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 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
27New |
$725 - $888
|
27
$881
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
25+ 1.13% |
$671 - $822
|
2.24K
$73K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
20+ 10.0% |
$537 - $658
|
220
$7.18K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
7+ 0.08% |
$188 - $230
|
8.95K
$292K
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
4+ 1.57% |
$107 - $132
|
259
$8.45K
|
|
|
Apr 11, 2024
Q1 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
4New |
$107 - $132
|
4
$131
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1+ 0.01% |
$26.8 - $32.9
|
7.11K
$232K
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.0% |
$26.8 - $32.9
|
21.3K
$695K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.02% |
$26.8 - $32.9
|
4.84K
$158K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.2% |
$26.8 - $32.9
|
502
$16.4K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1- 0.5% |
$26.8 - $32.9
|
200
$6.53K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1Closed |
$26.8 - $32.9
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-9- 47.37% |
$242 - $296
|
10
$326
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-17- 3.1% |
$456 - $559
|
531
$17.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-17- 0.04% |
$456 - $559
|
39.1K
$1.28M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-18- 0.17% |
$483 - $592
|
10.8K
$354K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-21- 2.22% |
$564 - $691
|
925
$30.2K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-25- 71.43% |
$671 - $822
|
10
$326
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-49- 0.27% |
$1.32K - $1.61K
|
18.1K
$590K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-61- 16.44% |
$1.64K - $2.01K
|
310
$10.1K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-112- 1.19% |
$3.01K - $3.68K
|
9.33K
$304K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-125- 5.61% |
$3.36K - $4.11K
|
2.11K
$68.7K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-127- 0.88% |
$3.41K - $4.18K
|
14.3K
$468K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
SELL
|
- |
-134- 9.52% |
$3.6K - $4.41K
|
1.27K
$41.6K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-137- 0.22% |
$3.68K - $4.51K
|
62.4K
$2.04M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-138- 36.51% |
$3.7K - $4.54K
|
240
$7.83K
|
|
|
Apr 22, 2024
Q1 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-145- 12.25% |
$3.89K - $4.77K
|
1.04K
$33.9K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-184- 7.76% |
$4.94K - $6.05K
|
2.19K
$71.4K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-200- 0.81% |
$5.37K - $6.58K
|
24.4K
$796K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-209- 72.07% |
$5.61K - $6.87K
|
81
$2.64K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
SELL
|
- |
-251- 1.76% |
$6.74K - $8.26K
|
14K
$457K
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-274- 1.91% |
$7.35K - $9.01K
|
14.1K
$459K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-284- 1.14% |
$7.62K - $9.34K
|
24.7K
$805K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-364- 38.56% |
$9.77K - $12K
|
580
$18.9K
|
|
|
May 14, 2024
Q1 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-412- 2.89% |
$11.1K - $13.6K
|
13.8K
$452K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-419- 1.59% |
$11.2K - $13.8K
|
25.9K
$847K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-425- 29.82% |
$11.4K - $14K
|
1K
$32.6K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-435- 2.78% |
$11.7K - $14.3K
|
15.2K
$496K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-442- 0.23% |
$11.9K - $14.5K
|
191K
$6.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-500- 5.73% |
$13.4K - $16.4K
|
8.23K
$268K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-551- 3.44% |
$14.8K - $18.1K
|
15.4K
$504K
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-708- 5.89% |
$19K - $23.3K
|
11.3K
$369K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-739- 42.5% |
$19.8K - $24.3K
|
1K
$32.6K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-834- 4.04% |
$22.4K - $27.4K
|
19.8K
$647K
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
SELL
|
- |
-946- 7.2% |
$25.4K - $31.1K
|
12.2K
$398K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-966- 10.81% |
$25.9K - $31.8K
|
7.97K
$260K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.02K- 2.1% |
$27.5K - $33.7K
|
47.7K
$1.56M
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-1.12K- 73.84% |
$30K - $36.8K
|
396
$12.9K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-1.21K- 3.46% |
$32.6K - $39.9K
|
33.8K
$1.1M
|