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NXG Cushing Midstream Energy Fund (SRV) Institutional Ownership

NXG Cushing Midstream Energy Fund logo
$44.91 -0.27 (-0.60%)
Closing price 03:59 PM Eastern
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$44.91 0.00 (0.00%)
As of 04:42 PM Eastern
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Institutional Ownership Changes (13F Filings) for NXG Cushing Midstream Energy Fund (NYSE:SRV)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$40.39M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$2.03M
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SRV Institutional Buying and Selling by Quarter

NXG Cushing Midstream Energy Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Focus Financial Network Inc.24,001$1.20M0.0%+23.4%0.000%
7/7/2026 CoreCap Advisors LLC4,850$243K0.0%-63.1%0.000%
6/3/2026NewEdge Advisors LLC7,627$339K0.0%+89.6%0.000%
5/18/2026Royal Bank of Canada12,094$538K0.0%-2.8%0.000%
5/7/2026 Symphony Financial Services Inc.5,672$252K0.1%+7.1%0.000%
5/4/2026NWF Advisory Services Inc.32,160$1.43M0.2%+106.9%0.000%
5/1/2026Fifth Third Bancorp562$25K0.0%N/A0.000%
4/27/2026 Private Advisor Group LLC8,856$394K0.0%+27.3%0.000%
4/22/2026 Absolute Investment Advisers LLC99,777$4.44M0.5%+32.5%0.000%
4/22/2026Janney Montgomery Scott LLC6,875$306K0.0%+9.5%0.000%
3/3/2026NWF Advisory Services Inc.15,540$607K0.1%+38.3%0.000%
2/25/2026Sit Investment Associates Inc.323,176$12.62M0.2%N/A0.000%
2/17/2026Kovack Advisors Inc.52,643$2.06M0.1%N/A0.000%
2/17/2026Osaic Holdings Inc.36,792$1.44M0.0%+17.5%0.000%
2/17/2026Royal Bank of Canada12,444$486K0.0%+3.3%0.000%
2/13/2026Stifel Financial Corp20,328$794K0.0%+2.5%0.000%
2/13/2026Quarry LP15,305$598K0.1%N/A0.000%
2/13/2026Summit Financial LLC50,867$1.99M0.0%+17.5%0.000%
2/12/2026Jane Street Group LLC6,724$263K0.0%+21.6%0.000%
2/12/2026Commonwealth Equity Services LLC10,557$412K0.0%+37.9%0.000%
2/12/2026 Symphony Financial Services Inc.5,294$207K0.1%N/A0.000%
2/12/2026Sit Investment Associates Inc.323,176$12.62M0.3%N/A0.000%
2/12/2026Kovack Advisors Inc.52,642$2.06M0.1%N/A0.000%
2/11/2026Janney Montgomery Scott LLC6,280$245K0.0%+20.7%0.000%
2/11/2026LPL Financial LLC74,207$2.90M0.0%-1.2%0.000%
2/11/2026 J.W. Cole Advisors Inc.36,603$1.43M0.0%-3.4%0.000%
1/28/2026 Absolute Investment Advisers LLC75,280$2.93M0.3%N/A0.000%
1/20/2026Stratos Wealth Advisors LLC9,285$363K0.0%+33.3%0.000%
1/12/2026 Focus Financial Network Inc.12,102$473K0.0%+61.1%0.000%
11/13/2025UBS Group AG17,730$815K0.0%-63.3%0.000%
11/13/2025 Private Advisor Group LLC6,131$282K0.0%+9.4%0.000%
11/12/2025 Consolidated Portfolio Review Corp9,862$453K0.1%N/A0.000%
11/7/2025Cornerstone Advisors LLC26,028$1.20M0.0%+2.0%0.000%
11/7/2025Keener Financial Planning LLC1,104$50K0.0%N/A0.000%
11/5/2025HighPoint Advisor Group LLC5,891$271K0.0%N/A0.000%
11/5/2025 J.W. Cole Advisors Inc.37,895$1.74M0.0%+11.6%0.000%
10/31/2025NWF Advisory Services Inc.11,240$516K0.1%+57.4%0.000%
10/30/2025Parkside Financial Bank & Trust1,000$46K0.0%N/A0.000%
10/10/2025 Focus Financial Network Inc.7,512$345K0.0%N/A0.000%
9/9/2025NWF Advisory Services Inc.7,140$302K0.0%N/A0.000%
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9/4/2025Osaic Holdings Inc.33,184$1.41M0.0%+29.2%0.000%
8/14/2025Raymond James Financial Inc.1,000$42K0.0%N/A0.000%
8/13/2025Level Four Advisory Services LLC6,993$296K0.0%-26.6%0.000%
