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Get Institutions for : 
Global X Mlp (MLPA)  
$47.77 0.32 (0.67%) as of 4:30 Wed 5/8


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 199    13
Total shares held : 
 16,033,475  
% of shares held : 
 61.5%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   26  
Amount of shares held : 
 553,031  
% of shares held change : 
   2.12%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $44.04  
Last Quarter's Ending Price : 
 $44.30  
Last Quarter's Average Price : 
 $44.61  
Change from last quarter's     
avg. price to the last closing  : 
3.16 (7.08%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
24
 281,910
 1.76%
 
Increased Positions :
71
 983,680
 6.14%
 
Unchanged Positions :
46
 483,239
 3.01%
 
Decreased Positions :
58
-657,761
-4.1%
 
Closed Positions :
11
-54,798
-0.34%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1045 - 2023-12-31 2,685,744 $118,978,000 40,148
   CREATIVE PLANNING 80 - 2023-12-31 2,059,366 $91,230,000 -77,301
   UBS Group AG 669 - 2023-12-31 1,107,700 $49,071,000 73,439
   BANK OF AMERICA CORP /DE/ 1241 - 2023-12-31 984,870 $43,630,000 64,794
   WELLS FARGO & CO/MN 832 - 2023-12-31 765,454 $33,910,000 113,025
   ENVESTNET ASSET MANAGEMENT INC 888 - 2023-12-31 593,511 $26,293,000 -52,326
   GRADIENT INVESTMENTS LLC 48 - 2024-03-31 519,868 $25,068,000 64,416
   LPL FINANCIAL CORP 803 - 2023-12-31 534,635 $23,684,000 54,303
   EVERGREEN CAPITAL MANAGEMENT LLC 16 - 2023-12-31 499,658 $22,135,000 11,231
   McGowan Group Asset Management Inc. 10 - 2023-12-31 435,634 $19,299,000 -8,535
   Rockefeller Capital Management L.P. 318 - 2023-12-31 387,839 $17,181,000 25,329
   RAYMOND JAMES & ASSOCIATES 852 - 2024-03-31 350,938 $16,922,000 -13,301
   DEUTSCHE BANK AG 842 - 2023-12-31 366,680 $16,244,000 -11,480
   ADVISORS MANAGEMENT GROUP INC /ADV 4 - 2024-03-31 231,061 $11,142,000 8,420
   ROYAL BANK OF CANADA 1451 - 2023-12-31 225,173 $9,974,000 230
   Cetera Investment Advisers 250 - 2023-12-31 205,428 $9,100,000 -41,576
   TECTONIC ADVISORS LLC 22 - 2023-12-31 193,423 $8,569,000 0
   Legacy Wealth Asset Management LLC 3 - 2024-03-31 160,854 $7,756,000 41,965
   Barry Investment Advisors LLC 12 - 2024-03-31 155,483 $7,497,000 4,801
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 929 - 2024-03-31 154,736 $7,461,000 12,058
   RFG Advisory Group LLC 74 - 2024-03-31 145,887 $7,035,000 10,622
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 334 - 2023-12-31 146,603 $6,495,000 14,044
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 599 - 2024-03-31 133,992 $6,461,000 1,025
   Almanack Investment Partners LLC. - 2024-03-31 125,087 $6,032,000 1,593
   MADISON ASSET MANAGEMENT LLC 173 *New 2023-12-31 105,768 $4,686,000 105,768
   Blue Edge Capital LLC 33 - 2023-12-31 103,362 $4,579,000 -1,979
   MBL Wealth LLC 45 - 2024-03-31 85,232 $4,110,000 6,636
   PINNACLE ASSOCIATES LTD 273 - 2024-03-31 80,328 $3,873,000 2,380
   Golden Green Inc. 5 - 2023-09-30 85,166 $3,798,000 2,463
   FINANCIAL NETWORK 725 - 2023-12-31 80,390 $3,561,000 22,788
   STIFEL FINANCIAL CORP 1321 - 2023-12-31 77,255 $3,422,000 -975
   STEPHENS INC /AR/ 305 - 2023-12-31 70,050 $3,103,000 15,555
   HIGHTOWER ADVISORS, LLC 1200 - 2023-12-31 67,759 $2,999,000 40,438
   COMERICA BANK 983 - 2023-12-31 64,899 $2,875,000 9,619
   Private Advisor Group LLC - 2024-03-31 58,766 $2,834,000 3,910
   PEKIN SINGER STRAUSS ASSET MANAGEMENT - 2024-03-31 53,887 $2,598,000 8,345
   COMMONWEALTH EQUITY SERVICES LLC. 1600 - 2024-03-31 52,813 $2,547,000 567
   AMERIPRISE FINANCIAL INC 2698 - 2023-12-31 55,773 $2,471,000 6,689
   Edmonds Duncan Registered Investment Advisors LLC 29 - 2024-03-31 51,197 $2,469,000 -343
   Ethos Financial Group LLC 40 - 2023-12-31 53,408 $2,366,000 -1,617
   Whalen Wealth Management Inc. 8 - 2024-03-31 48,540 $2,341,000 16,317
   RENAISSANCE TECHNOLOGIES LLC 1860 - 2023-12-31 52,300 $2,317,000 991
   MATRIX PRIVATE CAPITAL GROUP LLC 13 - 2023-12-31 50,549 $2,239,000 6,034
