Purchases and Sales Made in Q3 2024 in Global X Mlp & Energy Infrastr (MLPX)
This table provides information about the institutional ownership of Global X Mlp & Energy Infrastr (MLPX) during Q3 2024. 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 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.08KNew |
$206K - $225K
|
4.08K
$250K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.04K+ 11.76% |
$203K - $223K
|
38.4K
$2.35M
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
4.04KNew |
$203K - $223K
|
4.04K
$247K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.97K+ 6.02% |
$200K - $219K
|
70K
$4.28M
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
3.75KNew |
$189K - $207K
|
3.75K
$230K
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
3.73KNew |
$188K - $206K
|
3.73K
$228K
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
3.61K+ 57.12% |
$182K - $199K
|
9.92K
$606K
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
3.6K+ 81.61% |
$181K - $199K
|
8.01K
$490K
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
3.43K+ 7.46% |
$173K - $189K
|
49.3K
$3.02M
|
|
Nov 07, 2024
Q3 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
3.33K+ 3.97% |
$168K - $184K
|
87.4K
$5.35M
|
|
Oct 15, 2024
Q3 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.11K+ 2.37% |
$156K - $171K
|
134K
$8.21M
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
3.07K+ 12.37% |
$154K - $169K
|
27.8K
$1.7M
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.78K+ 3.9% |
$140K - $153K
|
74K
$4.53M
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.73K+ 1.24% |
$137K - $150K
|
223K
$13.6M
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
2.56K+ 5.03% |
$129K - $142K
|
53.6K
$3.28M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.31K+ 57.62% |
$117K - $128K
|
6.33K
$387K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.29K+ 1.21% |
$116K - $127K
|
191K
$11.7M
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
2.05K+ 40.65% |
$103K - $113K
|
7.1K
$434K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.94K+ 35.44% |
$97.6K - $107K
|
7.41K
$453K
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.7K+ 5.45% |
$85.7K - $93.9K
|
32.9K
$2.01M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
1.69K+ 8.63% |
$85.1K - $93.2K
|
21.3K
$1.3M
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.63K+ 14.67% |
$82.2K - $90.1K
|
12.8K
$780K
|
|
Oct 31, 2024
Q3 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
1.43K+ 11.28% |
$71.8K - $78.7K
|
14.1K
$860K
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
1.29K+ 3.03% |
$64.9K - $71.1K
|
43.7K
$2.68M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.28K+ 29.79% |
$64.6K - $70.8K
|
5.59K
$342K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.2K+ 20.04% |
$60.4K - $66.3K
|
7.19K
$440K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.2K+ 25.21% |
$60.4K - $66.2K
|
5.96K
$364K
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
1.19KNew |
$60K - $65.8K
|
1.19K
$72.8K
|
|
Oct 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
1.16K+ 1.57% |
$58.5K - $64.2K
|
75.2K
$4.6M
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.08KNew |
$54.4K - $59.6K
|
1.08K
$66.1K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.06K+ 11.05% |
$53.4K - $58.6K
|
10.7K
$652K
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
1.02KNew |
$51.1K - $56K
|
1.02K
$62.1K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
933+ 88.86% |
$47K - $51.5K
|
1.98K
$121K
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
912+ 2.73% |
$45.9K - $50.4K
|
34.3K
$2.1M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
855+ 6.43% |
$43.1K - $47.2K
|
14.2K
$866K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
772New |
$38.9K - $42.6K
|
772
$47.2K
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
606New |
$30.5K - $33.5K
|
606
$37.1K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
567+ 1.67% |
$28.6K - $31.3K
|
34.5K
$2.11M
|
|
Nov 13, 2024
Q3 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
544+ 1.25% |
$27.4K - $30K
|
43.9K
$2.69M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
523+ 0.67% |
$26.3K - $28.9K
|
78.4K
$4.8M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
498+ 2.69% |
$25.1K - $27.5K
|
19K
$1.16M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
481+ 10.37% |
$24.2K - $26.6K
|
5.12K
$313K
|
|
Oct 29, 2024
Q3 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
414+ 0.71% |
$20.9K - $22.9K
|
58.7K
$3.59M
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
386+ 1.17% |
$19.4K - $21.3K
|
33.3K
$2.03M
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
376+ 3760.0% |
$18.9K - $20.8K
|
386
$23.6K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
365+ 1.38% |
$18.4K - $20.2K
|
26.8K
$1.64M
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
312New |
$15.7K - $17.2K
|
312
$19.1K
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
310New |
$15.6K - $17.1K
|
310
$19K
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
271+ 2.74% |
$13.7K - $15K
|
10.1K
$621K
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
257New |
$12.9K - $14.2K
|
257
$15.7K
|