Institutional Ownership Global X Funds Global X Altern (ALTY)
This table provides information about the institutional ownership of Global X Funds Global X Altern (ALTY). We have compiled data on the 18 institutions that hold shares in the stock, with a total of 931,862 shares, which have been reported (via 13F filing form) to have a value of $10.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
464,680
shares
|
$5.31 Million
1.56% of portfolio
|
Q1 2023
Added 217.81%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
146,038
shares
|
$1.67 Million
0.0% of portfolio
|
Q1 2024
Added 72.97%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
71,393
shares
|
$816,021
0.2% of portfolio
|
Q1 2024
Added 16.6%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
47,864
shares
|
$547,085
0.24% of portfolio
|
Q1 2024
Reduced 4.34%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
43,656
shares
|
$498,988
0.27% of portfolio
|
Q1 2024
Added 3.58%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
37,261
shares
|
$425,893
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
35,408
shares
|
$404,713
0.04% of portfolio
|
Q1 2024
Added 4.48%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
28,071
shares
|
$320,851
0.0% of portfolio
|
Q1 2024
Reduced 18.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
14,903
shares
|
$170,341
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
14,121
shares
|
$161,403
0.0% of portfolio
|
Q1 2024
Added 40.91%
|
|
|
Pfg Advisors
|
May 06, 2024 Q1 2024 |
11,796
shares
|
$134,828
0.01% of portfolio
|
Q1 2024
Reduced 0.16%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 14, 2024 Q1 2024 |
8,638
shares
|
$98,732
0.03% of portfolio
|
Q1 2024
Reduced 44.88%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
6,915
shares
|
$79,038
0.0% of portfolio
|
Q1 2024
Added 5.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
1,024
shares
|
$11,704
0.0% of portfolio
|
Q1 2024
Reduced 99.67%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 25, 2024 Q1 2024 |
93
shares
|
$1,062
0.0% of portfolio
|
Q3 2023
Reduced 95.9%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1
shares
|
$11
0.0% of portfolio
|
Q1 2024
Reduced 99.67%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|
|