Purchases and Sales Made in Q3 2024 in Global X Fds (BOTZ)
This table provides information about the institutional ownership of Global X Fds (BOTZ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.11% |
$27.7 - $32.3
|
924
$28.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1+ 0.01% |
$27.7 - $32.3
|
8.92K
$279K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.49% |
$27.7 - $32.3
|
207
$6.48K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.53% |
$27.7 - $32.3
|
190
$5.95K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1New |
$27.7 - $32.3
|
1
$31.3
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.49% |
$27.7 - $32.3
|
206
$6.45K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.16% |
$27.7 - $32.3
|
632
$19.8K
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.2% |
$27.7 - $32.3
|
492
$15.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$27.7 - $32.3
|
22.6K
$709K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1- 0.01% |
$27.7 - $32.3
|
17.6K
$551K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3- 0.02% |
$83 - $96.8
|
18.2K
$570K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-9- 47.37% |
$249 - $290
|
10
$313
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12- 27.27% |
$332 - $387
|
32
$1K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-39- 2.88% |
$1.08K - $1.26K
|
1.32K
$41.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-82- 1.16% |
$2.27K - $2.65K
|
7.01K
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-118- 0.92% |
$3.27K - $3.81K
|
12.7K
$398K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-125- 0.13% |
$3.46K - $4.03K
|
93.2K
$2.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-160- 6.25% |
$4.43K - $5.16K
|
2.4K
$75.1K
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-160- 1.19% |
$4.43K - $5.16K
|
13.3K
$415K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-165- 55.0% |
$4.57K - $5.32K
|
135
$4.23K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-174- 1.63% |
$4.82K - $5.61K
|
10.5K
$328K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-195- 0.72% |
$5.4K - $6.29K
|
26.9K
$843K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-198- 0.76% |
$5.48K - $6.39K
|
25.9K
$811K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-200- 9.5% |
$5.54K - $6.45K
|
1.91K
$59.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-234- 3.15% |
$6.48K - $7.55K
|
7.2K
$225K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-250- 33.33% |
$6.92K - $8.07K
|
500
$15.7K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-250- 58.14% |
$6.92K - $8.07K
|
180
$5.63K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-254- 11.46% |
$7.03K - $8.2K
|
1.96K
$61.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-268- 2.09% |
$7.42K - $8.65K
|
12.6K
$393K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-271- 51.04% |
$7.5K - $8.75K
|
260
$8.14K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-300- 42.86% |
$8.3K - $9.68K
|
400
$12.5K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-303- 4.23% |
$8.39K - $9.78K
|
6.86K
$215K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-312- 7.82% |
$8.64K - $10.1K
|
3.68K
$115K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-319- 4.15% |
$8.83K - $10.3K
|
7.37K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-326- 0.84% |
$9.02K - $10.5K
|
38.6K
$1.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-356- 1.25% |
$9.85K - $11.5K
|
28K
$878K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-368- 0.94% |
$10.2K - $11.9K
|
38.8K
$1.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-384- 1.52% |
$10.6K - $12.4K
|
25K
$781K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-393- 10.66% |
$10.9K - $12.7K
|
3.3K
$103K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-437- 2.51% |
$12.1K - $14.1K
|
17K
$531K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-439- 4.8% |
$12.2K - $14.2K
|
8.7K
$272K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-455- 0.17% |
$12.6K - $14.7K
|
270K
$8.45M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-486- 6.49% |
$13.5K - $15.7K
|
7K
$219K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-511- 5.44% |
$14.1K - $16.5K
|
8.88K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-574- 6.39% |
$15.9K - $18.5K
|
8.41K
$263K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-585- 27.32% |
$16.2K - $18.9K
|
1.56K
$48.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-600- 14.22% |
$16.6K - $19.4K
|
3.62K
$113K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-624- 0.78% |
$17.3K - $20.1K
|
79.8K
$2.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-635- 1.38% |
$17.6K - $20.5K
|
45.2K
$1.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-647- 8.39% |
$17.9K - $20.9K
|
7.07K
$221K
|