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 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
76New |
$2.16K - $2.62K
|
76
$2.38K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
BUY
|
- |
60+ 0.81% |
$1.71K - $2.07K
|
7.5K
$235K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
50+ 1.54% |
$1.42K - $1.73K
|
3.3K
$103K
|
|
|
May 16, 2025
Q1 2025
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
50New |
$1.42K - $1.73K
|
50
$1.57K
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
48+ 0.68% |
$1.37K - $1.66K
|
7.06K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
41+ 26.11% |
$1.17K - $1.42K
|
198
$6.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
31New |
$882 - $1.07K
|
31
$970
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
30+ 300.0% |
$854 - $1.04K
|
40
$1.25K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
15+ 1.62% |
$427 - $518
|
940
$29.4K
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
15New |
$427 - $518
|
15
$470
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
15New |
$427 - $518
|
15
$470
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
BUY
|
- |
12New |
$342 - $414
|
12
$376
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
10+ 100.0% |
$285 - $345
|
20
$626
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
4+ 2.9% |
$114 - $138
|
142
$4.44K
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
3New |
$85.4 - $104
|
3
$93.9
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
3New |
$85.4 - $104
|
3
$93.9
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1+ 0.01% |
$28.5 - $34.5
|
8K
$250K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1Closed |
$28.5 - $34.5
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-4- 0.04% |
$114 - $138
|
11.2K
$350K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-5- 0.57% |
$142 - $173
|
868
$27.2K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-19- 3.8% |
$541 - $656
|
481
$15.1K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-24- 9.16% |
$683 - $829
|
238
$7.45K
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-52- 0.63% |
$1.48K - $1.8K
|
8.19K
$256K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-58- 11.69% |
$1.65K - $2K
|
438
$13.7K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-62- 0.63% |
$1.76K - $2.14K
|
9.76K
$305K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-98- 1.33% |
$2.79K - $3.38K
|
7.28K
$228K
|
|
|
May 12, 2025
Q1 2025
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-100- 0.65% |
$2.85K - $3.45K
|
15.2K
$475K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-117- 0.51% |
$3.33K - $4.04K
|
23K
$720K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-125- 75.76% |
$3.56K - $4.32K
|
40
$1.25K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-146- 2.9% |
$4.16K - $5.04K
|
4.9K
$153K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-208- 1.74% |
$5.92K - $7.18K
|
11.7K
$367K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-221- 18.07% |
$6.29K - $7.63K
|
1K
$31.4K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-225- 24.25% |
$6.4K - $7.77K
|
703
$22K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-236- 2.55% |
$6.72K - $8.15K
|
9.01K
$282K
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-246- 1.35% |
$7K - $8.49K
|
18K
$564K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-260- 3.27% |
$7.4K - $8.98K
|
7.69K
$241K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-264- 1.75% |
$7.51K - $9.12K
|
14.8K
$464K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-276- 3.28% |
$7.85K - $9.53K
|
8.13K
$254K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-279- 1.12% |
$7.94K - $9.63K
|
24.6K
$770K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-290- 2.78% |
$8.25K - $10K
|
10.1K
$318K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-295- 1.85% |
$8.4K - $10.2K
|
15.7K
$490K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-300- 46.37% |
$8.54K - $10.4K
|
347
$10.9K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-321- 0.31% |
$9.14K - $11.1K
|
103K
$3.23M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-355- 10.33% |
$10.1K - $12.3K
|
3.08K
$96.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-366- 63.65% |
$10.4K - $12.6K
|
209
$6.54K
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-370- 4.61% |
$10.5K - $12.8K
|
7.66K
$240K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-391- 0.93% |
$11.1K - $13.5K
|
41.6K
$1.3M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-400- 32.23% |
$11.4K - $13.8K
|
841
$26.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-400- 14.1% |
$11.4K - $13.8K
|
2.44K
$76.3K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-407- 0.29% |
$11.6K - $14.1K
|
140K
$4.37M
|