Purchases and Sales Made in Q4 2023 in Global X Fds Us Infrastructure (PAVE)
This table provides information about the institutional ownership of Global X Fds Us Infrastructure (PAVE) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
25.9K+ 12.63% |
$731K - $901K
|
231K
$10.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
23.1KNew |
$653K - $805K
|
23.1K
$1.01M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
21.6KNew |
$611K - $752K
|
21.6K
$945K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
21.5K+ 9.39% |
$607K - $748K
|
251K
$11M
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
21.3KNew |
$601K - $740K
|
21.3K
$930K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
20K+ 4.19% |
$565K - $696K
|
497K
$21.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
19.9K+ 10.31% |
$561K - $692K
|
213K
$9.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
18.6K+ 152.75% |
$527K - $649K
|
30.8K
$1.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18.5K+ 17.96% |
$523K - $644K
|
122K
$5.31M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
18.5KNew |
$522K - $643K
|
18.5K
$808K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
17.8K+ 8.78% |
$503K - $619K
|
220K
$9.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.6K+ 8.62% |
$496K - $611K
|
221K
$9.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.9K+ 7.91% |
$478K - $590K
|
231K
$10.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
16.9KNew |
$478K - $589K
|
16.9K
$739K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
16.7K+ 3.39% |
$472K - $582K
|
509K
$22.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
15.9KNew |
$449K - $553K
|
15.9K
$695K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
15.5K+ 18.4% |
$437K - $539K
|
99.6K
$4.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
14.7K+ 70.6% |
$414K - $511K
|
35.4K
$1.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Barings LLC
|
BUY
|
- |
14.4K+ 102.88% |
$407K - $502K
|
28.4K
$1.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
13.7K+ 298.14% |
$386K - $475K
|
18.2K
$797K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
13.4K+ 34.99% |
$380K - $468K
|
51.8K
$2.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
13.1KNew |
$369K - $455K
|
13.1K
$572K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
13KNew |
$367K - $452K
|
13K
$568K
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
12.9K+ 31.4% |
$366K - $450K
|
54.1K
$2.37M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.8KNew |
$360K - $444K
|
12.8K
$558K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
12.7K+ 25.8% |
$360K - $443K
|
62.1K
$2.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.5K+ 2.82% |
$353K - $435K
|
456K
$19.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
12.1KNew |
$343K - $422K
|
12.1K
$530K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.9K+ 6.25% |
$335K - $413K
|
201K
$8.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.7K+ 53.35% |
$332K - $409K
|
33.8K
$1.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
11.6K+ 84.68% |
$327K - $403K
|
25.3K
$1.1M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11.6K+ 18.63% |
$327K - $403K
|
73.7K
$3.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
11.2KNew |
$316K - $390K
|
11.2K
$490K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
11.2KNew |
$316K - $390K
|
11.2K
$490K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
11K+ 16.28% |
$311K - $383K
|
78.6K
$3.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.9K+ 19.25% |
$309K - $380K
|
67.6K
$2.96M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
9.67K+ 246.85% |
$273K - $337K
|
13.6K
$594K
|
|
|
Feb 14, 2024
Q4 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
9.48K+ 6.09% |
$268K - $330K
|
165K
$7.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
9.3K+ 6.69% |
$263K - $324K
|
148K
$6.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
9.19KNew |
$260K - $320K
|
9.19K
$402K
|
|
|
Feb 05, 2024
Q4 2023
|
Van Eck Associates Corp
|
BUY
|
- |
8.75K+ 10.09% |
$247K - $305K
|
95.4K
$4.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
8.44KNew |
$238K - $294K
|
8.44K
$369K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
8.23KNew |
$233K - $287K
|
8.23K
$360K
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
8.21K+ 73.41% |
$232K - $286K
|
19.4K
$848K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
8.1KNew |
$229K - $282K
|
8.1K
$354K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.62K+ 9.84% |
$215K - $265K
|
85K
$3.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
7.56KNew |
$214K - $263K
|
7.56K
$331K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7.41K+ 1.74% |
$209K - $258K
|
433K
$18.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
7.22K+ 3.07% |
$204K - $251K
|
242K
$10.6M
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
7.03K+ 34.82% |
$199K - $245K
|
27.2K
$1.19M
|