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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
780+ 2.66% |
$19.1K - $23.2K
|
30.1K
$958K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
760+ 8.08% |
$18.6K - $22.6K
|
10.2K
$323K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
BUY
|
- |
740+ 8.18% |
$18.1K - $22K
|
9.79K
$311K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
713New |
$17.5K - $21.2K
|
713
$22.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
679New |
$16.6K - $20.2K
|
679
$21.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
626+ 14.53% |
$15.3K - $18.6K
|
4.93K
$157K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
593+ 6.43% |
$14.5K - $17.6K
|
9.81K
$312K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
580New |
$14.2K - $17.2K
|
580
$18.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
504+ 4.61% |
$12.3K - $15K
|
11.4K
$364K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
500New |
$12.3K - $14.9K
|
500
$15.9K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
489+ 1.24% |
$12K - $14.5K
|
40K
$1.27M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
482New |
$11.8K - $14.3K
|
482
$15.3K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
378New |
$9.26K - $11.2K
|
378
$12K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
376New |
$9.21K - $11.2K
|
376
$12K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
367+ 1.04% |
$8.99K - $10.9K
|
35.6K
$1.13M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
314+ 30.94% |
$7.69K - $9.33K
|
1.33K
$42.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
286+ 13.91% |
$7.01K - $8.5K
|
2.34K
$74.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
280New |
$6.86K - $8.32K
|
280
$8.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
270+ 1.97% |
$6.62K - $8.02K
|
14K
$444K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
250+ 312.5% |
$6.13K - $7.43K
|
330
$10.5K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
250+ 312.5% |
$6.13K - $7.43K
|
330
$10.5K
|
|
|
Aug 01, 2023
Q2 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
234New |
$5.73K - $6.95K
|
234
$7.44K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
202+ 13.79% |
$4.95K - $6K
|
1.67K
$53K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
200New |
$4.9K - $5.94K
|
200
$6.36K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
200New |
$4.9K - $5.94K
|
200
$6.36K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
175New |
$4.29K - $5.2K
|
175
$5.56K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
165New |
$4.04K - $4.9K
|
165
$5.25K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
136+ 0.23% |
$3.33K - $4.04K
|
58.4K
$1.86M
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
135New |
$3.31K - $4.01K
|
135
$4.29K
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
117New |
$2.87K - $3.48K
|
117
$3.72K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
110New |
$2.7K - $3.27K
|
110
$3.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
100+ 0.66% |
$2.45K - $2.97K
|
15.3K
$485K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
93+ 1.11% |
$2.28K - $2.76K
|
8.48K
$270K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
85New |
$2.08K - $2.53K
|
85
$2.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
76+ 0.53% |
$1.86K - $2.26K
|
14.4K
$459K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
75+ 10.42% |
$1.84K - $2.23K
|
795
$25.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
51+ 23.61% |
$1.25K - $1.52K
|
267
$8.49K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
50+ 22.42% |
$1.23K - $1.49K
|
273
$8.68K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
36New |
$882 - $1.07K
|
36
$1.14K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
27New |
$662 - $802
|
27
$858
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
11+ 4.89% |
$270 - $327
|
236
$7.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-5- -0.0% |
$123 - $149
|
288K
$9.17M
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-8- 0.06% |
$196 - $238
|
12.3K
$391K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-18- 5.49% |
$441 - $535
|
310
$9.85K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-18- 5.49% |
$441 - $535
|
310
$9.85K
|
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-20- 7.25% |
$490 - $594
|
256
$8.14K
|
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-21- 0.06% |
$515 - $624
|
36.3K
$1.15M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-21- 0.24% |
$515 - $624
|
8.58K
$273K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-33- 0.68% |
$809 - $981
|
4.84K
$154K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-63- 7.2% |
$1.54K - $1.87K
|
812
$25.8K
|