Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
154K+ 24.65% |
$7.69M - $9M
|
778K
$57.1M
|
|
|
Aug 13, 2024
Q4 2023
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
62.6K+ 71.93% |
$3.13M - $3.66M
|
150K
$11M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
50.6KNew |
$2.53M - $2.96M
|
50.6K
$3.71M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
BUY
|
- |
23.3K+ 40.49% |
$1.17M - $1.37M
|
81K
$5.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
15.4K+ 57.01% |
$770K - $902K
|
42.4K
$3.11M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
14.9K+ 32.23% |
$747K - $874K
|
61.3K
$4.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
13.9KNew |
$695K - $814K
|
13.9K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
11.3K+ 18.11% |
$565K - $662K
|
73.7K
$5.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.85K+ 33.26% |
$492K - $576K
|
39.4K
$2.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.87KNew |
$443K - $519K
|
8.87K
$651K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.76KNew |
$438K - $512K
|
8.76K
$643K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.41K+ 116.42% |
$421K - $492K
|
15.6K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
8.33KNew |
$416K - $487K
|
8.33K
$611K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
8K+ 8.66% |
$400K - $468K
|
100K
$7.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
7.98KNew |
$399K - $467K
|
7.98K
$586K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.8KNew |
$390K - $456K
|
7.8K
$572K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.93K+ 7.45% |
$346K - $405K
|
99.9K
$7.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
6.42KNew |
$321K - $376K
|
6.42K
$471K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5.5KNew |
$275K - $322K
|
5.5K
$404K
|
|
|
Feb 07, 2024
Q4 2023
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
4.82KNew |
$241K - $282K
|
4.82K
$353K
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
4.39K+ 26.24% |
$220K - $257K
|
21.1K
$1.55M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.28KNew |
$214K - $250K
|
4.28K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.09KNew |
$205K - $239K
|
4.09K
$300K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.08KNew |
$204K - $239K
|
4.08K
$299K
|
|
|
Jan 31, 2024
Q4 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
3.96K+ 1.64% |
$198K - $232K
|
246K
$18M
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3.86KNew |
$193K - $226K
|
3.86K
$283K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
3.75KNew |
$188K - $219K
|
3.75K
$275K
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
BUY
|
- |
3.69KNew |
$184K - $216K
|
3.69K
$271K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
3.62KNew |
$181K - $212K
|
3.62K
$266K
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
BUY
|
- |
3.45KNew |
$173K - $202K
|
3.45K
$253K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.26K+ 7.95% |
$163K - $191K
|
44.3K
$3.25M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
3.24K+ 3.17% |
$162K - $190K
|
106K
$7.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.69K+ 51.8% |
$134K - $157K
|
7.87K
$577K
|
|
|
Feb 05, 2024
Q4 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
2.24K+ 25.02% |
$112K - $131K
|
11.2K
$821K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.84K+ 14.71% |
$92.1K - $108K
|
14.4K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.79K+ 1.23% |
$89.3K - $105K
|
148K
$10.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.58KNew |
$79K - $92.5K
|
1.58K
$116K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.44K+ 1.47% |
$72.2K - $84.5K
|
99.5K
$7.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.15K+ 7.55% |
$57.3K - $67.1K
|
16.3K
$1.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.12K+ 4.85% |
$56.2K - $65.8K
|
24.3K
$1.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
898+ 2.14% |
$44.9K - $52.6K
|
42.9K
$3.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
891+ 2.11% |
$44.6K - $52.2K
|
43.2K
$3.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
800+ 33.33% |
$40K - $46.8K
|
3.2K
$235K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
795New |
$39.8K - $46.5K
|
795
$58.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
724+ 4.23% |
$36.2K - $42.4K
|
17.8K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
695+ 8.75% |
$34.8K - $40.7K
|
8.64K
$634K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
690+ 0.78% |
$34.5K - $40.4K
|
89K
$6.53M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
664New |
$33.2K - $38.9K
|
664
$48.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
596+ 28.26% |
$29.8K - $34.9K
|
2.71K
$199K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
494+ 5.42% |
$24.7K - $28.9K
|
9.61K
$705K
|