Purchases and Sales Made in Q4 2023 in Global X Copper Miners ETF (COPX)
This table provides information about the institutional ownership of Global X Copper Miners ETF (COPX) during Q4 2023. The information is specifically focused on institutions that hold shares of GLOBAL X COPPER MINERS ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 22, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
729New |
$23.3K - $28.3K
|
729
$30.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
614+ 2.91% |
$19.6K - $23.8K
|
21.7K
$909K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
524+ 2096.0% |
$16.7K - $20.4K
|
549
$23K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
505+ 6.11% |
$16.1K - $19.6K
|
8.77K
$367K
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
470+ 5.08% |
$15K - $18.3K
|
9.72K
$406K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
457+ 10.99% |
$14.6K - $17.7K
|
4.62K
$193K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
396+ 0.54% |
$12.6K - $15.4K
|
73.3K
$3.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
394+ 2462.5% |
$12.6K - $15.3K
|
410
$17.1K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
310New |
$9.9K - $12K
|
310
$13K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
300New |
$9.58K - $11.7K
|
300
$12.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
250+ 2.16% |
$7.99K - $9.71K
|
11.9K
$495K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
222+ 2.39% |
$7.09K - $8.62K
|
9.52K
$398K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
200New |
$6.39K - $7.77K
|
200
$8.36K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
200+ 800.0% |
$6.39K - $7.77K
|
225
$9.41K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
150+ 148.51% |
$4.79K - $5.83K
|
251
$10.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
130New |
$4.15K - $5.05K
|
130
$5.44K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
120+ 2.01% |
$3.83K - $4.66K
|
6.1K
$255K
|
|
|
Feb 09, 2024
Q4 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
115+ 1.18% |
$3.67K - $4.47K
|
9.86K
$412K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
100+ 1.33% |
$3.19K - $3.88K
|
7.65K
$320K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
89New |
$2.84K - $3.46K
|
89
$3.72K
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
85+ 0.62% |
$2.71K - $3.3K
|
13.9K
$581K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
63+ 161.54% |
$2.01K - $2.45K
|
102
$4.26K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
59New |
$1.88K - $2.29K
|
59
$2.47K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
55+ 1.47% |
$1.76K - $2.14K
|
3.79K
$158K
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.64% |
$1.6K - $1.94K
|
7.88K
$329K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
30New |
$958 - $1.17K
|
30
$1.25K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
20New |
$639 - $777
|
20
$836
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
9+ 37.5% |
$287 - $350
|
33
$1.38K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-3- 0.02% |
$95.8 - $117
|
16.6K
$695K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-9- 69.23% |
$287 - $350
|
4
$167
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-20- 0.18% |
$639 - $777
|
11.1K
$463K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-34- 97.14% |
$1.09K - $1.32K
|
1
$41.8
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-60- 1.12% |
$1.92K - $2.33K
|
5.31K
$222K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-80- 34.78% |
$2.56K - $3.11K
|
150
$6.27K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-100- 0.31% |
$3.19K - $3.88K
|
31.8K
$1.33M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-106- 0.25% |
$3.39K - $4.12K
|
42.5K
$1.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-107- 1.53% |
$3.42K - $4.16K
|
6.89K
$288K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-113- 0.67% |
$3.61K - $4.39K
|
16.9K
$706K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-134- 14.57% |
$4.28K - $5.2K
|
786
$32.9K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-157- 15.1% |
$5.01K - $6.1K
|
883
$36.9K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-200- 2.63% |
$6.39K - $7.77K
|
7.4K
$309K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-240- 2.52% |
$7.67K - $9.32K
|
9.29K
$388K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-308- 52.38% |
$9.84K - $12K
|
280
$11.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-318- 4.3% |
$10.2K - $12.4K
|
7.08K
$296K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-412- 80.47% |
$13.2K - $16K
|
100
$4.18K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-430- 93.48% |
$13.7K - $16.7K
|
30
$1.25K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-557- 2.7% |
$17.8K - $21.6K
|
20K
$838K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-569- 78.05% |
$18.2K - $22.1K
|
160
$6.69K
|