Purchases and Sales Made in Q1 2021 in Global X Fds (BOTZ)
This table provides information about the institutional ownership of Global X Fds (BOTZ) during Q1 2021. The information is specifically focused on institutions that hold shares of GLOBAL X FDS.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 17, 2021
Q1 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
1.18K+ 7.79% |
$37.2K - $43K
|
16.3K
$515K
|
|
May 13, 2021
Q1 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.17K+ 14.85% |
$37K - $42.8K
|
9.07K
$286K
|
|
Apr 21, 2021
Q1 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.14K+ 12.55% |
$36K - $41.6K
|
10.2K
$323K
|
|
May 10, 2021
Q1 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.12K+ 5.02% |
$35.4K - $40.9K
|
23.5K
$740K
|
|
May 04, 2021
Q1 2021
|
Elite Wealth Management, Inc.
|
BUY
|
- |
1.09K+ 11.16% |
$34.4K - $39.8K
|
10.9K
$343K
|
|
May 09, 2023
Q1 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
1.05KNew |
$33.2K - $38.4K
|
1.05K
$33.2K
|
|
May 04, 2021
Q1 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.04KNew |
$32.8K - $37.9K
|
1.04K
$32.8K
|
|
May 17, 2021
Q1 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
943+ 15.7% |
$29.7K - $34.4K
|
6.95K
$219K
|
|
Apr 19, 2021
Q1 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
892+ 330.37% |
$28.1K - $32.5K
|
1.16K
$36.7K
|
|
Apr 09, 2021
Q1 2021
|
Edge Wealth Management LLC
|
BUY
|
- |
868+ 86.8% |
$27.4K - $31.6K
|
1.87K
$59K
|
|
Jun 23, 2021
Q1 2021
|
Stone X Group Inc.
|
BUY
|
- |
826+ 7.84% |
$26K - $30.1K
|
11.4K
$359K
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
732New |
$23.1K - $26.7K
|
732
$23.1K
|
|
May 12, 2021
Q1 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
716+ 5.66% |
$22.6K - $26.1K
|
13.4K
$422K
|
|
Apr 28, 2021
Q1 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
632+ 5.99% |
$19.9K - $23K
|
11.2K
$353K
|
|
May 13, 2021
Q1 2021
|
Rmr Wealth Builders
|
BUY
|
- |
632+ 49.22% |
$19.9K - $23K
|
1.92K
$60.5K
|
|
Mar 14, 2023
Q1 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
606+ 9.45% |
$19.1K - $22.1K
|
7.02K
$221K
|
|
May 17, 2021
Q1 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
606+ 9.45% |
$19.1K - $22.1K
|
7.02K
$222K
|
|
May 11, 2021
Q1 2021
|
Keystone Financial Group
|
BUY
|
- |
602+ 3.7% |
$19K - $21.9K
|
16.9K
$532K
|
|
May 12, 2021
Q1 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
600New |
$18.9K - $21.9K
|
600
$18.9K
|
|
Apr 21, 2021
Q1 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
587+ 6.81% |
$18.5K - $21.4K
|
9.2K
$290K
|
|
Apr 28, 2021
Q1 2021
|
Firestone Capital Management
|
BUY
|
- |
562New |
$17.7K - $20.5K
|
562
$17.7K
|
|
May 03, 2021
Q1 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
551+ 2.21% |
$17.4K - $20.1K
|
25.5K
$804K
|
|
May 10, 2021
Q1 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
532+ 7.25% |
$16.8K - $19.4K
|
7.87K
$248K
|
|
Apr 26, 2021
Q1 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
440+ 2.05% |
$13.9K - $16K
|
21.9K
$690K
|
|
May 11, 2021
Q1 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
438+ 2.26% |
$13.8K - $16K
|
19.8K
$625K
|
|
Apr 28, 2021
Q1 2021
|
Us Bancorp \De\
|
BUY
|
- |
425+ 54.84% |
$13.4K - $15.5K
|
1.2K
$37.9K
|
|
May 12, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
392New |
$12.4K - $14.3K
|
392
$12.4K
|
|
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
379+ 2.93% |
$11.9K - $13.8K
|
13.3K
$420K
|
|
May 17, 2021
Q1 2021
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
331+ 3.25% |
$10.4K - $12.1K
|
10.5K
$331K
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
325New |
$10.2K - $11.8K
|
325
$10.3K
|
|
Apr 30, 2021
Q1 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
323+ 101.25% |
$10.2K - $11.8K
|
642
$20.3K
|
|
Apr 26, 2021
Q1 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
300New |
$9.46K - $10.9K
|
300
$9.47K
|
|
Apr 09, 2021
Q1 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
294New |
$9.27K - $10.7K
|
294
$9.28K
|
|
May 06, 2021
Q1 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
278New |
$8.77K - $10.1K
|
278
$8.77K
|
|
Apr 12, 2021
Q1 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
275+ 16.98% |
$8.67K - $10K
|
1.9K
$59.8K
|
|
May 05, 2021
Q1 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
268+ 1.53% |
$8.45K - $9.77K
|
17.8K
$561K
|
|
May 03, 2021
Q1 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
232+ 64.62% |
$7.31K - $8.46K
|
591
$18.7K
|
|
May 14, 2021
Q1 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
232+ 3.83% |
$7.31K - $8.46K
|
6.3K
$199K
|
|
Jul 16, 2021
Q1 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
230New |
$7.25K - $8.39K
|
230
$7.26K
|
|
May 17, 2021
Q1 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
210+ 60.69% |
$6.62K - $7.66K
|
556
$17.5K
|
|
May 14, 2021
Q1 2021
|
Stephens Inc
|
BUY
|
- |
169+ 1.61% |
$5.33K - $6.16K
|
10.7K
$337K
|
|
Apr 20, 2021
Q1 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
122+ 35.67% |
$3.85K - $4.45K
|
464
$14.6K
|
|
Apr 14, 2021
Q1 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
118+ 63.78% |
$3.72K - $4.3K
|
303
$9.56K
|
|
May 04, 2021
Q1 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
100+ 2.33% |
$3.15K - $3.65K
|
4.39K
$139K
|
|
May 03, 2021
Q1 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
83+ 0.86% |
$2.62K - $3.03K
|
9.74K
$307K
|
|
May 17, 2021
Q1 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
78New |
$2.46K - $2.84K
|
78
$2.46K
|
|
May 14, 2021
Q1 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
25New |
$788 - $912
|
25
$789
|
|
May 04, 2021
Q1 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
25+ 6.25% |
$788 - $912
|
425
$13.4K
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1Closed |
$31.5 - $36.5
|
0
$0
|
|
Apr 09, 2021
Q1 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1- 0.26% |
$31.5 - $36.5
|
386
$12.2K
|