Grassi Investment Management Global X Fds Global X Autonomo Transaction History

Grassi Investment Management

$1.26 Billion
Q2 2025

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	SELL	$22.45 - $24.22 $26,940 - $29,064	-1,200 Reduced 7.14%	15,608 $358,000
Q3 2024 Oct 22, 2024	SELL	$20.59 - $25.46 $38,647 - $47,788	-1,877 Reduced 10.05%	16,808 $395,000
Q1 2024 Apr 10, 2024	BUY	$22.49 - $24.7 $629 - $691	28 Added 0.15%	18,685 $462,000
Q4 2023 Jan 10, 2024	BUY	$20.79 - $25.09 $2,079 - $2,509	100 Added 0.54%	18,657 $460,000
Q3 2023 Oct 11, 2023	SELL	$23.02 - $27.76 $8,770 - $10,576	-381 Reduced 2.01%	18,557 $436,000
Q2 2023 Jul 11, 2023	SELL	$21.82 - $26.45 $20,729 - $25,127	-950 Reduced 4.78%	18,938 $493,000
Q1 2023 Apr 11, 2023	BUY	$19.92 - $24.93 $2,370 - $2,966	119 Added 0.6%	19,888 $474,000
Q4 2022 Jan 10, 2023	SELL	$19.39 - $23.39 $15,512 - $18,712	-800 Reduced 3.89%	19,769 $393,000
Q3 2022 Oct 12, 2022	SELL	$20.12 - $26.11 $10,764 - $13,968	-535 Reduced 2.54%	20,569 $414,000
Q2 2022 Jul 12, 2022	SELL	$21.47 - $28.3 $31,131 - $41,035	-1,450 Reduced 6.43%	21,104 $453,000
Q1 2022 Apr 12, 2022	BUY	$23.97 - $31.55 $7,286 - $9,591	304 Added 1.37%	22,554 $622,000
Q4 2021 Jan 13, 2022	BUY	$26.95 - $32.11 $155,636 - $185,435	5,775 Added 35.05%	22,250 $679,000
Q3 2021 Oct 12, 2021	BUY	$26.72 - $29.15 $28,724 - $31,336	1,075 Added 6.98%	16,475 $452,000
Q2 2021 Jul 09, 2021	BUY	$25.55 - $28.58 $19,162 - $21,435	750 Added 5.12%	15,400 $436,000
Q1 2021 Apr 12, 2021	BUY	$24.01 - $28.34 $351,746 - $415,181	14,650 New	14,650 $389,000

Others Institutions Holding DRIV

# of Institutions

146

Shares Held

2.85M

Call Options Held

4.4K

Put Options Held

3.4K

Bank Of America Corp Charlotte, NC

795K
Shares

$20 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

282K
Shares

$7.09 Million
0.0% of portfolio
Strategic Wealth Advisors Group, LLC Sacramento, CA

168K
Shares

$4.22 Million
0.15% of portfolio
Hancock Prospecting Pty LTD West Perth, C3

162K
Shares

$4.07 Million
0.14% of portfolio
Northwestern Mutual Wealth Management CO

87.7K
Shares

$2.21 Million
0.0% of portfolio

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