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 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.15K+ 3.16% |
$30.8K - $37.8K
|
37.5K
$1.19M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
1.12K+ 12.26% |
$30.2K - $37K
|
10.3K
$327K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1K+ 33.33% |
$26.8K - $32.9K
|
4K
$127K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1K+ 9.62% |
$26.8K - $32.9K
|
11.4K
$362K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
979+ 35.29% |
$26.3K - $32.2K
|
3.75K
$119K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
950New |
$25.5K - $31.2K
|
950
$30.2K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
922New |
$24.7K - $30.3K
|
922
$29.3K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
917+ 277.88% |
$24.6K - $30.2K
|
1.25K
$39.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
900New |
$24.2K - $29.6K
|
900
$28.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
854+ 4.47% |
$22.9K - $28.1K
|
20K
$635K
|
|
|
Apr 22, 2024
Q1 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
812+ 2.13% |
$21.8K - $26.7K
|
39K
$1.24M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
793+ 50.77% |
$21.3K - $26.1K
|
2.36K
$74.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
675New |
$18.1K - $22.2K
|
675
$21.5K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
675+ 67500.0% |
$18.1K - $22.2K
|
676
$21.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
660New |
$17.7K - $21.7K
|
660
$21K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
621New |
$16.7K - $20.4K
|
621
$19.7K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
591+ 5.37% |
$15.9K - $19.4K
|
11.6K
$369K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
584+ 4.23% |
$15.7K - $19.2K
|
14.4K
$457K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
499+ 6.64% |
$13.4K - $16.4K
|
8.02K
$255K
|
|
|
Apr 25, 2024
Q1 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
465+ 1.38% |
$12.5K - $15.3K
|
34.2K
$1.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
446+ 2.21% |
$12K - $14.7K
|
20.6K
$656K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
424+ 1.47% |
$11.4K - $13.9K
|
29.2K
$929K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
400+ 133.33% |
$10.7K - $13.2K
|
700
$22.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
379+ 24.05% |
$10.2K - $12.5K
|
1.96K
$62.1K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
355+ 2.08% |
$9.53K - $11.7K
|
17.4K
$553K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
341New |
$9.15K - $11.2K
|
341
$10.8K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
327+ 0.32% |
$8.78K - $10.8K
|
102K
$3.23M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
325+ 3.21% |
$8.72K - $10.7K
|
10.5K
$333K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
307+ 1.07% |
$8.24K - $10.1K
|
29.1K
$925K
|
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
300New |
$8.05K - $9.87K
|
300
$9.54K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
288+ 3.34% |
$7.73K - $9.47K
|
8.92K
$284K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
257+ 74.71% |
$6.9K - $8.45K
|
601
$19.1K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
250New |
$6.71K - $8.22K
|
250
$7.95K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
250+ 10.87% |
$6.71K - $8.22K
|
2.55K
$81.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
235New |
$6.31K - $7.73K
|
235
$7.47K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
233New |
$6.25K - $7.66K
|
233
$7.41K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
206New |
$5.53K - $6.78K
|
206
$6.55K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
185New |
$4.97K - $6.08K
|
185
$5.88K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
175+ 59.32% |
$4.7K - $5.76K
|
470
$14.9K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
113+ 1.41% |
$3.03K - $3.72K
|
8.12K
$258K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
100+ 0.41% |
$2.68K - $3.29K
|
24.4K
$776K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
99+ 49.5% |
$2.66K - $3.26K
|
299
$9.51K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
79New |
$2.12K - $2.6K
|
79
$2.51K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
78+ 1.96% |
$2.09K - $2.57K
|
4.07K
$129K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
75+ 5.66% |
$2.01K - $2.47K
|
1.4K
$44.5K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
72+ 3.78% |
$1.93K - $2.37K
|
1.98K
$62.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
50+ 20.08% |
$1.34K - $1.64K
|
299
$9.51K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
46+ 0.96% |
$1.23K - $1.51K
|
4.84K
$154K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37+ 0.23% |
$993 - $1.22K
|
16.4K
$521K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
33+ 16.02% |
$886 - $1.09K
|
239
$7.6K
|