275
|
421
$26.2K
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1New |
$36.9 - $45.8
|
1
$62.2
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
SELL
|
- |
-10Closed |
$369 - $458
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
SELL
|
- |
-11- 25.58% |
$406 - $504
|
32
$1.99K
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-26- 0.08% |
$959 - $1.19K
|
32.8K
$2.04M
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-47- 0.26% |
$1.73K - $2.15K
|
17.8K
$1.11M
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-75Closed |
$2.77K - $3.43K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-78- 55.32% |
$2.88K - $3.57K
|
63
$3.92K
|
|
Feb 27, 2023
Q2 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-165- 2.65% |
$6.09K - $7.56K
|
6.06K
$377K
|
|
Mar 30, 2023
Q2 2022
|
Birch Capital Management, LLC
|
SELL
|
- |
-195- 8.61% |
$7.2K - $8.93K
|
2.07K
$129K
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-196Closed |
$7.23K - $8.97K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-222- 13.21% |
$8.19K - $10.2K
|
1.46K
$90.7K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-232Closed |
$8.56K - $10.6K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-256- 1.94% |
$9.45K - $11.7K
|
13K
$806K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-287- 2.13% |
$10.6K - $13.1K
|
13.2K
$822K
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-295- 99.66% |
$10.9K - $13.5K
|
1
$62.2
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
SELL
|
- |
-338Closed |
$12.5K - $15.5K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
SELL
|
- |
-484Closed |
$17.9K - $22.2K
|
0
$0
|
|
Aug 23, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-599- 26.82% |
$22.1K - $27.4K
|
1.63K
$102K
|