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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
50New |
$1.21K - $1.51K
|
50
$1.59K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
37+ 11.21% |
$892 - $1.11K
|
367
$11.7K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
31New |
$748 - $934
|
31
$985
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
26+ 0.18% |
$627 - $783
|
14.5K
$460K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
22New |
$531 - $663
|
22
$699
|
|
|
Nov 07, 2023
Q3 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
22+ 0.14% |
$531 - $663
|
15.3K
$486K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
19New |
$458 - $572
|
19
$604
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
19New |
$458 - $572
|
19
$604
|
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
17+ 0.08% |
$410 - $512
|
21.3K
$677K
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
15+ 0.36% |
$362 - $452
|
4.22K
$134K
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
9+ 0.02% |
$217 - $271
|
59K
$1.88M
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
9+ 0.19% |
$217 - $271
|
4.84K
$154K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 0.18% |
$96.5 - $121
|
2.21K
$70.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.08% |
$96.5 - $121
|
4.84K
$154K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
2+ 0.73% |
$48.2 - $60.3
|
275
$8.74K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1+ 0.01% |
$24.1 - $30.1
|
10.6K
$338K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 0.24% |
$24.1 - $30.1
|
414
$13.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
1+ 2.78% |
$24.1 - $30.1
|
37
$1.18K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1+ 0.5% |
$24.1 - $30.1
|
201
$6.39K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.2% |
$24.1 - $30.1
|
491
$15.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-10- 0.36% |
$241 - $301
|
2.78K
$88.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-27- 0.22% |
$651 - $814
|
12.5K
$398K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-38- 4.78% |
$917 - $1.14K
|
757
$24.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-51- 19.1% |
$1.23K - $1.54K
|
216
$6.87K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-71- 0.36% |
$1.71K - $2.14K
|
19.6K
$623K
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-98- 5.88% |
$2.36K - $2.95K
|
1.57K
$49.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-108- 0.97% |
$2.6K - $3.25K
|
11K
$351K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-118- 1.06% |
$2.85K - $3.56K
|
11.1K
$352K
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-121- 12.44% |
$2.92K - $3.65K
|
852
$27.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-131- 0.9% |
$3.16K - $3.95K
|
14.5K
$460K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-133- 0.83% |
$3.21K - $4.01K
|
15.8K
$503K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-138- 1.07% |
$3.33K - $4.16K
|
12.7K
$405K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-139- 2.82% |
$3.35K - $4.19K
|
4.8K
$152K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-140- 9.43% |
$3.38K - $4.22K
|
1.35K
$42.8K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-175Closed |
$4.22K - $5.27K
|
0
$0
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-178- 0.88% |
$4.29K - $5.36K
|
20.1K
$640K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-205- 86.86% |
$4.94K - $6.18K
|
31
$985
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-223- 2.29% |
$5.38K - $6.72K
|
9.52K
$303K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-321- 2.88% |
$7.74K - $9.67K
|
10.8K
$344K
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-330- 86.84% |
$7.96K - $9.94K
|
50
$1.59K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-346- 3.92% |
$8.35K - $10.4K
|
8.47K
$269K
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-350- 1.42% |
$8.44K - $10.5K
|
24.4K
$775K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-385- 4.12% |
$9.29K - $11.6K
|
8.97K
$285K
|
|
|
Nov 13, 2023
Q3 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-464- 1.79% |
$11.2K - $14K
|
25.5K
$810K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-477- 5.56% |
$11.5K - $14.4K
|
8.1K
$258K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-478- 2.8% |
$11.5K - $14.4K
|
16.6K
$528K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-640- 3.28% |
$15.4K - $19.3K
|
18.9K
$600K
|
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-670- 1.69% |
$16.2K - $20.2K
|
39K
$1.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-726- 5.2% |
$17.5K - $21.9K
|
13.2K
$421K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.12K- 1.87% |
$27.1K - $33.8K
|
59K
$1.88M
|