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 |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-4.55K- 35.95% |
$252K - $296K
|
8.11K
$489K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
14+ 1.31% |
$774 - $910
|
1.08K
$65.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-6.73K- 31.82% |
$372K - $438K
|
14.4K
$871K
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.11KNew |
$66.3K - $74.7K
|
1.11K
$67.1K
|
|
|
Jul 25, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.49K+ 105.66% |
$208K - $235K
|
6.79K
$410K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
223New |
$13.3K - $15K
|
223
$13.5K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
30.5KNew |
$1.82M - $2.05M
|
30.5K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
627New |
$37.4K - $42.1K
|
627
$37.9K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-55.7K- 92.74% |
$3.32M - $3.74M
|
4.36K
$263K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
41.1KNew |
$2.45M - $2.76M
|
41.1K
$2.48M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
39.4K+ 12495.56% |
$2.35M - $2.65M
|
39.7K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.26KNew |
$74.9K - $84.5K
|
1.26K
$75.9K
|
|
|
May 14, 2025
Q1 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
35KNew |
$2.08M - $2.35M
|
35K
$2.11M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.44KNew |
$324K - $366K
|
5.44K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Zega Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
15.9K+ 487.48% |
$947K - $1.07M
|
19.1K
$1.16M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
155K+ 173.95% |
$9.22M - $10.4M
|
244K
$14.7M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-6K- 13.33% |
$358K - $403K
|
39K
$2.35M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-2.5K- 17.62% |
$149K - $168K
|
11.7K
$705K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-160- 17.96% |
$9.54K - $10.8K
|
731
$44.1K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
4.3KNew |
$256K - $289K
|
4.3K
$260K
|
|
|
May 09, 2025
Q1 2025
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-2.36K- 1.13% |
$140K - $158K
|
206K
$12.4M
|
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
7+ 0.05% |
$417 - $470
|
14K
$848K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
89.3KNew |
$5.32M - $6M
|
89.3K
$5.39M
|
|
|
May 08, 2025
Q1 2025
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
3.2KNew |
$191K - $215K
|
3.2K
$193K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
595New |
$35.5K - $40K
|
595
$35.9K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13K- 16.65% |
$777K - $876K
|
65.2K
$3.94M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
5.45KNew |
$325K - $366K
|
5.45K
$329K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
73New |
$4.35K - $4.91K
|
73
$4.41K
|
|
|
Apr 30, 2025
Q1 2025
|
Hara Capital LLC
Bellevue, WA |
SELL
|
- |
-600- 99.01% |
$35.8K - $40.3K
|
6
$362
|
|
|
Apr 29, 2025
Q1 2025
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
80+ 1.45% |
$4.77K - $5.38K
|
5.6K
$338K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.16KNew |
$308K - $347K
|
5.16K
$312K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1KNew |
$59.6K - $67.2K
|
1K
$60.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
10.5KNew |
$628K - $709K
|
10.5K
$637K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-31- 45.59% |
$1.85K - $2.08K
|
37
$2.23K
|
|
|
Apr 22, 2025
Q1 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
24.4KNew |
$1.46M - $1.64M
|
24.4K
$1.47M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
186New |
$11.1K - $12.5K
|
186
$11.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
72+ 1.76% |
$4.29K - $4.84K
|
4.15K
$251K
|
|
|
Apr 15, 2025
Q1 2025
|
Transform Wealth, LLC
|
SELL
|
- |
-5.62K- 10.38% |
$335K - $377K
|
48.5K
$2.93M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.44KNew |
$205K - $231K
|
3.44K
$208K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
46New |
$2.74K - $3.09K
|
46
$2.78K
|
|
| Q4 2024 | |||||||
|
Apr 23, 2025
Q4 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
79.1KNew |
$4.34M - $5.08M
|
79.1K
$4.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
67New |
$3.68K - $4.31K
|
67
$4.05K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
25New |
$1.37K - $1.61K
|
25
$1.51K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.5K- 50.0% |
$137K - $161K
|
2.5K
$151K
|
|
|
Feb 13, 2025
Q4 2024
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
3.33KNew |
$183K - $214K
|
3.33K
$201K
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
3.72KNew |
$204K - $239K
|
3.72K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.88K+ 23.48% |
$103K - $121K
|
9.89K
$597K
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
690K+ 26.58% |
$37.9M - $44.4M
|
3.29M
$198M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.57KNew |
$251K - $294K
|
4.57K
$276K
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
174New |
$9.55K - $11.2K
|
174
$10.5K
|
|