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 |
---|---|---|---|---|---|---|---|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.26K+ 1.33% |
$36.1K - $40.3K
|
96K
$3.05M
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.23K+ 58.19% |
$35.1K - $39.1K
|
3.33K
$106K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.21K+ 3.15% |
$34.8K - $38.8K
|
39.8K
$1.27M
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.2K+ 7.03% |
$34.3K - $38.2K
|
18.2K
$579K
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1K+ 44.7% |
$28.7K - $32K
|
3.24K
$103K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
989+ 5.68% |
$28.3K - $31.6K
|
18.4K
$585K
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
983+ 24.17% |
$28.2K - $31.4K
|
5.05K
$161K
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
949New |
$27.2K - $30.3K
|
949
$30.2K
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
920+ 10.18% |
$26.4K - $29.4K
|
9.96K
$317K
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
904+ 6.46% |
$25.9K - $28.9K
|
14.9K
$473K
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
902+ 7.57% |
$25.8K - $28.8K
|
12.8K
$408K
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
844+ 5.45% |
$24.2K - $27K
|
16.3K
$519K
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
BUY
|
- |
815New |
$23.3K - $26K
|
815
$25.9K
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
814+ 8.27% |
$23.3K - $26K
|
10.7K
$339K
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
767+ 11.42% |
$22K - $24.5K
|
7.49K
$238K
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
750+ 19.45% |
$21.5K - $24K
|
4.61K
$146K
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
665+ 2.7% |
$19.1K - $21.2K
|
25.3K
$805K
|
|
Jul 31, 2024
Q2 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
645+ 13.56% |
$18.5K - $20.6K
|
5.4K
$172K
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
625+ 6.35% |
$17.9K - $20K
|
10.5K
$333K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
622+ 6.9% |
$17.8K - $19.9K
|
9.64K
$306K
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
606+ 5.7% |
$17.4K - $19.4K
|
11.2K
$357K
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
605+ 5.35% |
$17.3K - $19.3K
|
11.9K
$379K
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
600+ 42.86% |
$17.2K - $19.2K
|
2K
$63.6K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
567+ 24.08% |
$16.2K - $18.1K
|
2.92K
$92.9K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
550+ 5.26% |
$15.8K - $17.6K
|
11K
$350K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
520+ 4.22% |
$14.9K - $16.6K
|
12.8K
$408K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
500+ 176.06% |
$14.3K - $16K
|
784
$24.9K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
475+ 0.41% |
$13.6K - $15.2K
|
117K
$3.71M
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
470+ 0.63% |
$13.5K - $15K
|
74.6K
$2.37M
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
470+ 200.0% |
$13.5K - $15K
|
705
$22.4K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
461New |
$13.2K - $14.7K
|
461
$14.7K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
442+ 0.97% |
$12.7K - $14.1K
|
45.9K
$1.46M
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
439+ 11.7% |
$12.6K - $14K
|
4.19K
$133K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
436+ 2.5% |
$12.5K - $13.9K
|
17.9K
$568K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
430New |
$12.3K - $13.7K
|
430
$13.7K
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
413New |
$11.8K - $13.2K
|
413
$13.1K
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
400New |
$11.5K - $12.8K
|
400
$12.7K
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
400+ 4.86% |
$11.5K - $12.8K
|
8.63K
$274K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
394+ 11.96% |
$11.3K - $12.6K
|
3.69K
$117K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
356+ 2.45% |
$10.2K - $11.4K
|
14.9K
$474K
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
335New |
$9.6K - $10.7K
|
335
$10.6K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
300+ 17.8% |
$8.6K - $9.59K
|
1.99K
$63.1K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
300New |
$8.6K - $9.59K
|
300
$9.54K
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
283+ 3.81% |
$8.11K - $9.04K
|
7.71K
$245K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
275+ 80.65% |
$7.88K - $8.79K
|
616
$19.6K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
201+ 137.67% |
$5.76K - $6.42K
|
347
$11K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
189New |
$5.41K - $6.04K
|
189
$6.01K
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
180New |
$5.16K - $5.75K
|
180
$5.72K
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
173+ 0.72% |
$4.96K - $5.53K
|
24.4K
$774K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
171New |
$4.9K - $5.46K
|
171
$5.44K
|