Latest Institutional Transactions on Global X Mlp & Energy Infrastr (MLPX)
This table provides information on the latest institutional transactions involving Global X Mlp & Energy Infrastr (MLPX) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
72+ 1.76% |
$4.29K - $4.84K
|
4.15K
$252K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-22- 0.24% |
$1.31K - $1.48K
|
9.01K
$546K
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
697+ 0.79% |
$41.5K - $46.8K
|
89.3K
$5.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.07K+ 29.25% |
$124K - $139K
|
9.16K
$555K
|
|
|
Apr 16, 2025
Q1 2025
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-5.8K- 19.39% |
$346K - $390K
|
24.1K
$1.46M
|
|
|
Apr 16, 2025
Q1 2025
|
Birch Capital Management, LLC
|
BUY
|
- |
25+ 0.2% |
$1.49K - $1.68K
|
12.5K
$755K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
152+ 0.33% |
$9.06K - $10.2K
|
46.9K
$2.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.44K+ 13.71% |
$324K - $365K
|
45.1K
$2.73M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-25- 0.85% |
$1.49K - $1.68K
|
2.92K
$177K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.07KNew |
$63.7K - $71.8K
|
1.07K
$64.8K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
4.05K+ 6.47% |
$241K - $272K
|
66.6K
$4.04M
|
|
|
Apr 15, 2025
Q1 2025
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-25- 0.62% |
$1.49K - $1.68K
|
4.02K
$243K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-5.62K- 10.38% |
$335K - $377K
|
48.5K
$2.94M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7.82K+ 70.44% |
$466K - $526K
|
18.9K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-180- 20.95% |
$10.7K - $12.1K
|
679
$41.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-8.14K- 14.06% |
$485K - $547K
|
49.7K
$3.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
21.9KNew |
$1.31M - $1.47M
|
21.9K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.02% |
$179 - $202
|
17.2K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
21.2KNew |
$1.26M - $1.42M
|
21.2K
$1.28M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
25.7KNew |
$1.53M - $1.72M
|
25.7K
$1.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Menlo Advisors LLC
|
BUY
|
- |
21K+ 25.79% |
$1.25M - $1.41M
|
102K
$6.2M
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-4.25K- 7.81% |
$253K - $285K
|
50.1K
$3.04M
|
|
|
Apr 11, 2025
Q1 2025
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-199- 5.45% |
$11.9K - $13.4K
|
3.46K
$209K
|
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-1.41K- 3.5% |
$83.9K - $94.6K
|
38.8K
$2.35M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
4.45K+ 10.48% |
$265K - $299K
|
46.9K
$2.84M
|
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
238K+ 755.52% |
$14.2M - $16M
|
269K
$16.3M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7.56KNew |
$451K - $508K
|
7.56K
$458K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.02K+ 1.08% |
$60.6K - $68.3K
|
95.2K
$5.77M
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
46New |
$2.74K - $3.09K
|
46
$2.79K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.64K+ 90950.0% |
$217K - $244K
|
3.64K
$221K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.93K+ 32.83% |
$353K - $398K
|
24K
$1.45M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.44KNew |
$205K - $231K
|
3.44K
$208K
|
|
|
Apr 08, 2025
Q1 2025
|
Somerset Trust CO
|
BUY
|
- |
4.01KNew |
$239K - $269K
|
4.01K
$243K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
188K+ 5601.31% |
$11.2M - $12.6M
|
191K
$11.6M
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-96- 0.38% |
$5.72K - $6.45K
|
25.5K
$1.54M
|
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
27.4KNew |
$1.63M - $1.84M
|
27.4K
$1.66M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
172KNew |
$10.2M - $11.5M
|
172K
$10.4M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
7+ 0.27% |
$417 - $470
|
2.64K
$160K
|
|
| Q4 2024 | |||||||
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-2.48K- 11.57% |
$136K - $160K
|
19K
$1.15M
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
5.99KNew |
$329K - $385K
|
5.99K
$363K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-202- 15.37% |
$11.1K - $13K
|
1.11K
$67.4K
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-672- 3.91% |
$36.9K - $43.2K
|
16.5K
$1M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
223New |
$12.2K - $14.3K
|
223
$13.5K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
160New |
$8.78K - $10.3K
|
160
$9.69K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.23K- 3.57% |
$67.7K - $79.4K
|
33.4K
$2.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
64+ 0.19% |
$3.51K - $4.12K
|
34.6K
$2.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.3K+ 11.65% |
$841K - $985K
|
147K
$8.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
115K+ 29.38% |
$6.3M - $7.38M
|
506K
$30.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.21K+ 14.43% |
$176K - $206K
|
25.5K
$1.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
947+ 0.65% |
$52K - $60.9K
|
146K
$8.83M
|
|