NXG NextGen Infrastructure Income Fund (NXG) Institutional Ownership
Track institutional investors, ownership changes, and 13F filings.
Ownership Summary
Total Institutions
26
Total Shares Held
677.29K
Total Value
$31.00M
Institutional Holding %
25.47%
Ownership Distribution
Top 5 Holders
Top Institutional Holders (as of Dec 31, 2024)
| Institution | Shares | Ownership % | Value |
|---|---|---|---|
| MORGAN STANLEY | 164.34K | 6.18% | $7.52M |
| COMERICA BANK | 89.47K | 3.36% | $4.10M |
| SIT | 86.46K | 3.25% | $3.96M |
| ARISTIDES | 41.57K | 1.56% | $1.90M |
| RAYMOND JAMES FINANCIAL | 34.93K | 1.31% | $1.60M |
| STIFEL FINANCIAL | 27.66K | 1.04% | $1.27M |
| J.W. COLE | 25.23K | 0.95% | $1.16M |
| BAIRD FINANCIAL | 24.89K | 0.94% | $1.14M |
| UBS | 23.95K | 0.90% | $1.10M |
| AUSDAL FINANCIAL | 22.43K | 0.84% | $1.03M |
Recent Insider Trading
| Insider | Title | Transaction | Shares | Value | Date |
|---|---|---|---|---|---|
| Sunderland Todd | Other: Coo | S-Sale | 30 | $1.31K | Dec 27, 2024 |
| Mead Brad | Officer | - | $- | Oct 10, 2024 | |
| Alban John | Director, Other: Trustee | S-Sale | 1.23K | $51.00K | Sep 16, 2024 |
| Sunderland Todd | Other: Coo | P-Purchase | 87 | $3.24K | Jul 23, 2024 |
| Sunderland Todd | Other: Coo | P-Purchase | 956 | $38.20K | Jul 15, 2024 |
| Swank Jerry V | P-Purchase | 8.90K | $300.38K | Dec 05, 2023 | |
| Sunderland Todd | P-Purchase | 100 | $3.20K | Nov 07, 2023 | |
| Nelson Blake | Cfo & Treasurer | P-Purchase | 100 | $3.18K | Nov 06, 2023 |
| Nelson Blake | Cfo & Treasurer | P-Purchase | 200 | $6.36K | Nov 06, 2023 |
| Swank Jerry V | P-Purchase | 10.00K | $396.50K | Sep 06, 2023 |
Recent Position Changes
| Institution | Shares Changed | % Change | Date |
|---|---|---|---|
| SIT | -132.74K | -60.56% | Feb 13, 2025 |
| COMERICA BANK | +89.34K | +72635.77% | Feb 14, 2025 |
| MORGAN STANLEY | +51.43K | +45.55% | Feb 14, 2025 |
| RAYMOND JAMES FINANCIAL | +34.93K | +100.00% | Feb 13, 2025 |
| STIFEL FINANCIAL | +13.77K | +99.03% | Feb 13, 2025 |
| GUGGENHEIM | +12.94K | +148.67% | Feb 13, 2025 |
| J.W. COLE | +9.16K | +56.98% | Jan 31, 2025 |
| CETERA ADVISERS | -6.64K | -100.00% | Feb 14, 2025 |
| PRIVATE | +5.14K | +65.30% | Feb 03, 2025 |
| ENVESTNET ASSET | -4.88K | -100.00% | Feb 13, 2025 |
Recent Ownership Filings
4
Form 4 - Statement of changes in beneficial ownership of securities
Dec 27, 2024
4
Form 4 - Statement of changes in beneficial ownership of securities
Sep 18, 2024
4
Form 4 - Statement of changes in beneficial ownership of securities
Sep 10, 2024
4
Form 4 - Statement of changes in beneficial ownership of securities
Aug 12, 2024
4
Form 4 - Statement of changes in beneficial ownership of securities
Jul 24, 2024
4
Form 4 - Statement of changes in beneficial ownership of securities
Jul 16, 2024
SC 13G/A
Form SC 13G/A - Statement of acquisition of beneficial ownership by individuals: [Amend]
Jan 31, 2024
SC 13G/A
Form SC 13G/A - Statement of acquisition of beneficial ownership by individuals: [Amend]
Jan 26, 2024
4
Form 4 - Statement of changes in beneficial ownership of securities
Dec 07, 2023
4
Form 4 - Statement of changes in beneficial ownership of securities
Nov 08, 2023
4
Form 4 - Statement of changes in beneficial ownership of securities
Nov 08, 2023
4
Form 4 - Statement of changes in beneficial ownership of securities
Sep 07, 2023
4
Form 4 - Statement of changes in beneficial ownership of securities
Sep 06, 2023
SC 13D
Form SC 13D - General statement of acquisition of beneficial ownership
May 08, 2023
4
Form 4 - Statement of changes in beneficial ownership of securities
Feb 28, 2023
SC 13G/A
Form SC 13G/A - Statement of acquisition of beneficial ownership by individuals: [Amend]
Jan 20, 2023
Related Metrics
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