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Global X MLP & Energy Infrastructure ETF (MLPX) Institutional Ownership

Global X MLP & Energy Infrastructure ETF logo
$58.49 +0.48 (+0.83%)
As of 12:03 PM Eastern

Institutional Ownership Changes (13F Filings) for Global X MLP & Energy Infrastructure ETF (NYSEARCA:MLPX)

Number of
Institutional Buyers
(last 12 months)
174
Total
Institutional Inflows
(last 12 months)
$361.74M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$34.29M
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MLPX Institutional Buying and Selling by Quarter

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Global X MLP & Energy Infrastructure ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025Park Avenue Securities LLC21,912$1.40M0.0%N/A0.050%
4/14/2025KMG Fiduciary Partners LLC49,721$3.17M0.3%-14.1%0.114%
4/14/2025Menlo Advisors LLC102,392$6.53M3.1%+25.8%0.235%
4/11/2025SeaCrest Wealth Management LLC50,146$3.20M0.4%-7.8%0.115%
4/11/2025A. D. Beadell Investment Counsel Inc.3,455$220K0.2%-5.4%0.008%
4/10/2025 Naples Global Advisors LLC38,783$2.48M0.2%-3.5%0.089%
4/10/2025 Key Client Fiduciary Advisors LLC46,910$2.99M1.4%+10.5%0.108%
4/10/2025 Teamwork Financial Advisors LLC269,188$17.18M2.3%+755.5%0.619%
4/9/2025 RFG Advisory LLC7,563$483K0.0%N/A0.017%
4/9/2025 HBW Advisory Services LLC23,978$1.53M0.2%+32.8%0.055%
4/9/2025 Merit Financial Group LLC3,441$220K0.0%N/A0.008%
4/9/2025 NBC Securities Inc.3,642$232K0.0%+90,950.0%0.008%
4/9/2025 Fiduciary Alliance LLC95,170$6.07M0.6%+1.1%0.219%
4/8/2025 Presidio Capital Management LLC171,868$10.97M4.5%N/A0.395%
4/8/2025 Rooted Wealth Advisors Inc.27,404$1.75M0.7%N/A0.063%
4/8/2025 Somerset Trust Co4,007$256K0.1%N/A0.009%
4/8/2025 Advisory Alpha LLC191,336$12.21M0.8%+5,601.3%0.440%
3/24/2025Fulcrum Equity Management18,957$1.15M1.1%-11.6%0.043%
3/17/2025Wealth Enhancement Advisory Services LLC39,663$2.40M0.0%+3.3%0.090%
3/4/2025Comprehensive Money Management Services LLC5,990$363K0.3%N/A0.013%
2/27/2025Carolinas Wealth Consulting LLC1,112$67K0.0%-15.4%0.002%
2/17/2025Royal Bank of Canada822,483$49.81M0.0%+4.6%2.920%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.150,375$9.11M0.0%+216.9%0.534%
2/17/2025Focus Partners Wealth188,951$11.44M0.0%+50.8%0.671%
2/17/2025Fiduciary Trust Co16,213$982K0.0%-28.9%0.058%
2/17/2025D. E. Shaw & Co. Inc.36,422$2.21M0.0%N/A0.129%
2/17/2025Cresset Asset Management LLC364,226$22.08M0.1%+8.8%1.293%
2/17/2025Cetera Investment Advisers242,349$14.68M0.0%+6.1%0.860%
2/17/2025Captrust Financial Advisors26,232$1.59M0.0%-54.7%0.093%
2/17/2025Baird Financial Group Inc.146,782$8.89M0.0%+11.7%0.521%
2/17/2025Baker Avenue Asset Management LP145,818$8.83M0.3%+0.7%0.518%
2/17/2025Bank of America Corp DE2,181,838$132.13M0.0%+9.0%7.745%
2/17/2025Ameriprise Financial Inc.233,195$14.12M0.0%+156.9%0.828%
2/17/2025Ancora Advisors LLC6,039$366K0.0%+37.6%0.021%
2/14/2025Comerica Bank62,021$3.76M0.0%-10.0%0.220%
2/14/2025Owen LaRue LLC12,656$766K0.4%N/A0.045%
2/14/2025Coldstream Capital Management Inc.25,460$1.54M0.0%+14.4%0.090%
2/14/2025Seven Springs Wealth Group LLC11,757$712K0.3%+65.5%0.042%
2/14/2025Steel Grove Capital Advisors LLC6,074$368K0.1%-9.8%0.022%
2/14/2025Stifel Financial Corp213,407$12.92M0.0%-4.1%0.758%
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2/14/2025OneDigital Investment Advisors LLC9,897$599K0.0%N/A0.035%
2/14/2025Sharpepoint LLC5,720$346K0.3%N/A0.020%
2/14/2025MML Investors Services LLC80,110$4.85M0.0%+3.3%0.284%
2/14/2025BOS Asset Management LLC3,333$202K0.1%N/A0.012%
