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Get Institutions for : 
Global X Mlp And Energy Infrastructure (MLPX)  
$7.73 0.00 (0.00%) as of 4:30 Tue 6/2


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 179    1
Total shares held : 
 13,609,084  
% of shares held : 
 67.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   21  
Amount of shares held : 
 260,541  
% of shares held change : 
   1.3%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
13
 45,870
 0.34%
 
Increased Positions :
71
 687,729
 5.05%
 
Unchanged Positions :
44
 565,716
 4.16%
 
Decreased Positions :
51
-356,664
-2.62%
 
Closed Positions :
12
-116,394
-0.86%
 
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 1094 - 2023-12-31 2,466,647 $110,062,000 -34,548
   BANK OF AMERICA CORP /DE/ 935 - 2023-12-31 1,795,863 $80,131,000 12,557
   LPL FINANCIAL CORP 658 - 2023-12-31 735,487 $32,817,000 20,234
   ROYAL BANK OF CANADA 909 - 2023-12-31 688,392 $30,716,000 15,687
   WELLS FARGO & CO/MN 982 - 2023-12-31 533,770 $23,817,000 -59,919
   EVERGREEN CAPITAL MANAGEMENT LLC 18 - 2023-12-31 446,903 $19,941,000 7,902
   PNC FINANCIAL SERVICES GROUP INC 383 - 2023-12-31 433,797 $19,356,000 3,533
   GenTrust LLC 24 - 2024-03-31 304,529 $14,919,000 742
   UBS Group AG 1279 - 2023-12-31 308,376 $13,760,000 2,799
   J P MORGAN CHASE & CO 1824 - 2023-12-31 306,777 $13,688,000 262,403
   ENVESTNET ASSET MANAGEMENT INC 1296 - 2023-12-31 284,363 $12,688,000 2,088
   Annandale Capital LLC 9 - 2023-12-31 280,004 $12,494,000 -11,525
   Curran Financial Partners LLC - 2024-03-31 212,716 $10,421,000 3,273
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 851 - 2024-03-31 180,941 $8,864,000 -2,820
   MCCORMACK ADVISORS INTERNATIONAL 145 - 2023-12-31 196,853 $8,784,000 -10,455
   Fielder Capital Group LLC 6 - 2024-03-31 174,937 $8,570,000 21,579
   STIFEL FINANCIAL CORP 838 - 2023-12-31 190,193 $8,486,000 107,496
   Connectus Wealth LLC 120 - 2023-12-31 187,593 $8,370,000 -3,280
   Cresset Asset Management LLC 239 - 2023-12-31 186,983 $8,343,000 -1,770
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 410 - 2023-09-30 188,906 $8,007,000 2,408
   FINANCIAL NETWORK 438 - 2023-12-31 156,906 $7,001,000 2,118
   PRINCIPAL SECURITIES INC. 80 - 2023-12-31 150,517 $6,716,000 0
   RWM Asset Management LLC 35 - 2024-03-31 134,475 $6,588,000 5,434
   BAKER AVENUE ASSET MANAGEMENT, LP 81 - 2023-12-31 143,137 $6,387,000 14,670
   Baird Financial Group Inc. 604 - 2023-12-31 135,919 $6,065,000 1,480
   GLOBAL ENDOWMENT MANAGEMENT, LP 24 - 2023-12-31 110,000 $4,908,000 -105,000
   SOL CAPITAL MANAGEMENT CO 51 - 2024-03-31 86,516 $4,238,000 50
   COMMONWEALTH EQUITY SERVICES LLC. 1294 - 2024-03-31 83,860 $4,108,000 8,578
   Golden Green Inc. 3 - 2023-09-30 92,144 $3,905,000 2,522
   KMG FIDUCIARY PARTNERS LLC 60 - 2024-03-31 79,377 $3,889,000 -117
   Fortis Advisors LLC 9 - 2023-12-31 83,151 $3,710,000 -66
   Ahrens Investment Partners LLC 13 - 2023-03-31 91,748 $3,665,000 -28,611
   Trinity Legacy Partners LLC 36 - 2024-03-31 74,689 $3,659,000 -1,366
   Dynamic Advisors Solutions LLC 203 - 2024-03-31 74,422 $3,646,000 27,809
   AMERIPRISE FINANCIAL INC 2501 - 2023-12-31 80,091 $3,567,000 4,595
   HPM Partners LLC - 2023-12-31 76,126 $3,397,000 76,126
   Goss Wealth Management LLC 465 - 2023-12-31 75,604 $3,343,000 166
   Essex LLC - 2024-03-31 65,362 $3,202,000 -3,036
   Stratos Wealth Advisors LLC 131 - 2024-03-31 64,722 $3,171,000 1,900
   Fiduciary Alliance LLC 54 - 2024-03-31 61,310 $3,004,000 -5,273
   Atria Wealth Solutions Inc. 478 - 2023-12-31 64,467 $2,877,000 14,797
   Glassy Mountain Advisors Inc. 33 - 2024-03-31 58,426 $2,862,000 929
   Advisor Group Holdings Inc. 1581 - 2023-12-31 64,023 $2,857,000 -14,401
   Ameraudi Asset Management Inc. 22 - 2023-12-31 61,693 $2,753,000 -6,369
   SeaCrest Wealth Management LLC 51 - 2024-03-31 55,747 $2,731,000 6,163