8/12/2025 J.W. Cole Advisors Inc.33,955$1.44M0.0%+20.1%0.000%
8/8/2025Cornerstone Advisors LLC25,528$1.08M0.0%+963.7%0.000%
8/4/2025Wolverine Asset Management LLC6,702$284K0.0%N/A0.000%
7/29/2025Stratos Wealth Advisors LLC6,964$295K0.0%+34.9%0.000%
7/28/2025 Axxcess Wealth Management LLC5,905$250K0.0%-8.8%0.000%
5/13/2025Sit Investment Associates Inc.212,970$9.36M0.2%-27.2%0.000%
5/9/2025Cornerstone Advisors LLC2,400$105K0.0%N/A0.000%
5/7/2025LPL Financial LLC62,196$2.73M0.0%+11.5%0.000%
5/5/2025J.W. Cole Advisors Inc.28,283$1.24M0.0%+30.6%0.000%
5/5/2025Private Advisor Group LLC6,828$300K0.0%+18.7%0.000%
4/29/2025Concurrent Investment Advisors LLC6,253$275K0.0%N/A0.000%
4/22/2025Cambridge Investment Research Advisors Inc.35,012$1.54M0.0%+32.2%0.000%
4/21/2025PSI Advisors LLC1,550$68K0.0%+24.0%0.000%
2/25/2025Armis Advisers LLC4,760$212K0.0%N/A0.000%
2/17/2025CoreCap Advisors LLC3,225$143K0.0%+65.4%0.000%
2/14/2025Stifel Financial Corp20,244$900K0.0%+44.0%0.000%
2/13/2025Sit Investment Associates Inc.292,675$13.02M0.3%+3,678.4%0.000%
2/12/2025Level Four Advisory Services LLC7,809$347K0.0%N/A0.000%
2/11/2025LPL Financial LLC55,781$2.48M0.0%+10.3%0.000%
2/10/2025Axxcess Wealth Management LLC6,477$288K0.0%-9.0%0.000%
2/3/2025Private Advisor Group LLC5,750$256K0.0%N/A0.000%
1/31/2025J.W. Cole Advisors Inc.21,657$963K0.0%+71.1%0.000%
1/30/2025Strategic Financial Concepts LLC13,344$594K0.0%N/A0.000%
1/28/2025Strategic Financial Concepts LLC13,344$594K0.0%N/A0.000%
1/27/2025Stratos Wealth Advisors LLC4,964$221K0.0%N/A0.000%
1/17/2025Janney Montgomery Scott LLC5,179$230K0.0%-18.5%0.000%
10/24/2024J.W. Cole Advisors Inc.12,655$570K0.0%N/A0.000%
7/31/2024Commonwealth Equity Services LLC6,680$277K0.0%+28.3%0.000%
7/23/2024PSI Advisors LLC1,175$49K0.0%+27.0%0.000%
5/14/2024Axxcess Wealth Management LLC7,117$293K0.0%N/A0.000%
5/1/2024Janney Montgomery Scott LLC4,942$204K0.0%N/A0.000%
3/26/2024HighPoint Advisor Group LLC5,823$197K0.0%N/A0.000%
2/26/2024Virtu Financial LLC10,202$346K0.0%N/A0.000%
1/18/2024CUSHING ASSET MANAGEMENT LP dba NXG INVESTMENT MANAGEMENT3,656$124K0.0%N/A0.000%
11/15/2023Axxcess Wealth Management LLC7,117$259K0.0%+28.0%0.000%
11/13/2023PNC Financial Services Group Inc.945$34K0.0%N/A0.000%
7/31/2023LPL Financial LLC30,231$1.13M0.0%+8.5%0.000%
5/12/2023SeaCrest Wealth Management LLC8,310$272K0.0%N/A0.000%
2/15/2023Almitas Capital LLC41,998$1.41M0.6%-51.3%0.000%
11/16/2022Saba Capital Management L.P.230,579$7.51M0.1%-0.2%0.000%
11/15/2022Bulldog Investors LLP84,414$2.75M0.8%+3.3%0.000%
11/15/2022Clough Capital Partners L P38,000$1.24M0.1%+2.4%0.000%
11/15/20221607 Capital Partners LLC98,626$3.21M0.2%-1.4%0.000%
11/14/2022Almitas Capital LLC86,195$2.81M2.1%-34.1%0.000%
11/14/2022Thomas J. Herzfeld Advisors Inc.46,524$1.52M0.6%N/A0.000%
11/7/2022Kayne Anderson Capital Advisors LP17,500$570K0.0%-6.9%0.000%
8/15/2022Bulldog Investors LLP81,724$2.27M0.6%-0.4%0.000%
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8/11/2022Sit Investment Associates Inc.11,800$328K0.0%-59.0%0.000%
8/5/2022Kayne Anderson Capital Advisors LP18,800$522K0.0%-8.7%0.000%
8/3/2022Wolverine Asset Management LLC33,586$933K0.0%+829.3%0.000%
5/17/2022Saba Capital Management L.P.231,031$8.06M0.1%-2.0%0.000%
5/12/2022Sit Investment Associates Inc.28,768$1.00M0.0%-8.6%0.000%
5/11/2022Kayne Anderson Capital Advisors LP20,600$718K0.0%-6.4%0.000%
5/4/2022Wolverine Asset Management LLC3,614$126K0.0%N/A0.000%


