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SRV NXG CUSHING MIDSTREAM ENERGY

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COM NEW (common), issuer CIK 1400897

28 managers (28 13F filers) reported a position in SRV shares at 2024-12-31, 651,296 shares in all. 5 filers opened a position and 2 filers sold out during the quarter.

Managers
28
13F filers
28
New
5
Added
10
Reduced
3
Sold out
2
Shares held by filers
651,296

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC292,675$13M0.3%+284,92913F-HRTimelineGroup
UBS Group AGin group UBS Group AG84,009$3.74M<0.01%+77,57813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY61,714$2.75M<0.01%+3,30113F-HR/ATimelineGroup
LPL Financial LLC55,781$2.48M<0.01%+5,22113F-HRTimeline
Cambridge Investment Research Advisors,…26,488$1.18M<0.01%new13F-HRTimeline
J.W. COLE ADVISORS, INC.21,657$963K0.04%+9,00213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP20,244$900K<0.01%+6,18513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA12,234$544K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,250$367K<0.01%+1,23313F-HR/ATimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,809$347K0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC6,817$303K<0.01%-11413F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC6,477$288K0.01%-64013F-HRTimeline
HighPoint Advisor Group LLC5,823$272K0.01%013F-HRTimeline
Private Advisor Group, LLC5,750$256K<0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC5,240$233K0.01%013F-HRTimeline
Janney Montgomery Scott LLC5,179$230K<0.01%-1,17613F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.4,964$221K0.01%new13F-HRTimelineGroup
Bison Wealth, LLC4,760$212K0.03%13F-HRTimeline
NewEdge Advisors, LLC4,023$179K<0.01%013F-HRTimeline
CoreCap Advisors, LLC3,225$143K0.01%+1,27513F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors3,148$140K0.02%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,997$133K<0.01%013F-HRTimelineGroup
PSI Advisors, LLC1,250$55.6K0.02%+17513F-HRTimeline
COMERICA BANK607$27K<0.01%013F-HR/ATimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/147$6.54K<0.01%new13F-HRTimelineGroup
Venturi Wealth Management, LLC26$1.16K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$72<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.