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 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
361+ 2.44% |
$7.45K - $9.21K
|
15.2K
$495K
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
350+ 1.44% |
$7.23K - $8.93K
|
24.7K
$807K
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
306+ 1.87% |
$6.32K - $7.8K
|
16.7K
$544K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
270+ 45.61% |
$5.58K - $6.89K
|
862
$28.1K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
216New |
$4.46K - $5.51K
|
216
$7.05K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
205New |
$4.23K - $5.23K
|
205
$6.69K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
200New |
$4.13K - $5.1K
|
200
$6.53K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
160New |
$3.3K - $4.08K
|
160
$5.22K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
150New |
$3.1K - $3.83K
|
150
$4.9K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
136+ 0.18% |
$2.81K - $3.47K
|
74.4K
$2.43M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
120New |
$2.48K - $3.06K
|
120
$3.92K
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
116+ 1.04% |
$2.4K - $2.96K
|
11.2K
$367K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
114+ 1.19% |
$2.35K - $2.91K
|
9.71K
$317K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
100New |
$2.07K - $2.55K
|
100
$3.26K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
100New |
$2.07K - $2.55K
|
100
$3.26K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
88New |
$1.82K - $2.24K
|
88
$2.87K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
85New |
$1.76K - $2.17K
|
85
$2.77K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
66New |
$1.36K - $1.68K
|
66
$2.15K
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
65+ 0.19% |
$1.34K - $1.66K
|
33.8K
$1.1M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
58New |
$1.2K - $1.48K
|
58
$1.89K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
42New |
$867 - $1.07K
|
42
$1.37K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
BUY
|
- |
41+ 0.3% |
$847 - $1.05K
|
13.7K
$447K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
19+ 0.14% |
$392 - $485
|
13.6K
$444K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
18+ 5.81% |
$372 - $459
|
328
$10.7K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
11+ 5.19% |
$227 - $281
|
223
$7.28K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11+ 15.94% |
$227 - $281
|
80
$2.61K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10New |
$207 - $255
|
10
$326
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
10New |
$207 - $255
|
10
$326
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-5- 0.2% |
$103 - $128
|
2.49K
$81.3K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-20- 95.24% |
$413 - $510
|
1
$32.6
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-33- 10.68% |
$681 - $842
|
276
$9.01K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-33- 10.68% |
$681 - $842
|
276
$9.01K
|
|
|
May 11, 2023
Q1 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-35- 0.14% |
$723 - $893
|
24.9K
$812K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-50- 1.02% |
$1.03K - $1.28K
|
4.87K
$159K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-70- 12.26% |
$1.45K - $1.79K
|
501
$16.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-70- 10.85% |
$1.45K - $1.79K
|
575
$18.8K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-90- 55.56% |
$1.86K - $2.3K
|
72
$2.35K
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-95- 0.83% |
$1.96K - $2.42K
|
11.4K
$371K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-100- 37.04% |
$2.07K - $2.55K
|
170
$5.55K
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-135- 29.16% |
$2.79K - $3.44K
|
328
$10.7K
|
|
|
May 12, 2023
Q1 2023
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
SELL
|
- |
-200- 0.46% |
$4.13K - $5.1K
|
43K
$1.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-210- 9.77% |
$4.34K - $5.36K
|
1.94K
$63.3K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-282- 2.06% |
$5.82K - $7.19K
|
13.4K
$437K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-287- 78.2% |
$5.93K - $7.32K
|
80
$2.61K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-300- 60.0% |
$6.2K - $7.65K
|
200
$6.53K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-310- 0.78% |
$6.4K - $7.91K
|
39.2K
$1.28M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-314- 3.89% |
$6.48K - $8.01K
|
7.77K
$253K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-342- 3.03% |
$7.06K - $8.72K
|
10.9K
$357K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-563- 2.07% |
$11.6K - $14.4K
|
26.7K
$870K
|
|
|
May 04, 2023
Q1 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-660- 3.46% |
$13.6K - $16.8K
|
18.4K
$602K
|