Cushing Next Gen Infrastructure Income Fund SZC
We take great care to ensure that the data presented and summarized in this overview for Cushing NextGen Infrastructure Income Fund is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding SZC
View all-
Sit Investment Associates Inc Minneapolis, MN219KShares$8.39 Million0.2% of portfolio
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Morgan Stanley New York, NY113KShares$4.32 Million0.0% of portfolio
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Aristides Capital LLC Ottawa Hills, OH37.1KShares$1.42 Million0.65% of portfolio
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Raymond James & Associates St Petersburg, FL34.5KShares$1.32 Million0.0% of portfolio
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Baird Financial Group, Inc. Milwaukee, WI28.7KShares$1.1 Million0.0% of portfolio
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Ubs Group Ag23KShares$880,4010.0% of portfolio
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Ausdal Financial Partners, Inc. Davenport, IA22.6KShares$865,7050.1% of portfolio
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J.W. Cole Advisors, Inc.16.1KShares$615,0750.03% of portfolio
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Advisor Partners Ii, LLC Walnut Creek, CA14.5KShares$553,8050.02% of portfolio
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Stifel Financial Corp St. Louis, MO13.9KShares$531,9530.0% of portfolio
Latest Institutional Activity in SZC
Top Purchases
Top Sells
About SZC
The Cushing Renaissance Fund is a closed ended equity mutual fund launched and managed by Cushing MLP Asset Management, LP. The fund invests in stocks of companies across the energy supply chain spectrum, including upstream, midstream and downstream energy companies, as well as oil and gas services and logistics companies, energy-intensive chemical, metal and industrial and manufacturing companies and engineering and construction companies. The Cushing Renaissance Fund was formed in 2012 and is domiciled in the United States.
Insider Transactions at SZC
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Sep 16
2024
|
John Alban Director |
SELL
Open market or private sale
|
Direct |
1,233
-100.0%
|
$50,553
$41.34 P/Share
|
|
Sep 09
2024
|
Andrea Mullins Director |
BUY
Open market or private purchase
|
Direct |
480
+50.0%
|
$19,200
$40.04 P/Share
|
|
Jul 23
2024
|
Jerry V Swank Officer |
BUY
Exercise of in-the-money or at-the-money derivatives securities
|
Direct |
11,300
+20.0%
|
$418,100
$37.25 P/Share
|
|
Jul 23
2024
|
Todd Sunderland |
BUY
Open market or private purchase
|
Direct |
87
+31.75%
|
$3,219
$37.25 P/Share
|
|
Jul 15
2024
|
Todd Sunderland |
BUY
Open market or private purchase
|
Indirect |
956
+50.0%
|
$37,284
$39.96 P/Share
|
|
Dec 05
2023
|
Jerry V Swank Officer |
BUY
Open market or private purchase
|
Direct |
8,900
+20.79%
|
$293,700
$33.75 P/Share
|
|
Nov 07
2023
|
Todd Sunderland |
BUY
Open market or private purchase
|
Direct |
100
+50.0%
|
$3,200
$32.0 P/Share
|
|
Nov 06
2023
|
Blake Nelson CFO & Treasurer |
BUY
Open market or private purchase
|
Direct |
300
+37.5%
|
$9,300
$31.79 P/Share
|
|
Sep 06
2023
|
Jerry V Swank Officer |
BUY
Open market or private purchase
|
Direct |
10,000
+28.57%
|
$390,000
$39.65 P/Share
|
|
Sep 05
2023
|
Jerry V Swank Officer |
BUY
Open market or private purchase
|
Direct |
15,000
+50.0%
|
$600,000
$40.25 P/Share
|
|
Feb 27
2023
|
John Alban Director |
BUY
Open market or private purchase
|
Direct |
810
+44.75%
|
$31,590
$39.48 P/Share
|
|
Feb 24
2023
|
John Alban Director |
BUY
Open market or private purchase
|
Direct |
190
+50.0%
|
$7,220
$38.63 P/Share
|
Last 12 Months Summary
| Open market or private purchase | 10.4K shares |
|---|---|
| Exercise of in-the-money or at-the-money derivatives securities | 11.3K shares |
| Open market or private sale | 1.23K shares |
|---|