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 40 institutions that hold shares in the stock, with a total of 1.44 Million shares, which have been reported (via 13F filing form) to have a value of $55 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
559,766
shares
|
$21.4 Million
0.55% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
167,305
shares
|
$6.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
88,778
shares
|
$3.4 Million
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 07, 2025 Q3 2025 |
80,384
shares
|
$3.08 Million
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
63,773
shares
|
$2.44 Million
0.01% of portfolio
|
Q3 2025
Added 14.94%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
55,060
shares
|
$2.11 Million
0.02% of portfolio
|
Q3 2025
Added 28.71%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
44,590
shares
|
$1.71 Million
0.06% of portfolio
|
Q3 2025
Added 10.87%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
37,053
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2025
Added 7.26%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
36,321
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2025
Added 31.25%
|
|
|
Landscape Capital Management, L.L.C.
|
Nov 13, 2025 Q3 2025 |
34,819
shares
|
$1.33 Million
0.09% of portfolio
|
Q3 2025
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%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
30,444
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2025
Added 16.8%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
28,957
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.55%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
27,714
shares
|
$1.06 Million
0.06% of portfolio
|
Q3 2025
Added 8.37%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
18,941
shares
|
$724,872
0.0% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
15,762
shares
|
$603,211
0.0% of portfolio
|
Q2 2025
Added 8.97%
|
|
|
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
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
14,284
shares
|
$546,648
0.0% of portfolio
|
Q3 2025
Added 13.02%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
13,003
shares
|
$497,624
0.0% of portfolio
|
Q3 2025
Reduced 2.47%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
12,529
shares
|
$479,484
0.0% of portfolio
|
Q3 2025
Added 7.64%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
8,554
shares
|
$327,361
0.01% of portfolio
|
Q3 2025
Reduced 46.77%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
8,208
shares
|
$314,120
0.0% of portfolio
|
Q3 2025
Added 69.87%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
8,082
shares
|
$309,298
0.0% of portfolio
|
Q3 2025
Added 70.15%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
8,026
shares
|
$307,155
0.0% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
7,299
shares
|
$279,332
0.01% of portfolio
|
Q3 2025
Added 19.68%
|
|