Purchases and Sales Made in Q4 2023 in Global X Fds Fintech ETF (De) (FINX)
This table provides information about the institutional ownership of Global X Fds Fintech ETF (De) (FINX) during Q4 2023. The information is specifically focused on institutions that hold shares of GLOBAL X FDS FINTECH ETF (DE) .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
361K+ 847.85% |
$6.57M - $9.41M
|
404K
$13.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
111K+ 50.4% |
$2.02M - $2.9M
|
332K
$11.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
76.2KNew |
$1.39M - $1.99M
|
76.2K
$2.59M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
56.7K+ 25.86% |
$1.03M - $1.48M
|
276K
$9.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
44.7KNew |
$813K - $1.17M
|
44.7K
$1.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
41.8KNew |
$760K - $1.09M
|
41.8K
$1.42M
|
|
|
Jan 25, 2024
Q4 2023
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
29.6KNew |
$538K - $772K
|
29.6K
$1.01M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
16KNew |
$291K - $417K
|
16K
$543K
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
15.3K+ 101.86% |
$278K - $399K
|
30.3K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.5KNew |
$245K - $351K
|
13.5K
$458K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12K+ 29.34% |
$218K - $312K
|
52.8K
$1.79M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
8.67K+ 14.02% |
$158K - $226K
|
70.5K
$2.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.58KNew |
$156K - $224K
|
8.58K
$292K
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
8.4KNew |
$153K - $219K
|
8.4K
$286K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.23KNew |
$150K - $215K
|
8.23K
$280K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
8.13KNew |
$148K - $212K
|
8.13K
$276K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8.1KNew |
$147K - $211K
|
8.1K
$275K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
7.34K+ 2.08% |
$134K - $191K
|
360K
$12.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.3K+ 25.52% |
$133K - $190K
|
35.9K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.18K+ 5.44% |
$94.3K - $135K
|
100K
$3.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.38K+ 757.62% |
$61.5K - $88.1K
|
3.83K
$130K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
2.09K+ 15.73% |
$38K - $54.5K
|
15.4K
$523K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
1.71K+ 4.2% |
$31.1K - $44.6K
|
42.4K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
1.29K+ 6.35% |
$23.5K - $33.7K
|
21.6K
$735K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
598+ 3.79% |
$10.9K - $15.6K
|
16.4K
$557K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
530New |
$9.64K - $13.8K
|
530
$18K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
489New |
$8.89K - $12.8K
|
489
$16.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
437New |
$7.95K - $11.4K
|
437
$14.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
286+ 0.81% |
$5.2K - $7.46K
|
35.5K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
200New |
$3.64K - $5.22K
|
200
$6.8K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
155New |
$2.82K - $4.04K
|
155
$5.27K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
150+ 15.0% |
$2.73K - $3.91K
|
1.15K
$39.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
125New |
$2.27K - $3.26K
|
125
$4.25K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
120+ 0.21% |
$2.18K - $3.13K
|
57K
$1.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
69+ 4.83% |
$1.26K - $1.8K
|
1.5K
$50.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
61+ 92.42% |
$1.11K - $1.59K
|
127
$4.32K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
29New |
$528 - $756
|
29
$986
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10+ 50.0% |
$182 - $261
|
30
$1.02K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4+ 0.32% |
$72.8 - $104
|
1.24K
$42.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1+ 0.2% |
$18.2 - $26.1
|
507
$17.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-62- 13.78% |
$1.13K - $1.62K
|
388
$13.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-94- 5.17% |
$1.71K - $2.45K
|
1.73K
$58.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-101- 0.83% |
$1.84K - $2.63K
|
12.1K
$413K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-150- 3.27% |
$2.73K - $3.91K
|
4.44K
$151K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-248- 83.5% |
$4.51K - $6.47K
|
49
$1.67K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-380- 29.8% |
$6.91K - $9.91K
|
895
$30.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-381- 18.97% |
$6.93K - $9.94K
|
1.63K
$55.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-475Closed |
$8.64K - $12.4K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-500- 8.17% |
$9.1K - $13K
|
5.62K
$191K
|