Purchases and Sales Made in Q3 2024 in Global X Fds (BOTZ)
This table provides information about the institutional ownership of Global X Fds (BOTZ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
403+ 4.11% |
$11.2K - $13K
|
10.2K
$352K
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
362+ 3.46% |
$10K - $11.7K
|
10.8K
$373K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
339+ 0.95% |
$9.38K - $10.9K
|
35.9K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
323+ 41.2% |
$8.94K - $10.4K
|
1.11K
$38.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
304+ 3.39% |
$8.41K - $9.81K
|
9.27K
$320K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
258New |
$7.14K - $8.33K
|
258
$8.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
242New |
$6.7K - $7.81K
|
242
$8.35K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
234New |
$6.48K - $7.55K
|
234
$8.07K
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
233+ 33.05% |
$6.45K - $7.52K
|
938
$32.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
225+ 0.74% |
$6.23K - $7.26K
|
30.5K
$1.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
221+ 1.45% |
$6.12K - $7.13K
|
15.4K
$532K
|
|
|
Oct 21, 2024
Q3 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
206+ 4.26% |
$5.7K - $6.65K
|
5.04K
$174K
|
|
|
Oct 03, 2024
Q3 2024
|
Trust CO
|
BUY
|
- |
206New |
$5.7K - $6.65K
|
206
$7.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
180+ 81.82% |
$4.98K - $5.81K
|
400
$13.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
166+ 1.72% |
$4.59K - $5.36K
|
9.81K
$338K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
163+ 61.51% |
$4.51K - $5.26K
|
428
$14.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
154+ 0.18% |
$4.26K - $4.97K
|
83.5K
$2.88M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
150+ 0.92% |
$4.15K - $4.84K
|
16.5K
$569K
|
|
|
Nov 08, 2024
Q3 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
147+ 0.56% |
$4.07K - $4.74K
|
26.4K
$909K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
109New |
$3.02K - $3.52K
|
109
$3.76K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
107+ 1.26% |
$2.96K - $3.45K
|
8.58K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
107+ 0.29% |
$2.96K - $3.45K
|
37.4K
$1.29M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
100+ 5.04% |
$2.77K - $3.23K
|
2.09K
$71.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
100New |
$2.77K - $3.23K
|
100
$3.45K
|
|
|
Dec 17, 2024
Q3 2024
|
Ims Capital Management
|
BUY
|
- |
100+ 1.3% |
$2.77K - $3.23K
|
7.81K
$269K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
92+ 7.38% |
$2.55K - $2.97K
|
1.34K
$46.2K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
81New |
$2.24K - $2.61K
|
81
$2.79K
|
|
|
Oct 15, 2024
Q3 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
58+ 13.15% |
$1.61K - $1.87K
|
499
$17.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
56New |
$1.55K - $1.81K
|
56
$1.93K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
26+ 0.54% |
$720 - $839
|
4.87K
$168K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
22+ 12.87% |
$609 - $710
|
193
$6.66K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
21+ 0.21% |
$581 - $678
|
10.1K
$349K
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
20+ 0.34% |
$554 - $645
|
5.94K
$205K
|
|
|
Oct 25, 2024
Q3 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
14+ 5.98% |
$388 - $452
|
248
$8.55K
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
13+ 0.06% |
$360 - $420
|
21.3K
$735K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
7+ 0.96% |
$194 - $226
|
739
$25.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
7+ 0.24% |
$194 - $226
|
2.93K
$101K
|
|
|
Oct 08, 2024
Q3 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
7+ 0.1% |
$194 - $226
|
7.12K
$245K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
4+ 0.15% |
$111 - $129
|
2.59K
$89.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.14% |
$83 - $96.8
|
2.1K
$72.5K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3+ 100.0% |
$83 - $96.8
|
6
$207
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
3+ 0.04% |
$83 - $96.8
|
6.99K
$241K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.09% |
$83 - $96.8
|
3.24K
$112K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
3+ 0.07% |
$83 - $96.8
|
4.61K
$159K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
BUY
|
- |
2+ 0.03% |
$55.4 - $64.5
|
6.54K
$225K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2+ 0.02% |
$55.4 - $64.5
|
10.1K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1+ 0.01% |
$27.7 - $32.3
|
8.92K
$308K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
1+ 0.39% |
$27.7 - $32.3
|
260
$8.97K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
1+ 0.24% |
$27.7 - $32.3
|
414
$14.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1+ 0.0% |
$27.7 - $32.3
|
22.6K
$781K
|