Purchases and Sales Made in Q4 2021 in Global X Fds (BOTZ)
This table provides information about the institutional ownership of Global X Fds (BOTZ) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.47K+ 6.77% |
$51K - $58.6K
|
23.2K
$770K
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
1.38K+ 19.23% |
$47.7K - $54.8K
|
8.53K
$283K
|
|
|
Jan 18, 2022
Q4 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
1.28K+ 9.86% |
$44.2K - $50.8K
|
14.2K
$471K
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.28K+ 1.41% |
$44.2K - $50.8K
|
91.4K
$3.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
1.24K+ 16.13% |
$42.8K - $49.2K
|
8.89K
$295K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
987+ 56.92% |
$34.2K - $39.3K
|
2.72K
$90.3K
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
986New |
$34.2K - $39.3K
|
986
$32.7K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
976+ 22.72% |
$33.8K - $38.9K
|
5.27K
$175K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
865+ 7.38% |
$30K - $34.5K
|
12.6K
$418K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
808+ 3.47% |
$28K - $32.2K
|
24.1K
$800K
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
800+ 6.23% |
$27.7K - $31.9K
|
13.7K
$453K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
753New |
$26.1K - $30K
|
753
$25K
|
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
750+ 5.96% |
$26K - $29.9K
|
13.3K
$443K
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
742+ 1.9% |
$25.7K - $29.6K
|
39.9K
$1.32M
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
708New |
$24.6K - $28.2K
|
708
$23.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
600+ 0.24% |
$20.8K - $23.9K
|
253K
$8.39M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
595New |
$20.6K - $23.7K
|
595
$19.7K
|
|
|
Jan 27, 2022
Q4 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
567+ 2.3% |
$19.7K - $22.6K
|
25.2K
$838K
|
|
|
Feb 14, 2022
Q4 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
555+ 13.21% |
$19.2K - $22.1K
|
4.76K
$158K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
514+ 3.48% |
$17.8K - $20.5K
|
15.3K
$507K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
500New |
$17.3K - $19.9K
|
500
$16.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
500New |
$17.3K - $19.9K
|
500
$16.6K
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
431+ 3.55% |
$14.9K - $17.2K
|
12.6K
$417K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
426+ 2.47% |
$14.8K - $17K
|
17.7K
$586K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
425New |
$14.7K - $16.9K
|
425
$14.1K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
364+ 12.71% |
$12.6K - $14.5K
|
3.23K
$107K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
350New |
$12.1K - $13.9K
|
350
$11.6K
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
347+ 4.15% |
$12K - $13.8K
|
8.72K
$289K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
333+ 21.61% |
$11.5K - $13.3K
|
1.87K
$62.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
317+ 1.04% |
$11K - $12.6K
|
30.9K
$1.03M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
316New |
$11K - $12.6K
|
316
$10.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
301New |
$10.4K - $12K
|
301
$9.99K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
300New |
$10.4K - $11.9K
|
300
$9.95K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
299+ 4.78% |
$10.4K - $11.9K
|
6.55K
$217K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
299+ 4.78% |
$10.4K - $11.9K
|
6.55K
$217K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
291New |
$10.1K - $11.6K
|
291
$9.66K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
278New |
$9.64K - $11.1K
|
278
$9.22K
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
260New |
$9.02K - $10.4K
|
260
$8.63K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
253+ 1.1% |
$8.77K - $10.1K
|
23.2K
$769K
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
237+ 1.17% |
$8.22K - $9.44K
|
20.6K
$682K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
213New |
$7.39K - $8.48K
|
213
$7.07K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
205+ 0.89% |
$7.11K - $8.17K
|
23.1K
$768K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
200New |
$6.94K - $7.97K
|
200
$6.64K
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
200+ 1.58% |
$6.94K - $7.97K
|
12.9K
$427K
|
|
|
Feb 16, 2022
Q4 2021
|
Carroll Investors, Inc
|
BUY
|
- |
200New |
$6.94K - $7.97K
|
200
$6.64K
|
|
|
Feb 10, 2022
Q4 2021
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
200+ 2.08% |
$6.94K - $7.97K
|
9.81K
$326K
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
199+ 1.0% |
$6.9K - $7.93K
|
20K
$665K
|
|
|
Feb 09, 2022
Q4 2021
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
170+ 2.17% |
$5.9K - $6.77K
|
8K
$265K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
153+ 0.3% |
$5.31K - $6.09K
|
51.1K
$1.7M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
142+ 142.0% |
$4.92K - $5.66K
|
242
$8.03K
|