Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
113K+ 30.32% |
$7.48M - $8.4M
|
486K
$35M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
72.7K+ 8.97% |
$4.81M - $5.4M
|
884K
$63.7M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
60.6K+ 38.57% |
$4.01M - $4.49M
|
218K
$15.7M
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
40.1K+ 46.79% |
$2.65M - $2.97M
|
126K
$9.05M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
33.9K+ 9.17% |
$2.24M - $2.52M
|
404K
$29.1M
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
24.9K+ 277.51% |
$1.65M - $1.85M
|
33.8K
$2.44M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
19.2KNew |
$1.27M - $1.42M
|
19.2K
$1.38M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
14.6K+ 11.22% |
$968K - $1.09M
|
145K
$10.5M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
13.4K+ 319.44% |
$887K - $995K
|
17.6K
$1.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
12KNew |
$793K - $890K
|
12K
$864K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
8.26K+ 17.57% |
$547K - $613K
|
55.3K
$3.98M
|
|
|
May 15, 2025
Q1 2025
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
7.8K+ 45.03% |
$516K - $579K
|
25.1K
$1.81M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.86K+ 19.17% |
$454K - $509K
|
42.7K
$3.07M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.34K+ 2194.46% |
$419K - $471K
|
6.63K
$478K
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
BUY
|
- |
5.9KNew |
$390K - $438K
|
5.9K
$425K
|
|
|
May 12, 2025
Q1 2025
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
BUY
|
- |
5.69K+ 11.95% |
$376K - $422K
|
53.3K
$3.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
4.74KNew |
$314K - $352K
|
4.74K
$342K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.54K+ 33.4% |
$300K - $337K
|
18.1K
$1.31M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
4.34K+ 32.34% |
$287K - $322K
|
17.7K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
3.84KNew |
$254K - $285K
|
3.84K
$276K
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
3.75K+ 2.79% |
$248K - $278K
|
138K
$9.95M
|
|
|
May 06, 2025
Q1 2025
|
Bcm Advisors, LLC
|
BUY
|
- |
3.34K+ 1.44% |
$221K - $248K
|
235K
$16.9M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.25K+ 26.89% |
$215K - $241K
|
15.3K
$1.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
3.07KNew |
$203K - $228K
|
3.07K
$221K
|
|
|
May 14, 2025
Q1 2025
|
Widmann Financial Services, Inc.
|
BUY
|
- |
3K+ 47.89% |
$198K - $223K
|
9.27K
$668K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.79K+ 1267.73% |
$184K - $207K
|
3.01K
$217K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.13K+ 6.95% |
$141K - $158K
|
32.7K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.04K+ 7.32% |
$135K - $152K
|
29.9K
$2.16M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.96K+ 1.47% |
$130K - $145K
|
135K
$9.74M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.86K+ 7.45% |
$123K - $138K
|
26.9K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.68K+ 1.32% |
$111K - $125K
|
129K
$9.32M
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.43KNew |
$94.2K - $106K
|
1.43K
$103K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.39KNew |
$91.9K - $103K
|
1.39K
$100K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.31K+ 7.39% |
$86.6K - $97.2K
|
19K
$1.37M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.25K+ 9.45% |
$82.5K - $92.5K
|
14.4K
$1.04M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
967+ 21.23% |
$64K - $71.8K
|
5.52K
$398K
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
BUY
|
- |
936+ 11.11% |
$61.9K - $69.5K
|
9.36K
$674K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
930+ 9.42% |
$61.5K - $69K
|
10.8K
$778K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
887+ 14.64% |
$58.7K - $65.8K
|
6.95K
$500K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
872New |
$57.7K - $64.7K
|
872
$62.8K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
694+ 0.11% |
$45.9K - $51.5K
|
629K
$45.3M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
687+ 3.61% |
$45.4K - $51K
|
19.7K
$1.42M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
684+ 15.99% |
$45.2K - $50.8K
|
4.96K
$357K
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
655+ 12.95% |
$43.3K - $48.6K
|
5.71K
$412K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
626New |
$41.4K - $46.4K
|
626
$45.1K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
605+ 6.09% |
$40K - $44.9K
|
10.5K
$760K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
543+ 11.18% |
$35.9K - $40.3K
|
5.4K
$389K
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
440+ 7.71% |
$29.1K - $32.6K
|
6.15K
$443K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
435+ 4.38% |
$28.8K - $32.3K
|
10.4K
$747K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
425+ 0.58% |
$28.1K - $31.5K
|
73.7K
$5.31M
|