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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
89+ 0.11% |
$4.89K - $5.72K
|
77.9K
$4.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
280K+ 25926.3% |
$15.4M - $18M
|
281K
$17.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
123+ 0.87% |
$6.75K - $7.91K
|
14.2K
$909K
|
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
15.9K+ 90.29% |
$873K - $1.02M
|
33.5K
$2.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
92+ 0.2% |
$5.05K - $5.92K
|
47.3K
$3.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14K+ 6.13% |
$768K - $900K
|
242K
$15.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
25+ 0.54% |
$1.37K - $1.61K
|
4.67K
$298K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
12+ 0.13% |
$659 - $772
|
9.03K
$576K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.33KNew |
$183K - $214K
|
3.33K
$213K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.88K+ 23.48% |
$103K - $121K
|
9.89K
$631K
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
60.1KNew |
$3.3M - $3.86M
|
60.1K
$3.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.23K- 4.15% |
$507K - $594K
|
213K
$13.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.71K+ 10.83% |
$93.6K - $110K
|
17.4K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
420KNew |
$23M - $27M
|
420K
$26.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
3.72KNew |
$204K - $239K
|
3.72K
$237K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
160+ 21.89% |
$8.78K - $10.3K
|
891
$56.9K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.3K+ 3.16% |
$71.1K - $83.3K
|
42.3K
$2.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-14.6K- 24.52% |
$802K - $940K
|
45K
$2.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.55K+ 3.29% |
$140K - $164K
|
80.1K
$5.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-619- 0.79% |
$34K - $39.8K
|
77.9K
$4.97M
|
|
|
Feb 12, 2025
Q4 2024
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-17.8K- 33.41% |
$979K - $1.15M
|
35.6K
$2.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
168New |
$9.22K - $10.8K
|
168
$10.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.1K+ 40.49% |
$225K - $264K
|
14.2K
$909K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-5.09K- 15.41% |
$280K - $328K
|
28K
$1.78M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.59K+ 40.85% |
$87K - $102K
|
5.47K
$349K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
119K+ 62.95% |
$6.51M - $7.63M
|
307K
$19.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
SELL
|
- |
-62- 0.99% |
$3.4K - $3.99K
|
6.22K
$397K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
174New |
$9.55K - $11.2K
|
174
$11.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Disciplined Investors, L.L.C.
Waco, TX |
BUY
|
- |
6.53KNew |
$358K - $420K
|
6.53K
$416K
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-5.44K- 1.83% |
$299K - $350K
|
292K
$18.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
18.7K+ 244.52% |
$1.03M - $1.2M
|
26.3K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.57KNew |
$251K - $294K
|
4.57K
$292K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-9.45K- 2.13% |
$519K - $608K
|
435K
$27.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
52.5K+ 8.21% |
$2.88M - $3.38M
|
692K
$44.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.56KNew |
$196K - $229K
|
3.56K
$227K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
SELL
|
- |
-113- 36.22% |
$6.2K - $7.27K
|
199
$12.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
63New |
$3.46K - $4.05K
|
63
$4.02K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
4.84KNew |
$266K - $311K
|
4.84K
$309K
|
|
|
Feb 11, 2025
Q4 2024
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
3.26KNew |
$179K - $210K
|
3.26K
$208K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-295- 2.04% |
$16.2K - $19K
|
14.2K
$904K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.82K+ 26.4% |
$155K - $181K
|
13.5K
$860K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
230K+ 26.57% |
$12.6M - $14.8M
|
1.1M
$69.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.22KNew |
$396K - $464K
|
7.22K
$461K
|
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-9.02KClosed |
$495K - $580K
|
0
$0
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.36K+ 17.04% |
$74.9K - $87.7K
|
9.37K
$598K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-38- 5.23% |
$2.09K - $2.44K
|
689
$44K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
20+ 0.18% |
$1.1K - $1.29K
|
11.2K
$714K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.71K+ 16.09% |
$149K - $174K
|
19.6K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
3.72K+ 25.42% |
$204K - $239K
|
18.4K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
19.2K+ 18.81% |
$1.05M - $1.23M
|
121K
$7.73M
|