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 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
128+ 2.25% |
$7.29K - $8.15K
|
5.81K
$429K
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
108+ 1.26% |
$6.15K - $6.87K
|
8.65K
$638K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
105New |
$5.98K - $6.68K
|
105
$7.75K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
67+ 1.66% |
$3.82K - $4.26K
|
4.12K
$304K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
46+ 0.72% |
$2.62K - $2.93K
|
6.47K
$477K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
35+ 1.41% |
$1.99K - $2.23K
|
2.52K
$186K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
34+ 11.89% |
$1.94K - $2.16K
|
320
$23.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
25+ 0.45% |
$1.42K - $1.59K
|
5.53K
$408K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
15+ 0.25% |
$854 - $955
|
5.99K
$442K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10+ 0.73% |
$570 - $636
|
1.38K
$102K
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
8+ 0.48% |
$456 - $509
|
1.67K
$123K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
8+ 2.92% |
$456 - $509
|
282
$20.8K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
4+ 0.79% |
$228 - $255
|
508
$37.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.56% |
$114 - $127
|
358
$26.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1+ 0.02% |
$57 - $63.6
|
4.08K
$301K
|
|
|
May 14, 2024
Q1 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-6- 0.4% |
$342 - $382
|
1.49K
$110K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-20- 0.45% |
$1.14K - $1.27K
|
4.38K
$324K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-49- 0.11% |
$2.79K - $3.12K
|
43.2K
$3.19M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-49- 4.68% |
$2.79K - $3.12K
|
998
$73.7K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-64- 9.64% |
$3.65K - $4.07K
|
600
$44.3K
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-85- 1.54% |
$4.84K - $5.41K
|
5.44K
$402K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-107- 0.76% |
$6.09K - $6.81K
|
14K
$1.03M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-113- 0.41% |
$6.44K - $7.19K
|
27.6K
$2.04M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-125- 10.96% |
$7.12K - $7.96K
|
1.02K
$74.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-164- 3.71% |
$9.34K - $10.4K
|
4.25K
$314K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-186- 2.74% |
$10.6K - $11.8K
|
6.59K
$486K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-213- 0.42% |
$12.1K - $13.6K
|
50.3K
$3.72M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-225- 5.66% |
$12.8K - $14.3K
|
3.75K
$277K
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-253- 7.33% |
$14.4K - $16.1K
|
3.2K
$236K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-321- 4.82% |
$18.3K - $20.4K
|
6.34K
$468K
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
SELL
|
- |
-372- 4.42% |
$21.2K - $23.7K
|
8.05K
$594K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-386- 1.98% |
$22K - $24.6K
|
19.1K
$1.41M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-454- 1.13% |
$25.9K - $28.9K
|
39.7K
$2.93M
|
|
|
May 13, 2024
Q1 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-509- 10.57% |
$29K - $32.4K
|
4.31K
$318K
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-567- 6.92% |
$32.3K - $36.1K
|
7.63K
$563K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-569- 0.94% |
$32.4K - $36.2K
|
60.1K
$4.44M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-663- 7.68% |
$37.8K - $42.2K
|
7.98K
$589K
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-850- 6.69% |
$48.4K - $54.1K
|
11.9K
$876K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-883- 12.64% |
$50.3K - $56.2K
|
6.1K
$450K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.03K- 5.19% |
$58.4K - $65.2K
|
18.7K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.05K- 19.05% |
$59.8K - $66.8K
|
4.46K
$329K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.3K- 3.29% |
$73.9K - $82.5K
|
38.1K
$2.81M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1.45K- 8.88% |
$82.6K - $92.3K
|
14.9K
$1.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.45K- 15.12% |
$82.7K - $92.4K
|
8.15K
$602K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.52K- 35.3% |
$86.6K - $96.7K
|
2.79K
$206K
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.55K- 7.88% |
$88.3K - $98.6K
|
18.1K
$1.34M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.26K- 2.74% |
$129K - $144K
|
80.3K
$5.93M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-2.42K- 11.44% |
$138K - $154K
|
18.7K
$1.38M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-2.7K- 4.41% |
$154K - $172K
|
58.6K
$4.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-2.78K- 6.9% |
$158K - $177K
|
37.5K
$2.77M
|