Purchases and Sales Made in Q2 2023 in Global X Mlp & Energy Infrastr (MLPX)
This table provides information about the institutional ownership of Global X Mlp & Energy Infrastr (MLPX) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.17K+ 3.12% |
$45.2K - $48.6K
|
38.6K
$2.36M
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.14K+ 12611.11% |
$43.8K - $47.2K
|
1.14K
$70K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.09K+ 6.36% |
$42.1K - $45.4K
|
18.3K
$1.12M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
963+ 1.47% |
$37.2K - $40K
|
66.4K
$4.06M
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
929+ 2.22% |
$35.9K - $38.6K
|
42.8K
$2.62M
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
795+ 1.45% |
$30.7K - $33K
|
55.7K
$3.4M
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
732+ 7.22% |
$28.2K - $30.4K
|
10.9K
$665K
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
632+ 1.34% |
$24.4K - $26.3K
|
47.9K
$2.93M
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
625New |
$24.1K - $26K
|
625
$38.2K
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
600+ 8.07% |
$23.2K - $24.9K
|
8.03K
$491K
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
596+ 1.47% |
$23K - $24.8K
|
41.1K
$2.52M
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
475New |
$18.3K - $19.7K
|
475
$29.1K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
322+ 0.21% |
$12.4K - $13.4K
|
157K
$9.61M
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
312New |
$12K - $13K
|
312
$19.1K
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
274+ 3.04% |
$10.6K - $11.4K
|
9.3K
$568K
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
250New |
$9.65K - $10.4K
|
250
$15.3K
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
181New |
$6.98K - $7.52K
|
181
$11.1K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
159+ 6.29% |
$6.14K - $6.61K
|
2.69K
$164K
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
139+ 2.1% |
$5.36K - $5.78K
|
6.77K
$414K
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
124+ 0.05% |
$4.79K - $5.15K
|
239K
$14.6M
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
30New |
$1.16K - $1.25K
|
30
$1.83K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
27+ 1.05% |
$1.04K - $1.12K
|
2.59K
$159K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
27+ 1.05% |
$1.04K - $1.12K
|
2.59K
$159K
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
27+ 0.39% |
$1.04K - $1.12K
|
6.87K
$420K
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
25+ 0.35% |
$965 - $1.04K
|
7.26K
$444K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
12New |
$463 - $499
|
12
$734
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10+ 24.39% |
$386 - $416
|
51
$3.12K
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7+ 1.51% |
$270 - $291
|
470
$28.7K
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7+ 12.5% |
$270 - $291
|
63
$3.85K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.2% |
$116 - $125
|
1.47K
$89.7K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-10- 0.6% |
$386 - $416
|
1.66K
$101K
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-14- 14.29% |
$540 - $582
|
84
$5.14K
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-19- 0.03% |
$733 - $790
|
74.2K
$4.54M
|
|
Aug 14, 2023
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-33- 0.02% |
$1.27K - $1.37K
|
137K
$8.39M
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-46- 7.04% |
$1.78K - $1.91K
|
607
$37.1K
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-51- 0.73% |
$1.97K - $2.12K
|
6.98K
$427K
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-60- 7.31% |
$2.32K - $2.49K
|
761
$46.5K
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-103- 0.71% |
$3.97K - $4.28K
|
14.4K
$881K
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-113- 0.71% |
$4.36K - $4.7K
|
15.7K
$962K
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-143- 2.5% |
$5.52K - $5.94K
|
5.57K
$341K
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-211- 4.15% |
$8.14K - $8.77K
|
4.87K
$298K
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-215- 1.69% |
$8.3K - $8.94K
|
12.5K
$764K
|
|
Jul 10, 2023
Q2 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-242- 1.67% |
$9.34K - $10.1K
|
14.3K
$874K
|
|
Jul 26, 2023
Q2 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-247- 1.44% |
$9.53K - $10.3K
|
16.9K
$1.03M
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-279- 1.25% |
$10.8K - $11.6K
|
22.1K
$1.35M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-296- 12.46% |
$11.4K - $12.3K
|
2.08K
$127K
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-324- 3.31% |
$12.5K - $13.5K
|
9.46K
$578K
|
|
Jul 12, 2023
Q2 2023
|
Birch Capital Management, LLC
|
SELL
|
- |
-350- 16.39% |
$13.5K - $14.5K
|
1.79K
$109K
|
|
Aug 14, 2023
Q2 2023
|
Investors Research Corp
|
SELL
|
- |
-475- 1.6% |
$18.3K - $19.7K
|
29.3K
$1.79M
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-485- 3.47% |
$18.7K - $20.2K
|
13.5K
$826K
|