Institutional Ownership Global X Fds (BOTZ)
This table provides information about the institutional ownership of Global X Fds (BOTZ). We have compiled data on the 398 institutions that hold shares in the stock, with a total of 30.5 Million shares, which have been reported (via 13F filing form) to have a value of $987 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
16,625
shares
|
$537,486
0.0% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
16,484
shares
|
$532,927
0.08% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
16,147
shares
|
$522,032
0.02% of portfolio
|
Q3 2024
Reduced 12.24%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
16,121
shares
|
$521,191
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
16,045
shares
|
$518,734
0.03% of portfolio
|
Q3 2024
Reduced 12.06%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
15,834
shares
|
$511,913
0.19% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
15,688
shares
|
$507,193
0.3% of portfolio
|
Q3 2024
Reduced 11.09%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
15,548
shares
|
$502,666
0.04% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
15,518
shares
|
$501,696
0.15% of portfolio
|
Q3 2024
Reduced 5.2%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
15,434
shares
|
$498,981
0.0% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
15,328
shares
|
$495,554
0.04% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
15,287
shares
|
$494,228
0.03% of portfolio
|
Q3 2023
Added 0.14%
|
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
14,733
shares
|
$476,317
0.08% of portfolio
|
Q3 2024
Reduced 13.5%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
14,683
shares
|
$474,701
0.02% of portfolio
|
Q3 2024
Reduced 72.5%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
14,677
shares
|
$474,507
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
14,543
shares
|
$470,175
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
14,359
shares
|
$464,226
0.05% of portfolio
|
Q3 2024
Added 19.29%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
14,330
shares
|
$463,288
0.01% of portfolio
|
Q2 2024
Added 51.85%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Nov 12, 2024 Q3 2024 |
14,150
shares
|
$457,469
0.27% of portfolio
|
Q3 2024
Reduced 24.41%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
13,888
shares
|
$448,999
0.02% of portfolio
|
Q3 2024
Reduced 12.88%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
13,832
shares
|
$447,188
0.01% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
13,791
shares
|
$445,863
0.03% of portfolio
|
Q1 2024
Added 4.23%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
13,648
shares
|
$441,239
0.06% of portfolio
|
Q3 2024
Added 8.46%
|
|
|
Wny Asset Management, LLC
Williamsville, NY |
Nov 12, 2024 Q3 2024 |
13,446
shares
|
$434,709
0.05% of portfolio
|
Q3 2024
Added 22.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
13,413
shares
|
$433,642
0.01% of portfolio
|
Q3 2024
Reduced 6.36%
|