Institutional Ownership Cushing Next Gen Infrastructure Income Fund (SZC)
This table provides information about the institutional ownership of Cushing Next Gen Infrastructure Income Fund (SZC). We have compiled data on the 36 institutions that hold shares in the stock, with a total of 703,613 shares, which have been reported (via 13F filing form) to have a value of $26.9 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 |
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
1,400
shares
|
$53,578
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
1,083
shares
|
$41,446
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,000
shares
|
$38,270
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
875
shares
|
$33,486
0.0% of portfolio
|
Q4 2022
Reduced 30.11%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
450
shares
|
$17,221
0.0% of portfolio
|
Q1 2022
Added 1.56%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
365
shares
|
$13,968
0.0% of portfolio
|
Q4 2024
Reduced 56.5%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
321
shares
|
$12,284
0.01% of portfolio
|
Q1 2025
Reduced 18.53%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
159
shares
|
$6,084
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
118
shares
|
$4,515
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
100
shares
|
$3,827
0.0% of portfolio
|
N/A
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
36
shares
|
$1,377
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|