Purchases and Sales Made in Q3 2023 in Global X Fds (BOTZ)
This table provides information about the institutional ownership of Global X Fds (BOTZ) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
9.93K+ 128.57% |
$240K - $299K
|
17.7K
$561K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
9.92K+ 6200.0% |
$239K - $299K
|
10.1K
$320K
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
8.96KNew |
$216K - $270K
|
8.96K
$285K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.8KNew |
$212K - $265K
|
8.8K
$280K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
8.65K+ 1.28% |
$209K - $261K
|
682K
$21.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
8.58K+ 31.12% |
$207K - $259K
|
36.2K
$1.15M
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.49K+ 78.51% |
$205K - $256K
|
19.3K
$614K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
7.88K+ 68.81% |
$190K - $237K
|
19.3K
$614K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
7.36K+ 6.33% |
$177K - $222K
|
123K
$3.93M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.12K+ 72.79% |
$172K - $215K
|
16.9K
$537K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
6.03K+ 16.66% |
$145K - $182K
|
42.2K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
5.66K+ 6.27% |
$137K - $171K
|
95.9K
$3.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
5.47K+ 767.6% |
$132K - $165K
|
6.19K
$197K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
5.11K+ 16.95% |
$123K - $154K
|
35.2K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.91K+ 22.2% |
$118K - $148K
|
27K
$859K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.61K+ 18.18% |
$111K - $139K
|
29.9K
$952K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
4.55K+ 36.94% |
$110K - $137K
|
16.9K
$536K
|
|
|
Nov 13, 2023
Q3 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.34K+ 37.21% |
$105K - $131K
|
16K
$509K
|
|
|
Oct 31, 2023
Q3 2023
|
Elite Wealth Management, Inc.
|
BUY
|
- |
4.19K+ 7.73% |
$101K - $126K
|
58.3K
$1.85M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
4.08K+ 5.53% |
$98.5K - $123K
|
77.9K
$2.48M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.01K+ 23.28% |
$96.7K - $121K
|
21.2K
$675K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.5K+ 2.03% |
$84.4K - $105K
|
176K
$5.6M
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.3K+ 12.34% |
$79.6K - $99.4K
|
30K
$955K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.02K+ 7.49% |
$72.7K - $90.8K
|
43.2K
$1.37M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3K+ 20.35% |
$72.3K - $90.3K
|
17.7K
$564K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.91K+ 12.85% |
$70.2K - $87.7K
|
25.6K
$813K
|
|
|
Oct 23, 2023
Q3 2023
|
Rmr Wealth Builders
|
BUY
|
- |
2.57K+ 10.93% |
$61.9K - $77.4K
|
26.1K
$829K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2.3KNew |
$55.5K - $69.3K
|
2.3K
$73.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.02K+ 28.8% |
$48.7K - $60.9K
|
9.04K
$287K
|
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.95K+ 129.83% |
$47K - $58.8K
|
3.45K
$110K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.92K+ 98.87% |
$46.2K - $57.8K
|
3.86K
$123K
|
|
|
Nov 09, 2023
Q3 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
1.72KNew |
$41.6K - $51.9K
|
1.72K
$54.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.71K+ 197.91% |
$41.1K - $51.4K
|
2.57K
$81.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.51K+ 4.24% |
$36.4K - $45.5K
|
37.1K
$1.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
1.51K+ 5.62% |
$36.4K - $45.5K
|
28.4K
$902K
|
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
1.5K+ 4.81% |
$36.1K - $45.1K
|
32.6K
$1.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.41K+ 29.55% |
$33.9K - $42.3K
|
6.16K
$196K
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.4K+ 19.15% |
$33.6K - $42K
|
8.68K
$276K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.3K+ 6.69% |
$31.3K - $39.1K
|
20.7K
$658K
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.27K+ 3.34% |
$30.6K - $38.2K
|
39.2K
$1.25M
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.2KNew |
$28.9K - $36.2K
|
1.2K
$38.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.13K+ 9.96% |
$27.1K - $33.9K
|
12.4K
$395K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1KNew |
$24.1K - $30.1K
|
1K
$31.8K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
1K+ 94.97% |
$24.1K - $30.1K
|
2.05K
$65.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
996+ 13.93% |
$24K - $30K
|
8.15K
$259K
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
965+ 9.86% |
$23.3K - $29.1K
|
10.8K
$342K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
964+ 2677.78% |
$23.3K - $29K
|
1K
$31.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
964+ 2677.78% |
$23.3K - $29K
|
1K
$31.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
924New |
$22.3K - $27.8K
|
924
$29.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
896+ 6.39% |
$21.6K - $27K
|
14.9K
$474K
|