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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-179- 2.81% |
$11.8K - $13.3K
|
6.2K
$476K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
180+ 3.29% |
$11.9K - $13.4K
|
5.65K
$433K
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-500- 1.22% |
$33.1K - $37.1K
|
40.5K
$3.11M
|
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
BUY
|
- |
105+ 1.59% |
$6.94K - $7.79K
|
6.72K
$515K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
14.6K+ 11.22% |
$968K - $1.09M
|
145K
$11.1M
|
|
|
May 01, 2025
Q1 2025
|
Exchange Capital Management, Inc.
|
BUY
|
- |
440+ 7.71% |
$29.1K - $32.6K
|
6.15K
$472K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
21+ 0.55% |
$1.39K - $1.56K
|
3.86K
$296K
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
BUY
|
- |
197+ 5.11% |
$13K - $14.6K
|
4.05K
$311K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
8.26K+ 17.57% |
$547K - $613K
|
55.3K
$4.24M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$66.1 - $74.2
|
1
$76.7
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-4- 0.06% |
$265 - $297
|
6.17K
$473K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
37+ 0.06% |
$2.45K - $2.75K
|
61.3K
$4.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
SELL
|
- |
-204- 3.28% |
$13.5K - $15.1K
|
6.01K
$461K
|
|
|
Apr 29, 2025
Q1 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
113K+ 30.32% |
$7.48M - $8.4M
|
486K
$37.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
4.34K+ 32.34% |
$287K - $322K
|
17.7K
$1.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
203+ 0.34% |
$13.4K - $15.1K
|
60K
$4.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-29- 0.74% |
$1.92K - $2.15K
|
3.88K
$298K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-65.3K- 55.71% |
$4.32M - $4.84M
|
51.9K
$3.98M
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
293New |
$19.4K - $21.7K
|
293
$22.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
52+ 0.86% |
$3.44K - $3.86K
|
6.09K
$468K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
1.39KNew |
$91.9K - $103K
|
1.39K
$107K
|
|
|
Apr 23, 2025
Q1 2025
|
Shaker Investments LLC
|
BUY
|
- |
18+ 0.59% |
$1.19K - $1.34K
|
3.09K
$237K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.25K+ 9.45% |
$82.5K - $92.5K
|
14.4K
$1.11M
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
967+ 21.23% |
$64K - $71.8K
|
5.52K
$424K
|
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-120- 3.73% |
$7.94K - $8.9K
|
3.09K
$237K
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-105- 1.37% |
$6.94K - $7.79K
|
7.56K
$580K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.11K- 18.84% |
$73.6K - $82.6K
|
4.8K
$368K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
694+ 0.11% |
$45.9K - $51.5K
|
629K
$48.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
4.74KNew |
$314K - $352K
|
4.74K
$364K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-60- 1.53% |
$3.97K - $4.45K
|
3.86K
$296K
|
|
|
Apr 15, 2025
Q1 2025
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-2.39K- 6.42% |
$158K - $177K
|
34.9K
$2.68M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
12KNew |
$793K - $890K
|
12K
$920K
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-12- 4.08% |
$794 - $890
|
282
$21.6K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
377+ 1.06% |
$24.9K - $28K
|
36K
$2.76M
|
|
|
Apr 09, 2025
Q1 2025
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
3.07KNew |
$203K - $228K
|
3.07K
$236K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
60+ 1.02% |
$3.97K - $4.45K
|
5.92K
$454K
|
|
|
Apr 09, 2025
Q1 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.55% |
$132 - $148
|
366
$28.1K
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
435+ 4.38% |
$28.8K - $32.3K
|
10.4K
$796K
|
|
| Q4 2024 | |||||||
|
Jul 14, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-16- 0.16% |
$1.1K - $1.18K
|
9.87K
$757K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.39K- 40.75% |
$506K - $546K
|
10.8K
$825K
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
38.2KNew |
$2.62M - $2.82M
|
38.2K
$2.93M
|
|
|
May 12, 2025
Q4 2024
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
2.89KNew |
$198K - $214K
|
2.89K
$222K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
352New |
$24.1K - $26K
|
352
$27K
|
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
4.84K+ 5.5% |
$332K - $357K
|
92.8K
$7.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-817- 8.08% |
$56K - $60.3K
|
9.29K
$713K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-1- 0.04% |
$68.5 - $73.8
|
2.57K
$197K
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
10.5KNew |
$719K - $775K
|
10.5K
$806K
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
5KNew |
$343K - $369K
|
5K
$384K
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-40- 1.13% |
$2.74K - $2.95K
|
3.5K
$268K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
200+ 1.86% |
$13.7K - $14.8K
|
11K
$842K
|
|