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 296 institutions that hold shares in the stock, with a total of 28.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
71,243
shares
|
$4.25 Million
1.5% of portfolio
|
Q4 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
66,610
shares
|
$3.97 Million
0.14% of portfolio
|
Q1 2025
Added 6.47%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
63,177
shares
|
$3.77 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
62,021
shares
|
$3.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 10.02%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jan 27, 2025 Q4 2024 |
60,341
shares
|
$3.6 Million
1.27% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Marshall Wace, LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
60,075
shares
|
$3.58 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
59,282
shares
|
$3.54 Million
0.76% of portfolio
|
Q4 2023
Added 21.99%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
56,981
shares
|
$3.4 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.06%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
56,468
shares
|
$3.37 Million
0.01% of portfolio
|
Q4 2024
Added 89.57%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
54,733
shares
|
$3.27 Million
0.92% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
52,404
shares
|
$3.13 Million
0.18% of portfolio
|
Q3 2022
Reduced 7.65%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
50,146
shares
|
$2.99 Million
0.38% of portfolio
|
Q1 2025
Reduced 7.81%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
49,721
shares
|
$2.97 Million
0.27% of portfolio
|
Q1 2025
Reduced 14.06%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Feb 10, 2025 Q4 2024 |
49,308
shares
|
$2.94 Million
0.86% of portfolio
|
Q3 2024
Added 7.46%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
48,492
shares
|
$2.89 Million
0.19% of portfolio
|
Q1 2025
Reduced 10.38%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
47,259
shares
|
$2.82 Million
0.3% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
47,247
shares
|
$2.82 Million
0.08% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
46,910
shares
|
$2.8 Million
1.53% of portfolio
|
Q1 2025
Added 10.48%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
46,890
shares
|
$2.8 Million
0.23% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
45,101
shares
|
$2.69 Million
0.01% of portfolio
|
Q1 2025
Added 13.71%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
45,000
shares
|
$2.68 Million
0.37% of portfolio
|
Q4 2024
Reduced 24.52%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jan 28, 2025 Q4 2024 |
44,970
shares
|
$2.68 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
44,705
shares
|
$2.67 Million
1.35% of portfolio
|
Q2 2024
Added 3.85%
|
|
|
Bollard Group LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
44,417
shares
|
$2.65 Million
0.07% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Feb 10, 2025 Q4 2024 |
43,266
shares
|
$2.58 Million
1.0% of portfolio
|
Q4 2024
Reduced 1.09%
|