   Beacon Pointe Advisors LLC 454 - 2023-12-31 49,584 $2,197,000 2,500
   Sonora Investment Management Group LLC 79 - 2023-12-31 47,716 $2,114,000 3,195
   SYKON CAPITAL LLC 39 - 2023-12-31 46,423 $2,057,000 40,481
   SEI INVESTMENTS CO 1591 - 2023-12-31 45,769 $2,028,000 12,840
   Stratos Wealth Partners LTD. 430 - 2024-03-31 41,128 $1,983,000 7,208
   HORIZON FINANCIAL SERVICES LLC 25 - 2024-03-31 40,283 $1,942,000 -7,511
   DAVIDSON D A & CO 513 - 2023-12-31 43,661 $1,934,000 -5,517
   BECK CAPITAL MANAGEMENT LLC 60 - 2023-12-31 41,665 $1,846,000 3,384
   Goss Wealth Management LLC 691 - 2023-12-31 40,203 $1,816,000 1,696
   JANNEY MONTGOMERY SCOTT LLC 1197 - 2024-03-31 37,005 $1,784,000 837
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1347 - 2024-03-31 36,347 $1,753,000 9,441
   Advisor Group Holdings Inc. 1969 - 2023-12-31 39,309 $1,742,000 -17,080
   Guild Investment Management Inc. 21 - 2024-03-31 34,230 $1,651,000 969
   MULTIFINANCIAL SECURITIES CORP 568 - 2023-12-31 37,176 $1,647,000 -146
   AlphaCore Capital LLC 71 - 2023-12-31 36,100 $1,599,000 700
   PARK AVENUE SECURITIES LLC 486 *New 2024-03-31 32,642 $1,574,000 32,642
   Future Financial Wealth Managment LLC 21 - 2024-03-31 29,244 $1,410,000 859
   CCG WEALTH MANAGEMENT LLC 22 *New 2024-03-31 28,917 $1,394,000 28,917
   HPM Partners LLC - 2023-12-31 31,393 $1,391,000 0
   AE Wealth Management LLC 1031 - 2023-12-31 30,061 $1,387,000 976
   Arete Wealth Advisors LLC 194 - 2023-12-31 30,403 $1,347,000 30,403
   ROCKLAND TRUST CO 119 - 2024-03-31 27,586 $1,330,000 -8,455
   Fulcrum Equity Management 19 - 2024-03-31 25,813 $1,245,000 -2,204
   AJ WEALTH STRATEGIES LLC 120 - 2023-06-30 28,243 $1,212,000 0
   Global Wealth Management Investment Advisory Inc. 87 - 2023-12-31 26,474 $1,173,000 410
   Capital Advisors Wealth Management LLC 52 - 2024-03-31 23,834 $1,149,000 2,227
   Smartleaf Asset Management LLC - 2024-03-31 25,263 $1,114,000 3,698
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 1498 - 2024-03-31 22,335 $1,077,000 9,585
   NWAM LLC 217 - 2023-12-31 24,295 $1,076,000 6,649
   WAGNER CAPITAL MANAGEMENT CORP 143 - 2024-03-31 22,313 $1,076,000 11,092
   ADVISORY SERVICES NETWORK, LLC 604 - 2023-12-31 23,980 $1,062,000 0
   PROEQUITIES INC. - 2024-03-31 21,965 $1,059,000 17,272
   Lido Advisors LLC 531 - 2023-12-31 23,828 $1,056,000 -9,590
   MML INVESTORS SERVICES LLC 1336 - 2023-12-31 23,268 $1,031,000 23,268
   SILVER OAK SECURITIES Inc 162 *New 2023-12-31 22,952 $1,017,000 22,952
   Collaborative Wealth Managment Inc. 48 - 2023-12-31 21,557 $955,000 -1,327
   HARBOUR INVESTMENTS INC. 375 - 2023-12-31 21,255 $942,000 21,255
   Atria Wealth Solutions Inc. 880 - 2023-12-31 21,031 $932,000 2,711
   Ausdal Financial Partners Inc. 183 - 2024-03-31 18,872 $910,000 896
   Wavelength Capital Management LLC 14 *New 2023-09-30 20,001 $892,000 20,001
   MARINER WEALTH ADVISORS, LLC 1513 - 2023-12-31 19,993 $886,000 -287
   H D Vest Advisory Services 774 - 2023-12-31 19,250 $853,000 -4,307
   Apollon Wealth Management LLC - 2024-03-31 17,249 $832,000 35
   Inscription Capital LLC 69 - 2024-03-31 16,733 $805,000 6,875
   COLONY GROUP LLC 463 - 2023-09-30 17,957 $801,000 -3,972
   Americana Partners LLC - 2023-12-31 18,030 $799,000 785
   Financial Advocates Investment Management - 2024-03-31 16,354 $789,000 686
   Wealthfront Advisers LLC 661 - 2024-03-31 16,137 $778,000 1,565
   COLONY GROUP, LLC 497 *New 2023-12-31 17,368 $769,000 17,368
   Financial Gravity Wealth Inc. 244 - 2023-12-31 7,125 $765,000 0
   Sigma Planning Corp - 2024-03-31 15,756 $760,000 10,941
   LGL PARTNERS LLC 53 - 2024-03-31 15,371 $741,000 291
   SWS Partners - 2024-03-31 15,186 $732,000 -240
   RSM US WEALTH MANAGEMENT LLC 356 - 2024-03-31 14,049 $677,000 0
   TWIN FOCUS CAPITAL PARTNERS, LLC 86 - 2023-12-31 14,916 $661,000 0
   LVZ Advisors Inc. 56 - 2024-03-31 13,612 $656,000 -3,985
   HB Wealth Management LLC - 2024-03-31 13,409 $647,000 0
  100 Records found
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