Purchases and Sales Made in Q2 2023 in Global X Fds (BOTZ)
This table provides information about the institutional ownership of Global X Fds (BOTZ) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.12K+ 21.57% |
$174K - $212K
|
40.1K
$1.28M
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
7.12KNew |
$174K - $211K
|
7.12K
$226K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.11K+ 17.55% |
$174K - $211K
|
47.6K
$1.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.02KNew |
$172K - $209K
|
7.02K
$223K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
6.75K+ 69.54% |
$165K - $201K
|
16.5K
$523K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.06K+ 70.93% |
$148K - $180K
|
14.6K
$464K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.04K+ 3.01% |
$148K - $180K
|
207K
$6.57M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
5.49K+ 23.41% |
$134K - $163K
|
28.9K
$920K
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
5.41KNew |
$133K - $161K
|
5.41K
$172K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
5.3K+ 63.9% |
$130K - $158K
|
13.6K
$432K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.25K+ 39.4% |
$129K - $156K
|
18.6K
$590K
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.7K+ 145.1% |
$115K - $140K
|
7.93K
$252K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
4.55K+ 3033.33% |
$111K - $135K
|
4.7K
$149K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.52K+ 30.13% |
$111K - $134K
|
19.5K
$620K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
3.53K+ 10.86% |
$86.4K - $105K
|
36K
$1.14M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.06K+ 37.1% |
$74.9K - $90.9K
|
11.3K
$359K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.81K+ 19.52% |
$68.9K - $83.6K
|
17.2K
$548K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.68KNew |
$65.7K - $79.6K
|
2.68K
$85.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
2.53KNew |
$62K - $75.2K
|
2.53K
$80.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.5KNew |
$61.3K - $74.3K
|
2.5K
$79.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.43K+ 5.76% |
$59.6K - $72.3K
|
44.7K
$1.42M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.4K+ 16.35% |
$58.8K - $71.4K
|
17.1K
$543K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.3K+ 13.69% |
$56.3K - $68.2K
|
19.1K
$606K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.23KNew |
$54.6K - $66.3K
|
2.23K
$70.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.2K+ 792.78% |
$53.8K - $65.3K
|
2.47K
$78.6K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.1KNew |
$51.5K - $62.4K
|
2.1K
$66.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.97K+ 9.76% |
$48.1K - $58.4K
|
22.1K
$703K
|
|
|
Aug 25, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
1.91KNew |
$46.8K - $56.8K
|
1.91K
$60.7K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.81K+ 5.27% |
$44.4K - $53.8K
|
36.2K
$1.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
1.79K+ 6.11% |
$43.8K - $53.2K
|
31.1K
$988K
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.72K+ 14.37% |
$42.1K - $51.1K
|
13.7K
$435K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
1.63K+ 13.58% |
$40K - $48.5K
|
13.6K
$434K
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.47KNew |
$36.1K - $43.7K
|
1.47K
$46.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1.42K+ 1.23% |
$34.7K - $42.1K
|
116K
$3.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.34K+ 277.18% |
$32.7K - $39.7K
|
1.82K
$57.8K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.3KNew |
$31.9K - $38.6K
|
1.3K
$41.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
1.28KNew |
$31.2K - $37.9K
|
1.28K
$40.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.26KNew |
$30.9K - $37.4K
|
1.26K
$40.1K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.18KNew |
$29K - $35.2K
|
1.18K
$37.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.16K+ 1.98% |
$28.4K - $34.5K
|
59.8K
$1.9M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.1K+ 10.5% |
$27K - $32.7K
|
11.6K
$368K
|
|
|
Jul 18, 2023
Q2 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.06K+ 4.26% |
$25.9K - $31.5K
|
25.9K
$825K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.05K+ 13.55% |
$25.8K - $31.3K
|
8.82K
$280K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1K+ 103.19% |
$24.6K - $29.8K
|
1.98K
$62.8K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1KNew |
$24.5K - $29.7K
|
1K
$31.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
997+ 2.54% |
$24.4K - $29.6K
|
40.2K
$1.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
942+ 13.42% |
$23.1K - $28K
|
7.96K
$253K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
886+ 300.34% |
$21.7K - $26.3K
|
1.18K
$37.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
853+ 426.5% |
$20.9K - $25.4K
|
1.05K
$33.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
805+ 20.01% |
$19.7K - $23.9K
|
4.83K
$153K
|