Wellington Shields Capital Management, LLC Global X Fds Global X Lithium Transaction History

Wellington Shields Capital Management, LLC

$540 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 10, 2021	SELL	$72.05 - $87.02 $32,422 - $39,159	-450 Reduced 13.04%	3,000 $246,000
Q1 2021 May 12, 2021	BUY	$55.15 - $74.31 $190,267 - $256,369	3,450 New	3,450 $202,000

Others Institutions Holding LIT

# of Institutions

326

Shares Held

6.22M

Call Options Held

326K

Put Options Held

1.73M

Morgan Stanley New York, NY

743K
Shares

$32.4 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

521K
Shares

$22.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

517K
Shares

$22.6 Million
0.01% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

455K
Shares

$19.9 Million
0.01% of portfolio
Ubs Group Ag

264K
Shares

$11.5 Million
0.0% of portfolio

View Full List

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