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 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.26K- 4.18% |
$28.1K - $36.1K
|
28.8K
$915K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.53K- 0.21% |
$34.2K - $43.9K
|
717K
$22.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-1.58K- 14.7% |
$35.3K - $45.4K
|
9.17K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.84K- 10.8% |
$41.1K - $52.8K
|
15.2K
$483K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.89K- 4.81% |
$42.2K - $54.3K
|
37.4K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.96K- 8.34% |
$43.9K - $56.4K
|
21.6K
$686K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2K- 18.81% |
$44.7K - $57.4K
|
8.63K
$274K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.87K- 26.38% |
$64.2K - $82.5K
|
8.01K
$255K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.99K- 5.0% |
$66.8K - $85.9K
|
56.8K
$1.81M
|
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-3.1K- 20.83% |
$69.3K - $89K
|
11.8K
$375K
|
|
|
Jan 23, 2024
Q4 2023
|
Lee Financial Group Hawaii, Inc.
Honolulu, HI |
SELL
|
- |
-3.56K- 1.92% |
$79.5K - $102K
|
182K
$5.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-3.72K- 22.04% |
$83K - $107K
|
13.1K
$418K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-3.91K- 26.2% |
$87.3K - $112K
|
11K
$350K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.12K- 20.1% |
$91.9K - $118K
|
16.4K
$520K
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-4.13K- 33.35% |
$92.3K - $119K
|
8.26K
$262K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-4.19K- 28.64% |
$93.6K - $120K
|
10.4K
$332K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.63K- 27.37% |
$103K - $133K
|
12.3K
$390K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-5.24K- 40.15% |
$117K - $151K
|
7.81K
$248K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-5.45K- 15.47% |
$122K - $157K
|
29.8K
$947K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5.84K- 6.69% |
$130K - $168K
|
81.4K
$2.59M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-6.69K- 14.6% |
$149K - $192K
|
39.1K
$1.24M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-7.71K- 18.02% |
$172K - $221K
|
35.1K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.9K- 4.69% |
$177K - $227K
|
161K
$5.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-9.92K- 98.41% |
$222K - $285K
|
160
$5.09K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-10.1K- 50.0% |
$226K - $291K
|
10.1K
$322K
|
|
|
Feb 14, 2024
Q4 2023
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-10.4K- 54.38% |
$232K - $298K
|
8.7K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-11K- 99.48% |
$246K - $316K
|
58
$1.84K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-12.1K- 23.53% |
$269K - $346K
|
39.2K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-13.4K- 28.37% |
$300K - $386K
|
33.9K
$1.08M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-13.6K- 86.5% |
$303K - $390K
|
2.12K
$67.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-15.2K- 15.87% |
$340K - $437K
|
80.7K
$2.56M
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-15.6K- 4.51% |
$348K - $447K
|
330K
$10.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-16.3K- 5.69% |
$364K - $468K
|
271K
$8.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-17.7KClosed |
$396K - $509K
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-20.5K- 29.64% |
$459K - $590K
|
48.8K
$1.55M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-22.2K- 20.25% |
$497K - $639K
|
87.6K
$2.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-26.5K- 2.03% |
$592K - $761K
|
1.28M
$40.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-34.1K- 57.71% |
$761K - $978K
|
25K
$793K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-34.3K- 4.54% |
$767K - $986K
|
722K
$23M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-44.3K- 67.11% |
$989K - $1.27M
|
21.7K
$690K
|
|
|
Feb 08, 2024
Q4 2023
|
Wt Wealth Management
|
SELL
|
- |
-53.3K- 47.86% |
$1.19M - $1.53M
|
58.1K
$1.85M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-58.8K- 99.68% |
$1.31M - $1.69M
|
191
$6.07K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-73.5K- 16.41% |
$1.64M - $2.11M
|
375K
$11.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-95.4K- 9.26% |
$2.13M - $2.74M
|
935K
$29.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-99.8K- 3.45% |
$2.23M - $2.87M
|
2.8M
$88.9M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-139K- 94.32% |
$3.1M - $3.98M
|
8.35K
$265K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-199K- 33.04% |
$4.44M - $5.71M
|
403K
$12.8M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-230K- 96.49% |
$5.14M - $6.61M
|
8.37K
$266K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-415K- 12.92% |
$9.27M - $11.9M
|
2.8M
$88.9M
|