Purchases and Sales Made in Q4 2022 in Global X Mlp & Energy Infrastr (MLPX)
This table provides information about the institutional ownership of Global X Mlp & Energy Infrastr (MLPX) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.09MNew |
$80.3M - $90.9M
|
2.09M
$128M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
88KNew |
$3.37M - $3.82M
|
88K
$5.38M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
81.9K+ 11.48% |
$3.14M - $3.55M
|
795K
$48.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
80.6KNew |
$3.09M - $3.5M
|
80.6K
$4.93M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
71K+ 1025.33% |
$2.72M - $3.08M
|
77.9K
$4.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
65.3K+ 4.47% |
$2.5M - $2.83M
|
1.53M
$93.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
55.3K+ 211.04% |
$2.12M - $2.4M
|
81.5K
$4.99M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
53.8KNew |
$2.06M - $2.34M
|
53.8K
$3.29M
|
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
46.9KNew |
$1.8M - $2.04M
|
46.9K
$2.87M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
40.1K+ 108.22% |
$1.54M - $1.74M
|
77.2K
$4.72M
|
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
38.3KNew |
$1.47M - $1.66M
|
38.3K
$2.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
38K+ 35.82% |
$1.46M - $1.65M
|
144K
$8.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26.9K+ 2.82% |
$1.03M - $1.17M
|
981K
$60M
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
22.9KNew |
$877K - $992K
|
22.9K
$1.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22.2K+ 63.38% |
$849K - $961K
|
57.1K
$3.49M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
18.6KNew |
$714K - $808K
|
18.6K
$1.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Curran Financial Partners, LLC
|
BUY
|
- |
18.4K+ 12.86% |
$707K - $800K
|
162K
$9.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
15.5KNew |
$594K - $673K
|
15.5K
$948K
|
|
|
Jan 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
15.5KNew |
$593K - $672K
|
15.5K
$947K
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
14.9KNew |
$572K - $648K
|
14.9K
$913K
|
|
|
Jan 24, 2023
Q4 2022
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
14.5KNew |
$557K - $631K
|
14.5K
$889K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
14.5KNew |
$557K - $630K
|
14.5K
$888K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
14.2K+ 4.03% |
$545K - $617K
|
367K
$22.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
13.8K+ 20.61% |
$529K - $598K
|
80.7K
$4.94M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
13.5KNew |
$517K - $586K
|
13.5K
$825K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.5K+ 7.03% |
$403K - $456K
|
160K
$9.78M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.52KNew |
$365K - $413K
|
9.52K
$582K
|
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
9.47KNew |
$363K - $411K
|
9.47K
$579K
|
|
|
Feb 14, 2023
Q4 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
9.34K+ 3.57% |
$358K - $405K
|
271K
$16.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
9.3KNew |
$356K - $404K
|
9.3K
$569K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
8.69KNew |
$333K - $377K
|
8.69K
$531K
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
BUY
|
- |
8.62K+ 25.26% |
$330K - $374K
|
42.7K
$2.61M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.86K+ 8.21% |
$263K - $298K
|
90.5K
$5.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
6.64KNew |
$254K - $288K
|
6.64K
$406K
|
|
|
Nov 14, 2023
Q4 2022
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
6.48KNew |
$248K - $281K
|
6.48K
$396K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.34K+ 6.59% |
$243K - $275K
|
103K
$6.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.2KNew |
$238K - $269K
|
6.2K
$379K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.11K+ 1.11% |
$234K - $265K
|
555K
$34M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
6.06KNew |
$232K - $263K
|
6.06K
$371K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.03K+ 1.36% |
$231K - $262K
|
449K
$27.5M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.8KNew |
$222K - $252K
|
5.8K
$355K
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
BUY
|
- |
5.73KNew |
$220K - $249K
|
5.73K
$350K
|
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
5.43K+ 43.14% |
$208K - $236K
|
18K
$1.1M
|
|
|
Mar 08, 2023
Q4 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.43KNew |
$208K - $235K
|
5.43K
$332K
|
|
|
Feb 13, 2023
Q4 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.4KNew |
$207K - $234K
|
5.4K
$330K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.88K+ 33.73% |
$187K - $212K
|
19.3K
$1.18M
|
|
|
Jan 09, 2023
Q4 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
4.62K+ 4.0% |
$177K - $200K
|
120K
$7.36M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.23K+ 16.02% |
$162K - $184K
|
30.7K
$1.87M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
4.2K+ 6.89% |
$161K - $182K
|
65.2K
$3.99M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.04K+ 4.74% |
$155K - $175K
|
89.4K
$5.47M
|