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 35 institutions that hold shares in the stock, with a total of 417,359 shares, which have been reported (via 13F filing form) to have a value of $18.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
1,104
shares
|
$47,836
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,000
shares
|
$43,330
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
593
shares
|
$25,694
0.0% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
250
shares
|
$10,832
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
238
shares
|
$10,312
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
26
shares
|
$1,126
0.0% of portfolio
|
Q1 2022
Reduced 53.57%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
20
shares
|
$866
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
20
shares
|
$866
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1
shares
|
$43
0.0% of portfolio
|
Q3 2025
Reduced 87.5%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|