Purchases and Sales Made in Q3 2023 in Global X Fds Us Infrastructure (PAVE)
This table provides information about the institutional ownership of Global X Fds Us Infrastructure (PAVE) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 16, 2023
Q3 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
6.47KNew |
$193K - $211K
|
6.47K
$267K
|
|
Oct 16, 2023
Q3 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
6.31K+ 1.44% |
$189K - $206K
|
445K
$18.4M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.31K+ 1.51% |
$189K - $206K
|
425K
$17.6M
|
|
Oct 30, 2023
Q3 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
5.95K+ 59.42% |
$178K - $194K
|
16K
$660K
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.56K+ 65.09% |
$166K - $181K
|
14.1K
$583K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5.41K+ 1.29% |
$162K - $176K
|
425K
$17.6M
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
5.35K+ 27.41% |
$160K - $174K
|
24.9K
$1.03M
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5.32K+ 6.88% |
$159K - $174K
|
82.7K
$3.42M
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.32K+ 8.5% |
$159K - $173K
|
67.8K
$2.81M
|
|
Oct 16, 2023
Q3 2023
|
Clarus Group, Inc.
|
BUY
|
- |
5.16K+ 2.48% |
$154K - $168K
|
213K
$8.83M
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.75K+ 29.68% |
$142K - $155K
|
20.8K
$859K
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
4.58KNew |
$137K - $149K
|
4.58K
$189K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
4.46K+ 1080.87% |
$134K - $146K
|
4.88K
$202K
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
4.36K+ 51.76% |
$130K - $142K
|
12.8K
$529K
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
4.33K+ 11.75% |
$130K - $141K
|
41.2K
$1.7M
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.25K+ 3.84% |
$127K - $139K
|
115K
$4.76M
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.23K+ 62.32% |
$126K - $138K
|
11K
$455K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.02K+ 27.08% |
$120K - $131K
|
18.9K
$781K
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4.01K+ 6.28% |
$120K - $131K
|
67.9K
$2.81M
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
4K+ 1.26% |
$120K - $130K
|
322K
$13.3M
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.81K+ 11.71% |
$114K - $124K
|
36.3K
$1.5M
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.62K+ 8.67% |
$108K - $118K
|
45.3K
$1.88M
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
3.38K+ 12.26% |
$101K - $110K
|
31K
$1.28M
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
3.2KNew |
$95.7K - $104K
|
3.2K
$132K
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
3.2K+ 10.79% |
$95.7K - $104K
|
32.9K
$1.36M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.08K+ 4.77% |
$92.1K - $100K
|
67.6K
$2.8M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
3.02K+ 18.49% |
$90.2K - $98.4K
|
19.3K
$800K
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.95K+ 40.38% |
$88.1K - $96.1K
|
10.2K
$424K
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.93K+ 12.86% |
$87.5K - $95.4K
|
25.7K
$1.06M
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
2.83KNew |
$84.5K - $92.1K
|
2.83K
$117K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.47K+ 2.79% |
$73.9K - $80.6K
|
91.2K
$3.77M
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.41K+ 1.15% |
$72K - $78.5K
|
211K
$8.73M
|
|
Nov 13, 2023
Q3 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.39K+ 17.13% |
$71.3K - $77.8K
|
16.3K
$675K
|
|
Nov 13, 2023
Q3 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
2.28K+ 0.23% |
$68.2K - $74.4K
|
989K
$40.9M
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.99K+ 10.94% |
$59.5K - $64.9K
|
20.2K
$835K
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.82K+ 11.03% |
$54.4K - $59.3K
|
18.3K
$757K
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.68K+ 23.94% |
$50.2K - $54.8K
|
8.7K
$360K
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.59K+ 3.36% |
$47.6K - $51.9K
|
49K
$2.03M
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.57K+ 148.67% |
$46.9K - $51.1K
|
2.62K
$108K
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.45K+ 10.51% |
$43.3K - $47.3K
|
15.2K
$630K
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.45KNew |
$43.2K - $47.1K
|
1.45K
$59.8K
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.4K+ 4.8% |
$41.9K - $45.7K
|
30.6K
$1.27M
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.4K+ 6.94% |
$41.9K - $45.7K
|
21.6K
$892K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.39K+ 302.17% |
$41.7K - $45.4K
|
1.85K
$76.7K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.39K+ 302.17% |
$41.7K - $45.4K
|
1.85K
$76.7K
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.32K+ 20.25% |
$39.5K - $43.1K
|
7.84K
$324K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.32K+ 4.16% |
$39.5K - $43K
|
33K
$1.37M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.32K+ 1.63% |
$39.4K - $43K
|
82.3K
$3.4M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
1.24K+ 10.2% |
$37.2K - $40.6K
|
13.4K
$556K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.24K+ 7.42% |
$37K - $40.3K
|
17.9K
$741K
|