Purchases and Sales Made in Q4 2024 in Global X Fds (BOTZ)
This table provides information about the institutional ownership of Global X Fds (BOTZ) during Q4 2024. 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 17, 2025
Q4 2024
|
West Branch Capital LLC
|
BUY
|
- |
205New |
$6.38K - $7.01K
|
205
$6.59K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
200New |
$6.22K - $6.84K
|
200
$6.43K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
196+ 1.56% |
$6.1K - $6.7K
|
12.8K
$410K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
175+ 1.19% |
$5.44K - $5.98K
|
14.9K
$479K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
173+ 2.4% |
$5.38K - $5.91K
|
7.37K
$237K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
172+ 1.11% |
$5.35K - $5.88K
|
15.7K
$505K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
170+ 26.9% |
$5.29K - $5.81K
|
802
$25.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
170New |
$5.29K - $5.81K
|
170
$5.46K
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
157New |
$4.88K - $5.37K
|
157
$5.05K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
155+ 1.6% |
$4.82K - $5.3K
|
9.82K
$316K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
153New |
$4.76K - $5.23K
|
153
$4.92K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
152+ 33.33% |
$4.73K - $5.2K
|
608
$19.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
150+ 2.29% |
$4.67K - $5.13K
|
6.69K
$215K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
136+ 1.28% |
$4.23K - $4.65K
|
10.7K
$345K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
124+ 0.77% |
$3.86K - $4.24K
|
16.3K
$523K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
BUY
|
- |
120+ 1.54% |
$3.73K - $4.1K
|
7.93K
$255K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
105+ 3.15% |
$3.27K - $3.59K
|
3.44K
$110K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
100+ 0.85% |
$3.11K - $3.42K
|
11.9K
$383K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
100New |
$3.11K - $3.42K
|
100
$3.21K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
90+ 0.89% |
$2.8K - $3.08K
|
10.2K
$327K
|
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
63+ 0.24% |
$1.96K - $2.15K
|
26.4K
$849K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
60+ 0.7% |
$1.87K - $2.05K
|
8.64K
$278K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
57New |
$1.77K - $1.95K
|
57
$1.83K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
43+ 0.26% |
$1.34K - $1.47K
|
16.5K
$531K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
43+ 0.24% |
$1.34K - $1.47K
|
17.6K
$567K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
42+ 9.81% |
$1.31K - $1.44K
|
470
$15.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
40+ 32.0% |
$1.24K - $1.37K
|
165
$5.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
39+ 20.21% |
$1.21K - $1.33K
|
232
$7.46K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
30+ 5.16% |
$933 - $1.03K
|
611
$19.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
25+ 0.07% |
$778 - $855
|
37.4K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
25+ 0.93% |
$778 - $855
|
2.73K
$87.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
9+ 6.98% |
$280 - $308
|
138
$4.44K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
2+ 0.77% |
$62.2 - $68.4
|
262
$8.42K
|
|
|
Apr 23, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1+ 0.0% |
$31.1 - $34.2
|
610K
$19.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.11% |
$31.1 - $34.2
|
925
$29.7K
|
|
|
Jan 28, 2025
Q4 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-3- 50.0% |
$93.3 - $103
|
3
$96.4
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-4- 0.06% |
$124 - $137
|
7.1K
$228K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-8- 0.27% |
$249 - $273
|
2.92K
$93.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10- 1.41% |
$311 - $342
|
700
$22.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-30- 0.27% |
$933 - $1.03K
|
11.2K
$359K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-50- 0.53% |
$1.56K - $1.71K
|
9.35K
$301K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-70- 3.36% |
$2.18K - $2.39K
|
2.02K
$64.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-71- 1.04% |
$2.21K - $2.43K
|
6.74K
$217K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-72- 0.29% |
$2.24K - $2.46K
|
24.9K
$800K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-88- 0.56% |
$2.74K - $3.01K
|
15.6K
$501K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-95- 0.88% |
$2.96K - $3.25K
|
10.7K
$345K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-100- 0.62% |
$3.11K - $3.42K
|
15.9K
$512K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-120- 9.13% |
$3.73K - $4.1K
|
1.2K
$38.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-123- 0.26% |
$3.83K - $4.2K
|
47.1K
$1.51M
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-165- 2.36% |
$5.13K - $5.64K
|
6.84K
$220K
|