Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
64K+ 18.85% |
$3.17M - $3.48M
|
403K
$29.6M
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
BUY
|
- |
31.6K+ 498.03% |
$1.57M - $1.72M
|
38K
$2.79M
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
12.7K+ 47.92% |
$629K - $691K
|
39.2K
$2.87M
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.7K+ 15.31% |
$628K - $689K
|
95.4K
$7M
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.3KNew |
$561K - $616K
|
11.3K
$830K
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
8.45K+ 42.63% |
$419K - $460K
|
28.3K
$2.07M
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
7.63K+ 178.19% |
$378K - $415K
|
11.9K
$874K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.62K+ 21.11% |
$378K - $415K
|
43.7K
$3.21M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.74K+ 21.64% |
$334K - $367K
|
37.9K
$2.78M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.66K+ 59.97% |
$330K - $363K
|
17.8K
$1.3M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.43KNew |
$319K - $350K
|
6.43K
$472K
|
|
Jul 12, 2023
Q2 2023
|
First Bank & Trust
|
BUY
|
- |
5.79K+ 4.99% |
$287K - $315K
|
122K
$8.93M
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
5.68KNew |
$282K - $309K
|
5.68K
$417K
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
5.29K+ 0.75% |
$262K - $288K
|
710K
$52.1M
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.11K+ 8.07% |
$253K - $278K
|
68.4K
$5.02M
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.9K+ 8.29% |
$243K - $266K
|
64K
$4.7M
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
BUY
|
- |
4.46K+ 106.44% |
$221K - $243K
|
8.65K
$635K
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
4.1KNew |
$203K - $223K
|
4.1K
$301K
|
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
3.98KNew |
$197K - $217K
|
3.98K
$292K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
3.97K+ 10.51% |
$197K - $216K
|
41.7K
$3.06M
|
|
Jul 12, 2023
Q2 2023
|
Asset Planning Corporation
|
BUY
|
- |
3.91KNew |
$194K - $213K
|
3.91K
$287K
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3.81KNew |
$189K - $207K
|
3.81K
$280K
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
3.75KNew |
$186K - $204K
|
3.75K
$275K
|
|
Jul 14, 2023
Q2 2023
|
Capital Planning LLC
|
BUY
|
- |
3.72KNew |
$184K - $203K
|
3.72K
$273K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
3.54K+ 4.91% |
$175K - $192K
|
75.5K
$5.54M
|
|
Jul 14, 2023
Q2 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
3.38K+ 1.91% |
$167K - $184K
|
180K
$13.2M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.63K+ 12.26% |
$130K - $143K
|
24.1K
$1.77M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.55K+ 27.2% |
$126K - $139K
|
11.9K
$873K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.99KNew |
$98.4K - $108K
|
1.99K
$146K
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.76K+ 25.82% |
$87.4K - $96K
|
8.59K
$631K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.76K+ 9.89% |
$87.4K - $95.9K
|
19.6K
$1.44M
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.76K+ 30.96% |
$87.2K - $95.7K
|
7.44K
$546K
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.44KNew |
$71.5K - $78.5K
|
1.44K
$106K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.15K+ 0.83% |
$57.1K - $62.7K
|
140K
$10.3M
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
1.12K+ 32.03% |
$55.5K - $61K
|
4.62K
$339K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.09K+ 1.58% |
$54K - $59.3K
|
70.3K
$5.16M
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
815+ 93.14% |
$40.4K - $44.4K
|
1.69K
$124K
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
801+ 4.47% |
$39.7K - $43.6K
|
18.7K
$1.37M
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
700+ 13.3% |
$34.7K - $38.1K
|
5.97K
$438K
|
|
Aug 10, 2023
Q2 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
383+ 7.34% |
$19K - $20.9K
|
5.6K
$411K
|
|
Jul 28, 2023
Q2 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
343+ 0.71% |
$17K - $18.7K
|
48.7K
$3.58M
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
265+ 0.33% |
$13.1K - $14.4K
|
79.6K
$5.84M
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
200+ 1.46% |
$9.92K - $10.9K
|
13.9K
$1.02M
|
|
Jul 11, 2023
Q2 2023
|
Mjp Associates Inc
|
BUY
|
- |
93+ 1.66% |
$4.61K - $5.06K
|
5.69K
$418K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10+ 0.11% |
$496 - $544
|
9.08K
$667K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
7New |
$347 - $381
|
7
$514
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.04% |
$149 - $163
|
8.18K
$600K
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19- 2.19% |
$942 - $1.03K
|
847
$62.2K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-23- 0.42% |
$1.14K - $1.25K
|
5.42K
$398K
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-23- 5.87% |
$1.14K - $1.25K
|
369
$27.1K
|