Purchases and Sales Made in Q4 2024 in Global X Mlp & Energy Infrastr (MLPX)
This table provides information about the institutional ownership of Global X Mlp & Energy Infrastr (MLPX) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
947+ 0.65% |
$52K - $60.9K
|
146K
$9.07M
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
900+ 1.07% |
$49.4K - $57.9K
|
85.2K
$5.3M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
886New |
$48.6K - $57K
|
886
$55.1K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
859New |
$47.2K - $55.3K
|
859
$53.4K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
834New |
$45.8K - $53.6K
|
834
$51.9K
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
615+ 15.07% |
$33.8K - $39.6K
|
4.7K
$292K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
513New |
$28.2K - $33K
|
513
$31.9K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
500New |
$27.4K - $32.2K
|
500
$31.1K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
500New |
$27.4K - $32.2K
|
500
$31.1K
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
470+ 1.07% |
$25.8K - $30.2K
|
44.4K
$2.76M
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
463New |
$25.4K - $29.8K
|
463
$28.8K
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
433+ 0.58% |
$23.8K - $27.9K
|
75.6K
$4.7M
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
419+ 0.73% |
$23K - $27K
|
57.9K
$3.6M
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
326New |
$17.9K - $21K
|
326
$20.3K
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
304+ 4.01% |
$16.7K - $19.6K
|
7.89K
$491K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
258New |
$14.2K - $16.6K
|
258
$16K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
210New |
$11.5K - $13.5K
|
210
$13.1K
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
208New |
$11.4K - $13.4K
|
208
$12.9K
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
174New |
$9.55K - $11.2K
|
174
$10.8K
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
168New |
$9.22K - $10.8K
|
168
$10.4K
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
160+ 21.89% |
$8.78K - $10.3K
|
891
$55.4K
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
160New |
$8.78K - $10.3K
|
160
$9.95K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
156+ 42.28% |
$8.56K - $10K
|
525
$32.7K
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
150+ 1.57% |
$8.23K - $9.65K
|
9.73K
$605K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
150+ 7.56% |
$8.23K - $9.65K
|
2.13K
$133K
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
147New |
$8.07K - $9.46K
|
147
$9.14K
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
123+ 0.87% |
$6.75K - $7.91K
|
14.2K
$886K
|
|
Jan 31, 2025
Q4 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
111+ 1.6% |
$6.09K - $7.14K
|
7.07K
$440K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
99New |
$5.43K - $6.37K
|
99
$6.16K
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
92+ 0.2% |
$5.05K - $5.92K
|
47.3K
$2.94M
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
89+ 0.11% |
$4.89K - $5.72K
|
77.9K
$4.84M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
67+ 1.16% |
$3.68K - $4.31K
|
5.86K
$365K
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
67New |
$3.68K - $4.31K
|
67
$4.17K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
64+ 0.19% |
$3.51K - $4.12K
|
34.6K
$2.15M
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
63New |
$3.46K - $4.05K
|
63
$3.92K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
54+ 1.05% |
$2.96K - $3.47K
|
5.17K
$322K
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
43+ 1.06% |
$2.36K - $2.77K
|
4.08K
$254K
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
39New |
$2.14K - $2.51K
|
39
$2.43K
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
25New |
$1.37K - $1.61K
|
25
$1.56K
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
25+ 0.54% |
$1.37K - $1.61K
|
4.67K
$290K
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
20+ 0.18% |
$1.1K - $1.29K
|
11.2K
$696K
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
19+ 0.21% |
$1.04K - $1.22K
|
9.03K
$562K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
12+ 0.13% |
$659 - $772
|
9.03K
$562K
|
|
Feb 04, 2025
Q4 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
6+ 0.04% |
$329 - $386
|
14K
$873K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
6+ 0.23% |
$329 - $386
|
2.63K
$164K
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1+ 3.03% |
$54.9 - $64.3
|
34
$2.11K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 3.13% |
$54.9 - $64.3
|
33
$2.05K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1+ 1.49% |
$54.9 - $64.3
|
68
$4.23K
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-4- 0.02% |
$220 - $257
|
25.6K
$1.59M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-38- 5.23% |
$2.09K - $2.44K
|
689
$42.9K
|