Purchases and Sales Made in Q1 2025 in Global X Fds (CEFA)
This table provides information about the institutional ownership of Global X Fds (CEFA) during Q1 2025. The information is specifically focused on institutions that hold shares of GLOBAL X FDS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
78.5K+ 129.75% |
$2.34M - $2.63M
|
139K
$4.73M
|
|
|
May 12, 2025
Q1 2025
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
46.4KNew |
$1.38M - $1.56M
|
46.4K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
40KNew |
$1.19M - $1.34M
|
40K
$1.36M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
13KNew |
$386K - $435K
|
13K
$441K
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
10KNew |
$298K - $335K
|
10K
$340K
|
|
|
Apr 09, 2025
Q1 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
9.24KNew |
$275K - $310K
|
9.24K
$314K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.8K+ 1001.11% |
$53.6K - $60.5K
|
1.98K
$67.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.57K+ 33.27% |
$46.8K - $52.7K
|
6.3K
$214K
|
|
|
May 12, 2025
Q1 2025
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
834New |
$24.8K - $28K
|
834
$28.4K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
372New |
$11.1K - $12.5K
|
372
$12.7K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
265+ 2.09% |
$7.89K - $8.89K
|
12.9K
$440K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
220+ 1.0% |
$6.55K - $7.38K
|
22.3K
$760K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
191New |
$5.68K - $6.41K
|
191
$6.5K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
57+ 4.93% |
$1.7K - $1.91K
|
1.21K
$41.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13+ 0.17% |
$387 - $436
|
7.69K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-109- 26.65% |
$3.24K - $3.66K
|
300
$10.2K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.72K- 90.7% |
$80.9K - $91.3K
|
279
$9.5K
|