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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
71New |
$2.12K - $2.32K
|
71
$2.94K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
67+ 0.22% |
$2K - $2.18K
|
30.1K
$1.25M
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
66New |
$1.97K - $2.15K
|
66
$2.73K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
65+ 0.39% |
$1.94K - $2.12K
|
16.7K
$693K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
60+ 0.32% |
$1.79K - $1.96K
|
18.7K
$774K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
48+ 0.18% |
$1.44K - $1.57K
|
26.4K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
47+ 0.21% |
$1.41K - $1.53K
|
22.2K
$918K
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
46+ 0.25% |
$1.38K - $1.5K
|
18.3K
$758K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
41+ 0.33% |
$1.23K - $1.34K
|
12.4K
$513K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
40+ 0.1% |
$1.2K - $1.3K
|
39.8K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
36+ 27.27% |
$1.08K - $1.17K
|
168
$6.95K
|
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
28+ 0.25% |
$837 - $913
|
11.1K
$457K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
27+ 25.47% |
$808 - $880
|
133
$5.5K
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
19+ 0.1% |
$568 - $620
|
18.4K
$760K
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
18+ 0.1% |
$538 - $587
|
17.6K
$726K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
16+ 0.18% |
$479 - $522
|
8.9K
$368K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
14+ 0.24% |
$419 - $457
|
5.79K
$239K
|
|
|
Oct 27, 2023
Q3 2023
|
Planning Directions Inc
|
BUY
|
- |
11+ 0.14% |
$329 - $359
|
8.1K
$335K
|
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
11+ 0.05% |
$329 - $359
|
24K
$994K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
10+ 20.0% |
$299 - $326
|
60
$2.48K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.07% |
$299 - $326
|
13.7K
$566K
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
10+ 0.11% |
$299 - $326
|
8.91K
$369K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
10New |
$299 - $326
|
10
$414
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
6+ 0.22% |
$179 - $196
|
2.7K
$112K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
5+ 0.01% |
$150 - $163
|
44.5K
$1.84M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.03% |
$120 - $130
|
11.5K
$476K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
2+ 0.19% |
$59.8 - $65.2
|
1.03K
$42.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$59.8 - $65.2
|
8.78K
$363K
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
2+ 0.01% |
$59.8 - $65.2
|
14.6K
$603K
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 0.26% |
$29.9 - $32.6
|
386
$16K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
1+ 0.0% |
$29.9 - $32.6
|
6.83M
$283M
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.06% |
$29.9 - $32.6
|
1.62K
$66.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.27% |
$29.9 - $32.6
|
365
$15.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.5% |
$29.9 - $32.6
|
202
$8.36K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.01% |
$29.9 - $32.6
|
11.8K
$486K
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-3- 0.04% |
$89.7 - $97.8
|
7.87K
$325K
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-5- 0.99% |
$150 - $163
|
500
$20.7K
|
|
|
Oct 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-10- 0.12% |
$299 - $326
|
8.54K
$353K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-11- 0.09% |
$329 - $359
|
12.9K
$534K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-20- 0.07% |
$598 - $652
|
27.4K
$1.13M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-21- 0.26% |
$628 - $685
|
8.17K
$338K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-22- 53.66% |
$658 - $717
|
19
$786
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-27- 93.1% |
$808 - $880
|
2
$82.7
|
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-30- 0.27% |
$897 - $978
|
11.1K
$460K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-30- 75.0% |
$897 - $978
|
10
$414
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-36- 3.91% |
$1.08K - $1.17K
|
884
$36.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-55- 0.24% |
$1.65K - $1.79K
|
22.4K
$926K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-66- 0.3% |
$1.97K - $2.15K
|
21.6K
$894K
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-108- 0.55% |
$3.23K - $3.52K
|
19.5K
$809K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-116- 0.85% |
$3.47K - $3.78K
|
13.5K
$560K
|