Latest Institutional Purchases of Cushing Mlp & Infrastructure Total Return Fund (SRV)
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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
9.86KNew |
$408K - $452K
|
9.86K
$427K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.51KNew |
$311K - $345K
|
7.51K
$325K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.35K+ 20.44% |
$304K - $337K
|
43.3K
$1.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.33K+ 9.2% |
$262K - $290K
|
75.1K
$3.26M
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
5.89KNew |
$244K - $270K
|
5.89K
$255K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.53KNew |
$229K - $254K
|
5.53K
$240K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
4.1K+ 57.42% |
$170K - $188K
|
11.2K
$487K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.94K+ 11.6% |
$163K - $181K
|
37.9K
$1.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.79K+ 3.38% |
$73.9K - $81.9K
|
54.6K
$2.37M
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.1KNew |
$45.7K - $50.6K
|
1.1K
$47.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1KNew |
$41.4K - $45.9K
|
1K
$43.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
866+ 12.76% |
$35.8K - $39.7K
|
7.65K
$332K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
628+ 3.27% |
$26K - $28.8K
|
19.8K
$859K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
525+ 9.36% |
$21.7K - $24.1K
|
6.13K
$266K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
500+ 1.96% |
$20.7K - $22.9K
|
26K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
250New |
$10.3K - $11.5K
|
250
$10.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
238New |
$9.84K - $10.9K
|
238
$10.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25+ 0.48% |
$1.03K - $1.15K
|
5.2K
$225K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
20New |
$827 - $917
|
20
$867
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
16+ 0.23% |
$662 - $734
|
7.01K
$304K
|
|
| Q2 2025 | |||||||
|
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
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1KNew |
$35.9K - $44K
|
1K
$43.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
942New |
$33.8K - $41.4K
|
942
$40.8K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
216New |
$7.75K - $9.5K
|
216
$9.36K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
87New |
$3.12K - $3.83K
|
87
$3.77K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
20New |
$717 - $880
|
20
$867
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.52K+ 32.18% |
$357K - $423K
|
35K
$1.52M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.25KNew |
$262K - $310K
|
6.25K
$271K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
500+ 10.5% |
$20.9K - $24.8K
|
5.26K
$228K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
300+ 24.0% |
$12.6K - $14.9K
|
1.55K
$67.2K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
75New |
$3.14K - $3.72K
|
75
$3.25K
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.3KNew |
$535K - $630K
|
13.3K
$578K
|
|
| Q3 2024 | |||||||
|
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 | |||||||
|
Feb 14, 2024
Q4 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
69.7KNew |
$2.27M - $2.75M
|
69.7K
$3.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.1KNew |
$393K - $476K
|
12.1K
$523K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.2KNew |
$332K - $402K
|
10.2K
$442K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
6.52KNew |
$212K - $257K
|
6.52K
$282K
|
|
|
Jan 18, 2024
Q4 2023
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
3.66KNew |
$119K - $144K
|
3.66K
$158K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
260New |
$8.45K - $10.2K
|
260
$11.3K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
200New |
$7.16K - $8.75K
|
200
$8.67K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
60New |
$2.15K - $2.63K
|
60
$2.6K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
653+ 26.17% |
$21K - $24.4K
|
3.15K
$136K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
134New |
$4.04K - $4.92K
|
134
$5.81K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
150New |
$4.84K - $5.55K
|
150
$6.5K
|
|