Purchases and Sales Made in Q4 2023 in Global X Fds (BOTZ)
This table provides information about the institutional ownership of Global X Fds (BOTZ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.68M+ 35.05% |
$82.3M - $106M
|
14.2M
$451M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.25M+ 28.41% |
$27.9M - $35.9M
|
5.64M
$179M
|
|
|
Jan 25, 2024
Q4 2023
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
795KNew |
$17.8M - $22.8M
|
795K
$25.3M
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
640K+ 217.51% |
$14.3M - $18.4M
|
935K
$29.7M
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
535K+ 163.6% |
$11.9M - $15.4M
|
862K
$27.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
498K+ 50.36% |
$11.1M - $14.3M
|
1.49M
$47.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
240K+ 35.12% |
$5.35M - $6.88M
|
922K
$29.3M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
239KNew |
$5.33M - $6.85M
|
239K
$7.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
232KNew |
$5.19M - $6.67M
|
232K
$7.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
223K+ 1205.36% |
$4.97M - $6.39M
|
241K
$7.66M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
164K+ 70.48% |
$3.67M - $4.72M
|
397K
$12.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
105KNew |
$2.35M - $3.02M
|
105K
$3.34M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
95.1K+ 30.91% |
$2.12M - $2.73M
|
403K
$12.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
79.9KNew |
$1.78M - $2.29M
|
79.9K
$2.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
78.3K+ 14.47% |
$1.75M - $2.25M
|
620K
$19.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
60.4K+ 9.18% |
$1.35M - $1.73M
|
718K
$22.8M
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
56.3KNew |
$1.26M - $1.62M
|
56.3K
$1.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
55.8KNew |
$1.25M - $1.6M
|
55.8K
$1.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
50.9K+ 14.81% |
$1.14M - $1.46M
|
394K
$12.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
46.5K+ 26.86% |
$1.04M - $1.33M
|
219K
$6.98M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
41.2K+ 35.89% |
$919K - $1.18M
|
156K
$4.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
36.6K+ 6.91% |
$817K - $1.05M
|
566K
$18M
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
34KNew |
$760K - $976K
|
34K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
26.5K+ 50.68% |
$591K - $760K
|
78.7K
$2.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.5K+ 17.91% |
$548K - $704K
|
161K
$5.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
24.4K+ 38.06% |
$545K - $701K
|
88.5K
$2.81M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
24.2K+ 13.73% |
$540K - $694K
|
200K
$6.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
24K+ 15.8% |
$537K - $690K
|
176K
$5.6M
|
|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
23.5KNew |
$526K - $676K
|
23.5K
$748K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
20.7KNew |
$461K - $593K
|
20.7K
$657K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
20.5KNew |
$458K - $589K
|
20.5K
$652K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
20.3K+ 6.14% |
$452K - $582K
|
350K
$11.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
18.8KNew |
$421K - $541K
|
18.8K
$599K
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
17.8KNew |
$398K - $512K
|
17.8K
$567K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.6K+ 7.47% |
$393K - $506K
|
253K
$8.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.5K+ 35.7% |
$368K - $473K
|
62.6K
$1.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
16.1KNew |
$360K - $463K
|
16.1K
$512K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
15.6KNew |
$349K - $449K
|
15.6K
$497K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.2K+ 46.21% |
$317K - $407K
|
44.9K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
12.3K+ 23.14% |
$275K - $353K
|
65.4K
$2.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12K+ 0.7% |
$268K - $345K
|
1.72M
$54.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
10.8K+ 61.28% |
$242K - $311K
|
28.5K
$905K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
10.4KNew |
$233K - $299K
|
10.4K
$331K
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
10.4KNew |
$232K - $299K
|
10.4K
$331K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
9.67K+ 58.63% |
$216K - $278K
|
26.2K
$832K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
9.62KNew |
$215K - $276K
|
9.62K
$306K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.4K+ 36.77% |
$210K - $270K
|
35K
$1.11M
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
9.07KNew |
$203K - $261K
|
9.07K
$288K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
9KNew |
$201K - $258K
|
9K
$286K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8.98KNew |
$201K - $258K
|
8.98K
$285K
|