Purchases and Sales Made in Q4 2024 in Global X Fds (CEFA)
This table provides information about the institutional ownership of Global X Fds (CEFA) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
143KNew |
$4.3M - $4.66M
|
143K
$4.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
60.5KNew |
$1.82M - $1.97M
|
60.5K
$1.95M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
834New |
$25.1K - $27.2K
|
834
$26.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
180New |
$5.41K - $5.86K
|
180
$5.81K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
179New |
$5.38K - $5.83K
|
179
$5.77K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
165+ 1.32% |
$4.96K - $5.37K
|
12.7K
$409K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
33New |
$992 - $1.07K
|
33
$1.06K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|