Purchases and Sales Made in Q1 2024 in Global X Fds Adaptive U S Fact (AUSF)
This table provides information about the institutional ownership of Global X Fds Adaptive U S Fact (AUSF) during Q1 2024. The information is specifically focused on institutions that hold shares of GLOBAL X FDS ADAPTIVE U S FACT.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
116KNew |
$4.21M - $4.72M
|
116K
$4.82M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
91.5KNew |
$3.33M - $3.74M
|
91.5K
$3.82M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
79.7KNew |
$2.9M - $3.26M
|
79.7K
$3.32M
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
38.8KNew |
$1.41M - $1.59M
|
38.8K
$1.62M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
27.2K+ 116.59% |
$988K - $1.11M
|
50.5K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
25.3KNew |
$919K - $1.03M
|
25.3K
$1.05M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.3KNew |
$812K - $912K
|
22.3K
$931K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
19.2KNew |
$699K - $785K
|
19.2K
$801K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.62KNew |
$314K - $352K
|
8.62K
$360K
|
|
|
Nov 01, 2024
Q1 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
7.29KNew |
$265K - $298K
|
7.29K
$304K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.94KNew |
$253K - $284K
|
6.94K
$290K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.96KNew |
$180K - $203K
|
4.96K
$207K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.77KNew |
$173K - $195K
|
4.77K
$199K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
660New |
$24K - $27K
|
660
$27.5K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
66New |
$2.4K - $2.7K
|
66
$2.75K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8New |
$291 - $327
|
8
$334
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$36.4 - $40.9
|
1
$41.7
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-100- 99.01% |
$3.64K - $4.09K
|
1
$41.7
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-100- 99.01% |
$3.64K - $4.09K
|
1
$41.7
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.04K- 4.42% |
$37.7K - $42.3K
|
22.4K
$934K
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.96K- 21.62% |
$71.2K - $79.9K
|
7.09K
$296K
|
|
|
Apr 24, 2024
Q1 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-2.72K- 8.01% |
$99K - $111K
|
31.3K
$1.3M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.86K- 93.07% |
$322K - $362K
|
660
$27.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-29K- 0.58% |
$1.06M - $1.19M
|
4.97M
$207M
|