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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
40New |
$2.33K - $2.65K
|
40
$1.75K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
36New |
$2.09K - $2.39K
|
36
$1.57K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
31+ 0.93% |
$1.8K - $2.06K
|
3.35K
$146K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
30+ 24.19% |
$1.74K - $1.99K
|
154
$6.73K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
25+ 0.72% |
$1.45K - $1.66K
|
3.49K
$152K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
25+ 250.0% |
$1.45K - $1.66K
|
35
$1.53K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
25+ 0.92% |
$1.45K - $1.66K
|
2.75K
$120K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
23+ 1.2% |
$1.34K - $1.53K
|
1.94K
$84.7K
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
BUY
|
- |
11+ 0.07% |
$639 - $729
|
16.1K
$704K
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
7+ 0.12% |
$407 - $464
|
5.66K
$247K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 100.0% |
$291 - $332
|
10
$437
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
5New |
$291 - $332
|
5
$218
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4+ 1.37% |
$233 - $265
|
296
$12.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1+ 0.03% |
$58.1 - $66.3
|
3.85K
$168K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1+ 0.3% |
$58.1 - $66.3
|
338
$14.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3- 0.05% |
$174 - $199
|
6.37K
$278K
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-3- 0.07% |
$174 - $199
|
4.04K
$177K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-3- 1.02% |
$174 - $199
|
290
$12.7K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-9- 0.22% |
$523 - $597
|
3.99K
$174K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-10- 3.23% |
$581 - $663
|
300
$13.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-17- 7.8% |
$988 - $1.13K
|
201
$8.78K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-19- 0.26% |
$1.1K - $1.26K
|
7.26K
$317K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-35- 8.68% |
$2.03K - $2.32K
|
368
$16.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-35- 53.03% |
$2.03K - $2.32K
|
31
$1.35K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-44- 0.86% |
$2.56K - $2.92K
|
5.05K
$220K
|
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-45- 3.21% |
$2.62K - $2.98K
|
1.36K
$59.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-61- 1.67% |
$3.55K - $4.04K
|
3.58K
$157K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-65- 1.51% |
$3.78K - $4.31K
|
4.23K
$185K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-65- 16.58% |
$3.78K - $4.31K
|
327
$14.3K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-85- 36.8% |
$4.94K - $5.64K
|
146
$6.38K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-86- 2.37% |
$5K - $5.7K
|
3.54K
$155K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 33.22% |
$5.81K - $6.63K
|
201
$8.78K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-107- 2.08% |
$6.22K - $7.1K
|
5.05K
$221K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-123- 3.01% |
$7.15K - $8.16K
|
3.96K
$173K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-133- 0.87% |
$7.73K - $8.82K
|
15.1K
$661K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-143- 3.49% |
$8.31K - $9.48K
|
3.95K
$172K
|
|
|
Jul 13, 2023
Q2 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-149- 0.19% |
$8.66K - $9.88K
|
76.7K
$3.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
SELL
|
- |
-150- 3.61% |
$8.72K - $9.95K
|
4K
$175K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-150- 44.78% |
$8.72K - $9.95K
|
185
$8.08K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-155- 0.39% |
$9.01K - $10.3K
|
39.8K
$1.74M
|
|
|
Aug 10, 2023
Q2 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-167- 2.58% |
$9.71K - $11.1K
|
6.31K
$276K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-167- 12.32% |
$9.71K - $11.1K
|
1.19K
$51.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-170- 4.37% |
$9.88K - $11.3K
|
3.72K
$162K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-174- 1.15% |
$10.1K - $11.5K
|
14.9K
$651K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-178- 3.45% |
$10.3K - $11.8K
|
4.99K
$218K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-200- 22.96% |
$11.6K - $13.3K
|
671
$29.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-213- 4.18% |
$12.4K - $14.1K
|
4.89K
$214K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-216- 2.29% |
$12.6K - $14.3K
|
9.23K
$403K
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-220- 5.66% |
$12.8K - $14.6K
|
3.67K
$160K
|