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NXG Cushing Midstream Energy Fund (SRV) Institutional Ownership

NXG Cushing Midstream Energy Fund logo
$49.18 +0.34 (+0.70%)
As of 02:51 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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Institutional Ownership Changes (13F Filings) for NXG Cushing Midstream Energy Fund (NYSE:SRV)

Number of
Institutional Buyers
(last 12 months)
25
Total
Institutional Inflows
(last 12 months)
$40.07M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.63M
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Skip Chart & View Institutional Buying and Selling Data

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
5/18/2026 Royal 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%
5/4/2026 NWF Advisory Services Inc.32,160$1.43M0.2%+106.9%0.000%
5/1/2026 Fifth 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%
4/22/2026 Janney Montgomery Scott LLC6,875$306K0.0%+9.5%0.000%
3/3/2026 NWF Advisory Services Inc.15,540$607K0.1%+38.3%0.000%
2/25/2026 Sit Investment Associates Inc.323,176$12.62M0.2%N/A0.000%
2/17/2026 Kovack Advisors Inc.52,643$2.06M0.1%N/A0.000%
2/17/2026 Osaic Holdings Inc.36,792$1.44M0.0%+17.5%0.000%
2/17/2026 Royal Bank of Canada12,444$486K0.0%+3.3%0.000%
2/13/2026 Stifel Financial Corp20,328$794K0.0%+2.5%0.000%
2/13/2026 Quarry LP15,305$598K0.1%N/A0.000%
2/13/2026 Summit Financial LLC50,867$1.99M0.0%+17.5%0.000%
2/12/2026 Jane Street Group LLC6,724$263K0.0%+21.6%0.000%
2/12/2026 Commonwealth Equity Services LLC10,557$412K0.0%+37.9%0.000%
2/12/2026 Symphony Financial Services Inc.5,294$207K0.1%N/A0.000%
2/12/2026 Sit Investment Associates Inc.323,176$12.62M0.3%N/A0.000%
2/12/2026 Kovack Advisors Inc.52,642$2.06M0.1%N/A0.000%
2/11/2026 Janney Montgomery Scott LLC6,280$245K0.0%+20.7%0.000%
2/11/2026 LPL 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%
1/20/2026 Stratos 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%
11/13/2025 UBS 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%
11/7/2025 Cornerstone Advisors LLC26,028$1.20M0.0%+2.0%0.000%
11/7/2025 Keener Financial Planning LLC1,104$50K0.0%N/A0.000%
11/5/2025 HighPoint 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%
10/31/2025 NWF Advisory Services Inc.11,240$516K0.1%+57.4%0.000%
10/30/2025 Parkside Financial Bank & Trust1,000$46K0.0%N/A0.000%
10/10/2025 Focus Financial Network Inc.7,512$345K0.0%N/A0.000%
9/9/2025 NWF Advisory Services Inc.7,140$302K0.0%N/A0.000%
9/4/2025 Osaic Holdings Inc.33,184$1.41M0.0%+29.2%0.000%
8/14/2025 Raymond James Financial Inc.1,000$42K0.0%N/A0.000%
8/13/2025 Level Four Advisory Services LLC6,993$296K0.0%-26.6%0.000%
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8/12/2025 J.W. Cole Advisors Inc.33,955$1.44M0.0%+20.1%0.000%
8/8/2025 Cornerstone Advisors LLC25,528$1.08M0.0%+963.7%0.000%
8/4/2025 Wolverine Asset Management LLC6,702$284K0.0%N/A0.000%
7/29/2025 Stratos 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%
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%
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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%
4/19/2022OTA Financial Group L.P.15,742$548K0.3%+12.9%0.000%
2/24/2022Logan Stone Capital LLC7,320$223K0.2%N/A0.000%
2/14/2022Clough Capital Partners L P37,100$1.13M0.1%N/A0.000%
2/10/2022Private Advisor Group LLC12,225$373K0.0%-52.0%0.000%
2/3/2022Advisor Group Holdings Inc.7,739$236K0.0%-45.3%0.000%


SRV Institutional Ownership - Frequently Asked Questions

During the previous two years, 35 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 33 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 1,009,794 shares in the last 24 months. This purchase volume represents approximately $40.07M in transactions.

The following institutional investors have sold NXG Cushing Midstream Energy Fund stock in the last 24 months: UBS Group AG ($30.53K), Level Four Advisory Services LLC ($2.53K), J.W. Cole Advisors Inc. ($1.29K), LPL Financial LLC ($923.00), Axxcess Wealth Management LLC ($572.00), and Royal Bank of Canada ($350.00).

Institutional investors have sold a total of 36,198 shares in the last 24 months. This volume of shares sold represents approximately $1.63M in transactions.


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This page (NYSE:SRV) was last updated on 5/22/2026 by MarketBeat.com Staff.
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