Latest Institutional Transactions on Cushing Next Gen Infrastructure Income Fund (SZC)
This table provides information on the latest institutional transactions involving Cushing Next Gen Infrastructure Income Fund (SZC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.38K- 14.0% |
N/A
|
8.46K
$324K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.8K+ 39.92% |
N/A
|
55.5K
$2.12M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.38K- 1.45% |
N/A
|
162K
$6.2M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1+ 2.78% |
N/A
|
37
$1.42K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.78K+ 7.15% |
N/A
|
26.7K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
92+ 0.73% |
N/A
|
12.7K
$486K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.66K+ 11.87% |
N/A
|
25.1K
$960K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-705- 0.79% |
N/A
|
88.8K
$3.4M
|
|
|
May 14, 2025
Q1 2025
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-28.3K- 68.06% |
N/A
|
13.3K
$508K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.6K+ 49.12% |
N/A
|
32.3K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
159New |
N/A
|
159
$6.08K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-72K- 83.24% |
N/A
|
14.5K
$554K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.17K- 3.35% |
N/A
|
33.8K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.28K- 26.23% |
N/A
|
17.7K
$676K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.08KNew |
N/A
|
1.08K
$41.4K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.66K+ 5.99% |
N/A
|
29.3K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.77KNew |
N/A
|
4.77K
$183K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
28.2K+ 244.99% |
N/A
|
39.8K
$1.52M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.4KNew |
N/A
|
1.4K
$53.6K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1KNew |
N/A
|
1K
$38.3K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.27K- 16.87% |
N/A
|
11.2K
$427K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.24K+ 24.91% |
N/A
|
16.3K
$622K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
20+ 0.36% |
N/A
|
5.64K
$216K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.66K+ 22.44% |
N/A
|
30.9K
$1.18M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-73- 18.53% |
N/A
|
321
$12.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.7KNew |
N/A
|
5.7K
$218K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
250+ 5.56% |
N/A
|
4.75K
$182K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
118New |
N/A
|
118
$4.52K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.54K- 41.51% |
N/A
|
7.8K
$299K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-474- 56.5% |
N/A
|
365
$14K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-500- 3.61% |
N/A
|
13.3K
$510K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.37KNew |
N/A
|
1.37K
$52.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.64KNew |
N/A
|
6.64K
$254K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.88KNew |
N/A
|
4.88K
$187K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.19K+ 17.72% |
N/A
|
34.5K
$1.32M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
10New |
N/A
|
10
$383
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
500New |
N/A
|
500
$19.1K
|
|
| Q1 2024 | |||||||
|
Jan 31, 2025
Q1 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
18.3KNew |
N/A
|
18.3K
$700K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
639+ 8.05% |
N/A
|
8.58K
$328K
|
|
|
May 10, 2024
Q1 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-71K- 80.44% |
N/A
|
17.3K
$661K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.5K- 91.46% |
N/A
|
140
$5.36K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-654- 5.54% |
N/A
|
11.2K
$427K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
522New |
N/A
|
522
$20K
|
|
| Q4 2023 | |||||||
|
Aug 06, 2024
Q4 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-6.22K- 38.87% |
N/A
|
9.78K
$374K
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
251+ 3.08% |
N/A
|
8.4K
$321K
|
|
|
Feb 14, 2024
Q4 2023
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
26.3K+ 414.43% |
N/A
|
32.6K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-104K- 85.59% |
N/A
|
17.4K
$667K
|
|
|
Feb 14, 2024
Q4 2023
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-66.6K- 72.07% |
N/A
|
25.8K
$987K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.68K+ 420.5% |
N/A
|
2.08K
$79.7K
|
|