Latest Institutional Transactions on Global X Fds (BOTZ)
This table provides information on the latest institutional transactions involving Global X Fds (BOTZ) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
66New |
$1.59K - $1.99K
|
66
$2.15K
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-330- 86.84% |
$7.96K - $9.94K
|
50
$1.63K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
600New |
$14.5K - $18.1K
|
600
$19.6K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 2.78% |
$24.1 - $30.1
|
37
$1.21K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
698New |
$16.8K - $21K
|
698
$22.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-726- 5.2% |
$17.5K - $21.9K
|
13.2K
$432K
|
|
| Q2 2023 | |||||||
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-18- 5.49% |
$441 - $535
|
310
$10.1K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
135New |
$3.31K - $4.01K
|
135
$4.41K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
376New |
$9.21K - $11.2K
|
376
$12.3K
|
|
|
Aug 25, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
1.91KNew |
$46.8K - $56.8K
|
1.91K
$62.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
100K+ 259.35% |
$2.46M - $2.99M
|
139K
$4.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.34K+ 277.18% |
$32.7K - $39.7K
|
1.82K
$59.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.3KNew |
$350K - $425K
|
14.3K
$467K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
165New |
$4.04K - $4.9K
|
165
$5.39K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
38.5K+ 392.39% |
$944K - $1.15M
|
48.4K
$1.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
17.6KNew |
$431K - $523K
|
17.6K
$574K
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-842- 9.8% |
$20.6K - $25K
|
7.75K
$253K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
26K+ 31.5% |
$637K - $772K
|
108K
$3.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
CALL |
-48K- 48.0% |
$1.18M - $1.43M
|
52K
$1.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
679New |
$16.6K - $20.2K
|
679
$22.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
11KNew |
$270K - $327K
|
11K
$359K
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
580New |
$14.2K - $17.2K
|
580
$18.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
370KNew |
$9.05M - $11M
|
370K
$12.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.26KNew |
$30.9K - $37.4K
|
1.26K
$41.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
5.3K+ 63.9% |
$130K - $158K
|
13.6K
$444K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-26.6K- 96.9% |
$651K - $790K
|
850
$27.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
85New |
$2.08K - $2.53K
|
85
$2.77K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-2K- 2.51% |
$49K - $59.4K
|
77.6K
$2.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-2.47K- 9.11% |
$60.6K - $73.5K
|
24.7K
$806K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
11.3KNew |
$276K - $335K
|
11.3K
$368K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
500New |
$12.3K - $14.9K
|
500
$16.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-12.2K- 45.78% |
$299K - $363K
|
14.5K
$472K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-63- 7.2% |
$1.54K - $1.87K
|
812
$26.5K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
BUY
|
- |
7.12KNew |
$174K - $211K
|
7.12K
$232K
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
SELL
|
- |
-10.5K- 48.48% |
$257K - $312K
|
11.2K
$364K
|
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
15.2KNew |
$372K - $451K
|
15.2K
$495K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
489+ 1.24% |
$12K - $14.5K
|
40K
$1.3M
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
11.5KNew |
$282K - $343K
|
11.5K
$376K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
110New |
$2.7K - $3.27K
|
110
$3.59K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.1KNew |
$51.5K - $62.4K
|
2.1K
$68.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.47KNew |
$36.1K - $43.7K
|
1.47K
$48K
|
|
|
Jul 21, 2023
Q2 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
23.8KNew |
$583K - $708K
|
23.8K
$777K
|
|
|
Jul 20, 2023
Q2 2023
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
71.5K+ 510.71% |
$1.75M - $2.12M
|
85.5K
$2.79M
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
117New |
$2.87K - $3.48K
|
117
$3.82K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-90- 90.0% |
$2.21K - $2.67K
|
10
$326
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
27New |
$662 - $802
|
27
$881
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-523- 69.64% |
$12.8K - $15.5K
|
228
$7.44K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
4.55K+ 3033.33% |
$111K - $135K
|
4.7K
$153K
|
|
| Q1 2023 | |||||||
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10New |
$207 - $255
|
10
$326
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
392+ 0.24% |
$8.09K - $10K
|
161K
$5.24M
|
|