Institutional Ownership Alerian Energy Infrastructure (ENFR)
This table provides information about the institutional ownership of Alerian Energy Infrastructure (ENFR). We have compiled data on the 94 institutions that hold shares in the stock, with a total of 3.52 Million shares, which have been reported (via 13F filing form) to have a value of $116 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
11,085
shares
|
$363,477
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
11,020
shares
|
$361,345
0.09% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
10,429
shares
|
$341,966
0.06% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
9,946
shares
|
$326,129
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
9,622
shares
|
$315,505
0.03% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
9,500
shares
|
$311,505
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bordeaux Wealth Advisors LLC
|
Jan 30, 2025 Q4 2024 |
8,586
shares
|
$281,534
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
8,550
shares
|
$280,354
0.0% of portfolio
|
Q2 2024
Reduced 16.59%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
8,358
shares
|
$274,058
0.08% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
8,126
shares
|
$266,451
0.0% of portfolio
|
Q3 2024
Reduced 29.8%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
7,932
shares
|
$260,090
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
7,854
shares
|
$257,532
0.0% of portfolio
|
Q4 2024
Reduced 13.73%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
7,336
shares
|
$240,547
0.1% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
7,249
shares
|
$237,694
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
7,100
shares
|
$232,809
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
6,974
shares
|
$228,677
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
6,916
shares
|
$226,775
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
6,900
shares
|
$226,251
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
6,719
shares
|
$220,316
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
6,628
shares
|
$217,332
0.02% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
5,707
shares
|
$187,132
0.01% of portfolio
|
Q4 2024
Added 17.79%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
5,424
shares
|
$177,852
0.0% of portfolio
|
Q2 2024
Added 4.81%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
5,177
shares
|
$169,753
0.01% of portfolio
|
Q4 2024
Added 0.35%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
3,485
shares
|
$114,273
0.0% of portfolio
|
Q1 2024
Added 6.51%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
3,130
shares
|
$102,632
0.02% of portfolio
|
Q1 2022
Reduced 0.03%
|