Purchases and Sales Made in Q1 2025 in Global X Fds (BOTZ)
This table provides information about the institutional ownership of Global X Fds (BOTZ) during Q1 2025. 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, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.1K+ 8.26% |
$31.3K - $38K
|
14.4K
$451K
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.07K+ 6.49% |
$30.5K - $37K
|
17.6K
$551K
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.01K+ 6.03% |
$28.8K - $35K
|
17.8K
$558K
|
|
Apr 21, 2025
Q1 2025
|
Gfs Advisors, LLC
|
BUY
|
- |
983+ 2.34% |
$28K - $33.9K
|
43K
$1.34M
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
902New |
$25.7K - $31.1K
|
902
$28.2K
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
847+ 330.86% |
$24.1K - $29.2K
|
1.1K
$34.5K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
841+ 12.28% |
$23.9K - $29K
|
7.69K
$241K
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
BUY
|
- |
795+ 2.88% |
$22.6K - $27.5K
|
28.4K
$888K
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
789+ 102.87% |
$22.5K - $27.2K
|
1.56K
$48.7K
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
731New |
$20.8K - $25.2K
|
731
$22.9K
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
684+ 171.86% |
$19.5K - $23.6K
|
1.08K
$33.9K
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
670New |
$19.1K - $23.1K
|
670
$21K
|
|
May 05, 2025
Q1 2025
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
623+ 4.48% |
$17.7K - $21.5K
|
14.5K
$455K
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
618New |
$17.6K - $21.3K
|
618
$19.3K
|
|
May 05, 2025
Q1 2025
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
591+ 3.79% |
$16.8K - $20.4K
|
16.2K
$507K
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
572New |
$16.3K - $19.8K
|
572
$17.9K
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
543New |
$15.5K - $18.7K
|
543
$17K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
512+ 4.39% |
$14.6K - $17.7K
|
12.2K
$381K
|
|
May 09, 2025
Q1 2025
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
506New |
$14.4K - $17.5K
|
506
$15.8K
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
500New |
$14.2K - $17.3K
|
500
$15.7K
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
472+ 3.17% |
$13.4K - $16.3K
|
15.4K
$481K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
458+ 2.81% |
$13K - $15.8K
|
16.7K
$524K
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
442+ 3.08% |
$12.6K - $15.3K
|
14.8K
$463K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
436+ 11.1% |
$12.4K - $15.1K
|
4.37K
$137K
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
431+ 13.08% |
$12.3K - $14.9K
|
3.73K
$117K
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
420+ 4.86% |
$12K - $14.5K
|
9.06K
$284K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
417+ 3.86% |
$11.9K - $14.4K
|
11.2K
$351K
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
414New |
$11.8K - $14.3K
|
414
$13K
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
405New |
$11.5K - $14K
|
405
$12.7K
|
|
May 14, 2025
Q1 2025
|
Phoenix Wealth Advisors
|
BUY
|
- |
402+ 1.52% |
$11.4K - $13.9K
|
26.8K
$840K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
397+ 1.14% |
$11.3K - $13.7K
|
35.1K
$1.1M
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
393+ 3.71% |
$11.2K - $13.6K
|
11K
$344K
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
350+ 140.0% |
$9.96K - $12.1K
|
600
$18.8K
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
350New |
$9.96K - $12.1K
|
350
$11K
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
347New |
$9.88K - $12K
|
347
$10.9K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
319+ 1.31% |
$9.08K - $11K
|
24.7K
$772K
|
|
May 15, 2025
Q1 2025
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
295New |
$8.4K - $10.2K
|
295
$9.23K
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
278New |
$7.91K - $9.6K
|
278
$8.7K
|
|
May 12, 2025
Q1 2025
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
278New |
$7.91K - $9.6K
|
278
$8.7K
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
275+ 1.77% |
$7.83K - $9.5K
|
15.8K
$494K
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
256New |
$7.29K - $8.84K
|
256
$8.01K
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
227+ 2.12% |
$6.46K - $7.84K
|
11K
$343K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
203+ 0.45% |
$5.78K - $7.01K
|
44.9K
$1.41M
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
200+ 8.99% |
$5.69K - $6.91K
|
2.43K
$75.9K
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
170New |
$4.84K - $5.87K
|
170
$5.32K
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
155+ 1.02% |
$4.41K - $5.35K
|
15.4K
$481K
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
BUY
|
- |
150+ 2.86% |
$4.27K - $5.18K
|
5.4K
$169K
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
140+ 2.95% |
$3.98K - $4.83K
|
4.88K
$153K
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
80New |
$2.28K - $2.76K
|
80
$2.5K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
77+ 0.09% |
$2.19K - $2.66K
|
84.9K
$2.66M
|