Latest Institutional Transactions on Global X Mlp ETF (MLPA)
This table provides information on the latest institutional transactions involving Global X Mlp ETF (MLPA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
52New |
$2.1K - $2.23K
|
52
$2.74K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
317+ 6.14% |
$12.8K - $13.6K
|
5.48K
$289K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
562New |
$22.7K - $24.1K
|
562
$29.6K
|
|
Jul 21, 2023
Q2 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
71New |
$2.87K - $3.05K
|
71
$3.74K
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
7.84K+ 108.51% |
$317K - $337K
|
15.1K
$793K
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-3.9K- 0.59% |
$157K - $167K
|
662K
$34.8M
|
|
Q1 2023 | |||||||
Feb 20, 2025
Q1 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-3.44K- 30.99% |
$138K - $150K
|
7.66K
$403K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-280- 2.35% |
$11.2K - $12.2K
|
11.6K
$612K
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
500+ 9.53% |
$20K - $21.9K
|
5.74K
$302K
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-22.8K- 77.19% |
$914K - $997K
|
6.74K
$355K
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-44.9K- 88.59% |
$1.8M - $1.96M
|
5.78K
$304K
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
6.79KNew |
$272K - $297K
|
6.79K
$357K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-101- 1.65% |
$4.05K - $4.42K
|
6.02K
$317K
|
|
May 10, 2023
Q1 2023
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
10.9KNew |
$435K - $475K
|
10.9K
$572K
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-39.7K- 53.26% |
$1.59M - $1.73M
|
34.8K
$1.83M
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
4.87KNew |
$195K - $213K
|
4.87K
$256K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
31New |
$1.24K - $1.36K
|
31
$1.63K
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
78.7K+ 40.3% |
$3.15M - $3.44M
|
274K
$14.4M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.71KNew |
$68.6K - $74.9K
|
1.71K
$90.1K
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-2- 66.67% |
$80.1 - $87.5
|
1
$52.6
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
45KNew |
$1.8M - $1.97M
|
45K
$2.37M
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
400New |
$16K - $17.5K
|
400
$21.1K
|
|
Apr 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
41.6KNew |
$1.67M - $1.82M
|
41.6K
$2.19M
|
|
Q4 2022 | |||||||
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
159New |
$6.35K - $6.99K
|
159
$8.37K
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
558New |
$22.3K - $24.5K
|
558
$29.4K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
418New |
$16.7K - $18.4K
|
418
$22K
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-2.88K- 96.64% |
$115K - $127K
|
100
$5.26K
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
456+ 4.48% |
$18.2K - $20K
|
10.6K
$560K
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.05KNew |
$41.9K - $46.1K
|
1.05K
$55.2K
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
4KNew |
$160K - $176K
|
4K
$211K
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
4.91KNew |
$196K - $216K
|
4.91K
$258K
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
15K+ 100.0% |
$599K - $659K
|
30K
$1.58M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
328New |
$13.1K - $14.4K
|
328
$17.3K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
215New |
$8.59K - $9.45K
|
215
$11.3K
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
119+ 1.82% |
$4.76K - $5.23K
|
6.65K
$350K
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-5- 0.07% |
$200 - $220
|
7K
$369K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
24+ 6.4% |
$959 - $1.06K
|
399
$21K
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
291New |
$11.6K - $12.8K
|
291
$15.3K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.2KNew |
$48K - $52.8K
|
1.2K
$63.3K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
649New |
$25.9K - $28.5K
|
649
$34.2K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
67+ 0.92% |
$2.4K - $2.91K
|
7.31K
$385K
|
|
Nov 14, 2022
Q3 2022
|
Stringer Asset Management, LLC
Memphis, TN |
BUY
|
- |
12.7KNew |
$455K - $551K
|
12.7K
$668K
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
33.9K+ 89.81% |
$1.22M - $1.47M
|
71.7K
$3.77M
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
137New |
$4.92K - $5.96K
|
137
$7.21K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
30+ 0.83% |
$1.08K - $1.3K
|
3.66K
$193K
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
690New |
$24.8K - $30K
|
690
$36.3K
|
|
Oct 25, 2022
Q3 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
5.17KNew |
$185K - $225K
|
5.17K
$272K
|
|
Oct 24, 2022
Q3 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-429- 4.76% |
$15.4K - $18.6K
|
8.59K
$452K
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
6New |
$215 - $261
|
6
$316
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.24K+ 22.56% |
$44.6K - $54K
|
6.75K
$355K
|