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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
32New |
$1.39K - $1.57K
|
32
$1.93K
|
|
|
May 15, 2024
Q1 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
31KNew |
$1.34M - $1.52M
|
31K
$1.87M
|
|
|
May 15, 2024
Q1 2024
|
Mango Five Family, Inc.
Reno, NV |
SELL
|
- |
-3K- 9.68% |
$130K - $147K
|
28K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.91K+ 125.48% |
$299K - $339K
|
12.4K
$750K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
34.7K+ 22.09% |
$1.5M - $1.7M
|
192K
$11.6M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.35K- 21.1% |
$58.4K - $66K
|
5.04K
$304K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
920+ 0.49% |
$39.8K - $45.1K
|
189K
$11.4M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1New |
$43.3 - $49
|
1
$60.4
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
16KNew |
$693K - $784K
|
16K
$966K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-96- 50.0% |
$4.16K - $4.7K
|
96
$5.8K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-562- 10.18% |
$24.3K - $27.5K
|
4.96K
$299K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
367+ 7.37% |
$15.9K - $18K
|
5.35K
$323K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
40New |
$1.73K - $1.96K
|
40
$2.42K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
7.54KNew |
$327K - $370K
|
7.54K
$456K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-221- 8.23% |
$9.57K - $10.8K
|
2.47K
$149K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
176New |
$7.62K - $8.62K
|
176
$10.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.96K- 27.67% |
$84.6K - $95.8K
|
5.11K
$309K
|
|
|
Apr 10, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.5KNew |
$195K - $220K
|
4.5K
$272K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-12- 54.55% |
$519 - $588
|
10
$604
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Zega Financial, LLC
Palm Beach Gardens, FL |
BUY
|
- |
15.4KNew |
$628K - $701K
|
15.4K
$931K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
30New |
$1.22K - $1.36K
|
30
$1.81K
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
59New |
$2.4K - $2.68K
|
59
$3.56K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
800New |
$32.6K - $36.4K
|
800
$48.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
1KNew |
$40.7K - $45.5K
|
1K
$60.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
392+ 7.48% |
$16K - $17.8K
|
5.63K
$340K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
21+ 1.46% |
$854 - $955
|
1.46K
$88.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
53New |
$2.16K - $2.41K
|
53
$3.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
24.4KNew |
$992K - $1.11M
|
24.4K
$1.47M
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
9.08KNew |
$370K - $413K
|
9.08K
$548K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
10.7K+ 21.99% |
$435K - $486K
|
59.3K
$3.58M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
417New |
$17K - $19K
|
417
$25.2K
|
|
| Q3 2023 | |||||||
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
56New |
$2.3K - $2.42K
|
56
$3.38K
|
|
|
Nov 14, 2023
Q3 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-6.48KClosed |
$266K - $280K
|
0
$0
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.86KNew |
$76.5K - $80.7K
|
1.86K
$113K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
71New |
$2.92K - $3.07K
|
71
$4.29K
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
42.4KNew |
$1.74M - $1.83M
|
42.4K
$2.56M
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
225New |
$9.24K - $9.74K
|
225
$13.6K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.41K+ 1.29% |
$98.9K - $104K
|
189K
$11.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
2.52K+ 2.81% |
$104K - $109K
|
92.1K
$5.56M
|
|
| Q2 2023 | |||||||
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7+ 12.5% |
$270 - $291
|
63
$3.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
26.6KNew |
$1.03M - $1.11M
|
26.6K
$1.61M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
41.4KNew |
$1.6M - $1.72M
|
41.4K
$2.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-34.9K- 99.84% |
$1.35M - $1.45M
|
57
$3.44K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
6.05KNew |
$233K - $251K
|
6.05K
$365K
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
3.44KNew |
$133K - $143K
|
3.44K
$208K
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
181New |
$6.98K - $7.52K
|
181
$10.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
124+ 0.05% |
$4.79K - $5.15K
|
239K
$14.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-143- 2.5% |
$5.52K - $5.94K
|
5.57K
$336K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
250New |
$9.65K - $10.4K
|
250
$15.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
12New |
$463 - $499
|
12
$725
|
|