Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
341+ 25.43% |
$21.2K - $23.7K
|
1.68K
$124K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
338+ 0.69% |
$21K - $23.5K
|
49.5K
$3.65M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
295+ 1.07% |
$18.4K - $20.5K
|
27.8K
$2.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
237+ 20.07% |
$14.8K - $16.4K
|
1.42K
$105K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
225+ 3.29% |
$14K - $15.6K
|
7.05K
$521K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
170+ 4.0% |
$10.6K - $11.8K
|
4.42K
$326K
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
150+ 3.03% |
$9.34K - $10.4K
|
5.1K
$376K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
134+ 4.25% |
$8.34K - $9.3K
|
3.29K
$242K
|
|
|
Oct 08, 2024
Q3 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
101+ 1.29% |
$6.29K - $7.01K
|
7.94K
$586K
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
82+ 3.69% |
$5.11K - $5.69K
|
2.31K
$170K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
76+ 1.29% |
$4.73K - $5.27K
|
5.96K
$440K
|
|
|
Nov 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
75+ 1.98% |
$4.67K - $5.2K
|
3.85K
$284K
|
|
|
Nov 14, 2024
Q3 2024
|
Dagco, Inc.
|
BUY
|
- |
75+ 0.1% |
$4.67K - $5.2K
|
76.4K
$5.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Human Investing LLC
|
BUY
|
- |
63+ 0.82% |
$3.92K - $4.37K
|
7.75K
$572K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
50+ 14.45% |
$3.11K - $3.47K
|
396
$29.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
50+ 0.63% |
$3.11K - $3.47K
|
7.93K
$585K
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
36+ 1.03% |
$2.24K - $2.5K
|
3.52K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
25+ 0.39% |
$1.56K - $1.73K
|
6.49K
$479K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16New |
$996 - $1.11K
|
16
$1.18K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
16+ 0.26% |
$996 - $1.11K
|
6.21K
$458K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
13+ 0.4% |
$809 - $902
|
3.3K
$243K
|
|
|
Oct 10, 2024
Q3 2024
|
Shaker Investments LLC
|
BUY
|
- |
12+ 0.39% |
$747 - $833
|
3.07K
$227K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
6+ 2.08% |
$374 - $416
|
294
$21.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1+ 0.14% |
$62.3 - $69.4
|
704
$52K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$62.3 - $69.4
|
20.8K
$1.54M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.28% |
$62.3 - $69.4
|
360
$26.6K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.25% |
$62.3 - $69.4
|
394
$29.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1New |
$62.3 - $69.4
|
1
$73.8
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8- 0.1% |
$498 - $555
|
8.13K
$600K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-31- 3.11% |
$1.93K - $2.15K
|
967
$71.4K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-42- 0.35% |
$2.61K - $2.91K
|
12.1K
$890K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-54- 2.06% |
$3.36K - $3.75K
|
2.57K
$190K
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-73- 1.9% |
$4.54K - $5.07K
|
3.77K
$279K
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-94- 1.9% |
$5.85K - $6.52K
|
4.86K
$359K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-230- 3.49% |
$14.3K - $16K
|
6.36K
$469K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-231- 21.53% |
$14.4K - $16K
|
842
$62.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-257- 5.86% |
$16K - $17.8K
|
4.13K
$305K
|
|
|
Oct 04, 2024
Q3 2024
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-265- 0.71% |
$16.5K - $18.4K
|
37.3K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-270- 0.31% |
$16.8K - $18.7K
|
88K
$6.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-395- 11.99% |
$24.6K - $27.4K
|
2.9K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-430- 1.16% |
$26.8K - $29.8K
|
36.5K
$2.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-469- 2.52% |
$29.2K - $32.5K
|
18.1K
$1.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-597- 3.92% |
$37.2K - $41.4K
|
14.6K
$1.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-804- 7.37% |
$50.1K - $55.8K
|
10.1K
$746K
|
|
|
Nov 13, 2024
Q3 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-1.05K- 1.89% |
$65.6K - $73.1K
|
54.8K
$4.04M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.07K- 9.68% |
$66.3K - $73.9K
|
9.94K
$734K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
SELL
|
- |
-1.45K- 7.69% |
$90.5K - $101K
|
17.5K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.47K- 32.64% |
$91.8K - $102K
|
3.04K
$225K
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.49K- 10.21% |
$92.8K - $103K
|
13.1K
$967K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-1.53K- 3.29% |
$95.2K - $106K
|
44.9K
$3.31M
|