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 |
---|---|---|---|---|---|---|---|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
19.4K+ 16.16% |
$810K - $875K
|
140K
$6.1M
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
19.8KNew |
$825K - $892K
|
19.8K
$864K
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
341+ 5.2% |
$14.2K - $15.4K
|
6.9K
$301K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.2K+ 155.38% |
$885K - $957K
|
34.9K
$1.52M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.2K- 55.67% |
$259K - $280K
|
4.94K
$216K
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.8K+ 53.6% |
$450K - $487K
|
30.9K
$1.35M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
21.2KNew |
$883K - $955K
|
21.2K
$925K
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.03K- 5.2% |
$42.8K - $46.3K
|
18.7K
$816K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
4.45K+ 33.6% |
$186K - $201K
|
17.7K
$773K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
388+ 2.23% |
$16.2K - $17.5K
|
17.8K
$776K
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
388+ 1.41% |
$16.2K - $17.5K
|
28K
$1.22M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$41.7 - $45.1
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.8K+ 65.18% |
$493K - $533K
|
30K
$1.31M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
48.8K+ 69.34% |
$2.04M - $2.2M
|
119K
$5.21M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
44.2KNew |
$1.84M - $1.99M
|
44.2K
$1.93M
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
18.3K+ 182.87% |
$764K - $826K
|
28.3K
$1.24M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
114K+ 55.21% |
$4.74M - $5.12M
|
319K
$13.9M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.47K+ 12.54% |
$61.5K - $66.5K
|
13.2K
$578K
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
22.1K+ 8.3% |
$922K - $996K
|
288K
$12.6M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
209K+ 388.98% |
$8.7M - $9.41M
|
262K
$11.5M
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
257+ 4.35% |
$10.7K - $11.6K
|
6.16K
$269K
|
|
Feb 07, 2025
Q4 2024
|
Sollinda Capital Management LLC
Hickory, NC |
SELL
|
- |
-500- 3.23% |
$20.9K - $22.5K
|
15K
$654K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
141KNew |
$5.87M - $6.35M
|
141K
$6.15M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
516New |
$21.5K - $23.3K
|
516
$22.5K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.11K+ 4.32% |
$130K - $140K
|
75.1K
$3.28M
|
|
Feb 03, 2025
Q4 2024
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
8.72K+ 27.11% |
$364K - $393K
|
40.9K
$1.78M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
17.8K+ 8.89% |
$743K - $803K
|
218K
$9.52M
|
|
Jan 24, 2025
Q4 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
204+ 1.15% |
$8.51K - $9.2K
|
17.9K
$781K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.16K+ 68.55% |
$90K - $97.3K
|
5.31K
$232K
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
30+ 0.66% |
$1.25K - $1.35K
|
4.59K
$200K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.67K+ 165.81% |
$403K - $436K
|
15.5K
$677K
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
143KNew |
$5.97M - $6.45M
|
143K
$6.25M
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.07KNew |
$44.7K - $48.3K
|
1.07K
$46.8K
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.97K+ 0.04% |
$82.1K - $88.7K
|
4.75M
$207M
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
778New |
$30.7K - $33.2K
|
778
$34K
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-25- 47.17% |
$988 - $1.07K
|
28
$1.22K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-100- 99.01% |
$3.95K - $4.27K
|
1
$43.7
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.4K+ 308.09% |
$607K - $656K
|
20.3K
$888K
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
7.99KNew |
$316K - $341K
|
7.99K
$349K
|
|
Oct 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
10KNew |
$395K - $427K
|
10K
$437K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.86K+ 81.8% |
$311K - $336K
|
17.5K
$763K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.9KNew |
$550K - $595K
|
13.9K
$608K
|
|
Q2 2024 | |||||||
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7New |
$271 - $284
|
7
$306
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
77+ 1.09% |
$2.98K - $3.13K
|
7.17K
$313K
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-400- 1.28% |
$15.5K - $16.2K
|
30.9K
$1.35M
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-1.26K- 1.58% |
$48.7K - $51.1K
|
78.4K
$3.43M
|
|
Q1 2024 | |||||||
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.86K- 93.07% |
$322K - $362K
|
660
$28.8K
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
38.8KNew |
$1.41M - $1.59M
|
38.8K
$1.7M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.94KNew |
$253K - $284K
|
6.94K
$303K
|