Purchases and Sales Made in Q1 2025 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 2025. 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 |
---|---|---|---|---|---|---|---|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
25+ 1.06% |
$970 - $1.07K
|
2.38K
$86.1K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21+ 0.9% |
$815 - $900
|
2.35K
$84.9K
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
18+ 16.07% |
$698 - $771
|
130
$4.7K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
15+ 0.5% |
$582 - $643
|
3K
$108K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
14+ 13.46% |
$543 - $600
|
118
$4.27K
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
4+ 0.29% |
$155 - $171
|
1.39K
$50.3K
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
1New |
$38.8 - $42.8
|
1
$36.2
|
|
Apr 28, 2025
Q1 2025
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.18% |
$38.8 - $42.8
|
555
$20.1K
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1+ 0.29% |
$38.8 - $42.8
|
351
$12.7K
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1+ 0.45% |
$38.8 - $42.8
|
222
$8.03K
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.51% |
$38.8 - $42.8
|
196
$7.09K
|
|
May 01, 2025
Q1 2025
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.33% |
$38.8 - $42.8
|
306
$11.1K
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-1- 16.67% |
$38.8 - $42.8
|
5
$181
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1- 0.1% |
$38.8 - $42.8
|
976
$35.3K
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-5- 0.56% |
$194 - $214
|
889
$32.1K
|
|
May 02, 2025
Q1 2025
|
Hager Investment Management Services, LLC
New London, NH |
SELL
|
- |
-20- 1.23% |
$776 - $857
|
1.6K
$57.9K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-21- 0.78% |
$815 - $900
|
2.66K
$96.1K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-25- 0.55% |
$970 - $1.07K
|
4.52K
$163K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-46- 5.79% |
$1.78K - $1.97K
|
748
$27K
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-55- 0.68% |
$2.13K - $2.36K
|
8.04K
$291K
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-57- 23.36% |
$2.21K - $2.44K
|
187
$6.76K
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-80- 55.94% |
$3.1K - $3.43K
|
63
$2.28K
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-90- 21.28% |
$3.49K - $3.86K
|
333
$12K
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-123- 1.59% |
$4.77K - $5.27K
|
7.62K
$276K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-128- 68.09% |
$4.97K - $5.48K
|
60
$2.17K
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-150- 53.19% |
$5.82K - $6.43K
|
132
$4.77K
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-150- 35.21% |
$5.82K - $6.43K
|
276
$9.98K
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-155- 77.5% |
$6.01K - $6.64K
|
45
$1.63K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-156- 0.91% |
$6.05K - $6.68K
|
17K
$616K
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-162- 68.35% |
$6.29K - $6.94K
|
75
$2.71K
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-172- 2.17% |
$6.67K - $7.37K
|
7.76K
$281K
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-200- 43.96% |
$7.76K - $8.57K
|
255
$9.22K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-201- 10.22% |
$7.8K - $8.61K
|
1.77K
$63.9K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-226- 14.27% |
$8.77K - $9.68K
|
1.36K
$49.1K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-292- 4.06% |
$11.3K - $12.5K
|
6.9K
$250K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-328- 21.48% |
$12.7K - $14.1K
|
1.2K
$43.4K
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-331- 16.67% |
$12.8K - $14.2K
|
1.66K
$59.8K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-349- 39.44% |
$13.5K - $15K
|
536
$19.4K
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-350- 6.12% |
$13.6K - $15K
|
5.37K
$194K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-438- 34.06% |
$17K - $18.8K
|
848
$30.7K
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-509- 42.81% |
$19.7K - $21.8K
|
680
$24.6K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-520- 16.7% |
$20.2K - $22.3K
|
2.59K
$93.8K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-527- 4.95% |
$20.4K - $22.6K
|
10.1K
$366K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-575- 50.0% |
$22.3K - $24.6K
|
575
$20.8K
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-625- 24.11% |
$24.3K - $26.8K
|
1.97K
$71.1K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-749Closed |
$29.1K - $32.1K
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-799- 11.61% |
$31K - $34.2K
|
6.08K
$220K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-811- 6.53% |
$31.5K - $34.7K
|
11.6K
$419K
|