Institutional Ownership Cushing Next Gen Infrastructure Income Fund (SZC)
This table provides information about the institutional ownership of Cushing Next Gen Infrastructure Income Fund (SZC). We have compiled data on the 30 institutions that hold shares in the stock, with a total of 726,685 shares, which have been reported (via 13F filing form) to have a value of $27.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
164,336
shares
|
$6.29 Million
0.0% of portfolio
|
Q4 2024
Added 45.55%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
89,465
shares
|
$3.42 Million
0.01% of portfolio
|
Q4 2024
Added 72635.77%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
86,461
shares
|
$3.31 Million
0.09% of portfolio
|
Q4 2024
Reduced 60.56%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Feb 13, 2025 Q4 2024 |
41,572
shares
|
$1.59 Million
0.61% of portfolio
|
Q4 2024
Added 12.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
34,926
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
34,478
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Added 17.72%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
27,665
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Added 99.03%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
25,230
shares
|
$965,552
0.04% of portfolio
|
Q4 2024
Added 56.98%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
25,090
shares
|
$960,194
0.0% of portfolio
|
Q4 2024
Added 157.33%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
24,885
shares
|
$952,348
0.0% of portfolio
|
Q4 2024
Reduced 13.17%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
23,949
shares
|
$916,528
0.0% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
22,428
shares
|
$858,319
0.08% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
21,649
shares
|
$828,507
0.01% of portfolio
|
Q4 2024
Added 148.67%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
14,471
shares
|
$553,805
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
13,429
shares
|
$513,927
0.0% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
13,332
shares
|
$510,215
0.0% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
13,017
shares
|
$498,160
0.0% of portfolio
|
Q4 2024
Added 65.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
12,610
shares
|
$482,584
0.0% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
11,525
shares
|
$441,061
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
9,842
shares
|
$376,653
0.01% of portfolio
|
Q4 2024
Added 39.78%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
5,623
shares
|
$215,192
0.0% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
4,500
shares
|
$172,215
0.0% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
3,982
shares
|
$152,391
0.0% of portfolio
|
Q4 2024
Reduced 2.97%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
875
shares
|
$33,486
0.0% of portfolio
|
Q4 2022
Reduced 30.11%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
450
shares
|
$17,221
0.0% of portfolio
|
Q1 2022
Added 1.56%
|