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 |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
100New |
$2.07K - $2.55K
|
100
$3.26K
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
11.4KNew |
$235K - $290K
|
11.4K
$371K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
120New |
$2.48K - $3.06K
|
120
$3.92K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
88New |
$1.82K - $2.24K
|
88
$2.87K
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
13.7K+ 265.79% |
$283K - $349K
|
18.8K
$615K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
766+ 76600.0% |
$15.8K - $19.5K
|
767
$25K
|
|
May 08, 2023
Q1 2023
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
128KNew |
$2.65M - $3.27M
|
128K
$4.19M
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-90- 55.56% |
$1.86K - $2.3K
|
72
$2.35K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
85New |
$1.76K - $2.17K
|
85
$2.77K
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
15.7KNew |
$324K - $400K
|
15.7K
$512K
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-100- 37.04% |
$2.07K - $2.55K
|
170
$5.55K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
840New |
$17.3K - $21.4K
|
840
$27.4K
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-5- 0.2% |
$103 - $128
|
2.49K
$81.3K
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-2K- 49.32% |
$41.3K - $51K
|
2.06K
$67.1K
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-70- 10.85% |
$1.45K - $1.79K
|
575
$18.8K
|
|
Q4 2022 | |||||||
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-11.9KClosed |
$210K - $261K
|
0
$0
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-275KClosed |
$4.86M - $6.04M
|
0
$0
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
121New |
$2.14K - $2.66K
|
121
$3.95K
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
195New |
$3.45K - $4.28K
|
195
$6.36K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
836+ 64.76% |
$14.8K - $18.4K
|
2.13K
$69.4K
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.23KNew |
$57.1K - $70.9K
|
3.23K
$105K
|
|
Feb 14, 2023
Q4 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
14.1K+ 5.08% |
$250K - $310K
|
293K
$9.56M
|
|
Feb 14, 2023
Q4 2022
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
19.8KNew |
$350K - $435K
|
19.8K
$647K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
230+ 100.0% |
$4.06K - $5.05K
|
460
$15K
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
188New |
$3.32K - $4.13K
|
188
$6.14K
|
|
Feb 10, 2023
Q4 2022
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
16.2K+ 143.44% |
$286K - $355K
|
27.4K
$895K
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
300New |
$5.3K - $6.59K
|
300
$9.79K
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-17.1K- 53.8% |
$303K - $376K
|
14.7K
$480K
|
|
Feb 07, 2023
Q4 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
10KNew |
$177K - $220K
|
10K
$326K
|
|
Feb 07, 2023
Q4 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-164- 1.45% |
$2.9K - $3.6K
|
11.1K
$363K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
554New |
$9.79K - $12.2K
|
554
$18.1K
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-200- 87.72% |
$3.53K - $4.39K
|
28
$914
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-164- 1.85% |
$2.9K - $3.6K
|
8.69K
$284K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
278New |
$4.91K - $6.1K
|
278
$9.07K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
905New |
$16K - $19.9K
|
905
$29.5K
|
|
Q3 2022 | |||||||
Oct 13, 2023
Q3 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-986Closed |
$17.8K - $23.5K
|
0
$0
|
|
May 09, 2023
Q3 2022
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-1.05KClosed |
$19K - $25K
|
0
$0
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
202New |
$3.65K - $4.81K
|
202
$6.59K
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
SELL
|
- |
-20- 71.43% |
$362 - $476
|
8
$261
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
1+ 0.15% |
$18.1 - $23.8
|
651
$21.2K
|
|
Nov 14, 2022
Q3 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-188- 6.74% |
$3.4K - $4.47K
|
2.6K
$84.9K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
250New |
$4.52K - $5.95K
|
250
$8.16K
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
100New |
$1.81K - $2.38K
|
100
$3.26K
|
|
Nov 14, 2022
Q3 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.28K+ 12.88% |
$23.2K - $30.5K
|
11.2K
$367K
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
2.84K+ 2.99% |
$51.3K - $67.5K
|
97.9K
$3.19M
|
|
Nov 10, 2022
Q3 2022
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-9K- 31.55% |
$163K - $214K
|
19.5K
$637K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
11.7K+ 30.94% |
$212K - $279K
|
49.6K
$1.62M
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-265- 2.57% |
$4.79K - $6.31K
|
10K
$328K
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
100+ 100.0% |
$1.81K - $2.38K
|
200
$6.53K
|
|
Nov 09, 2022
Q3 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.03% |
$18.1 - $23.8
|
3.62K
$118K
|