Institutional Ownership Global X Mlp & Energy Infrastr (MLPX)
This table provides information about the institutional ownership of Global X Mlp & Energy Infrastr (MLPX). We have compiled data on the 289 institutions that hold shares in the stock, with a total of 28.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
9,726
shares
|
$620,713
0.05% of portfolio
|
Q4 2024
Added 1.57%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
9,388
shares
|
$599,142
0.0% of portfolio
|
Q4 2024
Added 30.61%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
9,368
shares
|
$597,865
0.05% of portfolio
|
Q4 2024
Added 17.04%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
9,164
shares
|
$584,846
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
9,082
shares
|
$579,613
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
9,054
shares
|
$577,826
0.02% of portfolio
|
Q4 2024
Added 39.1%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
9,034
shares
|
$576,549
0.29% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
9,031
shares
|
$576,358
0.0% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
8,635
shares
|
$551,085
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
8,345
shares
|
$532,577
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Capital Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
8,000
shares
|
$510,560
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
7,894
shares
|
$503,795
0.0% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
7,864
shares
|
$501,880
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
7,602
shares
|
$485,159
0.06% of portfolio
|
Q1 2023
Added 49.0%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7,500
shares
|
$478,650
0.09% of portfolio
|
Q4 2022
Reduced 1.32%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
7,333
shares
|
$467,992
0.0% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
7,218
shares
|
$460,652
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
7,087
shares
|
$452,292
0.0% of portfolio
|
Q4 2024
Added 26.87%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
7,066
shares
|
$450,952
0.09% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
6,724
shares
|
$429,125
0.04% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Disciplined Investors, L.L.C.
Waco, TX |
Feb 12, 2025 Q4 2024 |
6,525
shares
|
$416,425
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
6,225
shares
|
$397,279
0.09% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Discovery Capital Management, LLC
South Norwalk, CT |
Feb 12, 2025 Q4 2024 |
6,224
shares
|
$397,215
0.03% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
6,210
shares
|
$396,322
0.0% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Green Square Capital Advisors LLC
|
Feb 14, 2025 Q4 2024 |
6,074
shares
|
$387,642
0.05% of portfolio
|
Q4 2024
Reduced 9.76%
|