Purchases and Sales Made in Q1 2023 in Cushing Mlp & Infrastructure Total Return Fund (SRV)
This table provides information about the institutional ownership of Cushing Mlp & Infrastructure Total Return Fund (SRV) during Q1 2023. The information is specifically focused on institutions that hold shares of CUSHING MLP & INFRASTRUCTURE TOTAL RETURN FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.7K+ 203.75% |
$564K - $686K
|
27.9K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
10.9KNew |
$329K - $400K
|
10.9K
$488K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
8.31KNew |
$251K - $305K
|
8.31K
$372K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.81K+ 20.31% |
$84.8K - $103K
|
16.7K
$745K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
134New |
$4.04K - $4.92K
|
134
$6K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
50+ 6.67% |
$1.51K - $1.84K
|
800
$35.8K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-364- 7.26% |
$11K - $13.4K
|
4.65K
$208K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-454- 9.91% |
$13.7K - $16.7K
|
4.13K
$185K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-530- 1.98% |
$16K - $19.5K
|
26.2K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.9K- 28.28% |
$57.2K - $69.6K
|
4.81K
$215K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.94K- 3.03% |
$119K - $144K
|
126K
$5.64M
|
|
|
May 15, 2023
Q1 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-47.9K- 48.36% |
$1.45M - $1.76M
|
51.2K
$2.29M
|
|
|
May 15, 2023
Q1 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-88.7K- 40.37% |
$2.68M - $3.26M
|
131K
$5.87M
|