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 |
|---|---|---|---|---|---|---|---|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.78KNew |
$50.2K - $61.8K
|
1.78K
$77.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.7K+ 9.98% |
$48K - $59.2K
|
18.7K
$819K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
1.57KNew |
$44.2K - $54.5K
|
1.57K
$68.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.5K+ 3.15% |
$42.4K - $52.3K
|
49.1K
$2.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
1.48K+ 1.25% |
$41.9K - $51.6K
|
120K
$5.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.47K+ 19.33% |
$41.6K - $51.3K
|
9.09K
$398K
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.43K+ 5.18% |
$40.4K - $49.7K
|
29K
$1.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.43K+ 1.3% |
$40.4K - $49.7K
|
111K
$4.86M
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
1.39K+ 12.05% |
$39.4K - $48.5K
|
13K
$567K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.32K+ 12.24% |
$37.2K - $45.9K
|
12.1K
$529K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.28K+ 2.61% |
$36.1K - $44.5K
|
50.3K
$2.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.23K+ 1.81% |
$34.7K - $42.8K
|
69.1K
$3.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
1.18KNew |
$33.3K - $41.1K
|
1.18K
$51.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.17K+ 2.58% |
$33.1K - $40.7K
|
46.5K
$2.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.13K+ 6.11% |
$31.9K - $39.3K
|
19.6K
$858K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.03K+ 5.64% |
$29.2K - $36K
|
19.4K
$847K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.01KNew |
$28.5K - $35.1K
|
1.01K
$44.1K
|
|
|
Jan 23, 2024
Q4 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
1KNew |
$28.3K - $34.8K
|
1K
$43.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
974+ 7.82% |
$27.5K - $33.9K
|
13.4K
$587K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
952New |
$26.9K - $33.1K
|
952
$41.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
938+ 1.63% |
$26.5K - $32.7K
|
58.3K
$2.55M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
929+ 11.39% |
$26.3K - $32.3K
|
9.09K
$397K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
906+ 3.53% |
$25.6K - $31.5K
|
26.6K
$1.16M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
850+ 12.65% |
$24K - $29.6K
|
7.57K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
798+ 6.79% |
$22.6K - $27.8K
|
12.6K
$549K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
770+ 2.97% |
$21.8K - $26.8K
|
26.7K
$1.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
737+ 4.4% |
$20.8K - $25.7K
|
17.5K
$765K
|
|
|
Jan 23, 2024
Q4 2023
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
704+ 6.73% |
$19.9K - $24.5K
|
11.2K
$488K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
698+ 1.57% |
$19.7K - $24.3K
|
45.2K
$1.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Ars Investment Partners, LLC
|
BUY
|
- |
613+ 1.44% |
$17.3K - $21.3K
|
43.2K
$1.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
600+ 1.35% |
$17K - $20.9K
|
45.1K
$1.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
590+ 2.02% |
$16.7K - $20.5K
|
29.9K
$1.31M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
541New |
$15.3K - $18.8K
|
541
$23.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
504+ 4.07% |
$14.2K - $17.5K
|
12.9K
$564K
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
500New |
$14.1K - $17.4K
|
500
$21.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Edge Rock Capital LLC
|
BUY
|
- |
477New |
$13.5K - $16.6K
|
477
$20.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
450+ 0.85% |
$12.7K - $15.7K
|
53.1K
$2.32M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
438+ 4380.0% |
$12.4K - $15.3K
|
448
$19.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
436+ 2.28% |
$12.3K - $15.2K
|
19.6K
$856K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
430New |
$12.2K - $15K
|
430
$18.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
420New |
$11.9K - $14.6K
|
420
$18.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
414+ 1.58% |
$11.7K - $14.4K
|
26.5K
$1.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
404+ 0.58% |
$11.4K - $14.1K
|
69.9K
$3.06M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
401New |
$11.3K - $14K
|
401
$17.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
400New |
$11.3K - $13.9K
|
400
$17.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
393+ 1.7% |
$11.1K - $13.7K
|
23.5K
$1.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
390New |
$11K - $13.6K
|
390
$17.1K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
376New |
$10.6K - $13.1K
|
376
$16.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
367+ 5.47% |
$10.4K - $12.8K
|
7.08K
$310K
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
326+ 0.62% |
$9.21K - $11.4K
|
52.9K
$2.31M
|