Purchases and Sales Made in Q1 2023 in Global X Fds (BOTZ)
This table provides information about the institutional ownership of Global X Fds (BOTZ) during Q1 2023. The information is specifically focused on institutions that hold shares of GLOBAL X FDS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.89KNew |
$184K - $227K
|
8.89K
$290K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
8.6KNew |
$178K - $219K
|
8.6K
$281K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.54KNew |
$176K - $218K
|
8.54K
$279K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.5KNew |
$176K - $217K
|
8.5K
$278K
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
8.29KNew |
$171K - $211K
|
8.29K
$271K
|
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
7.92KNew |
$163K - $202K
|
7.92K
$258K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
7.77K+ 29.2% |
$160K - $198K
|
34.4K
$1.12M
|
|
|
Apr 18, 2023
Q1 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7.04K+ 20.57% |
$145K - $180K
|
41.3K
$1.35M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6.01KNew |
$124K - $153K
|
6.01K
$196K
|
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
5.96K+ 20.34% |
$123K - $152K
|
35.3K
$1.15M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
5.59K+ 11.35% |
$115K - $143K
|
54.9K
$1.79M
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.99K+ 8.02% |
$103K - $127K
|
67.2K
$2.19M
|
|
|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.84K+ 55.03% |
$100K - $124K
|
13.6K
$445K
|
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
4.79K+ 15.19% |
$99K - $122K
|
36.4K
$1.19M
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
4.54K+ 1.6% |
$93.6K - $116K
|
288K
$9.41M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.24K+ 10.16% |
$87.5K - $108K
|
45.9K
$1.5M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.22K+ 2.91% |
$87.1K - $108K
|
149K
$4.87M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.91K+ 5.5% |
$80.8K - $99.7K
|
75K
$2.45M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.99K+ 23.84% |
$61.6K - $76.1K
|
15.5K
$506K
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.28K+ 4.04% |
$47.1K - $58.2K
|
58.7K
$1.92M
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.2K+ 22.54% |
$45.4K - $56.1K
|
12K
$390K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
2.16K+ 11.68% |
$44.5K - $55K
|
20.6K
$673K
|
|
|
May 12, 2023
Q1 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
1.91KNew |
$39.4K - $48.7K
|
1.91K
$62.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.84K+ 14.64% |
$38K - $46.9K
|
14.4K
$471K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.83K+ 13.55% |
$37.9K - $46.8K
|
15.4K
$502K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.82K+ 15.87% |
$37.7K - $46.5K
|
13.3K
$435K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.71K+ 9.3% |
$35.4K - $43.7K
|
20.1K
$657K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.7K+ 22.62% |
$35.1K - $43.4K
|
9.22K
$301K
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.64K+ 21.1% |
$33.8K - $41.8K
|
9.41K
$307K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.63K+ 30.34% |
$33.7K - $41.7K
|
7.02K
$229K
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.5KNew |
$31K - $38.3K
|
1.5K
$49K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.35K+ 71.72% |
$27.9K - $34.5K
|
3.24K
$106K
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.34K+ 19.37% |
$27.6K - $34.1K
|
8.24K
$269K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.03K+ 3.23% |
$21.3K - $26.3K
|
33K
$1.08M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1K+ 31.25% |
$20.7K - $25.5K
|
4.2K
$137K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
961+ 3.14% |
$19.8K - $24.5K
|
31.6K
$1.03M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
934+ 3.57% |
$19.3K - $23.8K
|
27.1K
$886K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
840New |
$17.3K - $21.4K
|
840
$27.4K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
810+ 8.37% |
$16.7K - $20.7K
|
10.5K
$342K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
785New |
$16.2K - $20K
|
785
$25.6K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
766+ 76600.0% |
$15.8K - $19.5K
|
767
$25K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
751+ 0.95% |
$15.5K - $19.2K
|
79.6K
$2.6M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
667+ 3.35% |
$13.8K - $17K
|
20.6K
$673K
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
BUY
|
- |
647+ 5.31% |
$13.4K - $16.5K
|
12.8K
$418K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
560+ 3.88% |
$11.6K - $14.3K
|
15K
$489K
|
|
|
Apr 07, 2023
Q1 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
473+ 1.64% |
$9.77K - $12.1K
|
29.3K
$956K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
433+ 3.04% |
$8.94K - $11K
|
14.7K
$479K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
423+ 40.6% |
$8.73K - $10.8K
|
1.47K
$47.8K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
413New |
$8.53K - $10.5K
|
413
$13.5K
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
392+ 0.24% |
$8.09K - $10K
|
161K
$5.24M
|