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 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
6.54KNew |
$175K - $215K
|
6.54K
$208K
|
|
|
Apr 24, 2024
Q1 2024
|
Lattice Capital Management, LLC
|
BUY
|
- |
6.45KNew |
$173K - $212K
|
6.45K
$205K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
BUY
|
- |
6.4KNew |
$172K - $211K
|
6.4K
$203K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
6.16K+ 47.7% |
$165K - $203K
|
19.1K
$606K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.95K+ 0.35% |
$160K - $196K
|
1.73M
$54.9M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.71K+ 4.95% |
$153K - $188K
|
121K
$3.84M
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
5.18K+ 6.57% |
$139K - $170K
|
83.9K
$2.67M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.96K+ 22.71% |
$133K - $163K
|
26.8K
$852K
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4.75K+ 52.55% |
$128K - $156K
|
13.8K
$439K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4.52K+ 10.63% |
$121K - $149K
|
47K
$1.49M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4K+ 50.28% |
$107K - $131K
|
11.9K
$380K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.37K+ 55.6% |
$90.5K - $111K
|
9.44K
$300K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3.25K+ 41.6% |
$87.3K - $107K
|
11.1K
$352K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
3.21K+ 26.15% |
$86.2K - $106K
|
15.5K
$492K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
3.15KNew |
$84.6K - $104K
|
3.15K
$100K
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.14K+ 33.99% |
$84.4K - $103K
|
12.4K
$394K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.13K+ 12.36% |
$83.9K - $103K
|
28.4K
$904K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
3.1K+ 34.5% |
$83.2K - $102K
|
12.1K
$384K
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
3.03K+ 7.63% |
$81.4K - $99.7K
|
42.7K
$1.36M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.96K+ 8.29% |
$79.4K - $97.4K
|
38.7K
$1.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
BUY
|
- |
2.84K+ 1.05% |
$76.3K - $93.5K
|
273K
$8.69M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.81KNew |
$75.4K - $92.4K
|
2.81K
$89.3K
|
|
|
May 03, 2024
Q1 2024
|
Glassman Wealth Services
|
BUY
|
- |
2.72K+ 195.89% |
$73K - $89.4K
|
4.11K
$131K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.65KNew |
$71.1K - $87.2K
|
2.65K
$84.2K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.41KNew |
$64.6K - $79.2K
|
2.41K
$76.6K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.3K+ 23.9% |
$61.7K - $75.6K
|
11.9K
$379K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.28K+ 18.58% |
$61.2K - $75K
|
14.6K
$463K
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
2.25K+ 19.09% |
$60.4K - $74K
|
14K
$446K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.25K+ 14.79% |
$60.3K - $73.9K
|
17.4K
$554K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
2.24K+ 212.82% |
$60.1K - $73.7K
|
3.29K
$105K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.11KNew |
$56.6K - $69.3K
|
2.11K
$67K
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
2.1K+ 39.93% |
$56.3K - $69K
|
7.35K
$234K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.1K+ 7.36% |
$56.2K - $68.9K
|
30.6K
$972K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
2.09K+ 225.76% |
$56K - $68.6K
|
3.01K
$95.7K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2K+ 16.72% |
$53.8K - $65.9K
|
14K
$445K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2K+ 5.1% |
$53.6K - $65.7K
|
41.2K
$1.31M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2K+ 4.59% |
$53.6K - $65.6K
|
45.4K
$1.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.92KNew |
$51.4K - $63K
|
1.92K
$60.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
1.84K+ 25.48% |
$49.3K - $60.4K
|
9.04K
$287K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.77K+ 706.8% |
$47.4K - $58.1K
|
2.02K
$64.1K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.76K+ 21.6% |
$47.3K - $57.9K
|
9.91K
$315K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.72K+ 20.56% |
$46.2K - $56.6K
|
10.1K
$321K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.7K+ 23.28% |
$45.7K - $56K
|
9.02K
$287K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1.68KNew |
$45.1K - $55.3K
|
1.68K
$53.4K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.42K+ 15.52% |
$38.1K - $46.7K
|
10.6K
$336K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.41K+ 737.17% |
$37.8K - $46.3K
|
1.6K
$50.8K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.23K+ 3.3% |
$33.1K - $40.5K
|
38.6K
$1.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.21K+ 14.04% |
$32.5K - $39.8K
|
9.84K
$313K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.18K+ 666.1% |
$31.6K - $38.8K
|
1.36K
$43.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
1.17K+ 4.05% |
$31.3K - $38.4K
|
30K
$952K
|