Purchases and Sales Made in Q3 2025 in Cushing Next Gen Infrastructure Income Fund (SZC)
This table provides information about the institutional ownership of Cushing Next Gen Infrastructure Income Fund (SZC) during Q3 2025. The information is specifically focused on institutions that hold shares of Cushing NextGen Infrastructure Income Fund.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
560KNew |
N/A
|
560K
$21.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
80.4KNew |
N/A
|
80.4K
$3.08M
|
|
|
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
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
12.3K+ 28.71% |
N/A
|
55.1K
$2.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.65K+ 31.25% |
N/A
|
36.3K
$1.39M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.29K+ 14.94% |
N/A
|
63.8K
$2.44M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
4.93KNew |
N/A
|
4.93K
$189K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.38K+ 16.8% |
N/A
|
30.4K
$1.17M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.37K+ 10.87% |
N/A
|
44.6K
$1.71M
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.38K+ 69.87% |
N/A
|
8.21K
$314K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.33K+ 70.15% |
N/A
|
8.08K
$309K
|
|
|
Nov 07, 2025
Q3 2025
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
3KNew |
N/A
|
3K
$115K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.51K+ 7.26% |
N/A
|
37.1K
$1.42M
|
|
|
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
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.92K+ 13.88% |
N/A
|
15.8K
$603K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.65K+ 13.02% |
N/A
|
14.3K
$547K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 19.68% |
N/A
|
7.3K
$279K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
889+ 7.64% |
N/A
|
12.5K
$479K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
811+ 4.47% |
N/A
|
18.9K
$725K
|
|
|
Nov 03, 2025
Q3 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
175New |
N/A
|
175
$6.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
128+ 2.42% |
N/A
|
5.42K
$207K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
125New |
N/A
|
125
$4.78K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
38+ 0.48% |
N/A
|
8.03K
$307K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
30New |
N/A
|
30
$1.15K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
18+ 0.02% |
N/A
|
88.8K
$3.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
2+ 5.41% |
N/A
|
39
$1.49K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.11% |
N/A
|
913
$34.9K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-329- 2.47% |
N/A
|
13K
$498K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-770- 0.46% |
N/A
|
167K
$6.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.41K- 10.55% |
N/A
|
29K
$1.11M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-7.52K- 46.77% |
N/A
|
8.55K
$327K
|
|