Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
28.2K+ 244.99% |
N/A
|
39.8K
$1.52M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14.6K+ 58.04% |
N/A
|
39.7K
$1.52M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.6K+ 49.12% |
N/A
|
32.3K
$1.24M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.36K+ 234.96% |
N/A
|
13.3K
$510K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.7KNew |
N/A
|
5.7K
$218K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.66K+ 22.44% |
N/A
|
30.9K
$1.18M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
4.77KNew |
N/A
|
4.77K
$183K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.24K+ 24.91% |
N/A
|
16.3K
$622K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.66K+ 11.87% |
N/A
|
25.1K
$960K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.78K+ 7.15% |
N/A
|
26.7K
$1.02M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.66K+ 5.99% |
N/A
|
29.3K
$1.12M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.4KNew |
N/A
|
1.4K
$53.6K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.08KNew |
N/A
|
1.08K
$41.4K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1KNew |
N/A
|
1K
$38.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
250+ 5.56% |
N/A
|
4.75K
$182K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
159New |
N/A
|
159
$6.08K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
118New |
N/A
|
118
$4.52K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
92+ 0.73% |
N/A
|
12.7K
$486K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
20+ 0.36% |
N/A
|
5.64K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1+ 2.78% |
N/A
|
37
$1.42K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-73- 18.53% |
N/A
|
321
$12.3K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-705- 0.79% |
N/A
|
88.8K
$3.4M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.17K- 3.35% |
N/A
|
33.8K
$1.29M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.27K- 16.87% |
N/A
|
11.2K
$427K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.38K- 1.45% |
N/A
|
162K
$6.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.28K- 26.23% |
N/A
|
17.7K
$676K
|
|
|
May 14, 2025
Q1 2025
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-28.3K- 68.06% |
N/A
|
13.3K
$508K
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-72K- 83.24% |
N/A
|
14.5K
$554K
|