Purchases and Sales Made in Q4 2022 in Global X Fds Global X S&P 500 (CATH)

CATH Quotes by TradingView

This table provides information about the institutional ownership of Global X Fds Global X S&P 500 (CATH) during Q4 2022. 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
Feb 13, 2023 Q4 2022
Polen Capital Polen Capital Management LLC | Boca Raton, Fl
BUY
 -
115K
+ 93.89%
$5M - $5.72M
237K $17.4M
Feb 15, 2023 Q4 2022
Ci Private Wealth, LLC

Miami, FL
BUY
 -
74.3K
New
$3.23M - $3.7M
74.3K $5.45M
Feb 13, 2023 Q4 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
23.9K
+ 243.22%
$1.04M - $1.19M
33.8K $2.48M
Feb 14, 2023 Q4 2022
Morgan Stanley

New York, NY
BUY
 -
22.3K
+ 3.8%
$969K - $1.11M
609K $44.7M
Feb 13, 2023 Q4 2022
Koss Olinger Consulting, LLC

BUY
 -
16K
+ 49.45%
$696K - $797K
48.4K $3.55M
Feb 13, 2023 Q4 2022
Haverford Trust CO

Radnor, PA
BUY
 -
13.8K
New
$601K - $688K
13.8K $1.01M
Jan 13, 2023 Q4 2022
Allworth Financial LP

BUY
 -
12.4K
+ 229.31%
$540K - $618K
17.8K $1.31M
Feb 10, 2023 Q4 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
11K
+ 1.43%
$480K - $549K
782K $57.4M
Feb 14, 2023 Q4 2022
Hirtle Callaghan & CO LLC

West Conshohocken, PA
BUY
 -
9.85K
+ 3.84%
$429K - $490K
266K $19.6M
Feb 08, 2023 Q4 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
9.64K
+ 48.04%
$419K - $480K
29.7K $2.18M
May 09, 2023 Q4 2022
Cornerstone Management, Inc.

Duluth, GA
BUY
 -
7.23K
+ 156.44%
$315K - $360K
11.9K $870K
Jan 10, 2023 Q4 2022
Gradient Investments LLC

BUY
 -
6.49K
+ 519.04%
$282K - $323K
7.74K $568K
Feb 06, 2023 Q4 2022
Widmann Financial Services, Inc.

BUY
 -
5.27K
New
$229K - $262K
5.27K $386K
Sep 01, 2023 Q4 2022
Corrigan Financial, Inc.

Middletown, RI
BUY
 -
4.34K
+ 12.04%
$189K - $216K
40.3K $2.96M
Feb 14, 2023 Q4 2022
Money Concepts Capital Corp

BUY
 -
3.75K
New
$163K - $187K
3.75K $275K
Feb 07, 2023 Q4 2022
Envestnet Asset Management Inc

BUY
 -
3.08K
+ 6.22%
$134K - $154K
52.7K $3.87M
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
3.04K
+ 10.31%
$132K - $151K
32.5K $2.38M
Feb 10, 2023 Q4 2022
Bcm Advisors, LLC

BUY
 -
2.47K
+ 1.46%
$107K - $123K
171K $12.6M
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
2.3K
New
$100K - $114K
2.3K $169K
Feb 17, 2023 Q4 2022
Coppell Advisory Solutions Corp.

Coppell, TX
BUY
 -
2.11K
New
$91.7K - $105K
2.11K $155K
May 19, 2023 Q4 2022
Coppell Advisory Solutions LLC

Coppell, TX
BUY
 -
2.11K
New
$91.7K - $105K
2.11K $155K
Feb 14, 2023 Q4 2022
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
1.82K
+ 21.2%
$79.1K - $90.5K
10.4K $763K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.79K
+ 261.52%
$78K - $89.3K
2.48K $182K
Feb 08, 2023 Q4 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.75K
+ 26.07%
$76.2K - $87.2K
8.47K $621K
Jan 20, 2023 Q4 2022
Domani Wealth, LLC

BUY
 -
1.28K
+ 12.56%
$55.7K - $63.7K
11.5K $842K
Feb 13, 2023 Q4 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
1.02K
+ 0.77%
$44.2K - $50.6K
133K $9.74M
Feb 09, 2023 Q4 2022
Dagco, Inc.

