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 |
---|---|---|---|---|---|---|---|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-15.9K- 20.25% |
$872K - $1.02M
|
62.6K
$3.99M
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
2.36K+ 5.33% |
$130K - $152K
|
46.7K
$2.98M
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
39New |
$2.14K - $2.51K
|
39
$2.49K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
3.36KNew |
$184K - $216K
|
3.36K
$214K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.5K+ 26.87% |
$82.4K - $96.5K
|
7.09K
$452K
|
|
Jan 17, 2025
Q4 2024
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
19.3K+ 159.36% |
$1.06M - $1.24M
|
31.5K
$2.01M
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
42.5KNew |
$2.33M - $2.73M
|
42.5K
$2.71M
|
|
Jan 16, 2025
Q4 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-11.3K- 17.34% |
$623K - $730K
|
54.1K
$3.45M
|
|
Jan 15, 2025
Q4 2024
|
Verity & Verity, LLC
Beaufort, SC |
SELL
|
- |
-504- 1.66% |
$27.7K - $32.4K
|
29.9K
$1.91M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.54KNew |
$194K - $228K
|
3.54K
$226K
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
615+ 15.07% |
$33.8K - $39.6K
|
4.7K
$300K
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
9.16KNew |
$503K - $589K
|
9.16K
$585K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-208- 0.38% |
$11.4K - $13.4K
|
54.4K
$3.47M
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-577- 3.25% |
$31.7K - $37.1K
|
17.2K
$1.1M
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
419+ 0.73% |
$23K - $27K
|
57.9K
$3.69M
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.21K+ 1.39% |
$66.6K - $78K
|
88.6K
$5.66M
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-280- 5.62% |
$15.4K - $18K
|
4.71K
$300K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.64KNew |
$200K - $234K
|
3.64K
$232K
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
20.1K+ 27.21% |
$1.11M - $1.3M
|
94.2K
$6.01M
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.91K+ 77.91% |
$434K - $508K
|
18.1K
$1.15M
|
|
Jan 10, 2025
Q4 2024
|
A. D. Beadell Investment Counsel, Inc.
|
BUY
|
- |
3.65KNew |
$201K - $235K
|
3.65K
$233K
|
|
Jan 07, 2025
Q4 2024
|
Birch Capital Management, LLC
|
SELL
|
- |
-4.97K- 28.52% |
$273K - $319K
|
12.4K
$794K
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
433+ 0.58% |
$23.8K - $27.9K
|
75.6K
$4.82M
|
|
Q3 2024 | |||||||
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
154+ 2.34% |
$7.76K - $8.5K
|
6.72K
$429K
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
21.4KNew |
$1.08M - $1.18M
|
21.4K
$1.37M
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
829+ 276.33% |
$41.8K - $45.8K
|
1.13K
$72.1K
|
|
Nov 15, 2024
Q3 2024
|
Menlo Advisors LLC
|
BUY
|
- |
75.6K+ 1302.27% |
$3.81M - $4.17M
|
81.4K
$5.2M
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-100- 11.11% |
$5.04K - $5.52K
|
800
$51.1K
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-109K- 98.19% |
$5.47M - $6M
|
2K
$128K
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.89KNew |
$347K - $381K
|
6.89K
$440K
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.97KNew |
$502K - $550K
|
9.97K
$636K
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
BUY
|
- |
7.86KNew |
$396K - $434K
|
7.86K
$502K
|
|
Nov 14, 2024
Q3 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
45.3KNew |
$2.28M - $2.5M
|
45.3K
$2.89M
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
123KNew |
$6.19M - $6.79M
|
123K
$7.84M
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
498+ 2.69% |
$25.1K - $27.5K
|
19K
$1.21M
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
162KNew |
$8.18M - $8.97M
|
162K
$10.4M
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 16.93% |
$72.7K - $79.7K
|
7.08K
$452K
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-100- 5.13% |
$5.04K - $5.52K
|
1.85K
$118K
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
8.64KNew |
$435K - $477K
|
8.64K
$551K
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.74KNew |
$390K - $427K
|
7.74K
$494K
|
|
Nov 12, 2024
Q3 2024
|
Glassman Wealth Services
|
BUY
|
- |
100New |
$5.04K - $5.52K
|
100
$6.38K
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
4.83KNew |
$243K - $267K
|
4.83K
$308K
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
5.28KNew |
$266K - $292K
|
5.28K
$337K
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
4.37KNew |
$220K - $241K
|
4.37K
$279K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
38New |
$1.91K - $2.1K
|
38
$2.43K
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-65- 61.32% |
$3.27K - $3.59K
|
41
$2.62K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
772New |
$38.9K - $42.6K
|
772
$49.3K
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
606New |
$30.5K - $33.5K
|
606
$38.7K
|
|
Oct 31, 2024
Q3 2024
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
3.43K+ 7.46% |
$173K - $189K
|
49.3K
$3.15M
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
5.53K+ 44.21% |
$278K - $305K
|
18K
$1.15M
|