Institutional Ownership Cushing Mlp & Infrastructure Total Return Fund (SRV)
This table provides information about the institutional ownership of Cushing Mlp & Infrastructure Total Return Fund (SRV). We have compiled data on the 35 institutions that hold shares in the stock, with a total of 417,359 shares, which have been reported (via 13F filing form) to have a value of $18.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
75,130
shares
|
$3.26 Million
0.0% of portfolio
|
Q3 2025
Added 9.2%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
54,607
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
43,278
shares
|
$1.88 Million
0.03% of portfolio
|
Q3 2025
Added 20.44%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
37,895
shares
|
$1.64 Million
0.03% of portfolio
|
Q3 2025
Added 11.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
31,311
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 07, 2025 Q3 2025 |
26,028
shares
|
$1.13 Million
0.04% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
19,827
shares
|
$859,103
0.0% of portfolio
|
Q3 2025
Added 3.27%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
17,730
shares
|
$768,240
0.0% of portfolio
|
Q3 2025
Reduced 63.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
12,044
shares
|
$521,866
0.0% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
11,240
shares
|
$487,029
0.06% of portfolio
|
Q3 2025
Added 57.42%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
9,862
shares
|
$427,320
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
7,653
shares
|
$331,604
0.0% of portfolio
|
Q3 2025
Added 12.76%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
7,512
shares
|
$325,494
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
7,009
shares
|
$303,699
0.01% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
6,964
shares
|
$301,750
0.02% of portfolio
|
Q2 2025
Added 34.86%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
6,131
shares
|
$265,656
0.0% of portfolio
|
Q3 2025
Added 9.36%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
5,905
shares
|
$255,863
0.01% of portfolio
|
Q2 2025
Reduced 8.83%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 05, 2025 Q3 2025 |
5,891
shares
|
$255,257
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
5,528
shares
|
$239,528
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
5,240
shares
|
$227,049
0.01% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
5,204
shares
|
$225,489
0.0% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
4,023
shares
|
$174,316
0.0% of portfolio
|
Q4 2023
Reduced 0.47%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
3,148
shares
|
$136,402
0.02% of portfolio
|
Q2 2023
Added 26.17%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,997
shares
|
$129,860
0.0% of portfolio
|
Q2 2024
Added 217.14%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,950
shares
|
$84,493
0.0% of portfolio
|
Q1 2025
Reduced 39.53%
|
|