Financial Advocates Investment Management Global X Fds Global X Lithium Transaction History

Financial Advocates Investment Management

$1.78 Billion
Q3 2024

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	SELL	$39.45 - $50.29 $1.07 Million - $1.37 Million	-27,195 Reduced 84.76%	4,891 $221,000
Q4 2023 Feb 08, 2024	BUY	$45.87 - $54.17 $991,663 - $1.17 Million	21,619 Added 206.54%	32,086 $1.63 Million
Q3 2023 Oct 27, 2023	SELL	$53.74 - $68.84 $279,394 - $357,899	-5,199 Reduced 33.19%	10,467 $577,000
Q2 2023 Aug 07, 2023	BUY	$58.13 - $66.31 $246,354 - $281,021	4,238 Added 37.08%	15,666 $1.02 Million
Q1 2023 May 11, 2023	SELL	$57.94 - $72.34 $1.02 Million - $1.28 Million	-17,630 Reduced 60.67%	11,428 $726,000
Q4 2022 Feb 14, 2023	BUY	$58.24 - $74.68 $778,028 - $997,650	13,359 Added 85.09%	29,058 $1.7 Million
Q3 2022 Nov 14, 2022	SELL	$66.09 - $81.79 $810,527 - $1 Million	-12,264 Reduced 43.86%	15,699 $1.03 Million
Q2 2022 Aug 12, 2022	SELL	$61.71 - $80.05 $329,778 - $427,787	-5,344 Reduced 16.04%	27,963 $2.03 Million
Q1 2022 May 11, 2022	SELL	$66.06 - $85.93 $39,239 - $51,042	-594 Reduced 1.75%	33,307 $2.56 Million
Q4 2021 Feb 14, 2022	BUY	$78.69 - $96.31 $110,952 - $135,797	1,410 Added 4.34%	33,901 $2.86 Million
Q3 2021 Nov 04, 2021	BUY	$72.05 - $87.02 $702,055 - $847,922	9,744 Added 42.84%	32,491 $2.66 Million
Q2 2021 Aug 03, 2021	SELL	$58.04 - $72.46 $273,136 - $340,996	-4,706 Reduced 17.14%	22,747 $1.7 Million
Q1 2021 May 10, 2021	SELL	$55.15 - $74.31 $38,329 - $51,645	-695 Reduced 2.47%	27,453 $1.61 Million
Q4 2020 Feb 12, 2021	BUY	$40.07 - $62.31 $1.04 Million - $1.61 Million	25,894 Added 1148.8%	28,148 $1.74 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-275 Reduced 10.87%	2,254 $0
Q3 2018 Nov 14, 2018	BUY	N/A	2,529 New	2,529 $0

Others Institutions Holding LIT

# of Institutions

327

Shares Held

5.92M

Call Options Held

490K

Put Options Held

868K

Morgan Stanley New York, NY

489K
Shares

$22 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

449K
Shares

$20.2 Million
0.0% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

447K
Shares

$20.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

422K
Shares

$19 Million
0.01% of portfolio
Jane Street Group, LLC New York, NY

401K
Shares

$18 Million
0.0% of portfolio

View Full List

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