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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
190K+ 658.59% |
N/A
|
219K
$8.39M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
93.5K+ 482.65% |
N/A
|
113K
$4.32M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
28.7KNew |
N/A
|
28.7K
$1.1M
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16.1KNew |
N/A
|
16.1K
$615K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.5KNew |
N/A
|
11.5K
$441K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
10.2K+ 79.68% |
N/A
|
23K
$880K
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.71KNew |
N/A
|
8.71K
$333K
|
|
Nov 14, 2024
Q3 2024
|
Aristides Capital LLC
Ottawa Hills, OH |
BUY
|
- |
8.4K+ 29.26% |
N/A
|
37.1K
$1.42M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
7.88KNew |
N/A
|
7.88K
$301K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.81K+ 52.69% |
N/A
|
22.6K
$866K
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7.04KNew |
N/A
|
7.04K
$269K
|
|
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 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.84KNew |
N/A
|
4.84K
$185K
|
|
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
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.37KNew |
N/A
|
1.37K
$52.4K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
321+ 6.07% |
N/A
|
5.61K
$215K
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
153+ 22.3% |
N/A
|
839
$32.1K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
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 | |||||||
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 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
|
|
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
|