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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
8.4K+ 29.26% |
N/A
|
37.1K
$1.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.7K+ 26.76% |
N/A
|
12.8K
$489K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
93.5K+ 482.65% |
N/A
|
113K
$4.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.37KNew |
N/A
|
1.37K
$52.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.88K- 25.99% |
N/A
|
13.9K
$532K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
10.2K+ 79.68% |
N/A
|
23K
$880K
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
190K+ 658.59% |
N/A
|
219K
$8.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
153+ 22.3% |
N/A
|
839
$32.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
321+ 6.07% |
N/A
|
5.61K
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-984- 19.34% |
N/A
|
4.1K
$157K
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.71KNew |
N/A
|
8.71K
$333K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.64KNew |
N/A
|
6.64K
$254K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
28.7KNew |
N/A
|
28.7K
$1.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.5KNew |
N/A
|
11.5K
$441K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-37- 0.27% |
N/A
|
13.4K
$514K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.88KNew |
N/A
|
4.88K
$187K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.84KNew |
N/A
|
4.84K
$185K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.1KNew |
N/A
|
16.1K
$615K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.88KNew |
N/A
|
7.88K
$301K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.19K+ 17.72% |
N/A
|
34.5K
$1.32M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.99K- 17.75% |
N/A
|
13.8K
$529K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7.04KNew |
N/A
|
7.04K
$269K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.81K+ 52.69% |
N/A
|
22.6K
$866K
|
|
| 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
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-600- 5.8% |
N/A
|
9.75K
$373K
|
|
| Q1 2024 | |||||||
|
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
|
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
|
|
|
Feb 14, 2024
Q4 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
17.8K+ 424.13% |
N/A
|
22K
$844K
|
|
|
Feb 14, 2024
Q4 2023
|
Zimmer Partners, LP
New York, NY |
SELL
|
- |
-32.1K- 41.37% |
N/A
|
45.4K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
13.6KNew |
N/A
|
13.6K
$521K
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
BUY
|
- |
251+ 3.08% |
N/A
|
8.4K
$321K
|
|
|
Feb 13, 2024
Q4 2023
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-4.4K- 36.14% |
N/A
|
7.77K
$298K
|
|
| Q3 2023 | |||||||
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
123New |
N/A
|
123
$4.71K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8+ 13.56% |
N/A
|
67
$2.56K
|
|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-13K- 35.44% |
N/A
|
23.6K
$904K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
14.5KNew |
N/A
|
14.5K
$554K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
183+ 2.58% |
N/A
|
7.28K
$278K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.3KNew |
N/A
|
5.3K
$203K
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-272- 3.96% |
N/A
|
6.6K
$253K
|
|
|
Aug 07, 2023
Q2 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-3.67K- 97.35% |
N/A
|
100
$3.83K
|
|