Purchases and Sales Made in Q1 2023 in Global X Fds Global X Social M (SOCL)
This table provides information about the institutional ownership of Global X Fds Global X Social M (SOCL) during Q1 2023. The information is specifically focused on institutions that hold shares of GLOBAL X FDS GLOBAL X SOCIAL M.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
44.7K+ 141.45% |
$1.42M - $1.74M
|
76.4K
$3.4M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14K+ 98.4% |
$445K - $544K
|
28.2K
$1.26M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.42KNew |
$204K - $250K
|
6.42K
$286K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6KNew |
$191K - $233K
|
6K
$267K
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5.89KNew |
$187K - $229K
|
5.89K
$263K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.72KNew |
$182K - $223K
|
5.72K
$255K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.2K+ 43.16% |
$165K - $202K
|
17.3K
$769K
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
3.27K+ 2.47% |
$104K - $127K
|
136K
$6.04M
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.12KNew |
$67.5K - $82.5K
|
2.12K
$94.5K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
300New |
$9.54K - $11.7K
|
300
$13.4K
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
267+ 3.38% |
$8.49K - $10.4K
|
8.16K
$364K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
201+ 3.54% |
$6.39K - $7.82K
|
5.88K
$262K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
110New |
$3.5K - $4.28K
|
110
$4.9K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
57New |
$1.81K - $2.22K
|
57
$2.54K
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
55New |
$1.75K - $2.14K
|
55
$2.45K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
36New |
$1.15K - $1.4K
|
36
$1.6K
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
3New |
$95.4 - $117
|
3
$134
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
2New |
$63.6 - $77.8
|
2
$89.1
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 0.63% |
$31.8 - $38.9
|
159
$7.08K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-17- 0.62% |
$541 - $661
|
2.75K
$122K
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-56- 0.57% |
$1.78K - $2.18K
|
9.78K
$436K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-83- 0.61% |
$2.64K - $3.23K
|
13.4K
$598K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-89- 9.13% |
$2.83K - $3.46K
|
886
$39.5K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-100- 20.62% |
$3.18K - $3.89K
|
385
$17.2K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-105- 4.29% |
$3.34K - $4.09K
|
2.34K
$104K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-198- 1.12% |
$6.3K - $7.7K
|
17.4K
$777K
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-312- 85.95% |
$9.92K - $12.1K
|
51
$2.27K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-427- 3.74% |
$13.6K - $16.6K
|
11K
$489K
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.15K- 38.59% |
$36.6K - $44.7K
|
1.83K
$81.5K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.6K- 4.33% |
$51K - $62.4K
|
35.4K
$1.58M
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.67K- 66.24% |
$85.1K - $104K
|
1.36K
$60.7K
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.81K- 97.47% |
$121K - $148K
|
99
$4.41K
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-4.34K- 14.41% |
$138K - $169K
|
25.8K
$1.15M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.33K- 3.91% |
$233K - $285K
|
180K
$8.04M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11K- 14.65% |
$349K - $427K
|
63.9K
$2.85M
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-52.1K- 7.25% |
$1.66M - $2.03M
|
667K
$29.7M
|
|
May 02, 2023
Q1 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-100K- 31.75% |
$3.18M - $3.89M
|
215K
$9.58M
|