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 37 institutions that hold shares in the stock, with a total of 720,382 shares, which have been reported (via 13F filing form) to have a value of $27.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
161,959
shares
|
$6.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
88,760
shares
|
$3.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
55,482
shares
|
$2.12 Million
0.01% of portfolio
|
Q2 2025
Added 39.92%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
39,760
shares
|
$1.52 Million
0.07% of portfolio
|
Q1 2025
Added 244.99%
|
|
|
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%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
33,756
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
32,283
shares
|
$1.24 Million
0.01% of portfolio
|
Q1 2025
Added 49.12%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
30,891
shares
|
$1.18 Million
0.04% of portfolio
|
Q1 2025
Added 22.44%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
29,321
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
26,664
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
25,091
shares
|
$960,232
0.08% of portfolio
|
Q1 2025
Added 11.87%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
17,667
shares
|
$676,116
0.0% of portfolio
|
Q1 2025
Reduced 26.23%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
16,260
shares
|
$622,270
0.0% of portfolio
|
Q1 2025
Added 24.91%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
14,489
shares
|
$554,494
0.02% of portfolio
|
Q1 2025
Reduced 83.24%
|
|
|
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 |
May 12, 2025 Q1 2025 |
13,338
shares
|
$510,445
0.0% of portfolio
|
Q4 2024
Reduced 41.51%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
13,332
shares
|
$510,215
0.0% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
May 14, 2025 Q1 2025 |
13,279
shares
|
$508,187
0.23% of portfolio
|
Q1 2025
Reduced 68.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
12,702
shares
|
$486,105
0.0% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
11,163
shares
|
$427,208
0.0% of portfolio
|
Q1 2025
Reduced 16.87%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
8,464
shares
|
$323,917
0.0% of portfolio
|
Q2 2025
Reduced 14.0%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,699
shares
|
$218,100
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
5,643
shares
|
$215,957
0.0% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
4,772
shares
|
$182,624
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
4,750
shares
|
$181,782
0.0% of portfolio
|
Q1 2025
Added 5.56%
|