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 31 institutions that hold shares in the stock, with a total of 637,659 shares, which have been reported (via 13F filing form) to have a value of $24.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
219,202
shares
|
$8.39 Million
0.2% of portfolio
|
Q3 2024
Added 658.59%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
112,905
shares
|
$4.32 Million
0.0% of portfolio
|
Q3 2024
Added 482.65%
|
|
|
Aristides Capital LLC
Ottawa Hills, OH |
Nov 14, 2024 Q3 2024 |
37,082
shares
|
$1.42 Million
0.65% of portfolio
|
Q3 2024
Added 29.26%
|
|
|
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, 2024 Q3 2024 |
28,661
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
23,005
shares
|
$880,401
0.0% of portfolio
|
Q3 2024
Added 79.68%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
22,621
shares
|
$865,705
0.1% of portfolio
|
Q3 2024
Added 52.69%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
16,072
shares
|
$615,075
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
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
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
13,900
shares
|
$531,953
0.0% of portfolio
|
Q3 2024
Reduced 25.99%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
13,832
shares
|
$529,350
0.0% of portfolio
|
Q3 2024
Reduced 17.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
13,420
shares
|
$513,583
0.0% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
12,779
shares
|
$489,052
0.0% of portfolio
|
Q3 2024
Added 26.76%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
11,525
shares
|
$441,061
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
9,750
shares
|
$373,132
0.0% of portfolio
|
Q2 2024
Reduced 5.8%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
8,706
shares
|
$333,178
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
7,875
shares
|
$301,376
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
7,041
shares
|
$269,459
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
6,642
shares
|
$254,189
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
5,608
shares
|
$214,618
0.0% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
4,880
shares
|
$186,757
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
4,843
shares
|
$185,341
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
4,104
shares
|
$157,060
0.0% of portfolio
|
Q3 2024
Reduced 19.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,370
shares
|
$52,429
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
875
shares
|
$33,486
0.0% of portfolio
|
Q4 2022
Reduced 30.11%
|