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 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
115New |
$2.57K - $3.3K
|
115
$3.97K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
98+ 58.68% |
$2.19K - $2.81K
|
265
$9.14K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
92+ 0.25% |
$2.06K - $2.64K
|
36.4K
$1.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
75+ 0.8% |
$1.68K - $2.15K
|
9.44K
$326K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
71+ 8.33% |
$1.59K - $2.04K
|
923
$31.8K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
59+ 5900.0% |
$1.32K - $1.69K
|
60
$2.07K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
40New |
$894 - $1.15K
|
40
$1.38K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
40New |
$894 - $1.15K
|
40
$1.38K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
33New |
$737 - $948
|
33
$1.14K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
31+ 1.66% |
$693 - $890
|
1.9K
$65.7K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
10New |
$223 - $287
|
10
$345
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5+ 0.12% |
$112 - $144
|
4.22K
$146K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.01% |
$67 - $86.2
|
24.3K
$839K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
3New |
$67 - $86.2
|
3
$103
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$22.3 - $28.7
|
1
$34.5
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-2- 0.01% |
$44.7 - $57.4
|
14.3K
$494K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-6- 0.04% |
$134 - $172
|
14.5K
$498K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-20- 7.27% |
$447 - $574
|
255
$8.79K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-31- 0.35% |
$693 - $890
|
8.94K
$308K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-50- 58.82% |
$1.12K - $1.44K
|
35
$1.21K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-70- 32.41% |
$1.56K - $2.01K
|
146
$5.04K
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-80- 0.62% |
$1.79K - $2.3K
|
12.7K
$439K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-92- 1.14% |
$2.06K - $2.64K
|
8.01K
$276K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-103- 33.99% |
$2.3K - $2.96K
|
200
$6.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-117- 25.38% |
$2.61K - $3.36K
|
344
$11.9K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-126- 16.64% |
$2.81K - $3.62K
|
631
$21.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-131- 1.05% |
$2.93K - $3.76K
|
12.4K
$427K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-148- 0.78% |
$3.31K - $4.25K
|
18.8K
$648K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-150- 8.69% |
$3.35K - $4.31K
|
1.58K
$54.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-180- 1.63% |
$4.02K - $5.17K
|
10.9K
$375K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-197- 1.02% |
$4.4K - $5.66K
|
19.1K
$660K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-206- 99.52% |
$4.6K - $5.92K
|
1
$34.5
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-228- 8.86% |
$5.09K - $6.55K
|
2.35K
$80.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-251- 1.21% |
$5.61K - $7.21K
|
20.4K
$705K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-301- 17.82% |
$6.72K - $8.64K
|
1.39K
$47.9K
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-333- 3.72% |
$7.44K - $9.56K
|
8.63K
$298K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-340- 57.63% |
$7.6K - $9.76K
|
250
$8.62K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-343- 0.28% |
$7.66K - $9.85K
|
123K
$4.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-528- 3.65% |
$11.8K - $15.2K
|
13.9K
$481K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-571- 6.0% |
$12.8K - $16.4K
|
8.95K
$309K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-652- 0.27% |
$14.6K - $18.7K
|
239K
$8.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-722- 3.59% |
$16.1K - $20.7K
|
19.4K
$670K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-766- 2.59% |
$17.1K - $22K
|
28.8K
$993K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-787- 2.99% |
$17.6K - $22.6K
|
25.6K
$882K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-904- 2.47% |
$20.2K - $26K
|
35.7K
$1.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-909- 0.47% |
$20.3K - $26.1K
|
191K
$6.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-961- 3.04% |
$21.5K - $27.6K
|
30.6K
$1.06M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-1K- 48.71% |
$22.3K - $28.7K
|
1.05K
$36.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.14K- 79.37% |
$25.4K - $32.6K
|
295
$10.2K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-1.21K- 7.81% |
$27K - $34.7K
|
14.2K
$491K
|