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 |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
839
shares
|
$32,108
0.0% of portfolio
|
Q3 2024
Added 22.3%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
500
shares
|
$19,135
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
450
shares
|
$17,221
0.0% of portfolio
|
Q1 2022
Added 1.56%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
123
shares
|
$4,707
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
100
shares
|
$3,827
0.0% of portfolio
|
N/A
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|