Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in NXG NextGen Infrastructure Income Fund include .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Invesco Ltd. | 4,832 | 1.26 | 243 | 8.48 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 912 | 149.86 | 46 | 164.71 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 55,482 | 39.92 | 3 | 100.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 18,130 | 62.41 | 912 | 73.52 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 13,841 | 8.97 | 696 | 16.39 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 25,573 | 1.92 | 1,286 | 8.98 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 168,075 | 3.78 | 8,453 | 10.92 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 42,779 | 32.51 | 2,151 | 41.70 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 38 | 2.70 | 2 | 0.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 6,099 | 7.02 | 307 | 14.18 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 34,546 | 11.83 | 1,737 | 19.55 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 40,220 | 1.16 | 2,023 | 8.13 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 1,517 | 40.07 | 76 | 52.00 |
