Purchases and Sales Made in Q2 2024 in Global X Fds (BOTZ)
This table provides information about the institutional ownership of Global X Fds (BOTZ) during Q2 2024. 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 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
160+ 0.62% |
$4.58K - $5.11K
|
26.1K
$830K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
158+ 2.05% |
$4.53K - $5.05K
|
7.85K
$250K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
144+ 1.3% |
$4.13K - $4.6K
|
11.2K
$356K
|
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
142+ 47.49% |
$4.07K - $4.54K
|
441
$14K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
141New |
$4.04K - $4.5K
|
141
$4.48K
|
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
131+ 0.34% |
$3.75K - $4.19K
|
39.1K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
131+ 21.8% |
$3.75K - $4.19K
|
732
$23.3K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
125New |
$3.58K - $3.99K
|
125
$3.97K
|
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
100+ 100.0% |
$2.87K - $3.2K
|
200
$6.36K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
90New |
$2.58K - $2.88K
|
90
$2.86K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
65+ 0.7% |
$1.86K - $2.08K
|
9.39K
$299K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
50New |
$1.43K - $1.6K
|
50
$1.59K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
44+ 0.14% |
$1.26K - $1.41K
|
30.6K
$973K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
44New |
$1.26K - $1.41K
|
44
$1.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10New |
$287 - $320
|
10
$318
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
9+ 90.0% |
$258 - $288
|
19
$604
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
8New |
$229 - $256
|
8
$254
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
4+ 1.29% |
$115 - $128
|
314
$9.98K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1+ 0.01% |
$28.7 - $32
|
10.1K
$321K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.11% |
$28.7 - $32
|
923
$29.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1+ 0.01% |
$28.7 - $32
|
8.92K
$284K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1- 0.2% |
$28.7 - $32
|
501
$15.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-2- 0.15% |
$57.3 - $63.9
|
1.35K
$43K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-6- 2.5% |
$172 - $192
|
234
$7.44K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-11- 0.4% |
$315 - $351
|
2.77K
$88.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-30- 0.17% |
$860 - $959
|
17.4K
$553K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-45- 2.06% |
$1.29K - $1.44K
|
2.14K
$68.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-62- 0.11% |
$1.78K - $1.98K
|
56.6K
$1.8M
|
|
|
Oct 21, 2024
Q2 2024
|
Wt Wealth Management
|
SELL
|
- |
-73- 0.13% |
$2.09K - $2.33K
|
55.8K
$1.78M
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-80- 98.77% |
$2.29K - $2.56K
|
1
$31.8
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-95- 1.44% |
$2.72K - $3.04K
|
6.5K
$207K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-110- 46.03% |
$3.15K - $3.51K
|
129
$4.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-128- 5.46% |
$3.67K - $4.09K
|
2.22K
$70.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-171- 0.48% |
$4.9K - $5.46K
|
35.6K
$1.13M
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-199- 10.18% |
$5.7K - $6.36K
|
1.76K
$55.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-200- 21.05% |
$5.73K - $6.39K
|
750
$23.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-223- 1.84% |
$6.39K - $7.12K
|
11.9K
$379K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-234- 2.61% |
$6.7K - $7.48K
|
8.72K
$277K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-241- 0.82% |
$6.9K - $7.7K
|
29K
$921K
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-255- 0.66% |
$7.31K - $8.15K
|
38.4K
$1.22M
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-256- 0.97% |
$7.33K - $8.18K
|
26.2K
$833K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-281- 2.49% |
$8.05K - $8.98K
|
11K
$350K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-287- 1.77% |
$8.22K - $9.17K
|
15.9K
$507K
|
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-413- 2.98% |
$11.8K - $13.2K
|
13.4K
$427K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-427- 42.7% |
$12.2K - $13.6K
|
573
$18.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-539- 6.76% |
$15.4K - $17.2K
|
7.44K
$236K
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-584- 4.06% |
$16.7K - $18.7K
|
13.8K
$438K
|
|
|
Aug 14, 2024
Q2 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-597- 5.21% |
$17.1K - $19.1K
|
10.9K
$345K
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-602- 0.72% |
$17.2K - $19.2K
|
83.3K
$2.65M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-707- 2.43% |
$20.3K - $22.6K
|
28.4K
$903K
|