Purchases and Sales Made in Q3 2025 in Cushing Mlp & Infrastructure Total Return Fund (SRV)
This table provides information about the institutional ownership of Cushing Mlp & Infrastructure Total Return Fund (SRV) during Q3 2025. The information is specifically focused on institutions that hold shares of CUSHING MLP & INFRASTRUCTURE TOTAL RETURN FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
9.86KNew |
$408K - $452K
|
9.86K
$427K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.51KNew |
$311K - $345K
|
7.51K
$325K
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
7.35K+ 20.44% |
$304K - $337K
|
43.3K
$1.88M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.33K+ 9.2% |
$262K - $290K
|
75.1K
$3.26M
|
|
|
Nov 05, 2025
Q3 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
5.89KNew |
$244K - $270K
|
5.89K
$255K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.53KNew |
$229K - $254K
|
5.53K
$240K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
4.1K+ 57.42% |
$170K - $188K
|
11.2K
$487K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.94K+ 11.6% |
$163K - $181K
|
37.9K
$1.64M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.79K+ 3.38% |
$73.9K - $81.9K
|
54.6K
$2.37M
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
1.1KNew |
$45.7K - $50.6K
|
1.1K
$47.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1KNew |
$41.4K - $45.9K
|
1K
$43.3K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
866+ 12.76% |
$35.8K - $39.7K
|
7.65K
$332K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
628+ 3.27% |
$26K - $28.8K
|
19.8K
$859K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
525+ 9.36% |
$21.7K - $24.1K
|
6.13K
$266K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
500+ 1.96% |
$20.7K - $22.9K
|
26K
$1.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
250New |
$10.3K - $11.5K
|
250
$10.8K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
238New |
$9.84K - $10.9K
|
238
$10.3K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25+ 0.48% |
$1.03K - $1.15K
|
5.2K
$225K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
20New |
$827 - $917
|
20
$867
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
16+ 0.23% |
$662 - $734
|
7.01K
$304K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7- 87.5% |
$289 - $321
|
1
$43.3
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.87K- 5.64% |
$77.4K - $85.9K
|
31.3K
$1.36M
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-30.5K- 63.26% |
$1.26M - $1.4M
|
17.7K
$768K
|
|