NXG NextGen Infrastructure Income Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| MORGAN STANLEY | 05/15/2026 | 178.25 K | $9.79 M | 5.74% | 3.15% |
| QUARRY LP | 05/15/2026 | 112.50 K | $6.18 M | 100.00% | 1.99% |
| BOOTHBAY FUND MANAGEMENT, LLC | 05/15/2026 | 112.44 K | $6.18 M | 100.00% | 1.99% |
| ALPINE GLOBAL MANAGEMENT, LLC | 05/15/2026 | 110.67 K | $6.08 M | 100.00% | 1.96% |
| CABLE CAR CAPITAL LLC | 05/15/2026 | 105.00 K | $5.77 M | 100.00% | 1.86% |
| FIFTH THIRD BANCORP | 05/01/2026 | 92.22 K | $5.07 M | 100.00% | 1.63% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 70.07 K | $3.85 M | 1.69% | 1.24% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 58.38 K | $3.21 M | 1.08% | 1.03% |
| CORECAP ADVISORS, LLC | 04/07/2026 | 52.84 K | $2.90 M | 15.06% | 0.93% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 41.81 K | $2.30 M | 15.35% | 0.74% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 31.97 K | $1.76 M | 8.58% | 0.56% |
| BAIRD FINANCIAL GROUP, INC. | 05/14/2026 | 30.08 K | $1.65 M | -1.17% | 0.53% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 25.44 K | $1.40 M | 111.23% | 0.45% |
| LPL FINANCIAL LLC | 05/06/2026 | 21.36 K | $1.17 M | 8.42% | 0.38% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 19.90 K | $1.09 M | -93.21% | 0.35% |
| ROYAL BANK OF CANADA | 05/15/2026 | 16.67 K | $915.00 K | -2.94% | 0.29% |
| UBS GROUP AG | 05/05/2026 | 14.21 K | $780.39 K | 6.76% | 0.25% |
| INVESCO LTD. | 05/12/2026 | 13.09 K | $719.20 K | -3.35% | 0.23% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 13.00 K | $714.32 K | 0.59% | 0.23% |
| AUSDAL FINANCIAL PARTNERS, INC. | 05/12/2026 | 12.58 K | $691.16 K | 100.00% | 0.22% |
| 04/27/2026 | 10.54 K | $578.72 K | 100.00% | 0.19% | |
| VALEO FINANCIAL ADVISORS, LLC | 05/08/2026 | 8.54 K | $469.05 K | -0.18% | 0.15% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 8.23 K | $451.96 K | 0.46% | 0.15% |
| STRATOS WEALTH ADVISORS, LLC | 04/28/2026 | 7.50 K | $411.92 K | 0.00% | 0.13% |
| OPPENHEIMER & CO INC | 04/24/2026 | 6.98 K | $383.36 K | 0.33% | 0.12% |
| ATOMI FINANCIAL GROUP, INC. | 05/14/2026 | 6.73 K | $369.84 K | 2.29% | 0.12% |
| INTEGRATED WEALTH CONCEPTS LLC | 05/15/2026 | 6.31 K | $346.53 K | 3.09% | 0.11% |
| 05/05/2026 | 6.30 K | $346.06 K | 0.00% | 0.11% | |
| PFG INVESTMENTS, LLC | 04/27/2026 | 5.86 K | $322.02 K | -6.39% | 0.10% |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 04/20/2026 | 5.49 K | $301.32 K | 0.51% | 0.10% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 5.15 K | $282.70 K | 0.59% | 0.09% |
| ALMITAS CAPITAL LLC | 05/15/2026 | 5.00 K | $274.65 K | 100.00% | 0.09% |
| VIRTU FINANCIAL LLC | 05/14/2026 | 4.96 K | $273.00 K | 100.00% | 0.09% |
| JANE STREET GROUP, LLC | 05/12/2026 | 4.68 K | $257.07 K | 100.00% | 0.08% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 05/14/2026 | 4.37 K | $240.26 K | 100.00% | 0.08% |
| CALTON & ASSOCIATES, INC. | 05/13/2026 | 4.37 K | $240.20 K | 100.00% | 0.08% |
| ARISTIDES CAPITAL LLC | 05/14/2026 | 4.20 K | $230.93 K | 100.00% | 0.07% |
| 04/22/2026 | 3.99 K | $219.17 K | 0.00% | 0.07% | |
| PINNACLE WEALTH PLANNING SERVICES, INC. | 05/11/2026 | 3.93 K | $215.88 K | 100.00% | 0.07% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 3.36 K | $184.41 K | 100.00% | 0.06% |
| US BANCORP \DE\ | 05/15/2026 | 1.40 K | $76.90 K | 0.00% | 0.02% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 875 | $48.06 K | 0.00% | 0.02% |
| CWM, LLC | 05/14/2026 | 500 | $27.47 K | 100.00% | 0.01% |
| FINANCIAL CONSULATE, INC | 04/21/2026 | 250 | $13.73 K | 0.00% | 0.00% |
| PRIVATE WEALTH ASSET MANAGEMENT, LLC | 05/06/2026 | 175 | $9.61 K | 0.00% | 0.00% |
| SRS CAPITAL ADVISORS, INC. | 05/13/2026 | 159 | $8.73 K | 0.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 100 | $5.49 K | 0.00% | 0.00% |
| OSBON CAPITAL MANAGEMENT LLC | 05/15/2026 | 60 | $3.30 K | 100.00% | 0.00% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 40 | $2.22 K | 2.56% | 0.00% |
| J.W. COLE ADVISORS, INC. | 04/23/2026 | 0 | $0 | -100.00% | 0.00% |
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NXG NextGen Infrastructure Income Fund institutional Ownership - FAQ's
During the previous two years, 54 institutional investors and hedge funds held shares of NXG NextGen Infrastructure Income Fund. The most heavily invested institutionals were:
MORGAN STANLEY: 178,250
Quarry LP: 112,495
BOOTHBAY FUND MANAGEMENT, LLC: 112,435
Alpine Global Management, LLC: 110,666
Cable Car Capital LLC: 105,000
FIFTH THIRD BANCORP: 92,223
22.13% of NXG NextGen Infrastructure Income Fund stock is owned by institutional investors.
Institutional investors have bought a total of 1.37 M shares in the last 24 months. This purchase volume represents approximately $69.87 M in transactions.