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 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.73KNew |
$195K - $251K
|
8.73K
$301K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
8.66K+ 11.12% |
$193K - $249K
|
86.6K
$2.99M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
8.54K+ 13.81% |
$191K - $245K
|
70.4K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
8.15KNew |
$182K - $234K
|
8.15K
$281K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.13K+ 47.36% |
$182K - $234K
|
25.3K
$873K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
7.96K+ 16.06% |
$178K - $229K
|
57.5K
$1.98M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.95KNew |
$177K - $228K
|
7.95K
$274K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.92KNew |
$177K - $228K
|
7.92K
$273K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
7.81K+ 66.14% |
$174K - $224K
|
19.6K
$676K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
7.72K+ 11.05% |
$172K - $222K
|
77.5K
$2.67M
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
7.7KNew |
$172K - $221K
|
7.7K
$265K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.68KNew |
$172K - $221K
|
7.68K
$265K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.64K+ 12.57% |
$171K - $219K
|
68.4K
$2.36M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
7.52KNew |
$168K - $216K
|
7.52K
$259K
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
7.41KNew |
$166K - $213K
|
7.41K
$256K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.36KNew |
$164K - $211K
|
7.36K
$254K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.32KNew |
$163K - $210K
|
7.32K
$252K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
7.2KNew |
$161K - $207K
|
7.2K
$248K
|
|
|
Feb 01, 2024
Q4 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
7.11KNew |
$159K - $204K
|
7.11K
$245K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.43K+ 21.46% |
$144K - $185K
|
36.4K
$1.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.15K+ 49.5% |
$137K - $177K
|
18.6K
$641K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.07KNew |
$135K - $174K
|
6.07K
$209K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.55K+ 3.75% |
$124K - $160K
|
154K
$5.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.18K+ 5.6% |
$93.3K - $120K
|
78.8K
$2.72M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
3.99K+ 22.9% |
$89.2K - $115K
|
21.4K
$739K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.8KNew |
$84.9K - $109K
|
3.8K
$131K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.67K+ 47.8% |
$81.9K - $105K
|
11.3K
$391K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.52K+ 40.01% |
$78.7K - $101K
|
12.3K
$425K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3.51K+ 41.45% |
$78.4K - $101K
|
12K
$413K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.45K+ 3.08% |
$77K - $99K
|
115K
$3.97M
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
3.34K+ 23.04% |
$74.6K - $96K
|
17.8K
$615K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.3K+ 6.12% |
$73.7K - $94.8K
|
57.3K
$1.97M
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
3.27K+ 9.04% |
$73K - $93.9K
|
39.4K
$1.36M
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3.25K+ 21.4% |
$72.6K - $93.3K
|
18.4K
$636K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.94KNew |
$65.8K - $84.6K
|
2.94K
$102K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.79K+ 19.83% |
$62.3K - $80.1K
|
16.9K
$581K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
2.68KNew |
$59.9K - $77K
|
2.68K
$92.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.59K+ 1.69% |
$57.8K - $74.3K
|
156K
$5.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.59KNew |
$57.7K - $74.2K
|
2.59K
$89.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.41K+ 12.78% |
$53.8K - $69.2K
|
21.3K
$734K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.39K+ 8.86% |
$53.5K - $68.8K
|
29.4K
$1.01M
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.3K+ 3.82% |
$51.5K - $66.2K
|
62.6K
$2.16M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.29K+ 14.47% |
$51.2K - $65.8K
|
18.1K
$625K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
2K+ 200.0% |
$44.7K - $57.4K
|
3K
$103K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2K+ 200.0% |
$44.7K - $57.4K
|
3K
$103K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.94K+ 14.19% |
$43.4K - $55.7K
|
15.6K
$539K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
1.91K+ 952.5% |
$42.6K - $54.7K
|
2.11K
$72.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
1.87KNew |
$41.8K - $53.7K
|
1.87K
$64.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.8K+ 52.14% |
$40.2K - $51.7K
|
5.25K
$181K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.56KNew |
$34.9K - $44.9K
|
1.56K
$53.9K
|