Institutional Ownership Global X Funds Global X Altern (ALTY)
This table provides information about the institutional ownership of Global X Funds Global X Altern (ALTY). We have compiled data on the 20 institutions that hold shares in the stock, with a total of 1.22 Million shares, which have been reported (via 13F filing form) to have a value of $14.5 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
464,680
shares
|
$5.53 Million
1.56% of portfolio
|
Q1 2023
Added 217.81%
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
377,724
shares
|
$4.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
71,393
shares
|
$848,862
0.2% of portfolio
|
Q1 2024
Added 16.6%
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
57,433
shares
|
$682,878
0.05% of portfolio
|
Q3 2024
New holding
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
47,864
shares
|
$569,102
0.24% of portfolio
|
Q1 2024
Reduced 4.34%
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
43,656
shares
|
$519,069
0.27% of portfolio
|
Q1 2024
Added 3.58%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
27,655
shares
|
$328,817
0.0% of portfolio
|
Q3 2024
New holding
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
26,675
shares
|
$317,165
0.0% of portfolio
|
Q2 2024
Reduced 4.97%
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
26,525
shares
|
$315,382
0.0% of portfolio
|
Q3 2024
Reduced 22.72%
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
19,152
shares
|
$227,717
0.03% of portfolio
|
Q3 2024
Reduced 18.43%
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
14,900
shares
|
$177,161
0.0% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
11,498
shares
|
$136,711
0.01% of portfolio
|
Q3 2024
Added 0.2%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
11,312
shares
|
$134,499
0.0% of portfolio
|
Q3 2024
Added 0.12%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
7,100
shares
|
$84,419
0.02% of portfolio
|
Q3 2024
Reduced 17.68%
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
6,392
shares
|
$76,000
0.0% of portfolio
|
Q3 2024
Added 507.03%
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
5,258
shares
|
$62,517
0.0% of portfolio
|
Q3 2024
Added 54.42%
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
631
shares
|
$7,502
0.0% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
93
shares
|
$1,105
0.0% of portfolio
|
Q3 2023
Reduced 95.9%
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
1
shares
|
$11
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|