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 10, 2024
Q4 2023
|
Avondale Wealth Management
|
SELL
|
- |
-7.07K- 46.42% |
$200K - $246K
|
8.16K
$357K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-8.13K- 34.27% |
$230K - $283K
|
15.6K
$682K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-8.38K- 17.06% |
$237K - $292K
|
40.8K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.47K- 49.14% |
$239K - $295K
|
8.77K
$383K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8.53K- 28.32% |
$241K - $297K
|
21.6K
$944K
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-8.55K- 26.03% |
$242K - $298K
|
24.3K
$1.06M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-9K- 49.48% |
$254K - $313K
|
9.19K
$402K
|
|
|
Feb 08, 2024
Q4 2023
|
Ameraudi Asset Management, Inc.
|
SELL
|
- |
-9.19K- 3.37% |
$260K - $320K
|
264K
$11.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-9.48K- 12.19% |
$268K - $330K
|
68.2K
$2.98M
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-10.2K- 15.08% |
$288K - $355K
|
57.4K
$2.51M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10.3K- 86.27% |
$290K - $358K
|
1.64K
$71.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-10.7K- 56.12% |
$302K - $372K
|
8.35K
$365K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-11.4K- 60.75% |
$323K - $398K
|
7.39K
$323K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-11.6K- 26.95% |
$329K - $405K
|
31.5K
$1.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-12K- 85.46% |
$339K - $418K
|
2.04K
$89.4K
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
SELL
|
- |
-13.4K- 14.14% |
$379K - $466K
|
81.3K
$3.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-13.6K- 4.2% |
$384K - $474K
|
310K
$13.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-14.3K- 27.39% |
$404K - $497K
|
37.9K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-14.3K- 19.42% |
$405K - $499K
|
59.5K
$2.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-14.5K- 6.81% |
$410K - $506K
|
199K
$8.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.7K- 54.27% |
$415K - $511K
|
12.4K
$541K
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-14.7K- 41.71% |
$415K - $512K
|
20.5K
$898K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-15.1K- 10.47% |
$426K - $525K
|
129K
$5.64M
|
|
|
Feb 13, 2024
Q4 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-15.1K- 44.42% |
$426K - $525K
|
18.9K
$826K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-15.8K- 3.82% |
$446K - $550K
|
398K
$17.4M
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
SELL
|
- |
-15.8K- 4.99% |
$447K - $551K
|
301K
$13.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-16.3K- 14.11% |
$461K - $568K
|
99.2K
$4.34M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-16.3K- 16.78% |
$461K - $568K
|
80.9K
$3.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-16.6K- 70.78% |
$469K - $578K
|
6.86K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-16.6K- 9.38% |
$470K - $580K
|
161K
$7.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17K- 79.61% |
$481K - $592K
|
4.36K
$190K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-17.5K- 17.06% |
$496K - $611K
|
85.3K
$3.73M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-20.1K- 71.43% |
$568K - $699K
|
8.03K
$351K
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-21K- 4.94% |
$595K - $733K
|
405K
$17.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-22.7K- 9.09% |
$642K - $790K
|
227K
$9.93M
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
SELL
|
- |
-32.1K- 35.3% |
$906K - $1.12M
|
58.8K
$2.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-38.7K- 3.37% |
$1.09M - $1.35M
|
1.11M
$48.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-38.8K- 35.29% |
$1.1M - $1.35M
|
71.1K
$3.11M
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-40.4KClosed |
$1.14M - $1.41M
|
0
$0
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-42.8K- 55.7% |
$1.21M - $1.49M
|
34K
$1.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-54K- 24.22% |
$1.53M - $1.88M
|
169K
$7.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-80.1K- 15.67% |
$2.26M - $2.79M
|
431K
$18.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
SELL
|
- |
-86.1K- 6.5% |
$2.43M - $3M
|
1.24M
$54.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-95.7K- 56.43% |
$2.7M - $3.33M
|
73.9K
$3.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-236K- 97.44% |
$6.67M - $8.22M
|
6.21K
$272K
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-284K- 97.1% |
$8.03M - $9.89M
|
8.49K
$371K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-367K- 35.29% |
$10.4M - $12.8M
|
673K
$29.4M
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-432K- 97.17% |
$12.2M - $15.1M
|
12.6K
$550K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-744K- 12.05% |
$21M - $25.9M
|
5.43M
$237M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-771K- 9.35% |
$21.8M - $26.9M
|
7.48M
$327M
|