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 35 institutions that hold shares in the stock, with a total of 721,971 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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,400
shares
|
$53,578
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
912
shares
|
$34,902
0.0% of portfolio
|
Q2 2025
Added 149.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
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%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
236
shares
|
$9,031
0.01% of portfolio
|
Q2 2025
Reduced 26.48%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
159
shares
|
$6,084
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
118
shares
|
$4,515
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
100
shares
|
$3,827
0.0% of portfolio
|
N/A
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
37
shares
|
$1,415
0.0% of portfolio
|
Q1 2025
Added 2.78%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|