Latest Institutional Purchases of Cushing Mlp & Infrastructure Total Return Fund (SRV)
This list provides information on the latest institutional transactions involving Cushing Mlp & Infrastructure Total Return Fund (SRV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
285K+ 3678.4% |
$11.4M - $13.4M
|
293K
$12.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
77.6K+ 1206.31% |
$3.11M - $3.66M
|
84K
$3.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.5KNew |
$1.06M - $1.25M
|
26.5K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
13.3KNew |
$535K - $630K
|
13.3K
$588K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9K+ 71.13% |
$361K - $425K
|
21.7K
$954K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.81KNew |
$313K - $369K
|
7.81K
$344K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.19K+ 43.99% |
$248K - $292K
|
20.2K
$892K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.75KNew |
$230K - $271K
|
5.75K
$253K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.22K+ 10.33% |
$209K - $246K
|
55.8K
$2.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
4.96KNew |
$199K - $234K
|
4.96K
$219K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.76KNew |
$191K - $225K
|
4.76K
$210K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.3K+ 5.65% |
$132K - $156K
|
61.7K
$2.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.28K+ 65.38% |
$51.1K - $60.2K
|
3.23K
$142K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
175+ 16.28% |
$7.01K - $8.26K
|
1.25K
$55.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
147New |
$5.89K - $6.94K
|
147
$6.48K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 100.0% |
$40.1 - $47.2
|
2
$88.1
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.87K+ 36.41% |
$73.2K - $84.3K
|
7.02K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
225+ 1.87% |
$8.79K - $10.1K
|
12.2K
$539K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
25New |
$977 - $1.13K
|
25
$1.1K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.82KNew |
$221K - $262K
|
5.82K
$256K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.05K+ 217.14% |
$77.9K - $92.4K
|
3K
$132K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
400New |
$15.2K - $18K
|
400
$17.6K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
45+ 8.01% |
$1.51K - $1.86K
|
607
$26.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
26New |
$873 - $1.07K
|
26
$1.15K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
69.7KNew |
$2.27M - $2.75M
|
69.7K
$3.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.1KNew |
$393K - $476K
|
12.1K
$532K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.2KNew |
$332K - $402K
|
10.2K
$450K
|
|
|
Feb 05, 2024
Q4 2023
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
6.52KNew |
$212K - $257K
|
6.52K
$287K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
5.82KNew |
$189K - $229K
|
5.82K
$257K
|
|
|
Jan 18, 2024
Q4 2023
|
Cushing Asset Management, LP
Dallas, TX |
BUY
|
- |
3.66KNew |
$119K - $144K
|
3.66K
$161K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
260New |
$8.45K - $10.2K
|
260
$11.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
20New |
$650 - $788
|
20
$881
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
200New |
$7.16K - $8.75K
|
200
$8.81K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
60New |
$2.15K - $2.63K
|
60
$2.64K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
653+ 26.17% |
$21K - $24.4K
|
3.15K
$139K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
134New |
$4.04K - $4.92K
|
134
$5.91K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
150New |
$4.84K - $5.55K
|
150
$6.61K
|
|
| Q2 2022 | |||||||
|
Aug 03, 2022
Q2 2022
|
Wolverine Asset Management LLC
|
BUY
|
- |
30K+ 829.33% |
$810K - $1.09M
|
33.6K
$1.48M
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.62KNew |
$43.8K - $58.8K
|
1.62K
$71.5K
|
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
69New |
$1.87K - $2.5K
|
69
$3.04K
|
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
19New |
$514 - $688
|
19
$837
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
11.6KNew |
$301K - $377K
|
11.6K
$513K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
8New |
$197 - $253
|
8
$353
|
|
| Q1 2021 | |||||||
|
Jun 17, 2021
Q1 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
40New |
$858 - $1.02K
|
40
$1.76K
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
276New |
$4.02K - $7.04K
|
276
$12.2K
|
|