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Goldman Sachs MLP Energy REN

Q1 2020 vs Q4 2022

Comparing institutional holders between quarters

Quarters

Q4 2022Q1 2020Q4 2019Q3 2019Q2 2019
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Ellevest, Inc.
NEW
Shares35
Change+35
Value$0
Filed 2023-02-03
Morgan Stanley
CLOSED
Shares0 from 4,277,166
Change-4,277,166 (-100%)
Value$0 (-$3.0K)
Filed 2023-02-14
Advisors Asset Management, Inc.
CLOSED
Shares0 from 2,186,720
Change-2,186,720 (-100%)
Value$0 (-$1.6M)
Filed 2026-08-27
Wells Fargo & Company
CLOSED
Shares0 from 1,923,506
Change-1,923,506 (-100%)
Value$0 (-$1.4K)
Filed 2023-02-13
Quadrant Private Wealth Management, LLC
CLOSED
Shares0 from 1,144,149
Change-1,144,149 (-100%)
Value$0 (-$812)
Filed 2023-02-14
Guggenheim Capital LLC
CLOSED
Shares0 from 778,888
Change-778,888 (-100%)
Value$0 (-$553)
Filed 2023-02-14
Rockefeller Capital Management L.P.
CLOSED
Shares0 from 722,000
Change-722,000 (-100%)
Value$0 (-$513)
Filed 2023-03-06
Ellis Investment Partners, LLC
CLOSED
Shares0 from 647,457
Change-647,457 (-100%)
Value$0 (-$447)
Filed 2023-01-31
Royal Bank of Canada
CLOSED
Shares0 from 549,792
Change-549,792 (-100%)
Value$0 (-$390)
Filed 2023-02-14
Bank of America Corp
CLOSED
Shares0 from 382,545
Change-382,545 (-100%)
Value$0 (-$271)
Filed 2023-02-10
Raymond James & Associates
CLOSED
Shares0 from 252,731
Change-252,731 (-100%)
Value$0 (-$179)
Filed 2023-02-08
Invesco Ltd.
CLOSED
Shares0 from 222,633
Change-222,633 (-100%)
Value$0 (-$158)
Filed 2023-02-13
Osaic Holdings, Inc.
CLOSED
Shares0 from 201,512
Change-201,512 (-100%)
Value$0 (-$143)
Filed 2023-02-10
Citigroup Inc
CLOSED
Shares0 from 160,708
Change-160,708 (-100%)
Value$0 (-$114)
Filed 2023-02-09
Raymond James Financial Services Advisors, Inc.
CLOSED
Shares0 from 155,892
Change-155,892 (-100%)
Value$0 (-$111)
Filed 2023-02-08
Private Advisor Group, LLC
CLOSED
Shares0 from 155,850
Change-155,850 (-100%)
Value$0 (-$110)
Filed 2023-01-18
UBS Group AG
CLOSED
Shares0 from 129,021
Change-129,021 (-100%)
Value$0 (-$92)
Filed 2023-02-08
LPL Financial LLC
CLOSED
Shares0 from 72,775
Change-72,775 (-100%)
Value$0 (-$52)
Filed 2023-02-07
Citadel Advisors LLC
CLOSED
Shares0 from 51,994
Change-51,994 (-100%)
Value$0 (-$37)
Filed 2023-02-14
Wedbush Securities Inc
CLOSED
Shares0 from 41,472
Change-41,472 (-100%)
Value$0 (-$29)
Filed 2023-01-31
Parcion Private Wealth LLC
CLOSED
Shares0 from 40,000
Change-40,000 (-100%)
Value$0 (-$28)
Filed 2023-02-10
H D Vest Advisory Services
CLOSED
Shares0 from 21,338
Change-21,338 (-100%)
Value$0 (-$15)
Filed 2023-02-13
Goldman Sachs Group Inc
CLOSED
Shares0 from 16,907
Change-16,907 (-100%)
Value$0 (-$12)
Filed 2024-05-14
MGO One Seven LLC
CLOSED
Shares0 from 16,013
Change-16,013 (-100%)
Value$0 (-$11)
Filed 2023-01-25
Strategic Financial Group, LLC
CLOSED
Shares0 from 16,000
Change-16,000 (-100%)
Value$0 (-$11)
Filed 2023-01-13
Savant Capital, LLC
CLOSED
Shares0 from 15,000
Change-15,000 (-100%)
Value$0 (-$11)
Filed 2023-02-13
Carl P. Sherr & Co., LLC
CLOSED
Shares0 from 13,000
Change-13,000 (-100%)
Value$0 (-$9)
Filed 2023-02-03
Jane Street Group, LLC
CLOSED
Shares0 from 12,044
Change-12,044 (-100%)
Value$0 (-$9)
Filed 2023-02-15
Synovus Financial Corp
CLOSED
Shares0 from 10,227
Change-10,227 (-100%)
Value$0 (-$8)
Filed 2023-02-06
International Assets Investment Management, LLC
CLOSED
Shares0 from 10,208
Change-10,208 (-100%)
Value$0 (-$7)
Filed 2023-01-30
SVB Wealth LLC
CLOSED
Shares0 from 8,000
Change-8,000 (-100%)
Value$0 (-$5)
Filed 2023-02-10
Arlington Partners LLC
CLOSED
Shares0 from 7,496
Change-7,496 (-100%)
Value$0 (-$5)