2/14/2025GeoWealth Management LLC2,498$151K0.0%-50.0%0.009%
2/13/2025Global Endowment Management LP45,000$2.73M0.3%-24.5%0.160%
2/13/2025Marshall Wace LLP60,075$3.64M0.0%N/A0.213%
2/13/2025NewEdge Advisors LLC42,288$2.56M0.0%+3.2%0.150%
2/13/2025Resurgent Financial Advisors LLC17,449$1.06M0.6%+10.8%0.062%
2/13/2025Insigneo Advisory Services LLC9,892$599K0.1%+23.5%0.035%
2/13/2025Evergreen Capital Management LLC419,753$25.44M0.8%N/A1.490%
2/13/2025Mariner LLC77,874$4.72M0.0%-0.8%0.276%
2/13/2025Ameritas Investment Partners Inc.891$54K0.0%+21.9%0.003%
2/13/2025Stamos Capital Partners L.P.33,510$2.03M0.5%+90.3%0.119%
2/13/2025Family Office Research LLC3,721$225K0.1%N/A0.013%
2/13/2025Phoenix Financial Ltd.3,285,750$199.11M2.8%+26.6%11.664%
2/13/2025Advisory Services Network LLC20,899$1.27M0.0%N/A0.074%
2/13/2025Bank of Montreal Can281,084$17.02M0.0%+25,926.3%0.998%
2/13/2025Envestnet Asset Management Inc.434,588$26.32M0.0%-2.1%1.543%
2/13/2025Annandale Capital LLC292,051$17.69M2.8%-1.8%1.037%
2/13/2025Perennial Investment Advisors LLC4,570$277K0.0%N/A0.016%
2/13/2025Oarsman Capital Inc.26,328$1.59M0.3%+244.5%0.093%
2/13/2025Wells Fargo & Company MN691,893$41.90M0.0%+8.2%2.456%
2/12/2025Disciplined Investors L.L.C.6,525$409K0.4%N/A0.023%
2/12/2025Private Portfolio Partners LLC3,562$216K0.0%N/A0.013%
2/12/2025Ameraudi Asset Management Inc.35,555$2.15M1.2%-33.4%0.126%
2/12/2025Transamerica Financial Advisors Inc.27,960$1.69M0.2%-15.4%0.099%
2/12/2025Blair William & Co. IL5,465$331K0.0%+40.9%0.019%
2/12/2025JPMorgan Chase & Co.306,917$18.59M0.0%+63.0%1.090%
2/12/2025Ausdal Financial Partners Inc.9,368$567K0.0%+17.0%0.033%
2/11/2025FineMark National Bank & Trust4,840$293K0.0%N/A0.017%
2/11/2025Congress Wealth Management LLC DE7,218$437K0.0%N/A0.026%
2/11/2025LPL Financial LLC1,095,827$66.36M0.0%+26.6%3.890%
2/11/2025Blueprint Investment Partners LLC14,163$858K0.1%-2.0%0.050%
2/11/2025ZEGA Investments LLC3,259$214K0.1%N/A0.012%
2/10/2025Argent Advisors Inc.43,266$2.62M1.0%-1.1%0.154%
2/10/2025Creative Financial Designs Inc. ADV500$30K0.0%N/A0.002%
2/10/2025Corient Private Wealth LLC56,468$3.42M0.0%+89.6%0.200%
2/10/2025MGO Private Wealth LLC18,352$1.11M0.8%+25.4%0.065%
2/10/2025Commonwealth Equity Services LLC121,173$7.34M0.0%+18.8%0.430%
2/10/2025Farther Finance Advisors LLC859$52K0.0%N/A0.003%
2/7/2025HighTower Advisors LLC3,567$216K0.0%-51.8%0.013%
2/7/2025Endowment Wealth Management Inc.3,857$234K0.2%-9.2%0.014%
2/7/2025Independent Advisor Alliance10,946$663K0.0%N/A0.039%
2/7/2025Naviter Wealth LLC3,863$234K0.0%N/A0.014%
2/7/2025PNC Financial Services Group Inc.456,443$27.64M0.0%+3.3%1.620%
2/6/2025Beacon Harbor Wealth Advisors Inc.208,428$12.62M2.9%N/A0.740%
2/6/2025Raymond James Financial Inc.205,294$12.43M0.0%N/A0.729%
2/6/2025Cullen Frost Bankers Inc.513$31K0.0%N/A0.002%
2/6/2025Proficio Capital Partners LLC42,733$2.59M0.0%N/A0.152%
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2/6/2025Atria Investments Inc78,255$4.74M0.1%-0.7%0.278%
2/6/2025Steward Partners Investment Advisory LLC834$51K0.0%N/A0.003%
2/6/2025Jones Financial Companies Lllp22,798$1.38M0.0%+48.1%0.081%
2/5/2025Fielder Capital Group LLC30,488$1.85M0.6%-82.2%0.108%
2/5/2025Proficio Capital Partners LLC42,733$2.59M0.0%N/A0.152%
2/5/2025GenTrust LLC320,801$19.45M0.8%+6.0%1.139%
2/4/2025Crestwood Advisors Group LLC5,000$303K0.0%N/A0.018%
2/4/2025Mainstay Capital Management LLC ADV39,828$2.41M0.4%N/A0.141%
2/4/2025B&D White Capital Company LLC88,959$5.39M0.9%N/A0.316%
2/4/2025Capital Advisors Ltd. LLC11,101$672K0.1%+951.2%0.039%
(Data available from 1/1/2016 forward)

