Purchases and Sales Made in Q1 2025 in Global X Fds (BOTZ)
This table provides information about the institutional ownership of Global X Fds (BOTZ) during Q1 2025. 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 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-407- 0.29% |
$11.6K - $14.1K
|
140K
$4.48M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-430- 0.96% |
$12.2K - $14.8K
|
44.5K
$1.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
SELL
|
- |
-450- 3.92% |
$12.8K - $15.5K
|
11K
$354K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-464- 3.93% |
$13.2K - $16K
|
11.3K
$364K
|
|
|
Apr 23, 2025
Q1 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
SELL
|
- |
-466- 2.63% |
$13.3K - $16.1K
|
17.3K
$555K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-487- 4.33% |
$13.9K - $16.8K
|
10.8K
$346K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-498- 5.32% |
$14.2K - $17.2K
|
8.86K
$285K
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-500- 4.48% |
$14.2K - $17.3K
|
10.7K
$342K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-555- 5.59% |
$15.8K - $19.2K
|
9.38K
$301K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-601- 0.79% |
$17.1K - $20.8K
|
75.6K
$2.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-625- 2.55% |
$17.8K - $21.6K
|
23.9K
$767K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-627- 5.04% |
$17.8K - $21.7K
|
11.8K
$380K
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
SELL
|
- |
-682- 5.88% |
$19.4K - $23.5K
|
10.9K
$351K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-733- 7.3% |
$20.9K - $25.3K
|
9.31K
$299K
|
|
|
May 08, 2025
Q1 2025
|
Portland Financial Advisors Inc
Port Washington, NY |
SELL
|
- |
-750- 4.15% |
$21.3K - $25.9K
|
17.3K
$557K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-765- 7.39% |
$21.8K - $26.4K
|
9.59K
$308K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-768- 7.16% |
$21.9K - $26.5K
|
9.96K
$320K
|
|
|
Apr 10, 2025
Q1 2025
|
Alpha Wealth Funds, LLC
Park City, UT |
SELL
|
- |
-839- 2.97% |
$23.9K - $29K
|
27.4K
$880K
|
|
|
May 13, 2025
Q1 2025
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-845- 1.79% |
$24K - $29.2K
|
46.3K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-866- 69.78% |
$24.6K - $29.9K
|
375
$12.1K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-925- 8.72% |
$26.3K - $31.9K
|
9.69K
$311K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-986- 6.13% |
$28.1K - $34K
|
15.1K
$486K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-990- 47.1% |
$28.2K - $34.2K
|
1.11K
$35.7K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-999- 55.53% |
$28.4K - $34.5K
|
800
$25.7K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1K- 3.62% |
$28.6K - $34.7K
|
26.7K
$858K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.05K- 12.73% |
$29.8K - $36.1K
|
7.17K
$230K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.24K- 26.9% |
$35.3K - $42.8K
|
3.37K
$108K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-1.3K- 16.69% |
$37K - $44.9K
|
6.49K
$209K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.79K- 11.49% |
$51.1K - $61.9K
|
13.8K
$444K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.02KClosed |
$57.3K - $69.6K
|
0
$0
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.06K- 13.12% |
$58.7K - $71.2K
|
13.7K
$439K
|
|
|
Apr 22, 2025
Q1 2025
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-2.2K- 7.21% |
$62.5K - $75.8K
|
28.3K
$908K
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-2.27K- 11.69% |
$64.5K - $78.3K
|
17.1K
$550K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.46K- 4.05% |
$70K - $85K
|
58.3K
$1.87M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.57K- 1.06% |
$73.2K - $88.8K
|
241K
$7.74M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.97K- 14.62% |
$84.4K - $102K
|
17.3K
$557K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.97K- 50.0% |
$84.6K - $103K
|
2.97K
$95.6K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3K- 93.55% |
$85.4K - $104K
|
207
$6.65K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.18K- 4.77% |
$90.6K - $110K
|
63.6K
$2.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.61K- 10.32% |
$103K - $125K
|
31.3K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-3.65K- 32.64% |
$104K - $126K
|
7.54K
$242K
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.72K- 5.24% |
$106K - $128K
|
67.3K
$2.16M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.84K- 2.14% |
$109K - $133K
|
176K
$5.65M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-3.85K- 11.6% |
$110K - $133K
|
29.3K
$943K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-4.02K- 30.07% |
$115K - $139K
|
9.36K
$301K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.66K- 6.37% |
$133K - $161K
|
68.5K
$2.2M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-4.74K- 14.77% |
$135K - $164K
|
27.4K
$880K
|
|
|
May 15, 2025
Q1 2025
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-5.34K- 25.66% |
$152K - $184K
|
15.5K
$497K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.4K- 20.6% |
$154K - $186K
|
20.8K
$668K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.47K- 25.78% |
$156K - $189K
|
15.8K
$506K
|