SRV

NXG Cushing Midstream Energy Fund
SRV

Overview Fund Activity

22 hedge funds and large institutions have $9.63M invested in NXG Cushing Midstream Energy Fund in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 4 closing their positions.

Holders
22
Holders Change
-1
Holders Change %
-4.35%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
6
Reduced
3
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JWCA
1
J.W. Cole Advisors
Florida
$570K
2
LPL Financial
2
LPL Financial
California
$2.28M
3
CA
3
CoreCap Advisors
Michigan
$87.8K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$316K
5
Morgan Stanley
5
Morgan Stanley
New York
$2.63M

Top Sellers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$0
2
GRP
2
Global Retirement Partners
California
$0
3
WS
3
Wedbush Securities
California
$236K
4
Wells Fargo
4
Wells Fargo
California
$50
5
PA
5
PSI Advisors
Florida
$48.4K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$2.63M 58,413 +1,789 +3%
LPL Financial
2
LPL Financial
California
$2.28M 50,560 +6,043 +14%
Stifel Financial
3
Stifel Financial
Missouri
$633K 14,059 – –
JWCA
4
J.W. Cole Advisors
Florida
$570K 12,655 +12,655 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$551K 12,234 +225 +2%
SIA
6
Sit Investment Associates
Minnesota
$349K 7,746 +1,000 +15%
AWM
7
Axxcess Wealth Management
California
$320K 7,117 – –
Osaic Holdings
8
Osaic Holdings
Arizona
$316K 7,017 +1,873 +36%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$312K 6,931 +251 +4%
UBS Group
10
UBS Group
Switzerland
$289K 6,431 – –
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$286K 6,355 – –
HAG
12
HighPoint Advisor Group
Illinois
$237K 5,823 – –
WS
13
Wedbush Securities
California
$236K 5,240 -110 -2%
NA
14
NewEdge Advisors
Louisiana
$181K 4,023 – –
CT
15
Colonial Trust
South Carolina
$142K 3,148 – –
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$135K 2,997 – –
CA
17
CoreCap Advisors
Michigan
$87.8K 1,950 +1,950 New
PA
18
PSI Advisors
Florida
$48.4K 1,075 -100 -9%
Comerica Bank
19
Comerica Bank
Texas
$27.3K 607 – –
VWM
20
Venturi Wealth Management
Texas
$1.17K 26 – –
BC
21
Barrett & Company
Rhode Island
$1.13K 25 +25 New
Wells Fargo
22
Wells Fargo
California
$50 1 -99 -99%
SFC
23
Strategic Financial Concepts
Texas
– – -12,843 Closed
Baird Financial Group
24
Baird Financial Group
Wisconsin
– – -5,819 Closed
GRP
25
Global Retirement Partners
California
– – -400 Closed
1
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