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 32 institutions that hold shares in the stock, with a total of 401,322 shares, which have been reported (via 13F filing form) to have a value of $17.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
68,799
shares
|
$3.01 Million
0.0% of portfolio
|
Q2 2025
Added 10.62%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
52,821
shares
|
$2.31 Million
0.0% of portfolio
|
Q2 2025
Reduced 16.24%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
48,259
shares
|
$2.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 37.33%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
35,932
shares
|
$1.57 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
33,955
shares
|
$1.48 Million
0.03% of portfolio
|
Q2 2025
Added 20.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
33,184
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Added 45.77%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
25,528
shares
|
$1.12 Million
0.04% of portfolio
|
Q2 2025
Added 963.67%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
19,199
shares
|
$839,572
0.0% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
12,044
shares
|
$526,684
0.0% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
7,140
shares
|
$312,232
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
6,993
shares
|
$305,803
0.01% of portfolio
|
Q2 2025
Reduced 26.58%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
6,964
shares
|
$304,535
0.02% of portfolio
|
Q2 2025
Added 34.86%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
6,787
shares
|
$296,795
0.0% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
6,702
shares
|
$293,078
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
5,905
shares
|
$258,225
0.01% of portfolio
|
Q2 2025
Reduced 8.83%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
5,606
shares
|
$245,150
0.0% of portfolio
|
Q2 2025
Reduced 17.9%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
5,240
shares
|
$229,145
0.01% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
5,179
shares
|
$226,477
0.0% of portfolio
|
Q4 2024
Reduced 18.51%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
4,023
shares
|
$175,925
0.0% of portfolio
|
Q4 2023
Reduced 0.47%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
3,148
shares
|
$137,662
0.02% of portfolio
|
Q2 2023
Added 26.17%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,997
shares
|
$131,058
0.0% of portfolio
|
Q2 2024
Added 217.14%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,950
shares
|
$85,273
0.0% of portfolio
|
Q1 2025
Reduced 39.53%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$43,730
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Elequin Capital LP
New York, NY |
Aug 11, 2025 Q2 2025 |
942
shares
|
$41,193
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
593
shares
|
$25,931
0.0% of portfolio
|
Q2 2025
Reduced 2.31%
|