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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
951+ 3.57% |
$37.6K - $40.6K
|
27.6K
$1.19M
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
20.1KNew |
$796K - $860K
|
20.1K
$867K
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.15KNew |
$124K - $134K
|
3.15K
$135K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
778New |
$30.7K - $33.2K
|
778
$33.5K
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
30.7K+ 77.34% |
$1.21M - $1.31M
|
70.4K
$3.03M
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-25- 47.17% |
$988 - $1.07K
|
28
$1.2K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-100- 99.01% |
$3.95K - $4.27K
|
1
$43
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.79K- 25.97% |
$189K - $205K
|
13.7K
$588K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-424- 2.38% |
$16.8K - $18.1K
|
17.4K
$748K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
706+ 13.58% |
$27.9K - $30.1K
|
5.91K
$254K
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.4K+ 308.09% |
$607K - $656K
|
20.3K
$875K
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2.24K- 10.19% |
$88.3K - $95.5K
|
19.7K
$848K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
10KNew |
$396K - $428K
|
10K
$431K
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.1K+ 18.78% |
$82.8K - $89.5K
|
13.3K
$570K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.8K+ 33.63% |
$2.05M - $2.21M
|
206K
$8.86M
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
20.2K+ 8.22% |
$799K - $863K
|
266K
$11.5M
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.04K+ 52.43% |
$160K - $173K
|
11.8K
$506K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.2KNew |
$717K - $775K
|
18.2K
$781K
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
120KNew |
$4.75M - $5.13M
|
120K
$5.17M
|
|
Nov 01, 2024
Q3 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
5.35K+ 19.94% |
$211K - $228K
|
32.2K
$1.38M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-22.5K- 23.77% |
$887K - $959K
|
72K
$3.1M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
75+ 1.3% |
$2.96K - $3.2K
|
5.83K
$251K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.1KNew |
$440K - $476K
|
11.1K
$479K
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.99KNew |
$316K - $341K
|
7.99K
$344K
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
10KNew |
$395K - $427K
|
10K
$430K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-183K- 3.72% |
$7.25M - $7.83M
|
4.75M
$204M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
13.6K+ 7.29% |
$537K - $581K
|
200K
$8.62M
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
30+ 0.66% |
$1.19K - $1.28K
|
4.56K
$196K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.86K+ 81.8% |
$311K - $336K
|
17.5K
$752K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.9KNew |
$550K - $595K
|
13.9K
$599K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
53.6KNew |
$2.12M - $2.29M
|
53.6K
$2.31M
|
|
Oct 11, 2024
Q3 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
195+ 1.12% |
$7.7K - $8.33K
|
17.7K
$760K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.55KNew |
$259K - $280K
|
6.55K
$282K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7New |
$271 - $284
|
7
$301
|
|
Jul 31, 2024
Q2 2024
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
15.5KNew |
$599K - $629K
|
15.5K
$666K
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
77+ 1.09% |
$2.98K - $3.13K
|
7.17K
$308K
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-400- 1.28% |
$15.5K - $16.2K
|
30.9K
$1.33M
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.26K- 1.58% |
$48.7K - $51.1K
|
78.4K
$3.38M
|
|
Q1 2024 | |||||||
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.86K- 93.07% |
$322K - $362K
|
660
$28.4K
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
38.8KNew |
$1.41M - $1.59M
|
38.8K
$1.67M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.94KNew |
$253K - $284K
|
6.94K
$299K
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
8New |
$291 - $327
|
8
$344
|
|
Q4 2023 | |||||||
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$30.7 - $37.4
|
1
$43
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
505New |
$15.5K - $18.9K
|
505
$21.7K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
7.78KNew |
$239K - $291K
|
7.78K
$335K
|
|
Q1 2023 | |||||||
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.53KNew |
$218K - $235K
|
7.53K
$324K
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-1.51K- 55.33% |
$43.5K - $47K
|
1.22K
$52.3K
|
|
Q4 2022 | |||||||
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
4.5KNew |
$130K - $145K
|
4.5K
$194K
|
|
Q2 2022 | |||||||
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
350New |
$9.68K - $11.4K
|
350
$15.1K
|