Filed 2023-01-24
US Bancorp \de\
CLOSED
Shares0 from 5,000
Change-5,000 (-100%)
Value$0 (-$4)
Filed 2023-02-13
Steward Partners Investment Advisory, LLC
CLOSED
Shares0 from 2,225
Change-2,225 (-100%)
Value$0 (-$1)
Filed 2023-02-15
Patriot Financial Group Insurance Agency, LLC
CLOSED
Shares0 from 1,888
Change-1,888 (-100%)
Value$0 (-$1)
Filed 2023-01-17
Tradewinds Capital Management, LLC
CLOSED
Shares0 from 1,406
Change-1,406 (-100%)
Value$0 (-$1)
Filed 2023-01-23
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2023-01-30
Snow Capital Management LP
N/A
Shares— from 516,990
Change-516,990 (-100%)
Value—
Rowland Carmichael Advisors Inc
N/A
Shares— from 30,500
Change-30,500 (-100%)
Value—
Golden State Wealth Management, LLC
N/A
Shares— from 9,000
Change-9,000 (-100%)
Value—
Status
Ellevest, Inc.
NEW35—+35——$0—2023-02-03
Morgan Stanley
CLOSED04,277,166-4,277,166-100%$3.0K$0-$3.0K2023-02-14
Advisors Asset Management, Inc.
CLOSED02,186,720-2,186,720-100%$1.6M$0-$1.6M2026-08-27
Wells Fargo & Company
CLOSED01,923,506-1,923,506-100%$1.4K$0-$1.4K2023-02-13
Quadrant Private Wealth Management, LLC
CLOSED01,144,149-1,144,149-100%$812$0-$8122023-02-14
Guggenheim Capital LLC
CLOSED0778,888-778,888-100%$553$0-$5532023-02-14
Rockefeller Capital Management L.P.
CLOSED0722,000-722,000-100%$513$0-$5132023-03-06
Ellis Investment Partners, LLC
CLOSED0647,457-647,457-100%$447$0-$4472023-01-31
Royal Bank of Canada
CLOSED0549,792-549,792-100%$390$0-$3902023-02-14
Bank of America Corp
CLOSED0382,545-382,545-100%$271$0-$2712023-02-10
Raymond James & Associates
CLOSED0252,731-252,731-100%$179$0-$1792023-02-08
Invesco Ltd.
CLOSED0222,633-222,633-100%$158$0-$1582023-02-13
Osaic Holdings, Inc.
CLOSED0201,512-201,512-100%$143$0-$1432023-02-10
Citigroup Inc
CLOSED0160,708-160,708-100%$114$0-$1142023-02-09
Raymond James Financial Services Advisors, Inc.
CLOSED0155,892-155,892-100%$111$0-$1112023-02-08
Private Advisor Group, LLC
CLOSED0155,850-155,850-100%$110$0-$1102023-01-18
UBS Group AG
CLOSED0129,021-129,021-100%$92$0-$922023-02-08
LPL Financial LLC
CLOSED072,775-72,775-100%$52$0-$522023-02-07
Citadel Advisors LLC
CLOSED051,994-51,994-100%$37$0-$372023-02-14
Wedbush Securities Inc
CLOSED041,472-41,472-100%$29$0-$292023-01-31
Parcion Private Wealth LLC
CLOSED040,000-40,000-100%$28$0-$282023-02-10
H D Vest Advisory Services
CLOSED021,338-21,338-100%$15$0-$152023-02-13
Goldman Sachs Group Inc
CLOSED016,907-16,907-100%$12$0-$122024-05-14
MGO One Seven LLC
CLOSED016,013-16,013-100%$11$0-$112023-01-25
Strategic Financial Group, LLC
CLOSED016,000-16,000-100%$11$0-$112023-01-13
Savant Capital, LLC
CLOSED015,000-15,000-100%$11$0-$112023-02-13
Carl P. Sherr & Co., LLC
CLOSED013,000-13,000-100%$9$0-$92023-02-03
Jane Street Group, LLC
CLOSED012,044-12,044-100%$9$0-$92023-02-15
Synovus Financial Corp
CLOSED010,227-10,227-100%$8$0-$82023-02-06
International Assets Investment Management, LLC
CLOSED010,208-10,208-100%$7$0-$72023-01-30
SVB Wealth LLC
CLOSED08,000-8,000-100%$5$0-$52023-02-10
Arlington Partners LLC
CLOSED07,496-7,496-100%$5$0-$52023-01-24
US Bancorp \de\
CLOSED05,000-5,000-100%$4$0-$42023-02-13
Steward Partners Investment Advisory, LLC
CLOSED02,225-2,225-100%$1$0-$12023-02-15
Patriot Financial Group Insurance Agency, LLC
CLOSED01,888-1,888-100%$1$0-$12023-01-17
Tradewinds Capital Management, LLC
CLOSED01,406-1,406-100%$1$0-$12023-01-23
Proequities, Inc.
CLOSED000—$0$0$02023-01-30
Snow Capital Management LP
N/A—516,990-516,990-100%$367———
Rowland Carmichael Advisors Inc
N/A—30,500-30,500-100%$22———
Golden State Wealth Management, LLC
N/A—9,000-9,000-100%$6———
Showing 40 of 40 institutions