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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
9.62KNew |
$215K - $276K
|
9.62K
$314K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
278New |
$6.21K - $7.98K
|
278
$9.07K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
105KNew |
$2.35M - $3.02M
|
105K
$3.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
33New |
$737 - $948
|
33
$1.08K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
10.4KNew |
$233K - $299K
|
10.4K
$340K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.8KNew |
$84.9K - $109K
|
3.8K
$124K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.68KNew |
$172K - $221K
|
7.68K
$251K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
9KNew |
$201K - $258K
|
9K
$294K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-139K- 94.32% |
$3.1M - $3.98M
|
8.35K
$272K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
346New |
$7.73K - $9.94K
|
346
$11.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
824New |
$18.4K - $23.7K
|
824
$26.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-961- 3.04% |
$21.5K - $27.6K
|
30.6K
$1M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
115New |
$2.57K - $3.3K
|
115
$3.75K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.87KNew |
$41.8K - $53.7K
|
1.87K
$61K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
176New |
$3.93K - $5.05K
|
176
$5.74K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
16.1KNew |
$360K - $463K
|
16.1K
$526K
|
|
|
Jan 25, 2024
Q4 2023
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
795KNew |
$17.8M - $22.8M
|
795K
$25.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-4.13K- 33.35% |
$92.3K - $119K
|
8.26K
$269K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
232KNew |
$5.19M - $6.67M
|
232K
$7.58M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
405+ 1840.91% |
$9.05K - $11.6K
|
427
$13.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.92KNew |
$177K - $228K
|
7.92K
$259K
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
7.41KNew |
$166K - $213K
|
7.41K
$242K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2K+ 200.0% |
$44.7K - $57.4K
|
3K
$97.9K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
385New |
$8.6K - $11.1K
|
385
$12.6K
|
|
| Q3 2023 | |||||||
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
19New |
$458 - $572
|
19
$620
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
31New |
$748 - $934
|
31
$1.01K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1KNew |
$24.1K - $30.1K
|
1K
$32.6K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.2KNew |
$28.9K - $36.2K
|
1.2K
$39.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 0.24% |
$24.1 - $30.1
|
414
$13.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
33.4KNew |
$805K - $1.01M
|
33.4K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
14.6KNew |
$352K - $440K
|
14.6K
$477K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.08% |
$96.5 - $121
|
4.84K
$158K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
90New |
$2.17K - $2.71K
|
90
$2.94K
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
300New |
$7.24K - $9.04K
|
300
$9.79K
|
|
|
Nov 13, 2023
Q3 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-679K- 52.13% |
$16.4M - $20.4M
|
623K
$20.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
219New |
$5.28K - $6.6K
|
219
$7.15K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
156New |
$3.76K - $4.7K
|
156
$5.09K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
195New |
$4.7K - $5.88K
|
195
$6.36K
|
|
|
Nov 09, 2023
Q3 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
1.72KNew |
$41.6K - $51.9K
|
1.72K
$56.3K
|
|
|
Nov 09, 2023
Q3 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
35.5K+ 4.89% |
$856K - $1.07M
|
761K
$24.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
22+ 0.14% |
$531 - $663
|
15.3K
$499K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.87K- 10.24% |
$93.3K - $117K
|
33.9K
$1.11M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
600New |
$14.5K - $18.1K
|
600
$19.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
700New |
$16.9K - $21.1K
|
700
$22.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Elite Wealth Management, Inc.
|
BUY
|
- |
4.19K+ 7.73% |
$101K - $126K
|
58.3K
$1.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
517+ 136.77% |
$12.5K - $15.6K
|
895
$29.2K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-71- 0.36% |
$1.71K - $2.14K
|
19.6K
$640K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
59New |
$1.42K - $1.78K
|
59
$1.93K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
374New |
$9.02K - $11.3K
|
374
$12.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
50New |
$1.21K - $1.51K
|
50
$1.63K
|
|