Purchases and Sales Made in Q2 2024 in Global X Fds (BOTZ)
This table provides information about the institutional ownership of Global X Fds (BOTZ) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
7.53K+ 16.02% |
$216K - $241K
|
54.5K
$1.73M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
7.53K+ 18.61% |
$216K - $241K
|
48K
$1.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
7.39KNew |
$212K - $236K
|
7.39K
$235K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
7.21K+ 5.51% |
$207K - $230K
|
138K
$4.39M
|
|
|
Aug 06, 2024
Q2 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.98KNew |
$200K - $223K
|
6.98K
$222K
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
6.77KNew |
$194K - $216K
|
6.77K
$215K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.35K+ 4.15% |
$182K - $203K
|
159K
$5.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.56K+ 15.8% |
$159K - $178K
|
40.7K
$1.3M
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
5.53K+ 30.58% |
$158K - $177K
|
23.6K
$750K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.89K+ 51.85% |
$140K - $156K
|
14.3K
$456K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.81K+ 4.98% |
$138K - $154K
|
101K
$3.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.77K+ 18.71% |
$137K - $153K
|
30.3K
$963K
|
|
|
Jul 23, 2024
Q2 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
4.69K+ 33.39% |
$134K - $150K
|
18.7K
$595K
|
|
|
Aug 09, 2024
Q2 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
4.64K+ 173.25% |
$133K - $148K
|
7.32K
$233K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.42K+ 3.77% |
$127K - $141K
|
122K
$3.87M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.1K+ 15.31% |
$118K - $131K
|
30.9K
$983K
|
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3.84K+ 27.85% |
$110K - $123K
|
17.6K
$561K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
3.6K+ 8.07% |
$103K - $115K
|
48.1K
$1.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
3.54K+ 47.26% |
$101K - $113K
|
11K
$350K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
3.53K+ 24.56% |
$101K - $113K
|
17.9K
$569K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
3.28K+ 57.59% |
$94K - $105K
|
8.98K
$286K
|
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
3.17KNew |
$90.8K - $101K
|
3.17K
$101K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
3.04K+ 1.35% |
$87.2K - $97.3K
|
229K
$7.29M
|
|
|
Jul 15, 2024
Q2 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
2.84K+ 5.13% |
$81.4K - $90.8K
|
58.2K
$1.85M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.81K+ 33.33% |
$80.4K - $89.7K
|
11.2K
$357K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
2.75K+ 4.07% |
$78.8K - $87.9K
|
70.2K
$2.23M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.66K+ 5.6% |
$76.1K - $84.8K
|
50.1K
$1.59M
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.6K+ 21.52% |
$74.5K - $83K
|
14.7K
$467K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.55K+ 12.89% |
$73.2K - $81.6K
|
22.4K
$711K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
2.32K+ 16.51% |
$66.5K - $74.1K
|
16.4K
$520K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.29K+ 5.56% |
$65.6K - $73.1K
|
43.5K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.16K+ 7.32% |
$62K - $69.1K
|
31.7K
$1.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.16K+ 28.82% |
$61.9K - $69K
|
9.65K
$307K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.1KNew |
$60.1K - $67.1K
|
2.1K
$66.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2K+ 9.69% |
$57.3K - $63.9K
|
22.6K
$720K
|
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.94K+ 27.67% |
$55.7K - $62.1K
|
8.97K
$285K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.9K+ 11.56% |
$54.3K - $60.5K
|
18.3K
$581K
|
|
|
Aug 14, 2024
Q2 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.79K+ 59.57% |
$51.4K - $57.3K
|
4.8K
$153K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.74K+ 2.13% |
$50K - $55.7K
|
83.7K
$2.66M
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.7K+ 568.56% |
$48.7K - $54.3K
|
2K
$63.5K
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.7K+ 25.45% |
$48.7K - $54.3K
|
8.38K
$266K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
1.69K+ 20.8% |
$48.4K - $54K
|
9.81K
$312K
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.67K+ 13.48% |
$47.9K - $53.4K
|
14.1K
$447K
|
|
|
Aug 15, 2024
Q2 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.49KNew |
$42.8K - $47.7K
|
1.49K
$47.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.48K+ 73.38% |
$42.4K - $47.3K
|
3.5K
$111K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.45K+ 3.86% |
$41.5K - $46.3K
|
39K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
1.44KNew |
$41.3K - $46K
|
1.44K
$45.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Emerald Advisors, LLC
|
BUY
|
- |
1.34K+ 3.92% |
$38.5K - $42.9K
|
35.6K
$1.13M
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
BUY
|
- |
1.31K+ 20.45% |
$37.5K - $41.8K
|
7.71K
$245K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.29K+ 4.81% |
$36.9K - $41.2K
|
28.1K
$892K
|