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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
20New |
$827 - $917
|
20
$867
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.87K- 5.64% |
$77.4K - $85.9K
|
31.3K
$1.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.79K+ 3.38% |
$73.9K - $81.9K
|
54.6K
$2.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.35K+ 20.44% |
$304K - $337K
|
43.3K
$1.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
250New |
$10.3K - $11.5K
|
250
$10.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7- 87.5% |
$289 - $321
|
1
$43.3
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.53KNew |
$229K - $254K
|
5.53K
$240K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-30.5K- 63.26% |
$1.26M - $1.4M
|
17.7K
$768K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
16+ 0.23% |
$662 - $734
|
7.01K
$304K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.33K+ 9.2% |
$262K - $290K
|
75.1K
$3.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
525+ 9.36% |
$21.7K - $24.1K
|
6.13K
$266K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
9.86KNew |
$408K - $452K
|
9.86K
$427K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
628+ 3.27% |
$26K - $28.8K
|
19.8K
$859K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
500+ 1.96% |
$20.7K - $22.9K
|
26K
$1.13M
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.1KNew |
$45.7K - $50.6K
|
1.1K
$47.8K
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
5.89KNew |
$244K - $270K
|
5.89K
$255K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.94K+ 11.6% |
$163K - $181K
|
37.9K
$1.64M
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
238New |
$9.84K - $10.9K
|
238
$10.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
4.1K+ 57.42% |
$170K - $188K
|
11.2K
$487K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1KNew |
$41.4K - $45.9K
|
1K
$43.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25+ 0.48% |
$1.03K - $1.15K
|
5.2K
$225K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
866+ 12.76% |
$35.8K - $39.7K
|
7.65K
$332K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.51KNew |
$311K - $345K
|
7.51K
$325K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-40- 0.33% |
$1.43K - $1.76K
|
12K
$522K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
216New |
$7.75K - $9.5K
|
216
$9.36K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
20New |
$717 - $880
|
20
$867
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1KNew |
$35.9K - $44K
|
1K
$43.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
87New |
$3.12K - $3.83K
|
87
$3.77K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-14- 2.31% |
$502 - $616
|
593
$25.7K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
942New |
$33.8K - $41.4K
|
942
$40.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
6.7KNew |
$240K - $295K
|
6.7K
$290K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.8K+ 34.86% |
$64.5K - $79.2K
|
6.96K
$302K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-572- 8.83% |
$20.5K - $25.2K
|
5.91K
$256K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-79.7K- 27.23% |
$3.34M - $3.95M
|
213K
$9.23M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
75New |
$3.14K - $3.72K
|
75
$3.25K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.28K- 39.53% |
$53.4K - $63.3K
|
1.95K
$84.5K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
500+ 10.5% |
$20.9K - $24.8K
|
5.26K
$228K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.25KNew |
$262K - $310K
|
6.25K
$271K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.52K+ 32.18% |
$357K - $423K
|
35K
$1.52M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
300+ 24.0% |
$12.6K - $14.9K
|
1.55K
$67.2K
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.3KNew |
$535K - $630K
|
13.3K
$578K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-110- 2.06% |
$4.3K - $4.95K
|
5.24K
$227K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
25New |
$977 - $1.13K
|
25
$1.08K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.82KNew |
$221K - $262K
|
5.82K
$252K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.05K+ 217.14% |
$77.9K - $92.4K
|
3K
$130K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
400New |
$15.2K - $18K
|
400
$17.3K
|
|
| Q1 2024 | |||||||
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
26New |
$873 - $1.07K
|
26
$1.13K
|
|
| Q4 2023 | |||||||
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
260New |
$8.45K - $10.2K
|
260
$11.3K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.2KNew |
$332K - $402K
|
10.2K
$442K
|
|