Purchases and Sales Made in Q2 2023 in Global X Fds Us Infrastructure (PAVE)
This table provides information about the institutional ownership of Global X Fds Us Infrastructure (PAVE) during Q2 2023. The information is specifically focused on institutions that hold shares of GLOBAL X FDS US INFRASTRUCTURE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 07, 2023
Q2 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
361+ 3.8% |
$9.65K - $11.3K
|
9.86K
$408K
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
348+ 4.89% |
$9.3K - $10.9K
|
7.47K
$309K
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
339+ 0.05% |
$9.06K - $10.7K
|
737K
$30.5M
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
329+ 1.05% |
$8.79K - $10.3K
|
31.7K
$1.31M
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
313+ 76.9% |
$8.37K - $9.84K
|
720
$29.8K
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
300+ 1.4% |
$8.02K - $9.43K
|
21.7K
$897K
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
297New |
$7.94K - $9.33K
|
297
$12.3K
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
256+ 3.13% |
$6.84K - $8.05K
|
8.43K
$349K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
253+ 2.12% |
$6.76K - $7.95K
|
12.2K
$504K
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
200+ 1.35% |
$5.35K - $6.29K
|
15.1K
$623K
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
169+ 0.78% |
$4.52K - $5.31K
|
21.9K
$905K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
161+ 108.05% |
$4.3K - $5.06K
|
310
$12.8K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
132New |
$3.53K - $4.15K
|
132
$5.46K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
123+ 0.6% |
$3.29K - $3.87K
|
20.6K
$853K
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
122+ 1.66% |
$3.26K - $3.83K
|
7.48K
$309K
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
86+ 0.32% |
$2.3K - $2.7K
|
27K
$1.12M
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
82+ 1.01% |
$2.19K - $2.58K
|
8.21K
$340K
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
77+ 0.99% |
$2.06K - $2.42K
|
7.87K
$325K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
75New |
$2K - $2.36K
|
75
$3.1K
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
70+ 45.75% |
$1.87K - $2.2K
|
223
$9.23K
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
61+ 0.22% |
$1.63K - $1.92K
|
27.8K
$1.15M
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
57+ 0.19% |
$1.52K - $1.79K
|
30.1K
$1.24M
|
|
Aug 11, 2023
Q2 2023
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
50+ 0.22% |
$1.34K - $1.57K
|
22.5K
$929K
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
46+ 1.98% |
$1.23K - $1.45K
|
2.37K
$98.1K
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
46+ 0.01% |
$1.23K - $1.45K
|
418K
$17.3M
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
40New |
$1.07K - $1.26K
|
40
$1.65K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
40New |
$1.07K - $1.26K
|
40
$1.65K
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
30New |
$802 - $943
|
30
$1.24K
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
29New |
$775 - $911
|
29
$1.2K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
26+ 0.21% |
$695 - $817
|
12.4K
$511K
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
16+ 0.2% |
$428 - $503
|
8.2K
$339K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
11New |
$294 - $346
|
11
$455
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
10New |
$267 - $314
|
10
$414
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
BUY
|
- |
5+ 0.01% |
$134 - $157
|
37.3K
$1.54M
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-4- 2.58% |
$107 - $126
|
151
$6.25K
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-14- 1.08% |
$374 - $440
|
1.28K
$53K
|
|
Aug 03, 2023
Q2 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-40- 0.05% |
$1.07K - $1.26K
|
76.6K
$3.17M
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-44- 0.56% |
$1.18K - $1.38K
|
7.79K
$322K
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-51- 0.28% |
$1.36K - $1.6K
|
18.2K
$752K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-59- 0.81% |
$1.58K - $1.85K
|
7.24K
$300K
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-64- 0.1% |
$1.71K - $2.01K
|
63.9K
$2.64M
|
|
Aug 10, 2023
Q2 2023
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-70- 0.27% |
$1.87K - $2.2K
|
25.5K
$1.06M
|
|
Aug 15, 2023
Q2 2023
|
Tandem Capital Management Corp
|
SELL
|
- |
-100- 0.99% |
$2.67K - $3.14K
|
10K
$414K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-108- 0.33% |
$2.89K - $3.39K
|
32.5K
$1.35M
|
|
Aug 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-112- 0.47% |
$2.99K - $3.52K
|
23.8K
$985K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-127- 0.77% |
$3.39K - $3.99K
|
16.3K
$675K
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-127- 1.01% |
$3.39K - $3.99K
|
12.5K
$516K
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-139- 1.17% |
$3.72K - $4.37K
|
11.8K
$486K
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-150- 0.46% |
$4.01K - $4.71K
|
32.6K
$1.35M
|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-162- 1.5% |
$4.33K - $5.09K
|
10.6K
$439K
|