Purchases and Sales Made in Q1 2023 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 2023. 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 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-149- 12.42% |
$8.63K - $10.8K
|
1.05K
$44.8K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-158- 5.49% |
$9.15K - $11.4K
|
2.72K
$116K
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-168- 4.14% |
$9.73K - $12.2K
|
3.89K
$166K
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-170- 4.64% |
$9.85K - $12.3K
|
3.5K
$149K
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-171- 63.1% |
$9.91K - $12.4K
|
100
$4.26K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-198- 3.79% |
$11.5K - $14.3K
|
5.03K
$214K
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-200Closed |
$11.6K - $14.5K
|
0
$0
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-236- 13.43% |
$13.7K - $17.1K
|
1.52K
$64.8K
|
|
Jun 26, 2023
Q1 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-250- 3.72% |
$14.5K - $18.1K
|
6.48K
$276K
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-256- 6.59% |
$14.8K - $18.5K
|
3.63K
$154K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-294- 7.83% |
$17K - $21.3K
|
3.46K
$147K
|
|
Apr 13, 2023
Q1 2023
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-300- 1.04% |
$17.4K - $21.7K
|
28.5K
$1.21M
|
|
May 04, 2023
Q1 2023
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-313- 1.72% |
$18.1K - $22.6K
|
17.9K
$763K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-329- 9.21% |
$19.1K - $23.8K
|
3.24K
$138K
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-340- 23.74% |
$19.7K - $24.6K
|
1.09K
$46.5K
|
|
May 04, 2023
Q1 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-367- 9.28% |
$21.3K - $26.5K
|
3.59K
$153K
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-379- 8.48% |
$22K - $27.4K
|
4.09K
$174K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-382- 94.55% |
$22.1K - $27.6K
|
22
$937
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-395- 2.05% |
$22.9K - $28.6K
|
18.8K
$803K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-400Closed |
$23.2K - $28.9K
|
0
$0
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-401- 95.02% |
$23.2K - $29K
|
21
$894
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-403- 10.49% |
$23.3K - $29.2K
|
3.44K
$146K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-407- 28.68% |
$23.6K - $29.4K
|
1.01K
$43.1K
|
|
May 09, 2023
Q1 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-410- 7.88% |
$23.8K - $29.7K
|
4.79K
$204K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-422- 9.54% |
$24.5K - $30.5K
|
4K
$170K
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-450- 90.0% |
$26.1K - $32.6K
|
50
$2.13K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-463- 61.24% |
$26.8K - $33.5K
|
293
$12.5K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-480- 20.3% |
$27.8K - $34.7K
|
1.89K
$80.3K
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-494- 8.82% |
$28.6K - $35.7K
|
5.11K
$217K
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-519- 7.1% |
$30.1K - $37.5K
|
6.79K
$289K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-525- 11.27% |
$30.4K - $38K
|
4.13K
$176K
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-558- 11.52% |
$32.3K - $40.4K
|
4.28K
$182K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-559- 1.07% |
$32.4K - $40.4K
|
51.6K
$2.2M
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-570- 1.92% |
$33K - $41.2K
|
29.1K
$1.24M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-582- 6.2% |
$33.7K - $42.1K
|
8.8K
$375K
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-638- 11.01% |
$37K - $46.2K
|
5.16K
$220K
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-650- 14.43% |
$37.7K - $47K
|
3.85K
$164K
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-653- 4.24% |
$37.8K - $47.2K
|
14.8K
$629K
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-719- 5.88% |
$41.7K - $52K
|
11.5K
$491K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-754- 11.97% |
$43.7K - $54.5K
|
5.54K
$236K
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-772- 16.02% |
$44.7K - $55.8K
|
4.05K
$172K
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-797- 15.23% |
$46.2K - $57.7K
|
4.44K
$189K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-841- 2.5% |
$48.7K - $60.8K
|
32.8K
$1.4M
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-843- 2.42% |
$48.8K - $61K
|
33.9K
$1.45M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-847- 15.92% |
$49.1K - $61.3K
|
4.48K
$191K
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-847- 15.92% |
$49.1K - $61.3K
|
4.48K
$191K
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-850- 12.32% |
$49.2K - $61.5K
|
6.05K
$258K
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-887- 8.36% |
$51.4K - $64.2K
|
9.72K
$414K
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-888- 2.94% |
$51.5K - $64.2K
|
29.3K
$1.25M
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-891- 17.72% |
$51.6K - $64.5K
|
4.14K
$176K
|