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 29 institutions that hold shares in the stock, with a total of 609,538 shares, which have been reported (via 13F filing form) to have a value of $25.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
212,970
shares
|
$8.81 Million
0.22% of portfolio
|
Q1 2025
Reduced 27.23%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
77,004
shares
|
$3.19 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.34%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
63,066
shares
|
$2.61 Million
0.0% of portfolio
|
Q1 2025
Added 2.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
62,196
shares
|
$2.57 Million
0.0% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
35,012
shares
|
$1.45 Million
0.01% of portfolio
|
Q1 2025
Added 32.18%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
28,283
shares
|
$1.17 Million
0.04% of portfolio
|
Q1 2025
Added 30.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
25,692
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 67.89%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
19,179
shares
|
$793,627
0.0% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
12,084
shares
|
$500,035
0.0% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
9,525
shares
|
$394,144
0.02% of portfolio
|
Q1 2025
Added 21.97%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
6,828
shares
|
$282,542
0.0% of portfolio
|
Q1 2025
Added 18.75%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
6,787
shares
|
$280,846
0.0% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
6,477
shares
|
$268,018
0.01% of portfolio
|
Q4 2024
Reduced 8.99%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
6,253
shares
|
$258,749
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
5,823
shares
|
$240,955
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
5,240
shares
|
$216,831
0.01% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
5,179
shares
|
$214,307
0.0% of portfolio
|
Q4 2024
Reduced 18.51%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,164
shares
|
$213,686
0.01% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
4,023
shares
|
$166,471
0.0% of portfolio
|
Q4 2023
Reduced 0.47%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
3,148
shares
|
$130,264
0.02% of portfolio
|
Q2 2023
Added 26.17%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,997
shares
|
$124,015
0.0% of portfolio
|
Q2 2024
Added 217.14%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
2,400
shares
|
$99,312
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,950
shares
|
$80,691
0.0% of portfolio
|
Q1 2025
Reduced 39.53%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,550
shares
|
$64,139
0.02% of portfolio
|
Q1 2025
Added 24.0%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
607
shares
|
$25,117
0.0% of portfolio
|
Q1 2024
Added 8.01%
|