Purchases and Sales Made in Q1 2022 in Global X Fds Global X Lithium (LIT)
This table provides information about the institutional ownership of Global X Fds Global X Lithium (LIT) during Q1 2022. The information is specifically focused on institutions that hold shares of GLOBAL X FDS GLOBAL X LITHIUM .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
130New |
$8.59K - $11.2K
|
130
$5.48K
|
|
May 10, 2022
Q1 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
128+ 2.88% |
$8.46K - $11K
|
4.57K
$193K
|
|
May 04, 2022
Q1 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
125+ 10.78% |
$8.26K - $10.7K
|
1.29K
$54.2K
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
125+ 4.24% |
$8.26K - $10.7K
|
3.07K
$130K
|
|
May 09, 2022
Q1 2022
|
Wolff Wiese Magana LLC
|
BUY
|
- |
125+ 208.33% |
$8.26K - $10.7K
|
185
$7.8K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
124+ 3.32% |
$8.19K - $10.7K
|
3.86K
$163K
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
120+ 400.0% |
$7.93K - $10.3K
|
150
$6.32K
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
120+ 2000.0% |
$7.93K - $10.3K
|
126
$5.31K
|
|
May 05, 2022
Q1 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
103+ 3.53% |
$6.8K - $8.85K
|
3.02K
$127K
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
100+ 13.99% |
$6.61K - $8.59K
|
815
$34.4K
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
98+ 7.85% |
$6.47K - $8.42K
|
1.35K
$56.8K
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
96+ 12.87% |
$6.34K - $8.25K
|
842
$35.5K
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
95+ 3.19% |
$6.28K - $8.16K
|
3.07K
$130K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
92New |
$6.08K - $7.91K
|
92
$3.88K
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
90+ 2.58% |
$5.95K - $7.73K
|
3.58K
$151K
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
79+ 6.14% |
$5.22K - $6.79K
|
1.37K
$57.5K
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
75New |
$4.95K - $6.44K
|
75
$3.16K
|
|
May 10, 2022
Q1 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
74+ 2.8% |
$4.89K - $6.36K
|
2.72K
$115K
|
|
Apr 18, 2022
Q1 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
69+ 2.5% |
$4.56K - $5.93K
|
2.83K
$119K
|
|
Apr 27, 2022
Q1 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
61New |
$4.03K - $5.24K
|
61
$2.57K
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
60New |
$3.96K - $5.16K
|
60
$2.53K
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
53+ 1.28% |
$3.5K - $4.55K
|
4.2K
$177K
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
50New |
$3.3K - $4.3K
|
50
$2.11K
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
47+ 1.04% |
$3.1K - $4.04K
|
4.55K
$192K
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
46New |
$3.04K - $3.95K
|
46
$1.94K
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
36+ 90.0% |
$2.38K - $3.09K
|
76
$3.2K
|
|
May 10, 2022
Q1 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
36+ 0.87% |
$2.38K - $3.09K
|
4.19K
$177K
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
30+ 0.84% |
$1.98K - $2.58K
|
3.6K
$152K
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
30+ 0.81% |
$1.98K - $2.58K
|
3.74K
$158K
|
|
Apr 27, 2022
Q1 2022
|
Centerpoint Advisors, LLC
|
BUY
|
- |
30New |
$1.98K - $2.58K
|
30
$1.26K
|
|
May 10, 2022
Q1 2022
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
25+ 0.22% |
$1.65K - $2.15K
|
11.3K
$475K
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
21New |
$1.39K - $1.8K
|
21
$885
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
20+ 0.61% |
$1.32K - $1.72K
|
3.31K
$140K
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
15+ 5.56% |
$991 - $1.29K
|
285
$12K
|
|
Apr 21, 2022
Q1 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
13+ 0.16% |
$859 - $1.12K
|
8.11K
$342K
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
10+ 0.97% |
$661 - $859
|
1.05K
$44.1K
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
BUY
|
- |
7+ 2.0% |
$462 - $602
|
357
$15.1K
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
7+ 0.19% |
$462 - $602
|
3.71K
$157K
|
|
May 02, 2022
Q1 2022
|
Mendel Capital Management LLC
|
BUY
|
- |
5+ 0.18% |
$330 - $430
|
2.8K
$118K
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
5+ 4.67% |
$330 - $430
|
112
$4.72K
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
2+ 0.07% |
$132 - $172
|
2.9K
$122K
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 2.44% |
$66.1 - $85.9
|
42
$1.77K
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.13% |
$66.1 - $85.9
|
779
$32.8K
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.24% |
$66.1 - $85.9
|
422
$17.8K
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 0.24% |
$66.1 - $85.9
|
421
$17.7K
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
1+ 50.0% |
$66.1 - $85.9
|
3
$126
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1+ 0.15% |
$66.1 - $85.9
|
686
$28.9K
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.15% |
$66.1 - $85.9
|
655
$27.6K
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1+ 0.27% |
$66.1 - $85.9
|
377
$15.9K
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.11% |
$66.1 - $85.9
|
916
$38.6K
|