Purchases and Sales Made in Q3 2023 in Global X Mlp & Energy Infrastr (MLPX)
This table provides information about the institutional ownership of Global X Mlp & Energy Infrastr (MLPX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
86.6K+ 206.81% |
$3.56M - $3.75M
|
128K
$7.86M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
45KNew |
$1.85M - $1.95M
|
45K
$2.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
42.4KNew |
$1.74M - $1.83M
|
42.4K
$2.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
42.3KNew |
$1.74M - $1.83M
|
42.3K
$2.59M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
40.4KNew |
$1.66M - $1.75M
|
40.4K
$2.47M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
35.7K+ 411.16% |
$1.47M - $1.55M
|
44.4K
$2.71M
|
|
|
Nov 17, 2023
Q3 2023
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
31KNew |
$1.27M - $1.34M
|
31K
$1.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
29.3KNew |
$1.2M - $1.27M
|
29.3K
$1.79M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
27.8K+ 126.82% |
$1.14M - $1.2M
|
49.7K
$3.04M
|
|
|
Nov 01, 2023
Q3 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
18.8K+ 63.02% |
$771K - $813K
|
48.6K
$2.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.3K+ 24.51% |
$668K - $705K
|
82.7K
$5.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
15.4K+ 74.88% |
$631K - $665K
|
35.9K
$2.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.2K+ 149.46% |
$542K - $572K
|
22.1K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
BUY
|
- |
11.1K+ 21.7% |
$456K - $481K
|
62.3K
$3.81M
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
11K+ 9.49% |
$450K - $475K
|
127K
$7.74M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
9.42K+ 14.28% |
$387K - $408K
|
75.4K
$4.61M
|
|
|
Nov 07, 2024
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
7.82K+ 25.7% |
$321K - $339K
|
38.2K
$2.34M
|
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
7.19K+ 23.23% |
$295K - $311K
|
38.2K
$2.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
7.16K+ 625.61% |
$294K - $310K
|
8.3K
$508K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.39K+ 0.96% |
$262K - $276K
|
673K
$41.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
5.73K+ 2.89% |
$235K - $248K
|
204K
$12.5M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
5.24KNew |
$215K - $227K
|
5.24K
$320K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
5.24KNew |
$215K - $227K
|
5.24K
$320K
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
5.18KNew |
$213K - $224K
|
5.18K
$317K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.75KNew |
$195K - $205K
|
4.75K
$290K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.6K+ 5750.0% |
$189K - $199K
|
4.68K
$286K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
4.59KNew |
$188K - $199K
|
4.59K
$281K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.88KNew |
$159K - $168K
|
3.88K
$237K
|
|
|
Oct 18, 2023
Q3 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.53K+ 6.35% |
$145K - $153K
|
59.2K
$3.62M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
3.03K+ 16.83% |
$124K - $131K
|
21K
$1.29M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.84K+ 1.54% |
$117K - $123K
|
188K
$11.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.62K+ 4.09% |
$107K - $113K
|
66.6K
$4.07M
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
2.52K+ 2.81% |
$104K - $109K
|
92.1K
$5.64M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.48K+ 5.78% |
$102K - $107K
|
45.3K
$2.77M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.41K+ 1.29% |
$98.9K - $104K
|
189K
$11.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
2.4KNew |
$98.5K - $104K
|
2.4K
$147K
|
|
|
Oct 10, 2023
Q3 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
2.37K+ 4.64% |
$97.3K - $103K
|
53.5K
$3.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.09K+ 19.75% |
$86K - $90.6K
|
12.7K
$776K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.98K+ 0.45% |
$81.2K - $85.6K
|
439K
$26.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.97K+ 0.33% |
$81.1K - $85.5K
|
594K
$36.3M
|
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.95K+ 16.36% |
$80K - $84.4K
|
13.9K
$848K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.86KNew |
$76.5K - $80.7K
|
1.86K
$114K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.65K+ 30.6% |
$67.8K - $71.5K
|
7.05K
$431K
|
|
|
Dec 18, 2023
Q3 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
1.58K+ 8.5% |
$64.7K - $68.2K
|
20.1K
$1.23M
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
1.44K+ 1.86% |
$58.9K - $62.1K
|
78.4K
$4.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.4K+ 0.75% |
$57.6K - $60.7K
|
189K
$11.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.35K+ 3.48% |
$55.2K - $58.2K
|
40K
$2.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.23K+ 0.92% |
$50.4K - $53.1K
|
134K
$8.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.19K+ 0.63% |
$49K - $51.7K
|
191K
$11.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
1.15K+ 4.51% |
$47.2K - $49.8K
|
26.6K
$1.63M
|