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 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.25K- 3.44% |
$33.6K - $41.2K
|
35.2K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.35K- 7.2% |
$36.3K - $44.5K
|
17.4K
$569K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.4K- 8.96% |
$37.5K - $46K
|
14.2K
$464K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.41K- 22.81% |
$37.7K - $46.2K
|
4.76K
$155K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-2K- 20.0% |
$53.7K - $65.8K
|
8K
$261K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.04K- 6.83% |
$54.6K - $67K
|
27.8K
$906K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-2.05K- 10.0% |
$55K - $67.4K
|
18.5K
$602K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-2.11K- 0.64% |
$56.6K - $69.3K
|
327K
$10.7M
|
|
|
Oct 21, 2024
Q1 2024
|
Wt Wealth Management
|
SELL
|
- |
-2.15K- 3.7% |
$57.6K - $70.6K
|
55.9K
$1.83M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.18K- 10.23% |
$58.4K - $71.5K
|
19.1K
$623K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.34K- 12.61% |
$62.9K - $77K
|
16.2K
$530K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.27K- 4.02% |
$87.8K - $108K
|
78.1K
$2.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-3.51K- 18.07% |
$94.1K - $115K
|
15.9K
$519K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.85K- 36.89% |
$103K - $127K
|
6.59K
$215K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-4.89K- 22.69% |
$131K - $161K
|
16.7K
$544K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-5.23K- 9.28% |
$140K - $172K
|
51.1K
$1.67M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.42K- 15.49% |
$145K - $178K
|
29.5K
$964K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.5K- 3.24% |
$174K - $214K
|
194K
$6.32M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-7.57K- 57.05% |
$203K - $249K
|
5.7K
$186K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-10.6K- 51.84% |
$284K - $348K
|
9.84K
$321K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-11.5K- 29.28% |
$310K - $380K
|
27.9K
$910K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-13.2K- 16.32% |
$353K - $433K
|
67.5K
$2.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-16K- 10.43% |
$430K - $527K
|
138K
$4.49M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.2KClosed |
$436K - $534K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-18K- 27.53% |
$483K - $592K
|
47.4K
$1.55M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-19.6K- 57.72% |
$527K - $645K
|
14.4K
$469K
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-20.9K- 2.92% |
$562K - $689K
|
696K
$22.7M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-29.6K- 19.01% |
$795K - $974K
|
126K
$4.12M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-33.5K- 58.26% |
$899K - $1.1M
|
24K
$783K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-39.5K- 25.33% |
$1.06M - $1.3M
|
116K
$3.8M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-84K- 16.6% |
$2.26M - $2.76M
|
422K
$13.8M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-94.1K- 53.44% |
$2.52M - $3.09M
|
81.9K
$2.67M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-162K- 67.4% |
$4.36M - $5.34M
|
78.6K
$2.57M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-203K- 15.92% |
$5.45M - $6.68M
|
1.07M
$35M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-221K- 6.88% |
$5.93M - $7.26M
|
2.99M
$97.6M
|
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-574K- 66.56% |
$15.4M - $18.9M
|
288K
$9.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-13.9M- 98.18% |
$374M - $458M
|
258K
$8.44M
|