Purchases and Sales Made in Q1 2024 in Global X Mlp & Energy Infrastr (MLPX)
This table provides information about the institutional ownership of Global X Mlp & Energy Infrastr (MLPX) during Q1 2024. The information is specifically focused on institutions that hold shares of GLOBAL X MLP & ENERGY INFRASTR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.95K+ 2.56% |
$84.4K - $95.5K
|
78.1K
$4.86M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.9K+ 3.02% |
$82.3K - $93.1K
|
64.7K
$4.03M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.79K+ 89.47% |
$77.6K - $87.8K
|
3.8K
$236K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.63K+ 16.15% |
$70.7K - $80K
|
11.7K
$730K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.61K+ 16.67% |
$69.8K - $79K
|
11.3K
$702K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.4K+ 4.38% |
$60.7K - $68.7K
|
33.4K
$2.08M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.24K+ 7.91% |
$53.9K - $60.9K
|
17K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
1.21K+ 9.06% |
$52.3K - $59.1K
|
14.5K
$904K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
950+ 5.78% |
$41.1K - $46.5K
|
17.4K
$1.08M
|
|
|
Apr 25, 2024
Q1 2024
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
929+ 1.62% |
$40.2K - $45.5K
|
58.4K
$3.63M
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
920+ 0.49% |
$39.8K - $45.1K
|
189K
$11.7M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
900New |
$39K - $44.1K
|
900
$56K
|
|
|
Nov 07, 2024
Q1 2024
|
Verity & Verity, LLC
Beaufort, SC |
BUY
|
- |
861+ 2.83% |
$37.3K - $42.2K
|
31.3K
$1.95M
|
|
|
Apr 19, 2024
Q1 2024
|
Gen Trust, LLC
|
BUY
|
- |
742+ 0.24% |
$32.1K - $36.4K
|
305K
$18.9M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
653+ 6.71% |
$28.3K - $32K
|
10.4K
$646K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
629+ 0.76% |
$27.2K - $30.8K
|
83.8K
$5.21M
|
|
|
Dec 05, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
629+ 0.76% |
$27.2K - $30.8K
|
83.8K
$5.21M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
584New |
$25.3K - $28.6K
|
584
$36.3K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
563+ 1.33% |
$24.4K - $27.6K
|
42.8K
$2.67M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
549+ 1.81% |
$23.8K - $26.9K
|
30.9K
$1.92M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
513+ 2.25% |
$22.2K - $25.1K
|
23.3K
$1.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
382+ 3.97% |
$16.5K - $18.7K
|
9.99K
$622K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
367+ 7.37% |
$15.9K - $18K
|
5.35K
$333K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
326New |
$14.1K - $16K
|
326
$20.3K
|
|
|
May 15, 2024
Q1 2024
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
265+ 1.16% |
$11.5K - $13K
|
23.1K
$1.44M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
265+ 0.73% |
$11.5K - $13K
|
36.5K
$2.27M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
237+ 483.67% |
$10.3K - $11.6K
|
286
$17.8K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
199+ 0.59% |
$8.61K - $9.75K
|
33.9K
$2.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
176New |
$7.62K - $8.62K
|
176
$10.9K
|
|
|
May 07, 2024
Q1 2024
|
Anson Capital, Inc.
|
BUY
|
- |
139+ 0.82% |
$6.02K - $6.81K
|
17.1K
$1.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
131+ 1.56% |
$5.67K - $6.42K
|
8.51K
$529K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
76+ 1.29% |
$3.29K - $3.72K
|
5.98K
$372K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
50+ 0.06% |
$2.16K - $2.45K
|
86.5K
$5.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
40New |
$1.73K - $1.96K
|
40
$2.49K
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
33New |
$1.43K - $1.62K
|
33
$2.05K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
32New |
$1.39K - $1.57K
|
32
$1.99K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
32New |
$1.39K - $1.57K
|
32
$1.99K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
30+ 0.63% |
$1.3K - $1.47K
|
4.78K
$297K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
21+ 0.55% |
$909 - $1.03K
|
3.86K
$240K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
20+ 153.85% |
$866 - $980
|
33
$2.05K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 0.27% |
$303 - $343
|
2.61K
$163K
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
3+ 0.03% |
$130 - $147
|
10.3K
$643K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1New |
$43.3 - $49
|
1
$62.2
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-12- 54.55% |
$519 - $588
|
10
$622
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-35- 34.31% |
$1.52K - $1.71K
|
67
$4.17K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-39- 0.81% |
$1.69K - $1.91K
|
4.76K
$296K
|
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-44- 1.38% |
$1.9K - $2.16K
|
3.15K
$196K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-96- 50.0% |
$4.16K - $4.7K
|
96
$5.97K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-100- 4.88% |
$4.33K - $4.9K
|
1.95K
$121K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-117- 0.15% |
$5.06K - $5.73K
|
79.4K
$4.94M
|