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 13, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-66- 0.08% |
$2.69K - $3K
|
83.2K
$5.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-100- 0.34% |
$4.07K - $4.55K
|
29K
$1.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 2.16% |
$4.07K - $4.55K
|
4.52K
$281K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-163- 4.85% |
$6.63K - $7.41K
|
3.2K
$199K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-204- 0.75% |
$8.3K - $9.27K
|
26.9K
$1.67M
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-258- 4.92% |
$10.5K - $11.7K
|
4.98K
$310K
|
|
|
Jan 19, 2024
Q4 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-295- 1.88% |
$12K - $13.4K
|
15.4K
$959K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-337- 0.99% |
$13.7K - $15.3K
|
33.7K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-350- 14.58% |
$14.2K - $15.9K
|
2.05K
$128K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
SELL
|
- |
-461- 10.05% |
$18.8K - $21K
|
4.13K
$257K
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-486- 3.44% |
$19.8K - $22.1K
|
13.7K
$850K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-505- 83.2% |
$20.5K - $23K
|
102
$6.34K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-541- 3.9% |
$22K - $24.6K
|
13.3K
$829K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-600- 6.62% |
$24.4K - $27.3K
|
8.47K
$527K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-842- 2.54% |
$34.3K - $38.3K
|
32.4K
$2.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-873- 1.93% |
$35.5K - $39.7K
|
44.4K
$2.76M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1.17K- 6.92% |
$47.6K - $53.2K
|
15.7K
$978K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.37K- 21.53% |
$55.7K - $62.3K
|
4.99K
$311K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.54K- 21.85% |
$62.7K - $70K
|
5.51K
$343K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.77K- 0.94% |
$72K - $80.5K
|
187K
$11.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.79K- 21.93% |
$73K - $81.6K
|
6.39K
$397K
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-2K- 5.57% |
$81.4K - $91K
|
33.9K
$2.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-2.22K- 24.88% |
$90.5K - $101K
|
6.72K
$418K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.61K- 23.76% |
$106K - $119K
|
8.38K
$521K
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-2.66K- 34.62% |
$108K - $121K
|
5.03K
$313K
|
|
|
Feb 05, 2024
Q4 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-2.73K- 15.82% |
$111K - $124K
|
14.5K
$905K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-2.98K- 4.17% |
$121K - $135K
|
68.4K
$4.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-3.14K- 8.23% |
$128K - $143K
|
35K
$2.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-3.28K- 1.72% |
$133K - $149K
|
188K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.77K- 5.92% |
$154K - $172K
|
60K
$3.73M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.89K- 2.08% |
$158K - $177K
|
184K
$11.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.97K- 11.55% |
$162K - $181K
|
30.4K
$1.89M
|
|
|
Dec 05, 2024
Q4 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-4.25K- 4.86% |
$173K - $193K
|
83.2K
$5.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Anson Capital, Inc.
|
SELL
|
- |
-5.3K- 23.83% |
$216K - $241K
|
17K
$1.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-5.82K- 12.93% |
$237K - $264K
|
39.1K
$2.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-6.37K- 9.36% |
$259K - $290K
|
61.7K
$3.84M
|
|
|
Nov 07, 2024
Q4 2023
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-6.93K- 18.13% |
$282K - $315K
|
31.3K
$1.95M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-7.29K- 14.04% |
$297K - $332K
|
44.7K
$2.78M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.37K- 20.73% |
$340K - $380K
|
32K
$1.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-8.41K- 42.38% |
$342K - $382K
|
11.4K
$711K
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-9.51K- 9.9% |
$387K - $432K
|
86.5K
$5.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-10.5K- 5.04% |
$425K - $475K
|
197K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-11.3K- 43.74% |
$458K - $512K
|
14.5K
$900K
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
SELL
|
- |
-11.3K- 3.59% |
$460K - $514K
|
304K
$18.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-11.5K- 3.95% |
$469K - $524K
|
280K
$17.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.4K- 18.36% |
$586K - $655K
|
64K
$3.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-34.5K- 1.38% |
$1.41M - $1.57M
|
2.47M
$153M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-59.9K- 10.09% |
$2.44M - $2.72M
|
534K
$33.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-105K- 48.84% |
$4.27M - $4.77M
|
110K
$6.84M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-6.06M- 71.07% |
$247M - $275M
|
2.47M
$153M
|