SRV Institutional Ownership - Frequently Asked Questions

During the previous two years, 36 institutional investors and hedge funds held shares of NXG Cushing Midstream Energy Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($12.62M), Absolute Investment Advisers LLC ($4.44M), LPL Financial LLC ($2.90M), Kovack Advisors Inc. ($2.06M), Summit Financial LLC ($1.99M), Cambridge Investment Research Advisors Inc. ($1.54M), and Osaic Holdings Inc. ($1.44M).Learn more on NXG Cushing Midstream Energy Fund's institutional investors.

Of the 34 institutional investors that purchased NXG Cushing Midstream Energy Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sit Investment Associates Inc. ($931.28K), Kovack Advisors Inc. ($105.29K), Absolute Investment Advisers LLC ($99.78K), J.W. Cole Advisors Inc. ($37.90K), NWF Advisory Services Inc. ($32.16K), Strategic Financial Concepts LLC ($26.69K), and Cornerstone Advisors LLC ($26.03K).

Institutional investors have bought a total of 1,016,150 shares in the last 24 months. This purchase volume represents approximately $40.39M in transactions.

The following institutional investors have sold NXG Cushing Midstream Energy Fund stock in the last 24 months: UBS Group AG ($30.53K), CoreCap Advisors LLC ($8.30K), Level Four Advisory Services LLC ($2.53K), J.W. Cole Advisors Inc. ($1.29K), LPL Financial LLC ($923.00), and Royal Bank of Canada ($350.00).

Institutional investors have sold a total of 43,926 shares in the last 24 months. This volume of shares sold represents approximately $2.03M in transactions.


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This page (NYSE:SRV) was last updated on 7/30/2026 by MarketBeat.com Staff.
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