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MLPX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MLPX shares?

During the previous two years, 256 institutional investors and hedge funds held shares of Global X MLP & Energy Infrastructure ETF. The most heavily invested institutionals were Phoenix Financial Ltd. ($199.11M), Bank of America Corp DE ($132.13M), LPL Financial LLC ($66.36M), Royal Bank of Canada ($49.81M), Wells Fargo & Company MN ($41.90M), PNC Financial Services Group Inc. ($27.64M), and Envestnet Asset Management Inc. ($26.32M).Learn more on MLPX's institutional investors.

Which institutional investors have been buying Global X MLP & Energy Infrastructure ETF stock?

Of the 219 institutional investors that purchased Global X MLP & Energy Infrastructure ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Evergreen Capital Management LLC ($854.31K), Phoenix Financial Ltd. ($690K), Bank of Montreal Can ($280.00K), Teamwork Financial Advisors LLC ($269.19K), LPL Financial LLC ($256.91K), Cetera Investment Advisers ($241.23K), and Beacon Harbor Wealth Advisors Inc. ($208.43K).

How much institutional buying is happening at Global X MLP & Energy Infrastructure ETF?

Institutional investors have bought a total of 7,934,066 shares in the last 24 months. This purchase volume represents approximately $436.73M in transactions.

Which Global X MLP & Energy Infrastructure ETF major shareholders have been selling company stock?

Of the 121 institutional investors that sold Global X MLP & Energy Infrastructure ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Global Endowment Management LP ($156.32K), Fielder Capital Group LLC ($144.28K), LPL Financial LLC ($112.81K), Envestnet Asset Management Inc. ($112.00K), GenTrust LLC ($100.65K), Golden Green Inc. ($86.98K), and CWM LLC ($66.39K).

How much institutional selling is happening at Global X MLP & Energy Infrastructure ETF?

Institutional investors have sold a total of 1,970,868 shares in the last 24 months. This volume of shares sold represents approximately $92.03M in transactions.



This page (NYSEARCA:MLPX) was last updated on 4/14/2025 by MarketBeat.com Staff
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