Latest Institutional Purchases of Cushing Mlp & Infrastructure Total Return Fund (SRV)

SRV Quotes by TradingView

This list provides information on the latest institutional transactions involving Cushing Mlp & Infrastructure Total Return Fund (SRV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 13, 2025 Q2 2025
Summit Financial, LLC

Parsippany, NJ
BUY
 -
35.9K
New
$1.29M - $1.58M
35.9K $1.57M
Aug 08, 2025 Q2 2025
Cornerstone Advisors, LLC

Asheville, NC
BUY
 -
23.1K
+ 963.67%
$829K - $1.02M
25.5K $1.12M
Sep 04, 2025 Q2 2025
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
10.4K
+ 45.77%
$374K - $458K
33.2K $1.45M
Sep 09, 2025 Q2 2025
Nwf Advisory Services Inc.

Los Angeles, CA
BUY
 -
7.14K
New
$256K - $314K
7.14K $312K
Aug 04, 2025 Q2 2025
Wolverine Asset Management LLC

BUY
 -
6.7K
New
$240K - $295K
6.7K $293K
Aug 12, 2025 Q2 2025
Lpl Financial LLC

Fort Mill, SC
BUY
 -
6.6K
+ 10.62%
$237K - $290K
68.8K $3.01M
Aug 12, 2025 Q2 2025
J.W. Cole Advisors, Inc.

BUY
 -
5.67K
+ 20.05%
$203K - $249K
34K $1.48M
Jul 29, 2025 Q2 2025
Stratos Wealth Advisors, LLC

BUY
 -
1.8K
+ 34.86%
$64.5K - $79.2K
6.96K $305K
Aug 14, 2025 Q2 2025
Raymond James Financial Inc

St. Petersburg, FL
BUY
 -
1K
New
$35.9K - $44K
1K $43.7K
Aug 11, 2025 Q2 2025
Elequin Capital LP

New York, NY
BUY
 -
942
New
$33.8K - $41.4K
942 $41.2K
Aug 14, 2025 Q2 2025
Bank Of America Corp

Charlotte, NC
BUY
 -
87
New
$3.12K - $3.83K
87 $3.8K
Aug 19, 2025 Q2 2025
Newbridge Financial Services Group, Inc.

BUY
 -
20
New
$717 - $880
20 $875
Aug 14, 2025 Q2 2025
Stifel Financial Corp

St. Louis, MO
BUY
 -
20
+ 0.1%
$717 - $880
19.2K $840K
Aug 14, 2025 Q2 2025
Wells Fargo & Company

San Francisco, CA
BUY
 -
8
New
$287 - $352
8 $350
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
Apr 22, 2025 Q1 2025
Cambridge Investment Research Advisors, Inc.

BUY
 -
8.52K
+ 32.18%
$357K - $423K
35K $1.53M
Apr 29, 2025 Q1 2025
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
6.25K
New
$262K - $310K
6.25K $273K
May 08, 2025 Q1 2025
Armis Advisers, LLC

Atlanta, GA
BUY
 -
500
+ 10.5%
$20.9K - $24.8K
5.26K $230K
Apr 21, 2025 Q1 2025
Psi Advisors, LLC

BUY
 -
300
+ 24.0%
$12.6K - $14.9K
1.55K $67.8K
May 13, 2025 Q1 2025
Steward Partners Investment Advisory, LLC

BUY
 -
75
New
$3.14K - $3.72K
75 $3.28K
Q4 2024
Jan 27, 2025 Q4 2024
Strategic Financial Concepts, LLC

San Antonio, TX
BUY
 -
13.3K
New
$535K - $630K
13.3K $584K
Q3 2024
Oct 24, 2024 Q3 2024
Barrett & Company, Inc.

Providence, RI
BUY
 -
25
New
$977 - $1.13K
25 $1.09K
Q2 2024
Aug 13, 2024 Q2 2024
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
5.82K
New
$221K - $262K
5.82K $254K
Aug 09, 2024 Q2 2024
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
2.05K
+ 217.14%
$77.9K - $92.4K
3K $131K
Jul 23, 2024 Q2 2024
Global Retirement Partners, LLC

BUY
 -
400
New
$15.2K - $18K
400 $17.5K
Q1 2024
Apr 23, 2024 Q1 2024
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
26
New
$873 - $1.07K
26 $1.14K
Q4 2023
Feb 14, 2024 Q4 2023
Sea Otter Advisors LLC

New York, NY
BUY
 -
69.7K
New
$2.27M - $2.75M
69.7K $3.05M
Feb 14, 2024 Q4 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
12.1K
New
$393K - $476K
12.1K $528K
Feb 26, 2024 Q4 2023
Virtu Financial LLC

New York, NY
BUY
 -
10.2K
New
$332K - $402K
10.2K $446K
Feb 05, 2024 Q4 2023
Landscape Capital Management, L.L.C.

BUY
 -
6.52K
New
$212K - $257K
6.52K $285K
Mar 26, 2024 Q4 2023
High Point Advisor Group LLC

Downers Grove, IL
BUY
 -
5.82K
New
$189K - $229K
5.82K $255K
Jan 18, 2024 Q4 2023
Cushing Asset Management, LP

Dallas, TX
BUY
 -
3.66K
New
$119K - $144K
3.66K $160K
Dec 26, 2024 Q4 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
260
New
$8.45K - $10.2K
260 $11.4K
Feb 09, 2024 Q4 2023
Advisory Services Network, LLC

BUY
 -
20
New
$650 - $788
20 $875
Q3 2023
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
200
New
$7.16K - $8.75K
200 $8.75K
Oct 27, 2023 Q3 2023
Gradient Investments LLC

BUY
 -
60
New
$2.15K - $2.63K
60 $2.62K
Q2 2023
Aug 14, 2023 Q2 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
653
+ 26.17%
$21K - $24.4K
3.15K $138K
Q1 2023
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
134
New
$4.04K - $4.92K
134 $5.86K
Q4 2022
Feb 10, 2023 Q4 2022
Creative Planning

Overland Park, KS
BUY
 -
150
New
$4.84K - $5.55K
150 $6.56K
Q2 2022
Aug 16, 2022 Q2 2022
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1.62K
New
$43.8K - $58.8K
1.62K $70.9K
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
69
New
$1.87K - $2.5K
69 $3.02K
Aug 05, 2022 Q2 2022
Carmichael Hill & Associates, Inc.

BUY
 -
19
New
$514 - $688
19 $831
Q3 2021
Nov 12, 2021 Q3 2021
Shepherd Kaplan Krochuk, LLC

Boston, MA
BUY
 -
11.6K
New
$301K - $377K
11.6K $509K
Q2 2021
Aug 13, 2021 Q2 2021
Advisor Resource Council

BUY
 -
8
New
$197 - $253
8 $350
Q1 2021
Jun 17, 2021 Q1 2021
Geneos Wealth Management Inc.

BUY
 -
40
New
$858 - $1.02K
40 $1.75K
Q2 2020
Aug 14, 2020 Q2 2020
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
276
New
$4.02K - $7.04K
276 $12.1K

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