Latest Institutional Transactions on Cushing Next Gen Infrastructure Income Fund (SZC)
This table provides information on the latest institutional transactions involving Cushing Next Gen Infrastructure Income Fund (SZC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
125New |
N/A
|
125
$4.78K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
128+ 2.42% |
N/A
|
5.42K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.41K- 10.55% |
N/A
|
29K
$1.11M
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.14K+ 8.37% |
N/A
|
27.7K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-770- 0.46% |
N/A
|
167K
$6.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.65K+ 13.02% |
N/A
|
14.3K
$547K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.38K+ 16.8% |
N/A
|
30.4K
$1.17M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
12.3K+ 28.71% |
N/A
|
55.1K
$2.11M
|
|
|
Nov 13, 2025
Q3 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
560KNew |
N/A
|
560K
$21.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
34.8KNew |
N/A
|
34.8K
$1.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.11% |
N/A
|
913
$34.9K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
889+ 7.64% |
N/A
|
12.5K
$479K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.38K+ 69.87% |
N/A
|
8.21K
$314K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
18+ 0.02% |
N/A
|
88.8K
$3.4M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
811+ 4.47% |
N/A
|
18.9K
$725K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.65K+ 31.25% |
N/A
|
36.3K
$1.39M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
38+ 0.48% |
N/A
|
8.03K
$307K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
2+ 5.41% |
N/A
|
39
$1.49K
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
80.4KNew |
N/A
|
80.4K
$3.08M
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
3KNew |
N/A
|
3K
$115K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 19.68% |
N/A
|
7.3K
$279K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.33K+ 70.15% |
N/A
|
8.08K
$309K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.51K+ 7.26% |
N/A
|
37.1K
$1.42M
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
175New |
N/A
|
175
$6.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-7.52K- 46.77% |
N/A
|
8.55K
$327K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.93KNew |
N/A
|
4.93K
$189K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.29K+ 14.94% |
N/A
|
63.8K
$2.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.37K+ 10.87% |
N/A
|
44.6K
$1.71M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-329- 2.47% |
N/A
|
13K
$498K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
30New |
N/A
|
30
$1.15K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.14K+ 8.97% |
N/A
|
13.8K
$530K
|
|
|
Aug 13, 2025
Q2 2025
|
Aristides Capital LLC
Ottawa Hills, OH |
SELL
|
- |
-2.21K- 16.67% |
N/A
|
11.1K
$423K
|
|
|
Aug 12, 2025
Q2 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-85- 26.48% |
N/A
|
236
$9.03K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
434+ 40.07% |
N/A
|
1.52K
$58.1K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
159New |
N/A
|
159
$6.08K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.4KNew |
N/A
|
1.4K
$53.6K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1KNew |
N/A
|
1K
$38.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
118New |
N/A
|
118
$4.52K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.37KNew |
N/A
|
1.37K
$52.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.64KNew |
N/A
|
6.64K
$254K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.88KNew |
N/A
|
4.88K
$187K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.19K+ 17.72% |
N/A
|
34.5K
$1.32M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Quarry LP
New York, NY |
BUY
|
- |
10New |
N/A
|
10
$383
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
500New |
N/A
|
500
$19.1K
|
|
| Q1 2024 | |||||||
|
Jan 31, 2025
Q1 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
18.3KNew |
N/A
|
18.3K
$700K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
639+ 8.05% |
N/A
|
8.58K
$328K
|
|
|
May 10, 2024
Q1 2024
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-71K- 80.44% |
N/A
|
17.3K
$661K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.5K- 91.46% |
N/A
|
140
$5.36K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-654- 5.54% |
N/A
|
11.2K
$427K
|
|