Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
549+ 0.47% |
$37.6K - $40.5K
|
117K
$8.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
518+ 9.77% |
$35.5K - $38.2K
|
5.82K
$419K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
425+ 7.14% |
$29.1K - $31.4K
|
6.38K
$460K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
415+ 42.92% |
$28.4K - $30.6K
|
1.38K
$99.6K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
352New |
$24.1K - $26K
|
352
$25.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
341+ 7.71% |
$23.4K - $25.2K
|
4.76K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
316+ 6.96% |
$21.6K - $23.3K
|
4.86K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
301+ 2.3% |
$20.6K - $22.2K
|
13.4K
$966K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
292New |
$20K - $21.6K
|
292
$21K
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
281+ 0.35% |
$19.2K - $20.7K
|
80.4K
$5.79M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
280+ 9.08% |
$19.2K - $20.7K
|
3.36K
$242K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
279+ 4.08% |
$19.1K - $20.6K
|
7.12K
$513K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
252New |
$17.3K - $18.6K
|
252
$18.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
248+ 8.15% |
$17K - $18.3K
|
3.29K
$237K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
220New |
$15.1K - $16.2K
|
220
$15.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
217+ 0.57% |
$14.9K - $16K
|
38.2K
$2.75M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
207+ 5.59% |
$14.2K - $15.3K
|
3.91K
$282K
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
205+ 3.2% |
$14K - $15.1K
|
6.61K
$476K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
200+ 1.86% |
$13.7K - $14.8K
|
11K
$791K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
110+ 7.76% |
$7.54K - $8.12K
|
1.53K
$110K
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
99+ 0.04% |
$6.78K - $7.31K
|
232K
$16.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
87+ 0.31% |
$5.96K - $6.42K
|
27.9K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
85+ 0.71% |
$5.82K - $6.27K
|
12.1K
$869K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
19+ 0.24% |
$1.3K - $1.4K
|
7.95K
$573K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
14New |
$959 - $1.03K
|
14
$1.01K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
14+ 3.54% |
$959 - $1.03K
|
410
$29.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
10+ 0.21% |
$685 - $738
|
4.84K
$349K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5+ 0.59% |
$343 - $369
|
847
$61K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1+ 6.25% |
$68.5 - $73.8
|
17
$1.22K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1- 0.04% |
$68.5 - $73.8
|
2.57K
$185K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-22- 0.87% |
$1.51K - $1.62K
|
2.49K
$180K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-30- 7.61% |
$2.06K - $2.21K
|
364
$26.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-37- 0.9% |
$2.53K - $2.73K
|
4.09K
$295K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-37- 0.73% |
$2.53K - $2.73K
|
5.06K
$364K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-40- 1.13% |
$2.74K - $2.95K
|
3.5K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-55- 1.46% |
$3.77K - $4.06K
|
3.72K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-55- 7.81% |
$3.77K - $4.06K
|
649
$46.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-55- 0.32% |
$3.77K - $4.06K
|
17K
$1.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-100- 1.64% |
$6.85K - $7.38K
|
6K
$432K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-137- 22.83% |
$9.38K - $10.1K
|
463
$33.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-166- 4.43% |
$11.4K - $12.3K
|
3.58K
$258K
|
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-200- 1.69% |
$13.7K - $14.8K
|
11.7K
$840K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-214- 4.4% |
$14.7K - $15.8K
|
4.65K
$335K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-273- 8.28% |
$18.7K - $20.2K
|
3.03K
$218K
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-275- 3.46% |
$18.8K - $20.3K
|
7.67K
$552K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
SELL
|
- |
-389- 1.08% |
$26.6K - $28.7K
|
35.6K
$2.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-400- 3.7% |
$27.4K - $29.5K
|
10.4K
$750K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-452- 1.24% |
$31K - $33.4K
|
36K
$2.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-464- 3.4% |
$31.8K - $34.2K
|
13.2K
$950K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-473- 7.47% |
$32.4K - $34.9K
|
5.86K
$422K
|