Purchases and Sales Made in Q1 2024 in Global X Fds (BOTZ)
This table provides information about the institutional ownership of Global X Fds (BOTZ) during Q1 2024. 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, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.3K+ 4.79% |
$518K - $635K
|
422K
$13.8M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.1K+ 30.52% |
$513K - $628K
|
81.7K
$2.67M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
18.8K+ 86.49% |
$504K - $617K
|
40.5K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17.1K+ 19.37% |
$460K - $564K
|
106K
$3.45M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
16.9KNew |
$453K - $555K
|
16.9K
$551K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
16.3K+ 48.13% |
$438K - $536K
|
50.2K
$1.64M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16K+ 20.4% |
$431K - $528K
|
94.7K
$3.09M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.7K+ 196.06% |
$422K - $517K
|
23.7K
$774K
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
14.4KNew |
$385K - $472K
|
14.4K
$469K
|
|
|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
13.2KNew |
$353K - $433K
|
13.2K
$430K
|
|
|
Apr 26, 2024
Q1 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
12.8K+ 93.16% |
$343K - $420K
|
26.5K
$864K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
12.6KNew |
$339K - $415K
|
12.6K
$412K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.1KNew |
$326K - $399K
|
12.1K
$396K
|
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
11.5KNew |
$308K - $377K
|
11.5K
$374K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.3KNew |
$303K - $371K
|
11.3K
$369K
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
BUY
|
- |
11KNew |
$296K - $363K
|
11K
$360K
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
BUY
|
- |
10.6KNew |
$285K - $350K
|
10.6K
$347K
|
|
|
May 03, 2024
Q1 2024
|
David Kennon Inc
Sarasota, FL |
BUY
|
- |
10.2KNew |
$275K - $336K
|
10.2K
$334K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
10.1KNew |
$272K - $333K
|
10.1K
$331K
|
|
|
May 07, 2024
Q1 2024
|
Sih Partners, Lllp
Wilmington, DE |
BUY
|
- |
10KNew |
$268K - $329K
|
10K
$326K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
9.84K+ 11.37% |
$264K - $324K
|
96.4K
$3.15M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
9.69K+ 85.5% |
$260K - $319K
|
21K
$686K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.55K+ 36.5% |
$256K - $314K
|
35.7K
$1.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.01KNew |
$242K - $296K
|
9.01K
$294K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
8.95KNew |
$240K - $294K
|
8.95K
$292K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
8.42KNew |
$226K - $277K
|
8.42K
$275K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.18K+ 9.34% |
$220K - $269K
|
95.8K
$3.13M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7.95K+ 87.62% |
$213K - $261K
|
17K
$556K
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
7.92K+ 42.06% |
$213K - $260K
|
26.8K
$873K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.76KNew |
$208K - $255K
|
7.76K
$253K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
7.69K+ 43.12% |
$206K - $253K
|
25.5K
$833K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
7.64K+ 6.2% |
$205K - $251K
|
131K
$4.27M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.52KNew |
$202K - $247K
|
7.52K
$246K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.52K+ 255.47% |
$202K - $247K
|
10.5K
$342K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.49KNew |
$201K - $246K
|
7.49K
$245K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
7.48KNew |
$201K - $246K
|
7.48K
$244K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
7.43KNew |
$199K - $244K
|
7.43K
$243K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.33KNew |
$197K - $241K
|
7.33K
$239K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
7.32KNew |
$196K - $241K
|
7.32K
$239K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.16KNew |
$192K - $235K
|
7.16K
$234K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.15K+ 51.29% |
$192K - $235K
|
21.1K
$689K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7.1KNew |
$191K - $234K
|
7.1K
$232K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
7.1KNew |
$190K - $233K
|
7.1K
$232K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
7.02KNew |
$188K - $231K
|
7.02K
$229K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7KNew |
$188K - $230K
|
7K
$228K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
6.99KNew |
$188K - $230K
|
6.99K
$228K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
6.72KNew |
$180K - $221K
|
6.72K
$219K
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
6.72K+ 3.06% |
$180K - $221K
|
226K
$7.38M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
6.68KNew |
$179K - $220K
|
6.68K
$218K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
6.54KNew |
$175K - $215K
|
6.54K
$213K
|