Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.8K+ 39.92% |
N/A
|
55.5K
$2.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
10.5K+ 32.51% |
N/A
|
42.8K
$1.64M
|
|
|
Sep 12, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7.61K+ 89.85% |
N/A
|
16.1K
$615K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.97K+ 62.41% |
N/A
|
18.1K
$694K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.12K+ 3.78% |
N/A
|
168K
$6.43M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.17K+ 69.25% |
N/A
|
12.6K
$484K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.66K+ 11.83% |
N/A
|
34.5K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.14K+ 8.97% |
N/A
|
13.8K
$530K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
547+ 149.86% |
N/A
|
912
$34.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
482+ 1.92% |
N/A
|
25.6K
$979K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
460+ 1.16% |
N/A
|
40.2K
$1.54M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
434+ 40.07% |
N/A
|
1.52K
$58.1K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
400+ 7.02% |
N/A
|
6.1K
$233K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
60+ 1.26% |
N/A
|
4.83K
$185K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-85- 26.48% |
N/A
|
236
$9.03K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-354- 6.27% |
N/A
|
5.29K
$202K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-599- 2.25% |
N/A
|
26.1K
$998K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.38K- 14.0% |
N/A
|
8.46K
$324K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.39K- 4.1% |
N/A
|
32.4K
$1.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.65K- 5.62% |
N/A
|
27.7K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-2.21K- 16.67% |
N/A
|
11.1K
$423K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.87K- 44.02% |
N/A
|
7.47K
$286K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-6.03K- 34.11% |
N/A
|
11.6K
$445K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.27K- 50.87% |
N/A
|
7.99K
$306K
|