Institutional Ownership Cushing Mlp & Infrastructure Total Return Fund (SRV)
This table provides information about the institutional ownership of Cushing Mlp & Infrastructure Total Return Fund (SRV). We have compiled data on the 29 institutions that hold shares in the stock, with a total of 679,459 shares, which have been reported (via 13F filing form) to have a value of $26.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Sit Investment Associates Inc
Minneapolis, MN |
Feb 13, 2025 Q4 2024 |
292,675
shares
|
$11.4 Million
0.3% of portfolio
|
Q4 2024
Added 3678.4%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
84,009
shares
|
$3.27 Million
0.0% of portfolio
|
Q4 2024
Added 1206.31%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
62,196
shares
|
$2.42 Million
0.0% of portfolio
|
Q1 2025
Added 11.5%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
61,714
shares
|
$2.41 Million
0.0% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
35,012
shares
|
$1.36 Million
0.01% of portfolio
|
Q1 2025
Added 32.18%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
28,283
shares
|
$1.1 Million
0.04% of portfolio
|
Q1 2025
Added 30.6%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
20,244
shares
|
$789,111
0.0% of portfolio
|
Q4 2024
Added 43.99%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
12,234
shares
|
$476,881
0.0% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
7,809
shares
|
$304,394
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
7,017
shares
|
$273,522
0.0% of portfolio
|
Q3 2024
Added 36.41%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
6,828
shares
|
$266,155
0.0% of portfolio
|
Q1 2025
Added 18.75%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
6,817
shares
|
$265,726
0.0% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
6,477
shares
|
$252,473
0.01% of portfolio
|
Q4 2024
Reduced 8.99%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
6,253
shares
|
$243,741
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
5,823
shares
|
$226,980
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
5,260
shares
|
$205,034
0.02% of portfolio
|
Q1 2025
Added 10.5%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
5,240
shares
|
$204,255
0.01% of portfolio
|
Q3 2024
Reduced 2.06%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
5,179
shares
|
$201,877
0.0% of portfolio
|
Q4 2024
Reduced 18.51%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
5,164
shares
|
$201,292
0.01% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
4,023
shares
|
$156,816
0.0% of portfolio
|
Q4 2023
Reduced 0.47%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
3,225
shares
|
$125,710
0.01% of portfolio
|
Q4 2024
Added 65.38%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
3,148
shares
|
$122,709
0.02% of portfolio
|
Q2 2023
Added 26.17%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
2,997
shares
|
$116,823
0.0% of portfolio
|
Q2 2024
Added 217.14%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
1,550
shares
|
$60,418
0.02% of portfolio
|
Q1 2025
Added 24.0%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
607
shares
|
$23,660
0.0% of portfolio
|
Q1 2024
Added 8.01%
|