Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
487+ 11.37% |
$28.3K - $32.3K
|
4.77K
$208K
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
469+ 1512.9% |
$27.3K - $31.1K
|
500
$21.8K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
462New |
$26.9K - $30.6K
|
462
$20.2K
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
450+ 900.0% |
$26.2K - $29.8K
|
500
$21.8K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
442+ 520.0% |
$25.7K - $29.3K
|
527
$23K
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
437+ 7.88% |
$25.4K - $29K
|
5.98K
$261K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
379+ 1804.76% |
$22K - $25.1K
|
400
$17.5K
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
300+ 3.73% |
$17.4K - $19.9K
|
8.34K
$364K
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
270+ 8.53% |
$15.7K - $17.9K
|
3.44K
$150K
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
262+ 35.6% |
$15.2K - $17.4K
|
998
$43.6K
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
253+ 4.95% |
$14.7K - $16.8K
|
5.36K
$234K
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
250New |
$14.5K - $16.6K
|
250
$10.9K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
245+ 5.49% |
$14.2K - $16.2K
|
4.7K
$205K
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
237+ 6.1% |
$13.8K - $15.7K
|
4.12K
$180K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
220+ 1.48% |
$12.8K - $14.6K
|
15.1K
$659K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
220New |
$12.8K - $14.6K
|
220
$9.61K
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
218New |
$12.7K - $14.5K
|
218
$9.52K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
218+ 1.08% |
$12.7K - $14.5K
|
20.5K
$894K
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
217+ 11.35% |
$12.6K - $14.4K
|
2.13K
$93K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
204New |
$11.9K - $13.5K
|
204
$8.91K
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
200New |
$11.6K - $13.3K
|
200
$8.74K
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
197+ 1.59% |
$11.5K - $13.1K
|
12.6K
$550K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
171New |
$9.94K - $11.3K
|
171
$7.47K
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
162+ 3.93% |
$9.42K - $10.7K
|
4.29K
$187K
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
143+ 2.06% |
$8.31K - $9.48K
|
7.09K
$310K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
140New |
$8.14K - $9.28K
|
140
$6.12K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
139+ 1.21% |
$8.08K - $9.22K
|
11.6K
$507K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
136New |
$7.91K - $9.02K
|
136
$5.94K
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
130New |
$7.56K - $8.62K
|
130
$5.68K
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
127+ 0.17% |
$7.38K - $8.42K
|
74.7K
$3.26M
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
112New |
$6.51K - $7.43K
|
112
$4.89K
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
108+ 2.39% |
$6.28K - $7.16K
|
4.62K
$202K
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
82+ 31.3% |
$4.77K - $5.44K
|
344
$15K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
82New |
$4.77K - $5.44K
|
82
$3.58K
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
80New |
$4.65K - $5.3K
|
80
$3.49K
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
80New |
$4.65K - $5.3K
|
80
$3.49K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
75+ 40.76% |
$4.36K - $4.97K
|
259
$11.3K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
75+ 62.5% |
$4.36K - $4.97K
|
195
$8.52K
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
72+ 0.51% |
$4.19K - $4.77K
|
14.1K
$617K
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
62+ 1.39% |
$3.6K - $4.11K
|
4.54K
$198K
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
62+ 1.39% |
$3.6K - $4.11K
|
4.54K
$198K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
55+ 2.4% |
$3.2K - $3.65K
|
2.34K
$102K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
50New |
$2.91K - $3.32K
|
50
$2.18K
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
50New |
$2.91K - $3.32K
|
50
$2.18K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
50New |
$2.91K - $3.32K
|
50
$2.18K
|
|
Aug 10, 2023
Q2 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
50+ 0.83% |
$2.91K - $3.32K
|
6.1K
$266K
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
49+ 32.67% |
$2.85K - $3.25K
|
199
$8.69K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
49+ 32.67% |
$2.85K - $3.25K
|
199
$8.69K
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
44+ 0.4% |
$2.56K - $2.92K
|
11K
$479K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
43New |
$2.5K - $2.85K
|
43
$1.88K
|