   MML INVESTORS SERVICES LLC 867 - 2023-12-31 60,017 $2,678,000 -3,774
   Engrave Wealth Partners LLC 20 - 2023-12-31 59,282 $2,645,000 10,686
   Old Port Advisors 32 - 2023-09-30 62,333 $2,642,000 11,114
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1121 - 2024-03-31 51,673 $2,531,000 3,612
   Patriot Investment Management Inc. 58 - 2024-03-31 46,696 $2,288,000 -2,092
   Argent Advisors Inc. - 2024-03-31 43,191 $2,116,000 -1,237
   SAGEWORTH TRUST CO 35 - 2024-03-31 41,774 $2,047,000 0
   Venturi Wealth Management LLC 94 - 2024-03-31 41,507 $2,033,000 -3,166
   NAPLES GLOBAL ADVISORS LLC - 2024-03-31 40,134 $1,966,000 -645
   BOLLARD GROUP LLC 85 - 2023-12-31 42,283 $1,887,000 573
   COMERICA BANK 1218 - 2023-12-31 40,652 $1,814,000 267
   Legacy Capital Wealth Partners LLC 40 - 2023-12-31 39,147 $1,747,000 -5,815
   VERITY & VERITY, LLC 62 - 2024-03-31 22,944 $1,711,000 -6,045
   Great Diamond Partners LLC 66 - 2023-12-31 36,222 $1,616,000 177
   Carnick & Kubik Group LLC 105 - 2024-03-31 32,176 $1,576,000 -1,719
   Greytown Advisors Inc. 22 - 2023-12-31 35,017 $1,562,000 -3,140
   Snowden Capital Advisors LLC 333 - 2023-12-31 33,720 $1,505,000 -337
   PROSPERA FINANCIAL SERVICES 379 - 2023-12-31 32,363 $1,444,000 -842
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1086 - 2024-03-31 29,291 $1,435,000 -1,817
   CI Private Wealth LLC 1143 - 2023-12-31 32,000 $1,428,000 -8,366
   Mango Five Family Inc. 21 - 2023-12-31 31,000 $1,383,000 0
   Ironsides Asset Advisors LLC 16 - 2023-12-31 30,808 $1,375,000 4,178
   LEAVELL T & ASSOCIATES INC 224 - 2024-03-31 28,004 $1,372,000 2,773
   GeoWealth Management LLC 177 - 2023-12-31 30,397 $1,356,000 -3,971
   RAYMOND JAMES & ASSOCIATES 2445 - 2024-03-31 25,350 $1,242,000 -8,848
   Stamos Capital Partners L.P. 72 - 2023-12-31 26,970 $1,203,000 3,870
   Investors Research Corp 80 - 2023-12-31 26,854 $1,198,000 -204
   Arlington Trust Co LLC 48 - 2024-03-31 24,368 $1,194,000 0
   Outlook Wealth Advisors LLC 57 - 2024-03-31 23,310 $1,142,000 513
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2611 - 2023-12-31 25,490 $1,137,000 3,438
   New Legacy Group LLC 8 - 2023-09-30 26,200 $1,110,000 0
   CoreFirst Bank & Trust 37 - 2023-12-31 22,833 $1,019,000 2,733
   NTV ASSET MANAGEMENT LLC 104 - 2023-12-31 22,550 $1,006,000 0
   Aurora Private Wealth Inc. 38 - 2024-03-31 17,381 $852,000 950
   CWM LLC 925 - 2024-03-31 16,974 $832,000 1,244
   Aaron Wealth Advisors 109 - 2024-03-31 16,872 $827,000 0
   WILEY BROS.-AINTREE CAPITAL LLC 195 *New 2024-03-31 15,678 $768,000 15,678
   H D Vest Advisory Services 819 - 2023-12-31 17,057 $761,000 10,977
   Anson Capital Inc. 28 - 2023-12-31 16,951 $756,000 -5,304
   CREATIVE PLANNING 1425 - 2023-12-31 16,753 $748,000 0
   RSM US WEALTH MANAGEMENT LLC 342 - 2024-03-31 14,700 $720,000 0
   MGO Private Wealth LLC 37 - 2024-03-31 14,422 $707,000 -124
   Zega Financial LLC 37 - 2023-12-31 15,424 $688,000 0
   Delta Financial Group Inc. 94 - 2024-03-31 14,011 $686,000 -293
   GSA CAPITAL PARTNERS LLP 696 - 2024-03-31 13,899 $681,000 6,699
   RENAISSANCE TECHNOLOGIES LLC 2647 - 2023-12-31 14,700 $656,000 2,006
   Kestra Advisory Services LLC 1360 - 2023-12-31 14,477 $646,000 -11,257
   FOSTER & MOTLEY INC 239 - 2024-03-31 12,913 $633,000 -749
   Birch Capital Management LLC 48 - 2024-03-31 12,817 $628,000 10,912
   BB&T CORP 1840 - 2023-12-31 13,400 $598,000 343
   One Charles Private Wealth Services LLC 64 - 2023-12-31 13,323 $594,000 -541
   Advisor Resource Council 97 - 2024-03-31 12,978 $579,000 -29,365
   Stratos Wealth Partners LTD. 842 - 2024-03-31 11,281 $553,000 1,612
   Collaborative Wealth Managment Inc. 76 - 2023-12-31 12,085 $539,000 -44
   COLDSTREAM CAPITAL MANAGEMENT INC 491 - 2023-12-31 11,433 $510,000 -8,409
  100 Records found
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