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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
   WELLS FARGO & CO/MN 982 - 2023-12-31 533,770 $23,817,000 -59,919
   Annandale Capital LLC 9 - 2023-12-31 280,004 $12,494,000 -11,525
   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
   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
   GLOBAL ENDOWMENT MANAGEMENT, LP 24 - 2023-12-31 110,000 $4,908,000 -105,000
   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
   Essex LLC - 2024-03-31 65,362 $3,202,000 -3,036
   Fiduciary Alliance LLC 54 - 2024-03-31 61,310 $3,004,000 -5,273
   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
   MML INVESTORS SERVICES LLC 867 - 2023-12-31 60,017 $2,678,000 -3,774
   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
   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
   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
   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
   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
   Investors Research Corp 80 - 2023-12-31 26,854 $1,198,000 -204
   Anson Capital Inc. 28 - 2023-12-31 16,951 $756,000 -5,304
   MGO Private Wealth LLC 37 - 2024-03-31 14,422 $707,000 -124
   Delta Financial Group Inc. 94 - 2024-03-31 14,011 $686,000 -293
   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
   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
   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
   Equitable Holdings Inc. 860 - 2023-12-31 8,468 $378,000 -600
   Endowment Wealth Management Inc. 90 - 2023-12-31 6,716 $300,000 -2,224
   Gladstone Institutional Advisory LLC 535 - 2023-12-31 6,388 $285,000 -1,794
   CHANNEL WEALTH LLC 149 - 2024-03-31 5,110 $250,000 -1,955
   MULTIFINANCIAL SECURITIES CORP 1523 - 2023-12-31 5,507 $246,000 -1,540
   Eudaimonia Partners LLC 221 - 2024-03-31 4,957 $243,000 -562
   Sentinus LLC 172 - 2023-06-30 5,572 $232,000 -143
   GYL Financial Synergies LLC 336 - 2023-12-31 4,994 $223,000 -1,370
   Leading Edge Financial Planning LLC - 2024-03-31 4,197 $206,000 -833
   ANCORA ADVISORS, LLC 631 - 2023-12-31 4,524 $202,000 -100
   WESTEND ADVISORS LLC 47 - 2023-12-31 4,126 $184,000 -461
   IAG Wealth Partners LLC 100 - 2024-03-31 3,151 $154,000 -44
   GRADIENT INVESTMENTS LLC 334 - 2024-03-31 2,465 $121,000 -221
   FWL INVESTMENT MANAGEMENT LLC 65 - 2023-12-31 2,050 $91,000 -350
   Global Retirement Partners LLC 1144 - 2024-03-31 1,725 $84,000 -342
   McClarren Financial Advisors Inc. 178 - 2024-03-31 49 $14,000 -435
   Fortis Group Advisors LLC - 2024-03-31 96 $5,000 -96
   Spire Wealth Management 2043 - 2024-03-31 67 $3,000 -35
   TOWER RESEARCH CAPITAL LLC 5446 - 2023-12-31 13 $1,000 -19
   Versant Capital Management Inc 1716 - 2024-03-31 10 $0 -12
  61 Records found
  1    
  Page 1 of 1
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