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 |
---|---|---|---|---|---|---|---|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
910+ 2.59% |
$37.4K - $39.4K
|
36K
$2.2M
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
888+ 11.06% |
$36.5K - $38.4K
|
8.92K
$546K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
610+ 11.15% |
$25K - $26.4K
|
6.08K
$372K
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
584+ 1.42% |
$24K - $25.3K
|
41.7K
$2.55M
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
500+ 1.49% |
$20.5K - $21.6K
|
34.1K
$2.08M
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
500+ 3.65% |
$20.5K - $21.6K
|
14.2K
$868K
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
500+ 2.27% |
$20.5K - $21.6K
|
22.6K
$1.38M
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
466+ 0.97% |
$19.1K - $20.2K
|
48.3K
$2.96M
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
409+ 8.41% |
$16.8K - $17.7K
|
5.27K
$322K
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
392+ 0.82% |
$16.1K - $17K
|
48.5K
$2.97M
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
342+ 3.04% |
$14K - $14.8K
|
11.6K
$709K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
324+ 4.47% |
$13.3K - $14K
|
7.58K
$463K
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
300+ 4.43% |
$12.3K - $13K
|
7.07K
$432K
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
225New |
$9.24K - $9.74K
|
225
$13.8K
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
219+ 1.41% |
$8.99K - $9.48K
|
15.7K
$961K
|
|
Nov 13, 2023
Q3 2023
|
Anson Capital, Inc.
|
BUY
|
- |
200+ 0.91% |
$8.21K - $8.66K
|
22.3K
$1.36M
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
115+ 1.06% |
$4.72K - $4.98K
|
11K
$672K
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
96New |
$3.94K - $4.16K
|
96
$5.87K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
71New |
$2.92K - $3.07K
|
71
$4.34K
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
70+ 0.44% |
$2.87K - $3.03K
|
15.8K
$967K
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
56New |
$2.3K - $2.42K
|
56
$3.42K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
41New |
$1.68K - $1.77K
|
41
$2.51K
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
BUY
|
- |
35+ 2.04% |
$1.44K - $1.52K
|
1.75K
$107K
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
32New |
$1.31K - $1.39K
|
32
$1.96K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
28+ 0.21% |
$1.15K - $1.21K
|
13.1K
$799K
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
27+ 0.39% |
$1.11K - $1.17K
|
6.9K
$422K
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
20+ 1.41% |
$821 - $866
|
1.44K
$88.2K
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
7+ 0.05% |
$287 - $303
|
14.3K
$874K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 0.27% |
$287 - $303
|
2.6K
$159K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 0.27% |
$287 - $303
|
2.6K
$159K
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
7+ 1.49% |
$287 - $303
|
477
$29.2K
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.03% |
$246 - $260
|
22.1K
$1.35M
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-16- 0.34% |
$657 - $693
|
4.62K
$283K
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-17- 0.26% |
$698 - $736
|
6.43K
$393K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-19- 37.25% |
$780 - $823
|
32
$1.96K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-20- 2.63% |
$821 - $866
|
741
$45.3K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-104- 5.0% |
$4.27K - $4.5K
|
1.98K
$121K
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-104- 0.3% |
$4.27K - $4.5K
|
34.4K
$2.1M
|
|
Nov 15, 2023
Q3 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-105- 0.04% |
$4.31K - $4.55K
|
292K
$17.8M
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-121- 0.36% |
$4.97K - $5.24K
|
33.2K
$2.03M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-141- 2.36% |
$5.79K - $6.1K
|
5.82K
$356K
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-152- 1.54% |
$6.24K - $6.58K
|
9.73K
$595K
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-214- 0.27% |
$8.79K - $9.26K
|
78.4K
$4.8M
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-254- 1.76% |
$10.4K - $11K
|
14.1K
$865K
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-361- 2.89% |
$14.8K - $15.6K
|
12.1K
$742K
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-423- 1.04% |
$17.4K - $18.3K
|
40.4K
$2.47M
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-424- 11.21% |
$17.4K - $18.4K
|
3.36K
$205K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-445- 5.98% |
$18.3K - $19.3K
|
6.99K
$428K
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-516- 5.46% |
$21.2K - $22.3K
|
8.94K
$547K
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-548- 6.28% |
$22.5K - $23.7K
|
8.18K
$500K
|