Latest Institutional Transactions on Global X Fds Adaptive U S Fact (AUSF)
This table provides information on the latest institutional transactions involving Global X Fds Adaptive U S Fact (AUSF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
12.7KNew |
$497K - $568K
|
12.7K
$575K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-116K- 2.48% |
$4.54M - $5.18M
|
4.56M
$207M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
5.08K+ 2.92% |
$199K - $227K
|
179K
$8.12M
|
|
|
Jul 09, 2025
Q2 2025
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
2.38K+ 37.9% |
$93.4K - $107K
|
8.67K
$393K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
3.29K+ 75.89% |
$129K - $147K
|
7.63K
$345K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
12K+ 38.78% |
$500K - $527K
|
42.9K
$1.94M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
12KNew |
$500K - $528K
|
12K
$543K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
345+ 5.0% |
$14.4K - $15.2K
|
7.24K
$328K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2K+ 7.13% |
$83.2K - $87.7K
|
30K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.2K+ 43.1% |
$509K - $537K
|
40.5K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
6.97K+ 19.98% |
$290K - $306K
|
41.8K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
7.85KNew |
$327K - $345K
|
7.85K
$355K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
10.6K+ 60.01% |
$443K - $467K
|
28.3K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
62+ 0.29% |
$2.58K - $2.73K
|
21.2K
$962K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$41.7 - $44
|
1
$45.3
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.95KNew |
$248K - $262K
|
5.95K
$270K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
20K+ 16.75% |
$832K - $878K
|
139K
$6.3M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
10.2K+ 7.27% |
$427K - $450K
|
151K
$6.84M
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
9.18KNew |
$383K - $404K
|
9.18K
$416K
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
18.5K+ 6.43% |
$773K - $815K
|
307K
$13.9M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
361K+ 137.59% |
$15M - $15.9M
|
623K
$28.2M
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
1.42MNew |
$59.3M - $62.6M
|
1.42M
$64.4M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
102K+ 32.05% |
$4.27M - $4.5M
|
422K
$19.1M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.98K+ 28.0% |
$207K - $219K
|
22.8K
$1.03M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
30.3K+ 492.24% |
$1.26M - $1.33M
|
36.5K
$1.65M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
3.65KNew |
$152K - $161K
|
3.65K
$165K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
61.3K+ 28.08% |
$2.55M - $2.69M
|
279K
$12.6M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
11.6K+ 8.29% |
$482K - $509K
|
151K
$6.84M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2.06KNew |
$85.7K - $90.4K
|
2.06K
$93.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.54K+ 19.26% |
$64.1K - $67.7K
|
9.53K
$431K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
629+ 121.9% |
$26.2K - $27.7K
|
1.15K
$51.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
19.1K+ 63.84% |
$798K - $842K
|
49.1K
$2.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.36K+ 3.14% |
$98.2K - $104K
|
77.5K
$3.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
16.6KNew |
$692K - $730K
|
16.6K
$752K
|
|
|
Apr 28, 2025
Q1 2025
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
16.6K+ 40.65% |
$693K - $731K
|
57.5K
$2.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-1K- 6.67% |
$41.7K - $44K
|
14K
$633K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.22K+ 24.67% |
$50.8K - $53.6K
|
6.16K
$279K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.79K+ 18.02% |
$116K - $123K
|
18.3K
$828K
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
201KNew |
$8.36M - $8.82M
|
201K
$9.08M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
69New |
$2.88K - $3.03K
|
69
$3.12K
|
|
|
Apr 14, 2025
Q1 2025
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
230+ 1.29% |
$9.59K - $10.1K
|
18.1K
$820K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
184+ 3.57% |
$7.67K - $8.3K
|
5.34K
$242K
|
|
|
Apr 16, 2025
Q4 2024
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
4.84KNew |
$202K - $218K
|
4.84K
$219K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
19.8KNew |
$825K - $892K
|
19.8K
$896K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.03K- 5.2% |
$42.8K - $46.3K
|
18.7K
$846K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
44.2KNew |
$1.84M - $1.99M
|
44.2K
$2M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.47K+ 12.54% |
$61.5K - $66.5K
|
13.2K
$599K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.16K+ 68.55% |
$90K - $97.3K
|
5.31K
$240K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
30+ 0.66% |
$1.25K - $1.35K
|
4.59K
$208K
|
|