Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
33New |
$1.92K - $2.46K
|
33
$1.36K
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
31+ 0.71% |
$1.81K - $2.32K
|
4.43K
$182K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
30New |
$1.75K - $2.24K
|
30
$1.23K
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
29+ 1.61% |
$1.69K - $2.17K
|
1.83K
$75.1K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
26+ 6.12% |
$1.51K - $1.94K
|
451
$18.5K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
22+ 0.69% |
$1.28K - $1.64K
|
3.23K
$133K
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
15+ 10.2% |
$874 - $1.12K
|
162
$6.65K
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
12New |
$699 - $896
|
12
$493
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
9New |
$524 - $672
|
9
$370
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
9+ 1.95% |
$524 - $672
|
470
$19.3K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
5+ 4.31% |
$291 - $373
|
121
$4.97K
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
2+ 0.01% |
$116 - $149
|
34.8K
$1.43M
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2- 0.03% |
$116 - $149
|
6.3K
$259K
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-5- 0.46% |
$291 - $373
|
1.08K
$44.2K
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-7- 0.99% |
$408 - $523
|
700
$28.8K
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-9- 0.19% |
$524 - $672
|
4.77K
$196K
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10- 0.15% |
$582 - $747
|
6.58K
$270K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-24- 0.51% |
$1.4K - $1.79K
|
4.66K
$191K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-25- 49.02% |
$1.46K - $1.87K
|
26
$1.07K
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-30- 3.51% |
$1.75K - $2.24K
|
824
$33.8K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-30- 1.62% |
$1.75K - $2.24K
|
1.82K
$74.8K
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
SELL
|
- |
-55- 67.9% |
$3.2K - $4.11K
|
26
$1.07K
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-59- 1.2% |
$3.44K - $4.41K
|
4.84K
$199K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-74- 1.64% |
$4.31K - $5.53K
|
4.43K
$182K
|
|
Feb 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-75- 0.61% |
$4.37K - $5.6K
|
12.3K
$506K
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-75- 36.41% |
$4.37K - $5.6K
|
131
$5.38K
|
|
Feb 02, 2023
Q4 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-78- 0.64% |
$4.54K - $5.83K
|
12.2K
$500K
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-82- 1.61% |
$4.78K - $6.12K
|
5.02K
$206K
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-84- 0.54% |
$4.89K - $6.27K
|
15.5K
$639K
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-98- 2.56% |
$5.71K - $7.32K
|
3.74K
$154K
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-100- 1.85% |
$5.82K - $7.47K
|
5.3K
$218K
|
|
Feb 21, 2023
Q4 2022
|
Equitable Trust CO
|
SELL
|
- |
-100- 1.14% |
$5.82K - $7.47K
|
8.68K
$356K
|
|
Feb 10, 2023
Q4 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-100- 11.11% |
$5.82K - $7.47K
|
800
$32.9K
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-110- 12.79% |
$6.41K - $8.21K
|
750
$30.8K
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-112- 0.79% |
$6.52K - $8.36K
|
14K
$576K
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-117- 2.94% |
$6.81K - $8.74K
|
3.87K
$159K
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
SELL
|
- |
-119- 10.57% |
$6.93K - $8.89K
|
1.01K
$41.4K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-124- 16.06% |
$7.22K - $9.26K
|
648
$26.6K
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-135- 1.38% |
$7.86K - $10.1K
|
9.62K
$395K
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-140- 2.16% |
$8.15K - $10.5K
|
6.35K
$261K
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-150- 9.35% |
$8.74K - $11.2K
|
1.46K
$59.8K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-185- 6.9% |
$10.8K - $13.8K
|
2.5K
$103K
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-206- 5.09% |
$12K - $15.4K
|
3.84K
$158K
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-208- 0.86% |
$12.1K - $15.5K
|
24K
$986K
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-216- 14.48% |
$12.6K - $16.1K
|
1.28K
$52.4K
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
SELL
|
- |
-230- 0.76% |
$13.4K - $17.2K
|
30.2K
$1.24M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-232- 1.98% |
$13.5K - $17.3K
|
11.5K
$472K
|
|
Feb 16, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-234- 2.81% |
$13.6K - $17.5K
|
8.11K
$333K
|
|
Feb 08, 2023
Q4 2022
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-249- 1.35% |
$14.5K - $18.6K
|
18.2K
$749K
|