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 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.16% |
$27.7 - $32.3
|
632
$20.1K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.11% |
$27.7 - $32.3
|
924
$29.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1New |
$27.7 - $32.3
|
1
$31.8
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
1+ 0.53% |
$27.7 - $32.3
|
190
$6.04K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.17% |
$27.7 - $32.3
|
581
$18.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 0.49% |
$27.7 - $32.3
|
207
$6.58K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.49% |
$27.7 - $32.3
|
206
$6.55K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1New |
$27.7 - $32.3
|
1
$31.8
|
|
|
Nov 08, 2024
Q3 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 0.2% |
$27.7 - $32.3
|
492
$15.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1- 0.01% |
$27.7 - $32.3
|
17.6K
$559K
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3- 0.02% |
$83 - $96.8
|
18.2K
$579K
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-9- 47.37% |
$249 - $290
|
10
$318
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-12- 27.27% |
$332 - $387
|
32
$1.02K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-39- 2.88% |
$1.08K - $1.26K
|
1.32K
$41.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-82- 1.16% |
$2.27K - $2.65K
|
7.01K
$223K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-118- 0.92% |
$3.27K - $3.81K
|
12.7K
$405K
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-125- 0.13% |
$3.46K - $4.03K
|
93.2K
$2.96M
|
|
|
Nov 12, 2024
Q3 2024
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-160- 1.19% |
$4.43K - $5.16K
|
13.3K
$422K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-160- 6.25% |
$4.43K - $5.16K
|
2.4K
$76.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-174- 1.63% |
$4.82K - $5.61K
|
10.5K
$333K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-195- 0.72% |
$5.4K - $6.29K
|
26.9K
$856K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-198- 0.76% |
$5.48K - $6.39K
|
25.9K
$823K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-200- 9.5% |
$5.54K - $6.45K
|
1.91K
$60.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-234- 3.15% |
$6.48K - $7.55K
|
7.2K
$229K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-250- 33.33% |
$6.92K - $8.07K
|
500
$15.9K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-250- 58.14% |
$6.92K - $8.07K
|
180
$5.72K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-254- 11.46% |
$7.03K - $8.2K
|
1.96K
$62.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-268- 2.09% |
$7.42K - $8.65K
|
12.6K
$399K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-271- 51.04% |
$7.5K - $8.75K
|
260
$8.27K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-300- 42.86% |
$8.3K - $9.68K
|
400
$12.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-303- 4.23% |
$8.39K - $9.78K
|
6.86K
$218K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-312- 7.82% |
$8.64K - $10.1K
|
3.68K
$117K
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-319- 4.15% |
$8.83K - $10.3K
|
7.37K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-326- 0.84% |
$9.02K - $10.5K
|
38.6K
$1.23M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-356- 1.25% |
$9.85K - $11.5K
|
28K
$892K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-368- 0.94% |
$10.2K - $11.9K
|
38.8K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-384- 1.52% |
$10.6K - $12.4K
|
25K
$793K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-393- 10.66% |
$10.9K - $12.7K
|
3.3K
$105K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-437- 2.51% |
$12.1K - $14.1K
|
17K
$539K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-439- 4.8% |
$12.2K - $14.2K
|
8.7K
$277K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-455- 0.17% |
$12.6K - $14.7K
|
270K
$8.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-486- 6.49% |
$13.5K - $15.7K
|
7K
$223K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-511- 5.44% |
$14.1K - $16.5K
|
8.88K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-574- 6.39% |
$15.9K - $18.5K
|
8.41K
$267K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-585- 27.32% |
$16.2K - $18.9K
|
1.56K
$49.5K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-600- 14.22% |
$16.6K - $19.4K
|
3.62K
$115K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-624- 0.78% |
$17.3K - $20.1K
|
79.8K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-635- 1.38% |
$17.6K - $20.5K
|
45.2K
$1.44M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-647- 8.39% |
$17.9K - $20.9K
|
7.07K
$225K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-700- 39.86% |
$19.4K - $22.6K
|
1.06K
$33.6K
|