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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
   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
   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
   Curran Financial Partners LLC - 2024-03-31 212,716 $10,421,000 3,273
   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
   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
   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
   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
   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
   Stratos Wealth Advisors LLC 131 - 2024-03-31 64,722 $3,171,000 1,900
   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
   SeaCrest Wealth Management LLC 51 - 2024-03-31 55,747 $2,731,000 6,163
   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
   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
   Great Diamond Partners LLC 66 - 2023-12-31 36,222 $1,616,000 177
   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
   Stamos Capital Partners L.P. 72 - 2023-12-31 26,970 $1,203,000 3,870
   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
   CoreFirst Bank & Trust 37 - 2023-12-31 22,833 $1,019,000 2,733
   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
   H D Vest Advisory Services 819 - 2023-12-31 17,057 $761,000 10,977
   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
   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
   Stratos Wealth Partners LTD. 842 - 2024-03-31 11,281 $553,000 1,612
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 207 - 2024-03-31 10,378 $508,000 653
   ORBA Wealth Advisors L.L.C. - 2024-03-31 10,342 $507,000 3
   Private Advisor Group LLC - 2024-03-31 9,994 $490,000 382
   Resurgent Financial Advisors LLC 94 - 2023-12-31 10,111 $451,000 1,191
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 398 - 2023-12-31 9,648 $429,000 69
   FLAGSHIP HARBOR ADVISORS LLC 428 - 2024-03-31 8,510 $417,000 131
   Qube Research & Technologies Ltd 2114 - 2023-12-31 8,385 $374,000 84
   PROEQUITIES INC. - 2024-03-31 5,977 $293,000 76
   EUDAIMONIA ADVISORS LLC 142 - 2024-03-31 5,348 $262,000 367
   GREEN SQUARE CAPITAL MANAGEMENT LLC 158 - 2023-12-31 5,771 $258,000 591
   Aspen Wealth Strategies LLC 70 - 2023-12-31 5,630 $251,000 392
   SYNOVUS FINANCIAL CORP 782 - 2023-12-31 4,807 $215,000 62
   NBC SECURITIES INC. 767 - 2024-03-31 3,861 $189,000 21
   Parallel Advisors LLC 1040 - 2023-12-31 2,606 $116,000 7
   FMR LLC 3097 - 2023-12-31 2,027 $90,000 108
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1815 - 2023-12-31 2,004 $89,000 29
   BAYSTATE WEALTH MANAGEMENT LLC 337 - 2023-12-31 1,463 $65,000 21
   HARBOUR INVESTMENTS INC. 1787 - 2023-12-31 536 $24,000 98
   Coastal Investment Advisors Inc. 657 - 2024-03-31 326 $16,000 326
   Aptus Capital Advisors LLC 830 - 2023-12-31 106 $5,000 65
   Briaud Financial Planning Inc 116 - 2024-03-31 33 $2,000 33
   Coppell Advisory Solutions LLC 1368 - 2023-12-31 30 $1,000 30
  70 Records found
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