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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   SAGEWORTH TRUST CO 35 - 2024-03-31 41,774 $2,047,000 0
   Arlington Trust Co LLC 48 - 2024-03-31 24,368 $1,194,000 0
   New Legacy Group LLC 8 - 2023-09-30 26,200 $1,110,000 0
   NTV ASSET MANAGEMENT LLC 104 - 2023-12-31 22,550 $1,006,000 0
   Aaron Wealth Advisors 109 - 2024-03-31 16,872 $827,000 0
   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
   STEPHENS INC /AR/ 779 - 2023-12-31 10,145 $453,000 0
   Palumbo Wealth Management LLC 84 - 2024-03-31 9,082 $445,000 0
   HBW Advisory Services LLC 189 - 2024-03-31 9,315 $416,000 0
   EP WEALTH ADVISORS, INC. 542 - 2023-12-31 9,019 $402,000 0
   PRIVATE CAPITAL ADVISORS INC 62 - 2024-03-31 8,000 $392,000 0
   ATLAS CAPITAL ADVISORS LLC 262 - 2024-03-31 7,602 $372,000 0
   Sweet Financial Partners LLC 149 - 2024-03-31 7,500 $367,000 0
   MBL Wealth LLC 147 - 2024-03-31 6,570 $322,000 0
   Pettinga Financial Advisors LLC 98 - 2024-03-31 6,425 $315,000 0
   CAPTRUST FINANCIAL ADVISORS 2073 - 2023-12-31 6,993 $312,000 0
   RMB CAPITAL MANAGEMENT LLC 463 - 2023-12-31 5,654 $252,000 0
   FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 107 - 2022-12-31 6,064 $247,000 0
   BLAIR WILLIAM & CO/IL 1375 - 2023-12-31 4,680 $209,000 0
   AlphaCore Capital LLC 215 - 2023-12-31 4,300 $192,000 0
   FOSTER DYKEMA CABOT & CO INC/MA 109 - 2023-09-30 3,444 $146,000 0
   BROWN BROTHERS HARRIMAN & CO 593 - 2023-12-31 2,545 $114,000 0
   Ohio Valley Financial Group - 2024-03-31 1,750 $86,000 0
   JOHNSON FINANCIAL GROUP, INC. 399 - 2023-12-31 1,864 $83,000 0
   PRIVATE TRUST CO NA 1094 - 2024-03-31 1,050 $51,000 0
   Oakworth Capital Inc. 318 - 2024-03-31 1,000 $49,000 0
   Capital Advisors Ltd. LLC 500 - 2024-03-31 697 $34,000 0
   SUMMIT INVESTMENT ADVISORS INC 2348 - 2023-12-31 741 $33,000 0
   Core Wealth Advisors Inc. 113 - 2023-12-31 724 $32,000 0
   S.A. Mason LLC 274 - 2024-03-31 570 $28,000 0
   FRANKLIN RESOURCES INC 2482 - 2023-12-31 625 $28,000 0
   Northwest Capital Management Inc 297 - 2024-03-31 475 $23,000 0
   CLEAN YIELD GROUP - 2023-12-31 439 $20,000 0
   Emerald Investment Partners LLC 404 - 2024-03-31 349 $17,000 0
   Sunbelt Securities Inc. 1128 - 2024-03-31 300 $15,000 0
   Capital Analysts Inc. 866 - 2023-12-31 250 $11,000 0
   Lee Financial CORP 413 - 2023-12-31 250 $11,000 0
   Ritter Daniher Financial Advisory LLC / DE 231 - 2023-12-31 225 $10,000 0
   Blume Capital Management Inc. - 2024-03-31 62 $3,000 0
   FinTrust Capital Advisors LLC 1023 - 2024-03-31 59 $3,000 0
   PROVENCE WEALTH MANAGEMENT GROUP 385 - 2023-12-31 71 $3,000 0
   TUCKER ASSET MANAGEMENT LLC 698 - 2023-12-31 58 $3,000 0
   TRANSAMERICA FINANCIAL ADVISORS, INC. 456 - 2023-12-31 1 $1,000 0

  44 Records found
  1    
  Page 1 of 1
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