BUY
 -
875
+ 1.15%
$38.1K - $43.6K
76.8K $5.64M
Feb 14, 2023 Q4 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
866
New
$37.7K - $43.1K
866 $63.6K
Feb 13, 2023 Q4 2022
Intercontinental Wealth Advisors, LLC

BUY
 -
850
+ 1.72%
$37K - $42.3K
50.2K $3.69M
Feb 08, 2023 Q4 2022
Mercer Global Advisors Inc

Denver, CO
BUY
 -
656
+ 3.85%
$28.5K - $32.7K
17.7K $1.3M
Feb 09, 2023 Q4 2022
Citigroup Inc

BUY
 -
639
New
$27.8K - $31.8K
639 $46.9K
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

BUY
 -
589
+ 11.1%
$25.6K - $29.3K
5.89K $433K
Feb 14, 2023 Q4 2022
Silvercrest Asset Management Group LLC

New York, NY
BUY
 -
530
+ 4.84%
$23K - $26.4K
11.5K $843K
Feb 10, 2023 Q4 2022
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
512
+ 2.82%
$22.3K - $25.5K
18.7K $1.37M
Feb 06, 2023 Q4 2022
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
258
+ 4.85%
$11.2K - $12.8K
5.58K $409K
Jan 20, 2023 Q4 2022
Mjp Associates Inc

BUY
 -
258
+ 4.85%
$11.2K - $12.8K
5.58K $409K
Feb 13, 2023 Q4 2022
Brown Advisory Inc

BUY
 -
257
+ 1.91%
$11.2K - $12.8K
13.7K $1.01M
Jan 18, 2023 Q4 2022
Hanson & Doremus Investment Management

BUY
 -
245
+ 8.11%
$10.7K - $12.2K
3.27K $240K
Feb 15, 2023 Q4 2022
Harbour Investments, Inc.

Madison, WI
BUY
 -
210
+ 1.4%
$9.13K - $10.5K
15.2K $1.12M
Jan 31, 2023 Q4 2022
Mcf Advisors LLC

Covington, KY
BUY
 -
207
+ 0.98%
$9K - $10.3K
21.4K $1.57M
Jan 26, 2023 Q4 2022
Central Trust CO

Jefferson City, MO
BUY
 -
206
+ 0.29%
$8.96K - $10.3K
70.6K $5.18M
Feb 09, 2023 Q4 2022
Joseph Group Capital Management

Columbus, OH
BUY
 -
185
+ 3.06%
$8.05K - $9.21K
6.23K $457K
Feb 13, 2023 Q4 2022
Ameritas Investment Partners, Inc.

Lincoln, NE
BUY
 -
180
+ 27.03%
$7.83K - $8.96K
846 $62.1K
Feb 13, 2023 Q4 2022
Advisory Services Network, LLC

BUY
 -
176
New
$7.65K - $8.76K
176 $12.9K
Jan 17, 2023 Q4 2022
Mbe Wealth Management, LLC

BUY
 -
109
+ 2.19%
$4.74K - $5.43K
5.08K $373K
Feb 06, 2023 Q4 2022
New Square Capital LLC

BUY
 -
64
New
$2.78K - $3.19K
64 $4.7K
Feb 09, 2023 Q4 2022
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
2
+ 0.02%
$87 - $99.6
9.68K $710K
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

SELL
 -
-1
- 0.01%
$43.5 - $49.8
17.6K $1.29M
Jan 30, 2023 Q4 2022
Mc Clarren Financial Advisors, Inc.

State College, PA
SELL
 -
-46
- 0.57%
$2K - $2.29K
8.09K $594K

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