Purchases and Sales Made in Q1 2024 in Cushing Next Gen Infrastructure Income Fund (SZC)
This table provides information about the institutional ownership of Cushing Next Gen Infrastructure Income Fund (SZC) during Q1 2024. The information is specifically focused on institutions that hold shares of Cushing NextGen Infrastructure Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8.82KNew |
N/A
|
8.82K
$337K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.6K+ 34.01% |
N/A
|
26K
$996K
|
|
|
May 15, 2024
Q1 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
6.22K+ 63.58% |
N/A
|
16K
$612K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.59KNew |
N/A
|
5.59K
$214K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.57KNew |
N/A
|
5.57K
$213K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.26KNew |
N/A
|
5.26K
$201K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.37K+ 17.39% |
N/A
|
22.7K
$871K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.43K+ 8.12% |
N/A
|
19K
$727K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
639+ 8.05% |
N/A
|
8.58K
$328K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
617+ 6.12% |
N/A
|
10.7K
$409K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
522New |
N/A
|
522
$20K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
275New |
N/A
|
275
$10.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
28+ 0.16% |
N/A
|
17.4K
$667K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-654- 5.54% |
N/A
|
11.2K
$427K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-803- 6.98% |
N/A
|
10.7K
$409K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.34K- 57.17% |
N/A
|
1K
$38.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.5K- 91.46% |
N/A
|
140
$5.36K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-2.71K- 17.99% |
N/A
|
12.4K
$473K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.33K- 12.75% |
N/A
|
22.7K
$871K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.33K- 12.75% |
N/A
|
22.7K
$871K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-4.2K- 41.18% |
N/A
|
6K
$230K
|
|
|
May 14, 2024
Q1 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-4.81K- 13.12% |
N/A
|
31.9K
$1.22M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.1K- 60.65% |
N/A
|
9.17K
$351K
|
|
|
May 10, 2024
Q1 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-71K- 80.44% |
N/A
|
17.3K
$661K
|