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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
1.54K+ 13.16% |
$34.5K - $44.3K
|
13.3K
$422K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.51KNew |
$33.8K - $43.5K
|
1.51K
$48.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.47K+ 18.08% |
$32.9K - $42.3K
|
9.62K
$306K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.45K+ 13.41% |
$32.4K - $41.7K
|
12.3K
$390K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.42K+ 1.08% |
$31.7K - $40.8K
|
133K
$4.23M
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
1.42K+ 1.4% |
$31.7K - $40.7K
|
103K
$3.26M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.41KNew |
$31.4K - $40.4K
|
1.41K
$44.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.37K+ 12.91% |
$30.7K - $39.5K
|
12K
$382K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
1.23K+ 8.29% |
$27.4K - $35.2K
|
16K
$509K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.19K+ 5.0% |
$26.5K - $34.1K
|
24.9K
$793K
|
|
|
Jan 23, 2024
Q4 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
1.17K+ 3.6% |
$26.2K - $33.7K
|
33.8K
$1.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
1.16K+ 9.26% |
$26K - $33.4K
|
13.7K
$436K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
1.06K+ 2.86% |
$23.8K - $30.6K
|
38.2K
$1.21M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
885+ 4.58% |
$19.8K - $25.4K
|
20.2K
$642K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
876+ 3.44% |
$19.6K - $25.2K
|
26.4K
$838K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
825+ 165.0% |
$18.4K - $23.7K
|
1.33K
$42.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
824New |
$18.4K - $23.7K
|
824
$26.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
801+ 51.05% |
$17.9K - $23K
|
2.37K
$75.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
750+ 1.92% |
$16.8K - $21.5K
|
39.7K
$1.26M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
600+ 2.82% |
$13.4K - $17.2K
|
21.8K
$694K
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
572+ 6.59% |
$12.8K - $16.4K
|
9.25K
$294K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
548New |
$12.2K - $15.7K
|
548
$17.4K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
457+ 12.94% |
$10.2K - $13.1K
|
3.99K
$127K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
446+ 2.69% |
$9.96K - $12.8K
|
17.1K
$542K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
423+ 1.49% |
$9.45K - $12.1K
|
28.8K
$916K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
422+ 4.89% |
$9.43K - $12.1K
|
9.05K
$288K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
405+ 1840.91% |
$9.05K - $11.6K
|
427
$13.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
402+ 74.17% |
$8.98K - $11.5K
|
944
$30K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
385New |
$8.6K - $11.1K
|
385
$12.2K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
356+ 20.42% |
$7.95K - $10.2K
|
2.1K
$66.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
346New |
$7.73K - $9.94K
|
346
$11K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
340+ 25.28% |
$7.6K - $9.76K
|
1.69K
$53.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
300+ 422.54% |
$6.7K - $8.62K
|
371
$11.8K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
290New |
$6.48K - $8.33K
|
290
$9.22K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
284New |
$6.34K - $8.16K
|
284
$9.03K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
283+ 0.67% |
$6.32K - $8.13K
|
42.5K
$1.35M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
280New |
$6.26K - $8.04K
|
280
$8.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
278New |
$6.21K - $7.98K
|
278
$8.84K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
278New |
$6.21K - $7.98K
|
278
$8.84K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
249New |
$5.56K - $7.15K
|
249
$7.92K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
220+ 1.57% |
$4.91K - $6.32K
|
14.2K
$453K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
206New |
$4.6K - $5.92K
|
206
$6.55K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
206+ 8.02% |
$4.6K - $5.92K
|
2.77K
$88.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
200+ 0.82% |
$4.47K - $5.74K
|
24.6K
$781K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
200+ 0.46% |
$4.47K - $5.74K
|
43.4K
$1.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
176New |
$3.93K - $5.05K
|
176
$5.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
162+ 0.36% |
$3.62K - $4.65K
|
45.4K
$1.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
161+ 1.26% |
$3.6K - $4.62K
|
12.9K
$410K
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
122+ 47.66% |
$2.73K - $3.5K
|
378
$12K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
116+ 1.28% |
$2.59K - $3.33K
|
9.15K
$291K
|