Institutional Ownership Global X Mlp & Energy Infrastr (MLPX)
This table provides information about the institutional ownership of Global X Mlp & Energy Infrastr (MLPX). We have compiled data on the 247 institutions that hold shares in the stock, with a total of 25.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
9,035,940
shares
|
$548 Million
0.04% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
2,595,750
shares
|
$157 Million
2.12% of portfolio
|
Q3 2024
Added 329.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,001,477
shares
|
$121 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
865,775
shares
|
$52.5 Million
0.02% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
786,191
shares
|
$47.7 Million
0.01% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
639,407
shares
|
$38.8 Million
0.01% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
444,038
shares
|
$26.9 Million
0.01% of portfolio
|
Q3 2024
Added 7.35%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
441,956
shares
|
$26.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
390,751
shares
|
$23.7 Million
0.0% of portfolio
|
Q3 2024
Added 29.82%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
334,857
shares
|
$20.3 Million
0.07% of portfolio
|
Q3 2024
Added 20.39%
|
|
|
Gen Trust, LLC
|
Nov 12, 2024 Q3 2024 |
302,693
shares
|
$18.4 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
297,490
shares
|
$18 Million
2.27% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
228,351
shares
|
$13.9 Million
0.03% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
222,640
shares
|
$13.5 Million
0.01% of portfolio
|
Q3 2024
Added 1.24%
|
|
|
Curran Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
220,729
shares
|
$13.4 Million
4.11% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
191,224
shares
|
$11.6 Million
0.01% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
188,906
shares
|
$11.5 Million
0.02% of portfolio
|
Q3 2023
Added 1.29%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
188,513
shares
|
$11.4 Million
0.21% of portfolio
|
Q1 2024
Added 0.49%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
188,348
shares
|
$11.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.17%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
183,474
shares
|
$11.1 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
172,459
shares
|
$10.5 Million
0.23% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
171,087
shares
|
$10.4 Million
3.08% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
162,474
shares
|
$9.86 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
144,871
shares
|
$8.79 Million
0.23% of portfolio
|
Q3 2024
Added 6.27%
|
|
|
Destiny Wealth Partners, LLC
|
Oct 15, 2024 Q3 2024 |
134,295
shares
|
$8.15 Million
1.38% of portfolio
|
Q3 2024
Added 2.37%
|