Purchases and Sales Made in Q1 2024 in Glbl X Funds Glbl X Yldco & Re (RNRG)
This table provides information about the institutional ownership of Glbl X Funds Glbl X Yldco & Re (RNRG) during Q1 2024. The information is specifically focused on institutions that hold shares of GLBL X FUNDS GLBL X YLDCO & RE.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
65.3K+ 20.2% |
$627K - $722K
|
388K
$3.73M
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
12.1KNew |
$116K - $134K
|
12.1K
$116K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
4.2K+ 569.97% |
$40.3K - $46.4K
|
4.93K
$47.4K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.1K+ 4.32% |
$39.4K - $45.4K
|
99.1K
$952K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
3.69K+ 10.21% |
$35.5K - $40.8K
|
39.8K
$383K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.32K+ 5.94% |
$12.7K - $14.7K
|
23.6K
$227K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
1.09K+ 4.95% |
$10.5K - $12.1K
|
23.1K
$222K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
265+ 24.67% |
$2.55K - $2.93K
|
1.34K
$12.9K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
265+ 24.67% |
$2.55K - $2.93K
|
1.34K
$12.9K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
200New |
$1.92K - $2.21K
|
200
$1.92K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
137+ 20.3% |
$1.32K - $1.52K
|
812
$7.8K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
132New |
$1.27K - $1.46K
|
132
$1.27K
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
90+ 0.75% |
$865 - $996
|
12.1K
$116K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
28New |
$269 - $310
|
28
$269
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-991- 4.37% |
$9.52K - $11K
|
21.7K
$209K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.75K- 20.16% |
$16.8K - $19.4K
|
6.92K
$66.5K
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-2.2K- 16.91% |
$21.1K - $24.4K
|
10.8K
$104K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.58K- 19.32% |
$34.4K - $39.6K
|
14.9K
$143K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.92KClosed |
$66.5K - $76.6K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.58K- 49.79% |
$92.1K - $106K
|
9.66K
$92.9K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9.59K- 17.15% |
$92.1K - $106K
|
46.3K
$445K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.1K- 54.74% |
$135K - $156K
|
11.6K
$112K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-25K- 56.22% |
$240K - $277K
|
19.5K
$187K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-32.9K- 66.11% |
$316K - $364K
|
16.9K
$162K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-181K- 75.09% |
$1.74M - $2M
|
60K
$576K
|