Latest Institutional Transactions on Global X Fds Global X S&P 500 (CATH)
This table provides information on the latest institutional transactions involving Global X Fds Global X S&P 500 (CATH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-54- 14.63% |
$3.24K - $3.57K
|
315
$22.1K
|
|
|
Aug 06, 2024
Q2 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
10.9K+ 2.82% |
$655K - $722K
|
398K
$27.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
68New |
$4.08K - $4.5K
|
68
$4.76K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-165- 0.4% |
$9.9K - $10.9K
|
41K
$2.87M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
201+ 1.07% |
$12.1K - $13.3K
|
18.9K
$1.32M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
6+ 0.02% |
$360 - $397
|
27.5K
$1.92M
|
|
|
Aug 02, 2024
Q2 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-9.71K- 3.94% |
$583K - $642K
|
236K
$16.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-325- 8.98% |
$19.5K - $21.5K
|
3.3K
$231K
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
8.01KNew |
$481K - $530K
|
8.01K
$561K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
437New |
$26.2K - $28.9K
|
437
$30.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
2.22K+ 69.5% |
$133K - $147K
|
5.42K
$380K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.5K- 10.79% |
$90K - $99.2K
|
12.4K
$868K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
510+ 0.84% |
$30.6K - $33.7K
|
61.2K
$4.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-4- 0.07% |
$240 - $265
|
5.52K
$387K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
26+ 8.13% |
$1.56K - $1.72K
|
346
$24.2K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.25KNew |
$255K - $281K
|
4.25K
$298K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.34K+ 12.22% |
$80.1K - $88.3K
|
12.3K
$858K
|
|
|
Jul 17, 2024
Q2 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-460- 10.68% |
$27.6K - $30.4K
|
3.85K
$269K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$60 - $66.1
|
5.44K
$381K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
BUY
|
- |
60+ 0.98% |
$3.6K - $3.97K
|
6.2K
$434K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.06KNew |
$63.6K - $70K
|
1.06K
$74.1K
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
3.08KNew |
$185K - $204K
|
3.08K
$216K
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.25K- 50.73% |
$242K - $270K
|
4.13K
$289K
|
|
|
Aug 13, 2024
Q1 2024
|
Common Fund For Nonprofit Organizations
Wilton, CT |
SELL
|
- |
-8.01K- 5.35% |
$456K - $510K
|
142K
$9.91M
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.5KNew |
$199K - $223K
|
3.5K
$245K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-125- 10.96% |
$7.12K - $7.96K
|
1.02K
$71.1K
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-64- 9.64% |
$3.65K - $4.07K
|
600
$42K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
10+ 0.73% |
$570 - $636
|
1.38K
$96.7K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
378+ 4.26% |
$21.5K - $24.1K
|
9.25K
$647K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-49- 4.68% |
$2.79K - $3.12K
|
998
$69.9K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-225- 5.66% |
$12.8K - $14.3K
|
3.75K
$263K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
67+ 1.66% |
$3.82K - $4.26K
|
4.12K
$288K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.54KNew |
$201K - $225K
|
3.54K
$248K
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-20- 0.45% |
$1.14K - $1.27K
|
4.38K
$307K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
416New |
$23.7K - $26.5K
|
416
$29.1K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
5KNew |
$285K - $318K
|
5K
$350K
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.55K- 7.88% |
$88.3K - $98.6K
|
18.1K
$1.27M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.52K- 35.3% |
$86.6K - $96.7K
|
2.79K
$195K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
46+ 0.72% |
$2.62K - $2.93K
|
6.47K
$453K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
9.84KNew |
$560K - $626K
|
9.84K
$689K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
105New |
$5.98K - $6.68K
|
105
$7.35K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-186- 2.74% |
$10.6K - $11.8K
|
6.59K
$461K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.03K- 5.19% |
$58.4K - $65.2K
|
18.7K
$1.31M
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
128+ 2.25% |
$7.29K - $8.15K
|
5.81K
$407K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.46K+ 7.56% |
$83.4K - $93.2K
|
20.8K
$1.46M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
540+ 0.61% |
$30.8K - $34.4K
|
89.5K
$6.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
35+ 1.41% |
$1.99K - $2.23K
|
2.52K
$176K
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-850- 6.69% |
$48.4K - $54.1K
|
11.9K
$830K
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-253- 7.33% |
$14.4K - $16.1K
|
3.2K
$224K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-321- 4.82% |
$18.3K - $20.4K
|
6.34K
$444K
|
|