Purchases and Sales Made in Q3 2021 in Global X Mlp & Energy Infrastr (MLPX)
This table provides information about the institutional ownership of Global X Mlp & Energy Infrastr (MLPX) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 12, 2021
Q3 2021
|
Founders Capital Management
|
BUY
|
- |
484New |
$15.6K - $17.8K
|
484
$29.6K
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
469+ 138.35% |
$15.1K - $17.3K
|
808
$49.4K
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
333New |
$10.7K - $12.3K
|
333
$20.4K
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
119New |
$3.84K - $4.38K
|
119
$7.28K
|
|
Oct 14, 2021
Q3 2021
|
Field & Main Bank
|
BUY
|
- |
105+ 11.35% |
$3.39K - $3.87K
|
1.03K
$63K
|
|
Oct 21, 2021
Q3 2021
|
Millburn Ridgefield Corp
|
BUY
|
- |
97+ 45.33% |
$3.13K - $3.57K
|
311
$19K
|
|
Oct 26, 2021
Q3 2021
|
West End Advisors, LLC
|
BUY
|
- |
66+ 5.63% |
$2.13K - $2.43K
|
1.24K
$75.7K
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
60New |
$1.94K - $2.21K
|
60
$3.67K
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
25+ 1.47% |
$807 - $921
|
1.73K
$106K
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
17+ 1.45% |
$549 - $626
|
1.19K
$72.8K
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-10Closed |
$323 - $368
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-18Closed |
$581 - $663
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-20Closed |
$645 - $737
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-25- 4.22% |
$807 - $921
|
568
$34.7K
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-25- 36.76% |
$807 - $921
|
43
$2.63K
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
SELL
|
- |
-60- 5.43% |
$1.94K - $2.21K
|
1.05K
$63.9K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-88- 4.74% |
$2.84K - $3.24K
|
1.77K
$108K
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-102Closed |
$3.29K - $3.76K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-138- 21.17% |
$4.45K - $5.08K
|
514
$31.4K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-148- 82.68% |
$4.78K - $5.45K
|
31
$1.9K
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-150- 2.83% |
$4.84K - $5.53K
|
5.16K
$315K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-187- 8.28% |
$6.03K - $6.89K
|
2.07K
$127K
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-250- 5.39% |
$8.07K - $9.21K
|
4.39K
$268K
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
SELL
|
- |
-254Closed |
$8.2K - $9.36K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-274Closed |
$8.84K - $10.1K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-306- 0.2% |
$9.87K - $11.3K
|
153K
$9.33M
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-322Closed |
$10.4K - $11.9K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-506- 15.34% |
$16.3K - $18.6K
|
2.79K
$171K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-842- 11.63% |
$27.2K - $31K
|
6.4K
$391K
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-844- 1.96% |
$27.2K - $31.1K
|
42.2K
$2.58M
|
|
Feb 27, 2023
Q3 2021
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-860- 11.04% |
$27.8K - $31.7K
|
6.93K
$424K
|
|
Oct 29, 2021
Q3 2021
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.31K- 6.3% |
$42.2K - $48.2K
|
19.5K
$1.19M
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-1.65K- 1.36% |
$53.3K - $60.9K
|
120K
$7.31M
|
|
Nov 12, 2021
Q3 2021
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.24K- 58.83% |
$72.3K - $82.6K
|
1.57K
$96K
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.26K- 3.87% |
$72.9K - $83.2K
|
56K
$3.43M
|
|
Nov 01, 2021
Q3 2021
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-2.61K- 42.53% |
$84.1K - $96K
|
3.52K
$215K
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.38K- 0.66% |
$109K - $124K
|
507K
$31M
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
SELL
|
- |
-3.44K- 3.03% |
$111K - $127K
|
110K
$6.74M
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.24K- 7.32% |
$137K - $156K
|
53.7K
$3.28M
|
|
Nov 15, 2021
Q3 2021
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-5.16K- 24.71% |
$166K - $190K
|
15.7K
$961K
|
|
Nov 04, 2021
Q3 2021
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-5.19K- 5.5% |
$168K - $191K
|
89.2K
$5.45M
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.03KClosed |
$195K - $222K
|
0
$0
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.08KClosed |
$196K - $224K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.65K- 6.6% |
$279K - $319K
|
122K
$7.49M
|
|
Oct 19, 2021
Q3 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-9KClosed |
$290K - $332K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-9.74KClosed |
$314K - $359K
|
0
$0
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.4K- 18.32% |
$367K - $419K
|
50.7K
$3.1M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.7K- 6.21% |
$410K - $468K
|
192K
$11.7M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-14K- 5.96% |
$451K - $515K
|
220K
$13.5M
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-14.1K- 6.18% |
$454K - $518K
|
213K
$13.1M
|