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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
20New |
$717 - $880
|
20
$879
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.2K- 16.24% |
$367K - $451K
|
52.8K
$2.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
20+ 0.1% |
$717 - $880
|
19.2K
$844K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-28.7K- 37.33% |
$1.03M - $1.26M
|
48.3K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
8New |
$287 - $352
|
8
$352
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
87New |
$3.12K - $3.83K
|
87
$3.82K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-40- 0.33% |
$1.43K - $1.76K
|
12K
$529K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1KNew |
$35.9K - $44K
|
1K
$43.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
35.9KNew |
$1.29M - $1.58M
|
35.9K
$1.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.53K- 26.58% |
$90.8K - $111K
|
6.99K
$307K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-14- 2.31% |
$502 - $616
|
593
$26.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.93K- 11.4% |
$105K - $129K
|
22.8K
$1M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.6K+ 10.62% |
$237K - $290K
|
68.8K
$3.02M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.67K+ 20.05% |
$203K - $249K
|
34K
$1.49M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
942New |
$33.8K - $41.4K
|
942
$41.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.22K- 17.9% |
$43.8K - $53.7K
|
5.61K
$246K
|
|
|
Aug 08, 2025
Q2 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
23.1K+ 963.67% |
$829K - $1.02M
|
25.5K
$1.12M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
6.7KNew |
$240K - $295K
|
6.7K
$294K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.8K+ 34.86% |
$64.5K - $79.2K
|
6.96K
$306K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-572- 8.83% |
$20.5K - $25.2K
|
5.91K
$259K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
75New |
$3.14K - $3.72K
|
75
$3.3K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-79.7K- 27.23% |
$3.34M - $3.95M
|
213K
$9.36M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-30- 0.44% |
$1.26K - $1.49K
|
6.79K
$298K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.28K- 39.53% |
$53.4K - $63.3K
|
1.95K
$85.7K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
500+ 10.5% |
$20.9K - $24.8K
|
5.26K
$231K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.25KNew |
$262K - $310K
|
6.25K
$275K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.52K+ 32.18% |
$357K - $423K
|
35K
$1.54M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
300+ 24.0% |
$12.6K - $14.9K
|
1.55K
$68.1K
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.3KNew |
$535K - $630K
|
13.3K
$586K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.18K- 18.51% |
$47.1K - $55.5K
|
5.18K
$228K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-110- 2.06% |
$4.3K - $4.95K
|
5.24K
$230K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
25New |
$977 - $1.13K
|
25
$1.1K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.82KNew |
$221K - $262K
|
5.82K
$256K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.05K+ 217.14% |
$77.9K - $92.4K
|
3K
$132K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
400New |
$15.2K - $18K
|
400
$17.6K
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
26New |
$873 - $1.07K
|
26
$1.14K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
260New |
$8.45K - $10.2K
|
260
$11.4K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
5.82KNew |
$189K - $229K
|
5.82K
$256K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.2KNew |
$332K - $402K
|
10.2K
$448K
|
|
|
Feb 14, 2024
Q4 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
69.7KNew |
$2.27M - $2.75M
|
69.7K
$3.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.1KNew |
$393K - $476K
|
12.1K
$531K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19- 0.47% |
$618 - $749
|
4.02K
$177K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
20New |
$650 - $788
|
20
$879
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
6.52KNew |
$212K - $257K
|
6.52K
$286K
|
|
|
Jan 18, 2024
Q4 2023
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
3.66KNew |
$119K - $144K
|
3.66K
$161K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
200New |
$7.16K - $8.75K
|
200
$8.79K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
60New |
$2.15K - $2.63K
|
60
$2.64K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
653+ 26.17% |
$21K - $24.4K
|
3.15K
$138K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-3- 0.04% |
$96.6 - $112
|
8.31K
$365K
|
|