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 |
|---|---|---|---|---|---|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
216
shares
|
$9,445
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
87
shares
|
$3,804
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
75
shares
|
$3,279
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
26
shares
|
$1,136
0.0% of portfolio
|
Q1 2022
Reduced 53.57%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
20
shares
|
$874
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
8
shares
|
$349
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|