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 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-606- 36.59% |
$24.9K - $26.2K
|
1.05K
$64.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-615- 41.92% |
$25.3K - $26.6K
|
852
$52.1K
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-700- 9.65% |
$28.7K - $30.3K
|
6.56K
$401K
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-814- 7.83% |
$33.4K - $35.2K
|
9.58K
$586K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-907- 1.86% |
$37.2K - $39.3K
|
47.9K
$2.93M
|
|
|
Nov 01, 2023
Q3 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-917- 5.04% |
$37.7K - $39.7K
|
17.3K
$1.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.36K- 14.66% |
$56K - $59K
|
7.93K
$485K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.52K- 8.33% |
$62.5K - $65.8K
|
16.7K
$1.02M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.72K- 5.22% |
$70.5K - $74.3K
|
31.1K
$1.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.99K- 0.46% |
$81.9K - $86.3K
|
430K
$26.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.21K- 2.84% |
$90.5K - $95.5K
|
75.5K
$4.62M
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
SELL
|
- |
-2.23K- 7.6% |
$91.4K - $96.4K
|
27.1K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.33K- 1.48% |
$95.5K - $101K
|
155K
$9.47M
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-2.54K- 25.82% |
$104K - $110K
|
7.3K
$446K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.54K- 22.05% |
$104K - $110K
|
8.98K
$549K
|
|
|
Oct 25, 2023
Q3 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-2.86K- 27.13% |
$118K - $124K
|
7.69K
$471K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-3K- 4.58% |
$123K - $130K
|
62.5K
$3.82M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.73K- 12.65% |
$153K - $161K
|
25.7K
$1.57M
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-3.95K- 3.96% |
$162K - $171K
|
96K
$5.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-4.67K- 16.82% |
$192K - $202K
|
23.1K
$1.41M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.37K- 24.29% |
$221K - $233K
|
16.8K
$1.02M
|
|
|
Oct 30, 2023
Q3 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-5.41K- 7.36% |
$222K - $234K
|
68.1K
$4.16M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-5.64K- 41.79% |
$232K - $244K
|
7.86K
$481K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.65K- 8.14% |
$232K - $245K
|
63.8K
$3.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.92K- 87.39% |
$243K - $256K
|
854
$52.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-6.48KClosed |
$266K - $280K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-6.99K- 26.59% |
$287K - $303K
|
19.3K
$1.18M
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
SELL
|
- |
-7.84K- 9.89% |
$322K - $339K
|
71.4K
$4.37M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-9.72K- 15.76% |
$399K - $421K
|
52K
$3.18M
|
|
|
Oct 19, 2023
Q3 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-9.93K- 25.45% |
$408K - $430K
|
29.1K
$1.78M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-11.4K- 5.23% |
$470K - $495K
|
207K
$12.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-11.6K- 3.66% |
$477K - $503K
|
306K
$18.7M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-12K- 57.05% |
$492K - $519K
|
9.02K
$552K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-16.1K- 48.75% |
$660K - $696K
|
16.9K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-48.7K- 6.37% |
$2M - $2.11M
|
715K
$43.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-54K- 39.35% |
$2.22M - $2.34M
|
83.2K
$5.09M
|
|
|
Oct 11, 2023
Q3 2023
|
Trinity Legacy Partners, LLC
|
SELL
|
- |
-63.9K- 45.83% |
$2.62M - $2.77M
|
75.5K
$4.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-69.5K- 19.76% |
$2.85M - $3.01M
|
282K
$17.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-71.8K- 2.79% |
$2.95M - $3.11M
|
2.5M
$153M
|
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
SELL
|
- |
-87.3K- 21.7% |
$3.59M - $3.78M
|
315K
$19.3M
|