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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
   CREATIVE PLANNING 80 - 2023-12-31 2,059,366 $91,230,000 -77,301
   ENVESTNET ASSET MANAGEMENT INC 888 - 2023-12-31 593,511 $26,293,000 -52,326
   McGowan Group Asset Management Inc. 10 - 2023-12-31 435,634 $19,299,000 -8,535
   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
   Cetera Investment Advisers 250 - 2023-12-31 205,428 $9,100,000 -41,576
   Blue Edge Capital LLC 33 - 2023-12-31 103,362 $4,579,000 -1,979
   STIFEL FINANCIAL CORP 1321 - 2023-12-31 77,255 $3,422,000 -975
   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
   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
   Advisor Group Holdings Inc. 1969 - 2023-12-31 39,309 $1,742,000 -17,080
   MULTIFINANCIAL SECURITIES CORP 568 - 2023-12-31 37,176 $1,647,000 -146
   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
   Lido Advisors LLC 531 - 2023-12-31 23,828 $1,056,000 -9,590
   Collaborative Wealth Managment Inc. 48 - 2023-12-31 21,557 $955,000 -1,327
   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
   COLONY GROUP LLC 463 - 2023-09-30 17,957 $801,000 -3,972
   SWS Partners - 2024-03-31 15,186 $732,000 -240
   LVZ Advisors Inc. 56 - 2024-03-31 13,612 $656,000 -3,985
   Friedenthal Financial 87 - 2024-03-31 12,462 $601,000 -692
   J.W. COLE ADVISORS INC. - 2024-03-31 12,312 $594,000 -226
   CHILTON CAPITAL MANAGEMENT LLC 156 - 2023-12-31 12,300 $545,000 -435
   Endowment Wealth Management Inc. 53 - 2023-12-31 12,244 $542,000 -1,322
   Atomi Financial Group Inc. 265 - 2023-12-31 11,535 $511,000 -3,128
   Owen LaRue LLC 45 - 2023-12-31 11,475 $508,000 -9,451
   NAPLES GLOBAL ADVISORS LLC - 2024-03-31 10,518 $507,000 -45
   Global Retirement Partners LLC 530 - 2024-03-31 10,397 $501,000 -8,773
   J P MORGAN CHASE & CO 3675 - 2023-12-31 11,236 $498,000 -194
   Badgley Phelps Wealth Managers LLC 196 - 2023-12-31 9,317 $413,000 -575
   Sunbelt Securities Inc. 409 - 2024-03-31 6,661 $321,000 -373
   MERCER GLOBAL ADVISORS INC /ADV 1565 - 2023-12-31 7,255 $321,000 -412
   DORSEY & WHITNEY TRUST CO LLC 523 - 2023-12-31 5,353 $237,000 -12
   CHARLES SCHWAB INVESTMENT ADVISORY, INC. 100 - 2023-12-31 5,330 $236,000 -297
   NBC SECURITIES INC. 705 - 2024-03-31 4,618 $222,000 -32
   Astoria Portfolio Advisors LLC. 182 - 2024-03-31 4,308 $201,000 -262
   MY PURPOSEFUL WEALTH CORP. - 2024-03-31 4,177 $201,000 -1,610
   Family Asset Management LLC 105 - 2023-12-31 4,166 $185,000 -507
   GeoWealth Management LLC 534 - 2023-12-31 3,641 $162,000 -85
   Glass Jacobson Investment Advisors llc 313 - 2024-03-31 1,420 $68,000 -504
   FWL INVESTMENT MANAGEMENT LLC 93 - 2023-12-31 1,079 $48,000 -1,000
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2155 - 2023-12-31 843 $37,000 -40
   Beacon Capital Management LLC 395 - 2023-12-31 424 $19,000 -1
   CREATIVE FINANCIAL DESIGNS INC /ADV - 2024-03-31 214 $10,000 -2,506
   Farther Finance Advisors LLC 1896 - 2023-12-31 137 $6,000 -1
   BANK OF MONTREAL /CAN/ 3246 - 2023-12-31 116 $5,000 -341,274
   SIMPLEX TRADING LLC 1989 - 2024-03-31 109 $5,000 -806
   CITIGROUP INC 4323 - 2023-12-31 115 $5,000 -484
   Fortis Group Advisors LLC - 2024-03-31 93 $4,000 -93
   Ronald Blue Trust Inc. - 2024-03-31 5 $0 -45
   HOWE & RUSLING INC 391 - 2023-12-31 1 $0 -129
  54 Records found
  1    
  Page 1 of 1
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