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 |
---|---|---|---|---|---|---|---|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.47KNew |
$36.1K - $43.7K
|
1.47K
$44.1K
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
110New |
$2.7K - $3.27K
|
110
$3.3K
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
2.1KNew |
$51.5K - $62.4K
|
2.1K
$62.9K
|
|
Jul 21, 2023
Q2 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
23.8KNew |
$583K - $708K
|
23.8K
$714K
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
117New |
$2.87K - $3.48K
|
117
$3.51K
|
|
Jul 20, 2023
Q2 2023
|
Windmill Hill Asset Management LTD
|
BUY
|
- |
71.5K+ 510.71% |
$1.75M - $2.12M
|
85.5K
$2.56M
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-90- 90.0% |
$2.21K - $2.67K
|
10
$300
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
27New |
$662 - $802
|
27
$809
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-523- 69.64% |
$12.8K - $15.5K
|
228
$6.83K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
4.55K+ 3033.33% |
$111K - $135K
|
4.7K
$141K
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
5.41KNew |
$133K - $161K
|
5.41K
$162K
|
|
Q1 2023 | |||||||
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10New |
$207 - $255
|
10
$300
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
11.4KNew |
$235K - $290K
|
11.4K
$341K
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
392+ 0.24% |
$8.09K - $10K
|
161K
$4.82M
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
100New |
$2.07K - $2.55K
|
100
$3K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
766+ 76600.0% |
$15.8K - $19.5K
|
767
$23K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
120New |
$2.48K - $3.06K
|
120
$3.6K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
88New |
$1.82K - $2.24K
|
88
$2.64K
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
13.7K+ 265.79% |
$283K - $349K
|
18.8K
$565K
|
|
May 08, 2023
Q1 2023
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
128KNew |
$2.65M - $3.27M
|
128K
$3.84M
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
205New |
$4.23K - $5.23K
|
205
$6.14K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-90- 55.56% |
$1.86K - $2.3K
|
72
$2.16K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
85New |
$1.76K - $2.17K
|
85
$2.55K
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
15.7KNew |
$324K - $400K
|
15.7K
$470K
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-100- 37.04% |
$2.07K - $2.55K
|
170
$5.09K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
840New |
$17.3K - $21.4K
|
840
$25.2K
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-5- 0.2% |
$103 - $128
|
2.49K
$74.6K
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-2K- 49.32% |
$41.3K - $51K
|
2.06K
$61.6K
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-70- 10.85% |
$1.45K - $1.79K
|
575
$17.2K
|
|
Q4 2022 | |||||||
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-11.9KClosed |
$230K - $261K
|
0
$0
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-275KClosed |
$5.3M - $6.04M
|
0
$0
|
|
Feb 16, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
5.92KNew |
$114K - $130K
|
5.92K
$177K
|
|
Feb 14, 2023
Q4 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.1K+ 5.08% |
$273K - $310K
|
293K
$8.77M
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.23KNew |
$62.2K - $70.9K
|
3.23K
$96.8K
|
|
Feb 14, 2023
Q4 2022
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
19.8KNew |
$382K - $435K
|
19.8K
$594K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
121New |
$2.33K - $2.66K
|
121
$3.63K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
195New |
$3.76K - $4.28K
|
195
$5.84K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
836+ 64.76% |
$16.1K - $18.4K
|
2.13K
$63.7K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
188New |
$3.62K - $4.13K
|
188
$5.63K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
230+ 100.0% |
$4.43K - $5.05K
|
460
$13.8K
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
16.2K+ 143.44% |
$311K - $355K
|
27.4K
$822K
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
300New |
$5.78K - $6.59K
|
300
$8.99K
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-17.1K- 53.8% |
$330K - $376K
|
14.7K
$441K
|
|
Feb 07, 2023
Q4 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
10KNew |
$193K - $220K
|
10K
$300K
|
|
Feb 07, 2023
Q4 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-164- 1.45% |
$3.16K - $3.6K
|
11.1K
$333K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
554New |
$10.7K - $12.2K
|
554
$16.6K
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-200- 87.72% |
$3.85K - $4.39K
|
28
$839
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-164- 1.85% |
$3.16K - $3.6K
|
8.69K
$261K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
905New |
$17.4K - $19.9K
|
905
$27.1K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
278New |
$5.36K - $6.1K
|
278
$8.33K
|