Purchases and Sales Made in Q4 2023 in Global X Mlp & Energy Infrastr (MLPX)
This table provides information about the institutional ownership of Global X Mlp & Energy Infrastr (MLPX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
262K+ 591.34% |
$10.7M - $11.9M
|
307K
$18.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
153KNew |
$6.24M - $6.97M
|
153K
$9.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
151KNew |
$6.12M - $6.84M
|
151K
$9.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
107K+ 129.99% |
$4.37M - $4.89M
|
190K
$11.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
76.1KNew |
$3.1M - $3.46M
|
76.1K
$4.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
57.9K+ 3.33% |
$2.36M - $2.63M
|
1.8M
$110M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
31KNew |
$1.26M - $1.41M
|
31K
$1.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
30.7K+ 265.18% |
$1.25M - $1.4M
|
42.3K
$2.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
24.4KNew |
$992K - $1.11M
|
24.4K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
20.2K+ 2.83% |
$823K - $920K
|
735K
$45M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
15.7K+ 2.33% |
$638K - $713K
|
688K
$42.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
15.4KNew |
$628K - $701K
|
15.4K
$943K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.8K+ 29.79% |
$602K - $673K
|
64.5K
$3.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
14.7K+ 11.42% |
$597K - $667K
|
143K
$8.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11K+ 180.54% |
$447K - $499K
|
17.1K
$1.04M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
10.7K+ 21.99% |
$435K - $486K
|
59.3K
$3.63M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
10.3KNew |
$421K - $470K
|
10.3K
$632K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.32KNew |
$379K - $423K
|
9.32K
$570K
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
9.08KNew |
$370K - $413K
|
9.08K
$555K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.73K+ 13.12% |
$355K - $397K
|
75.3K
$4.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.9K+ 1.8% |
$322K - $359K
|
447K
$27.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.4K+ 12.51% |
$301K - $336K
|
66.6K
$4.07M
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
7.2KNew |
$293K - $327K
|
7.2K
$440K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.92KNew |
$281K - $314K
|
6.92K
$423K
|
|
|
Jan 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
5.38K+ 2.64% |
$219K - $245K
|
209K
$12.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
5.02KNew |
$204K - $228K
|
5.02K
$307K
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
4.87KNew |
$198K - $221K
|
4.87K
$298K
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
4.87KNew |
$198K - $221K
|
4.87K
$298K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.8KNew |
$195K - $218K
|
4.8K
$294K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.6K+ 6.09% |
$187K - $209K
|
80.1K
$4.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.34K+ 10.27% |
$177K - $197K
|
46.6K
$2.85M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
4.22K+ 20.08% |
$172K - $192K
|
25.2K
$1.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
4.18K+ 15.69% |
$170K - $190K
|
30.8K
$1.88M
|
|
|
Jan 29, 2024
Q4 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
4.03K+ 7.53% |
$164K - $183K
|
57.5K
$3.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
3.87K+ 16.75% |
$157K - $176K
|
27K
$1.65M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.53K+ 0.82% |
$144K - $161K
|
434K
$26.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.44K+ 15.59% |
$140K - $156K
|
25.5K
$1.56M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.07K+ 9.84% |
$125K - $139K
|
34.2K
$2.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.8K+ 0.92% |
$114K - $127K
|
308K
$18.9M
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
2.73K+ 13.6% |
$111K - $124K
|
22.8K
$1.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.44K+ 1.93% |
$99.4K - $111K
|
129K
$7.89M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
2.33K+ 3.73% |
$94.6K - $106K
|
64.7K
$3.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.12K+ 1.37% |
$86.2K - $96.3K
|
157K
$9.6M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.09K+ 27.63% |
$85.2K - $95.1K
|
9.67K
$591K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.09K+ 0.74% |
$85K - $94.9K
|
284K
$17.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.01K+ 15.8% |
$81.6K - $91.2K
|
14.7K
$899K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.78K+ 6.07% |
$72.5K - $81K
|
31.1K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.48K+ 1.1% |
$60.2K - $67.3K
|
136K
$8.31M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.22K+ 142.61% |
$49.4K - $55.2K
|
2.07K
$126K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.19K+ 13.35% |
$48.5K - $54.1K
|
10.1K
$618K
|