Purchases and Sales Made in Q1 2024 in Global X Fds Global X S&P 500 (CATH)
This table provides information about the institutional ownership of Global X Fds Global X S&P 500 (CATH) during Q1 2024. The information is specifically focused on institutions that hold shares of GLOBAL X FDS GLOBAL X S&P 500 .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
93K+ 247.0% |
$5.3M - $5.92M
|
131K
$9.64M
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
76.1KNew |
$4.33M - $4.84M
|
76.1K
$5.62M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.1K+ 6.29% |
$2M - $2.23M
|
593K
$43.8M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
35.1K+ 6.29% |
$2M - $2.23M
|
593K
$43.8M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
24.9KNew |
$1.42M - $1.58M
|
24.9K
$1.84M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
20.8K+ 25.74% |
$1.19M - $1.33M
|
102K
$7.51M
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
20.6K+ 48.56% |
$1.17M - $1.31M
|
63K
$4.65M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.6K+ 15.6% |
$888K - $992K
|
115K
$8.52M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
14.5K+ 1.87% |
$827K - $924K
|
792K
$58.5M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14K+ 2.42% |
$797K - $891K
|
593K
$43.8M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
11.5K+ 3009.42% |
$655K - $732K
|
11.9K
$877K
|
|
|
May 10, 2024
Q1 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
10.3K+ 191.17% |
$587K - $655K
|
15.7K
$1.16M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
9.84KNew |
$560K - $626K
|
9.84K
$726K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
7.02K+ 6.99% |
$400K - $447K
|
107K
$7.93M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.83KNew |
$389K - $435K
|
6.83K
$504K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.71K+ 46.77% |
$382K - $427K
|
21.1K
$1.56M
|
|
|
May 08, 2024
Q1 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
6.32K+ 1.66% |
$360K - $402K
|
387K
$28.6M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.12K+ 15.5% |
$348K - $389K
|
45.6K
$3.36M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.76KNew |
$328K - $366K
|
5.76K
$425K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.75K+ 6.42% |
$328K - $366K
|
95.4K
$7.04M
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.44KNew |
$310K - $346K
|
5.44K
$402K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
5KNew |
$285K - $318K
|
5K
$369K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
4.97K+ 8.92% |
$283K - $316K
|
60.7K
$4.48M
|
|
|
May 15, 2024
Q1 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
4.17KNew |
$237K - $265K
|
4.17K
$308K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
3.61KNew |
$205K - $229K
|
3.61K
$266K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.54KNew |
$201K - $225K
|
3.54K
$261K
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.5KNew |
$199K - $223K
|
3.5K
$258K
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
3.38K+ 36.01% |
$192K - $215K
|
12.7K
$941K
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
3.26K+ 7.4% |
$186K - $208K
|
47.4K
$3.5M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.24K+ 0.5% |
$184K - $206K
|
653K
$48.2M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.19KNew |
$181K - $203K
|
3.19K
$235K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
2.94K+ 36.83% |
$167K - $187K
|
10.9K
$806K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.69K+ 1.82% |
$153K - $171K
|
150K
$11.1M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.68K+ 2.11% |
$153K - $171K
|
130K
$9.58M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.75K+ 6.07% |
$99.9K - $112K
|
30.6K
$2.26M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.67K+ 9.36% |
$95.2K - $106K
|
19.5K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
1.6K+ 1.32% |
$91.4K - $102K
|
123K
$9.06M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.46K+ 7.56% |
$83.4K - $93.2K
|
20.8K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
BUY
|
- |
1.42K+ 1.2% |
$80.8K - $90.2K
|
120K
$8.85M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
950New |
$54.1K - $60.5K
|
950
$70.1K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
918+ 4.95% |
$52.3K - $58.4K
|
19.5K
$1.44M
|
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
609+ 0.25% |
$34.7K - $38.8K
|
246K
$18.2M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
575+ 9.29% |
$32.8K - $36.6K
|
6.77K
$499K
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
540+ 0.61% |
$30.8K - $34.4K
|
89.5K
$6.61M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
416New |
$23.7K - $26.5K
|
416
$30.7K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
378+ 4.26% |
$21.5K - $24.1K
|
9.25K
$682K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
317+ 1.3% |
$18.1K - $20.2K
|
24.6K
$1.82M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
265+ 1.85% |
$15.1K - $16.9K
|
14.6K
$1.08M
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
219+ 3.7% |
$12.5K - $13.9K
|
6.14K
$453K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
165+ 0.4% |
$9.4K - $10.5K
|
41.4K
$3.05M
|