Latest Institutional Purchases of Cushing Next Gen Infrastructure Income Fund (SZC)
This list provides information on the latest institutional transactions involving Cushing Next Gen Infrastructure Income Fund (SZC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.8K+ 39.92% |
N/A
|
55.5K
$2.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.5K+ 32.51% |
N/A
|
42.8K
$1.64M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.97K+ 62.41% |
N/A
|
18.1K
$694K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.12K+ 3.78% |
N/A
|
168K
$6.43M
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.66K+ 11.83% |
N/A
|
34.5K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.14K+ 8.97% |
N/A
|
13.8K
$530K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
547+ 149.86% |
N/A
|
912
$34.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
482+ 1.92% |
N/A
|
25.6K
$979K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
460+ 1.16% |
N/A
|
40.2K
$1.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
434+ 40.07% |
N/A
|
1.52K
$58.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
400+ 7.02% |
N/A
|
6.1K
$233K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
60+ 1.26% |
N/A
|
4.83K
$185K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
| Q1 2025 | |||||||
|
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
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
250+ 5.56% |
N/A
|
4.75K
$182K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
159New |
N/A
|
159
$6.08K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
118New |
N/A
|
118
$4.52K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1+ 2.78% |
N/A
|
37
$1.42K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.64KNew |
N/A
|
6.64K
$254K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.19K+ 17.72% |
N/A
|
34.5K
$1.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.88KNew |
N/A
|
4.88K
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.37KNew |
N/A
|
1.37K
$52.4K
|
|
| Q2 2024 | |||||||
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
500New |
N/A
|
500
$19.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
10New |
N/A
|
10
$383
|
|
| 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
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
522New |
N/A
|
522
$20K
|
|
| Q4 2023 | |||||||
|
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
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
17.8K+ 424.13% |
N/A
|
22K
$844K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
13.6KNew |
N/A
|
13.6K
$521K
|
|
|
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
|
Css LLC
Chicago, IL |
BUY
|
- |
251+ 3.08% |
N/A
|
8.4K
$321K
|
|
| Q3 2023 | |||||||
|
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
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
8+ 13.56% |
N/A
|
67
$2.56K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.3KNew |
N/A
|
5.3K
$203K
|
|
| Q1 2023 | |||||||
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
500New |
N/A
|
500
$19.1K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
217New |
N/A
|
217
$8.3K
|
|
| Q4 2022 | |||||||
|
Jan 20, 2023
Q4 2022
|
Matisse Capital
|
BUY
|
- |
30KNew |
$1.12M - $1.3M
|
30K
$1.15M
|
|
| Q1 2022 | |||||||
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
7+ 1.56% |
$278 - $331
|
457
$17.5K
|
|