Purchases and Sales Made in Q4 2024 in Global X Fds (BOTZ)
This table provides information about the institutional ownership of Global X Fds (BOTZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.08K+ 12.55% |
$33.5K - $36.8K
|
9.66K
$325K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
1KNew |
$31.1K - $34.2K
|
1K
$33.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
986+ 4.45% |
$30.7K - $33.7K
|
23.1K
$778K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
BUY
|
- |
965+ 13.66% |
$30K - $33K
|
8.03K
$270K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
952+ 4.7% |
$29.6K - $32.5K
|
21.2K
$714K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
942+ 69.06% |
$29.3K - $32.2K
|
2.31K
$77.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
935+ 11.33% |
$29.1K - $32K
|
9.19K
$309K
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
900+ 225.0% |
$28K - $30.8K
|
1.3K
$43.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
853+ 35.54% |
$26.5K - $29.2K
|
3.25K
$109K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
850New |
$26.4K - $29.1K
|
850
$28.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
817+ 1.2% |
$25.4K - $27.9K
|
68.8K
$2.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
671+ 8.87% |
$20.9K - $22.9K
|
8.24K
$277K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
661+ 7.13% |
$20.6K - $22.6K
|
9.93K
$334K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
651+ 3.55% |
$20.3K - $22.3K
|
19K
$638K
|
|
|
Feb 14, 2025
Q4 2024
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
635New |
$19.8K - $21.7K
|
635
$21.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
620New |
$19.3K - $21.2K
|
620
$20.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
607+ 98.54% |
$18.9K - $20.7K
|
1.22K
$41.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
587+ 326.11% |
$18.3K - $20.1K
|
767
$25.8K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
550+ 7.95% |
$17.1K - $18.8K
|
7.47K
$251K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
500New |
$15.6K - $17.1K
|
500
$16.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
496New |
$15.4K - $17K
|
496
$16.7K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
465+ 3.46% |
$14.5K - $15.9K
|
13.9K
$468K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
458+ 0.14% |
$14.2K - $15.7K
|
334K
$11.2M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
450+ 3.39% |
$14K - $15.4K
|
13.7K
$461K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
428+ 85.6% |
$13.3K - $14.6K
|
928
$31.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
406+ 7.34% |
$12.6K - $13.9K
|
5.94K
$200K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
397+ 0.58% |
$12.4K - $13.6K
|
68.3K
$2.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
393+ 3.85% |
$12.2K - $13.4K
|
10.6K
$357K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
390+ 6.04% |
$12.1K - $13.3K
|
6.85K
$230K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
341+ 4.33% |
$10.6K - $11.7K
|
8.22K
$276K
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
326+ 1.87% |
$10.1K - $11.1K
|
17.7K
$596K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
325New |
$10.1K - $11.1K
|
325
$10.9K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
320New |
$9.96K - $10.9K
|
320
$10.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
314+ 2.03% |
$9.77K - $10.7K
|
15.7K
$530K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
300+ 86.46% |
$9.33K - $10.3K
|
647
$21.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
293New |
$9.12K - $10K
|
293
$9.85K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
277New |
$8.62K - $9.47K
|
277
$9.32K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
274+ 3.57% |
$8.52K - $9.37K
|
7.95K
$267K
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
250New |
$7.78K - $8.55K
|
250
$8.41K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
213New |
$6.63K - $7.28K
|
213
$7.16K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
205New |
$6.38K - $7.01K
|
205
$6.89K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
200New |
$6.22K - $6.84K
|
200
$6.73K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
196+ 1.56% |
$6.1K - $6.7K
|
12.8K
$429K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
175+ 1.19% |
$5.44K - $5.98K
|
14.9K
$501K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
173+ 2.4% |
$5.38K - $5.91K
|
7.37K
$248K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
172+ 1.11% |
$5.35K - $5.88K
|
15.7K
$529K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
170+ 26.9% |
$5.29K - $5.81K
|
802
$27K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
170New |
$5.29K - $5.81K
|
170
$5.72K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
157New |
$4.88K - $5.37K
|
157
$5.28K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
155+ 1.6% |
$4.82K - $5.3K
|
9.82K
$330K
|