Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
90+ 2.62% |
$5.55K - $7.2K
|
3.52K
$149K
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
87New |
$5.37K - $6.96K
|
87
$3.68K
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
77+ 1.46% |
$4.75K - $6.16K
|
5.35K
$226K
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
75+ 59.52% |
$4.63K - $6K
|
201
$8.5K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
70New |
$4.32K - $5.6K
|
70
$2.96K
|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
66+ 0.94% |
$4.07K - $5.28K
|
7.12K
$301K
|
|
Jul 11, 2022
Q2 2022
|
West Oak Capital, LLC
|
BUY
|
- |
65New |
$4.01K - $5.2K
|
65
$2.75K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
51New |
$3.15K - $4.08K
|
51
$2.16K
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
50New |
$3.09K - $4K
|
50
$2.11K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
49New |
$3.02K - $3.92K
|
49
$2.07K
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
48+ 1.76% |
$2.96K - $3.84K
|
2.78K
$117K
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
46+ 8.46% |
$2.84K - $3.68K
|
590
$24.9K
|
|
Aug 08, 2022
Q2 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
40New |
$2.47K - $3.2K
|
40
$1.69K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
38New |
$2.34K - $3.04K
|
38
$1.61K
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
37+ 0.99% |
$2.28K - $2.96K
|
3.76K
$159K
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
35+ 2.23% |
$2.16K - $2.8K
|
1.61K
$67.9K
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
35+ 23.18% |
$2.16K - $2.8K
|
186
$7.86K
|
|
Aug 02, 2022
Q2 2022
|
Rmr Wealth Builders
|
BUY
|
- |
31+ 0.26% |
$1.91K - $2.48K
|
12.2K
$515K
|
|
Aug 02, 2022
Q2 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
28+ 4.58% |
$1.73K - $2.24K
|
639
$27K
|
|
Aug 03, 2022
Q2 2022
|
Gs Investments, Inc.
|
BUY
|
- |
26New |
$1.6K - $2.08K
|
26
$1.1K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
22+ 1.53% |
$1.36K - $1.76K
|
1.46K
$61.8K
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
22+ 5.96% |
$1.36K - $1.76K
|
391
$16.5K
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
20+ 6.08% |
$1.23K - $1.6K
|
349
$14.8K
|
|
Jul 14, 2022
Q2 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
20+ 0.4% |
$1.23K - $1.6K
|
5.04K
$213K
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13+ 0.42% |
$802 - $1.04K
|
3.15K
$133K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10New |
$617 - $801
|
10
$423
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
8+ 2.03% |
$494 - $640
|
403
$17K
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
8New |
$494 - $640
|
8
$338
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
7+ 33.33% |
$432 - $560
|
28
$1.18K
|
|
Jul 29, 2022
Q2 2022
|
Albion Financial Group
|
BUY
|
- |
6+ 10.91% |
$370 - $480
|
61
$2.58K
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
5+ 5.0% |
$309 - $400
|
105
$4.44K
|
|
Aug 12, 2022
Q2 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
4New |
$247 - $320
|
4
$169
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
3+ 100.0% |
$185 - $240
|
6
$254
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
BUY
|
- |
2New |
$123 - $160
|
2
$84.6
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-2Closed |
$123 - $160
|
0
$0
|
|
Jul 24, 2024
Q2 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-16- 0.4% |
$987 - $1.28K
|
4.02K
$170K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-16- 0.51% |
$987 - $1.28K
|
3.15K
$133K
|
|
Jul 15, 2022
Q2 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-21- 0.33% |
$1.3K - $1.68K
|
6.37K
$269K
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-22Closed |
$1.36K - $1.76K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-26- 0.3% |
$1.6K - $2.08K
|
8.65K
$366K
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-27Closed |
$1.67K - $2.16K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-28- 0.39% |
$1.73K - $2.24K
|
7.06K
$299K
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-30- 50.0% |
$1.85K - $2.4K
|
30
$1.27K
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-32Closed |
$1.97K - $2.56K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-37- 0.97% |
$2.28K - $2.96K
|
3.76K
$159K
|
|
Aug 09, 2023
Q2 2022
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-45- 3.21% |
$2.78K - $3.6K
|
1.36K
$57.3K
|
|
Aug 15, 2022
Q2 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-50Closed |
$3.09K - $4K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Essex LLC
|
SELL
|
- |
-50- 1.18% |
$3.09K - $4K
|
4.19K
$177K
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-54Closed |
$3.33K - $4.32K
|
0
$0
|