Latest Institutional Transactions on Cushing Mlp & Infrastructure Total Return Fund (SRV)
This table provides information on the latest institutional transactions involving Cushing Mlp & Infrastructure Total Return Fund (SRV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-150- 1.23% |
$6.28K - $7.44K
|
12.1K
$513K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.35K+ 2.19% |
$56.6K - $67.1K
|
63.1K
$2.68M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.72K+ 21.97% |
$71.8K - $85.1K
|
9.53K
$404K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-79.7K- 27.23% |
$3.34M - $3.95M
|
213K
$9.04M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2Closed |
$83.7 - $99.2
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
75New |
$3.14K - $3.72K
|
75
$3.18K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.01K- 8.34% |
$293K - $348K
|
77K
$3.27M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.07K- 5.26% |
$44.6K - $52.8K
|
19.2K
$814K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-30- 0.44% |
$1.26K - $1.49K
|
6.79K
$288K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.28K- 39.53% |
$53.4K - $63.3K
|
1.95K
$82.7K
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
2.4KNew |
$100K - $119K
|
2.4K
$102K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
500+ 10.5% |
$20.9K - $24.8K
|
5.26K
$223K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.42K+ 11.5% |
$268K - $318K
|
62.2K
$2.64M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.63K+ 30.6% |
$277K - $329K
|
28.3K
$1.2M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.08K+ 18.75% |
$45.1K - $53.5K
|
6.83K
$290K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
200+ 4.03% |
$8.37K - $9.92K
|
5.16K
$219K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.25KNew |
$262K - $310K
|
6.25K
$265K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.52K+ 32.18% |
$357K - $423K
|
35K
$1.49M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
300+ 24.0% |
$12.6K - $14.9K
|
1.55K
$65.8K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.4K- 67.89% |
$699K - $823K
|
8.25K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
147New |
$5.89K - $6.94K
|
147
$6.24K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-640- 8.99% |
$25.6K - $30.2K
|
6.48K
$275K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.3KNew |
$535K - $630K
|
13.3K
$566K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.18K- 18.51% |
$47.1K - $55.5K
|
5.18K
$220K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-110- 2.06% |
$4.3K - $4.95K
|
5.24K
$222K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
25New |
$977 - $1.13K
|
25
$1.06K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.82KNew |
$221K - $262K
|
5.82K
$247K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.05K+ 217.14% |
$77.9K - $92.4K
|
3K
$127K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
400New |
$15.2K - $18K
|
400
$17K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
45+ 8.01% |
$1.51K - $1.86K
|
607
$25.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
26New |
$873 - $1.07K
|
26
$1.1K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
260New |
$8.45K - $10.2K
|
260
$11K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
5.82KNew |
$189K - $229K
|
5.82K
$247K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.2KNew |
$332K - $402K
|
10.2K
$433K
|
|
|
Feb 14, 2024
Q4 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
69.7KNew |
$2.27M - $2.75M
|
69.7K
$2.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.1KNew |
$393K - $476K
|
12.1K
$513K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19- 0.47% |
$618 - $749
|
4.02K
$171K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
20New |
$650 - $788
|
20
$849
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
6.52KNew |
$212K - $257K
|
6.52K
$277K
|
|
|
Jan 18, 2024
Q4 2023
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
3.66KNew |
$119K - $144K
|
3.66K
$155K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
200New |
$7.16K - $8.75K
|
200
$8.49K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
60New |
$2.15K - $2.63K
|
60
$2.55K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
653+ 26.17% |
$21K - $24.4K
|
3.15K
$134K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3- 0.04% |
$96.6 - $112
|
8.31K
$352K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-47.9K- 48.36% |
$1.45M - $1.76M
|
51.2K
$2.17M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
134New |
$4.04K - $4.92K
|
134
$5.69K
|
|
|
May 15, 2023
Q1 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-88.7K- 40.37% |
$2.68M - $3.26M
|
131K
$5.56M
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-561- 1.21% |
$18.1K - $20.8K
|
46K
$1.95M
|
|
|
Feb 14, 2023
Q4 2022
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-44.2K- 51.28% |
$1.43M - $1.63M
|
42K
$1.78M
|
|