Purchases and Sales Made in Q1 2025 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 2025. 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 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.7K+ 266.14% |
$782K - $926K
|
25.7K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.52K+ 32.18% |
$357K - $423K
|
35K
$1.48M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.63K+ 30.6% |
$277K - $329K
|
28.3K
$1.2M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.42K+ 11.5% |
$268K - $318K
|
62.2K
$2.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
6.25KNew |
$262K - $310K
|
6.25K
$265K
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
2.4KNew |
$100K - $119K
|
2.4K
$102K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.72K+ 21.97% |
$71.8K - $85.1K
|
9.53K
$403K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.35K+ 2.19% |
$56.6K - $67.1K
|
63.1K
$2.67M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.08K+ 18.75% |
$45.1K - $53.5K
|
6.83K
$289K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
500+ 10.5% |
$20.9K - $24.8K
|
5.26K
$223K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
300+ 24.0% |
$12.6K - $14.9K
|
1.55K
$65.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
200+ 4.03% |
$8.37K - $9.92K
|
5.16K
$219K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
75New |
$3.14K - $3.72K
|
75
$3.18K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2Closed |
$83.7 - $99.2
|
0
$0
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-30- 0.44% |
$1.26K - $1.49K
|
6.79K
$287K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-150- 1.23% |
$6.28K - $7.44K
|
12.1K
$512K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.07K- 5.26% |
$44.6K - $52.8K
|
19.2K
$812K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.28K- 39.53% |
$53.4K - $63.3K
|
1.95K
$82.6K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-7.01K- 8.34% |
$293K - $348K
|
77K
$3.26M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-79.7K- 27.23% |
$3.34M - $3.95M
|
213K
$9.02M
|