Purchases and Sales Made in Q2 2023 in Global X Uranium ETF (URA)
This table provides information about the institutional ownership of Global X Uranium ETF (URA) during Q2 2023. The information is specifically focused on institutions that hold shares of GLOBAL X URANIUM ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2K+ 5.06% |
$38.1K - $45.2K
|
41.5K
$1.17M
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
BUY
|
- |
1.58K+ 8.63% |
$30.1K - $35.6K
|
19.9K
$558K
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1KNew |
$19.1K - $22.6K
|
1K
$28.1K
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
937+ 1.18% |
$17.8K - $21.2K
|
80.4K
$2.26M
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
810+ 810.0% |
$15.4K - $18.3K
|
910
$25.6K
|
|
Jul 25, 2023
Q2 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
711+ 3.9% |
$13.5K - $16.1K
|
18.9K
$532K
|
|
Jul 10, 2023
Q2 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
598+ 0.68% |
$11.4K - $13.5K
|
88.5K
$2.49M
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
579+ 2.0% |
$11K - $13.1K
|
29.6K
$831K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
523New |
$9.96K - $11.8K
|
523
$14.7K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
515New |
$9.81K - $11.6K
|
515
$14.5K
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
500New |
$9.53K - $11.3K
|
500
$14.1K
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
486+ 7.92% |
$9.26K - $11K
|
6.62K
$186K
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
277New |
$5.28K - $6.25K
|
277
$7.79K
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
150New |
$2.86K - $3.39K
|
150
$4.22K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
150+ 20.6% |
$2.86K - $3.39K
|
878
$24.7K
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
145New |
$2.76K - $3.27K
|
145
$4.08K
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
101New |
$1.92K - $2.28K
|
101
$2.84K
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
100New |
$1.91K - $2.26K
|
100
$2.81K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
100New |
$1.91K - $2.26K
|
100
$2.81K
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
75+ 150.0% |
$1.43K - $1.69K
|
125
$3.51K
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
40+ 0.25% |
$762 - $903
|
16.2K
$457K
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
24+ 5.1% |
$457 - $542
|
495
$13.9K
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
23+ 0.15% |
$438 - $519
|
15.6K
$438K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8+ 1.86% |
$152 - $181
|
438
$12.3K
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.42% |
$19.1 - $22.6
|
237
$6.66K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-24- 9.64% |
$457 - $542
|
225
$6.32K
|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-50- 0.24% |
$953 - $1.13K
|
20.4K
$573K
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-75- 0.29% |
$1.43K - $1.69K
|
25.8K
$726K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-92- 0.38% |
$1.75K - $2.08K
|
24.4K
$685K
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-108- 0.75% |
$2.06K - $2.44K
|
14.3K
$403K
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-157- 0.09% |
$2.99K - $3.55K
|
169K
$4.76M
|
|
Aug 07, 2023
Q2 2023
|
Lane Generational LLC
|
SELL
|
- |
-163- 1.37% |
$3.11K - $3.68K
|
11.7K
$330K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-169- 1.66% |
$3.22K - $3.82K
|
10K
$282K
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-238- 0.32% |
$4.53K - $5.37K
|
74.6K
$2.1M
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-244- 61.15% |
$4.65K - $5.51K
|
155
$4.36K
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-244- 61.15% |
$4.65K - $5.51K
|
155
$4.36K
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
SELL
|
- |
-245- 1.6% |
$4.67K - $5.53K
|
15.1K
$423K
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-250- 2.27% |
$4.76K - $5.65K
|
10.8K
$302K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-306- 0.14% |
$5.83K - $6.91K
|
226K
$6.34M
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-342- 40.62% |
$6.52K - $7.72K
|
500
$14.1K
|
|
Jul 28, 2023
Q2 2023
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-349- 0.75% |
$6.65K - $7.88K
|
46K
$1.29M
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-545- 0.13% |
$10.4K - $12.3K
|
420K
$11.8M
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-556- 2.54% |
$10.6K - $12.6K
|
21.3K
$600K
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-609- 55.62% |
$11.6K - $13.8K
|
486
$13.7K
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-659- 2.23% |
$12.6K - $14.9K
|
28.9K
$811K
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-692- 6.45% |
$13.2K - $15.6K
|
10K
$282K
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1K- 9.77% |
$19.1K - $22.6K
|
9.24K
$260K
|
|
Jul 13, 2023
Q2 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1K- 2.58% |
$19.1K - $22.6K
|
37.8K
$1.06M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.08K- 51.07% |
$20.5K - $24.3K
|
1.03K
$29K
|