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 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-90- 90.0% |
$2.21K - $2.67K
|
10
$318
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-92- 0.82% |
$2.25K - $2.73K
|
11.2K
$355K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-105- 0.18% |
$2.57K - $3.12K
|
59K
$1.88M
|
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-108- 0.55% |
$2.65K - $3.21K
|
19.7K
$626K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-109- 0.53% |
$2.67K - $3.24K
|
20.5K
$652K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-214- 85.6% |
$5.24K - $6.36K
|
36
$1.14K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-225- 1.98% |
$5.51K - $6.69K
|
11.1K
$354K
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-252- 0.63% |
$6.17K - $7.49K
|
39.6K
$1.26M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-263- 0.97% |
$6.44K - $7.82K
|
26.9K
$854K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-307- 1.49% |
$7.52K - $9.12K
|
20.3K
$646K
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-395- 1.48% |
$9.68K - $11.7K
|
26.3K
$835K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-473- 1.24% |
$11.6K - $14.1K
|
37.8K
$1.2M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-483- 0.07% |
$11.8K - $14.4K
|
657K
$20.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-523- 69.64% |
$12.8K - $15.5K
|
228
$7.25K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-535- 0.72% |
$13.1K - $15.9K
|
73.8K
$2.35M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-694- 4.17% |
$17K - $20.6K
|
16K
$507K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-766- 7.29% |
$18.8K - $22.8K
|
9.74K
$310K
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-842- 9.8% |
$20.6K - $25K
|
7.75K
$246K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-853- 6.37% |
$20.9K - $25.4K
|
12.5K
$398K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-896- 6.01% |
$22K - $26.6K
|
14K
$445K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-935- 9.09% |
$22.9K - $27.8K
|
9.36K
$297K
|
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.23K- 3.92% |
$30.1K - $36.5K
|
30.1K
$957K
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.23K- 4.31% |
$30.2K - $36.6K
|
27.4K
$870K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.3K- 31.15% |
$31.9K - $38.7K
|
2.88K
$91.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.48K- 49.88% |
$36.2K - $43.9K
|
1.49K
$47.2K
|
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-1.54K- 16.93% |
$37.7K - $45.7K
|
7.55K
$240K
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.85K- 2.01% |
$45.2K - $54.8K
|
89.9K
$2.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-2K- 2.51% |
$49K - $59.4K
|
77.6K
$2.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-2.47K- 9.11% |
$60.6K - $73.5K
|
24.7K
$785K
|
|
|
Aug 08, 2023
Q2 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-3.03K- 16.46% |
$74.3K - $90.2K
|
15.4K
$489K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-3.7K- 7.1% |
$90.6K - $110K
|
48.4K
$1.54M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.19K- 1.6% |
$103K - $125K
|
257K
$8.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-4.4K- 95.66% |
$108K - $131K
|
200
$6.36K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-6.01K- 99.98% |
$147K - $179K
|
1
$31.8
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-8.44K- 15.39% |
$207K - $251K
|
46.4K
$1.48M
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
SELL
|
- |
-10.5K- 48.48% |
$257K - $312K
|
11.2K
$355K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-11.2K- 1.67% |
$273K - $331K
|
657K
$20.9M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-12.2K- 45.78% |
$299K - $363K
|
14.5K
$460K
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-14.5K- 23.45% |
$356K - $431K
|
47.4K
$1.51M
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-17.4K- 24.7% |
$425K - $516K
|
52.9K
$1.68M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-25.8K- 22.43% |
$632K - $767K
|
89.2K
$2.84M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-26.6K- 96.9% |
$651K - $790K
|
850
$27K
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-33.6K- 8.31% |
$824K - $999K
|
371K
$11.8M
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-40.6K- 54.66% |
$995K - $1.21M
|
33.7K
$1.07M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-46.9K- 92.89% |
$1.15M - $1.39M
|
3.59K
$114K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-52.9K- 3.87% |
$1.3M - $1.57M
|
1.31M
$41.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-175K- 88.35% |
$4.28M - $5.19M
|
23K
$732K
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-188K- 23.44% |
$4.61M - $5.6M
|
615K
$19.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-1.85M- 71.85% |
$45.4M - $55M
|
726K
$23.1M
|