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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
575+ 9.29% |
$32.8K - $36.6K
|
6.77K
$474K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
3.75KNew |
$188K - $219K
|
3.75K
$263K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.28KNew |
$214K - $250K
|
4.28K
$299K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
7New |
$350 - $410
|
7
$490
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.76KNew |
$438K - $512K
|
8.76K
$613K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.09KNew |
$205K - $239K
|
4.09K
$286K
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
300+ 5.03% |
$15K - $17.6K
|
6.27K
$439K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.4K- 37.27% |
$320K - $375K
|
10.8K
$754K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
8.33KNew |
$416K - $487K
|
8.33K
$583K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.58KNew |
$79K - $92.5K
|
1.58K
$111K
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3.86KNew |
$193K - $226K
|
3.86K
$270K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-25- 0.98% |
$1.25K - $1.46K
|
2.53K
$177K
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
BUY
|
- |
3.69KNew |
$184K - $216K
|
3.69K
$258K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5.5KNew |
$275K - $322K
|
5.5K
$385K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-3.26K- 0.69% |
$170K - $183K
|
471K
$32.9M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-129- 66.84% |
$6.72K - $7.25K
|
64
$4.48K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
625New |
$32.6K - $35.2K
|
625
$43.8K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
3.98KNew |
$207K - $224K
|
3.98K
$279K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
3.98KNew |
$197K - $217K
|
3.98K
$279K
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.61K- 11.79% |
$129K - $142K
|
19.5K
$1.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.3KNew |
$561K - $616K
|
11.3K
$792K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.2KNew |
$194K - $215K
|
4.2K
$294K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
185+ 0.37% |
$8.53K - $9.46K
|
50.4K
$3.53M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
17+ 0.3% |
$784 - $869
|
5.6K
$392K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.11KNew |
$91.7K - $105K
|
2.11K
$148K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.75KNew |
$163K - $187K
|
3.75K
$263K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.3KNew |
$100K - $114K
|
2.3K
$161K
|
|
|
Feb 06, 2023
Q4 2022
|
Amarillo National Bank
|
SELL
|
- |
-2.58K- 7.17% |
$112K - $128K
|
33.4K
$2.34M
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
1.28K+ 12.56% |
$55.7K - $63.7K
|
11.5K
$803K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.5KNew |
$240K - $289K
|
5.5K
$385K
|
|
|
Nov 14, 2022
Q3 2022
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
34.3K+ 33.26% |
$1.5M - $1.8M
|
137K
$9.61M
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
53New |
$2.31K - $2.79K
|
53
$3.71K
|
|
|
Nov 08, 2022
Q3 2022
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
893+ 63.69% |
$39K - $46.9K
|
2.3K
$161K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2.07K+ 2.53% |
$90.4K - $109K
|
83.8K
$5.87M
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
4.5K+ 64.13% |
$197K - $237K
|
11.5K
$807K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
2+ 0.43% |
$87.3 - $105
|
467
$32.7K
|
|
|
Oct 27, 2022
Q3 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
23.1KNew |
$1.01M - $1.21M
|
23.1K
$1.62M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
10.3K+ 1031.5% |
$450K - $542K
|
11.3K
$792K
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.33KNew |
$145K - $175K
|
3.33K
$233K
|
|
|
Oct 18, 2022
Q3 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1+ 6.25% |
$43.7 - $52.6
|
17
$1.19K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-24.6KClosed |
$1.1M - $1.38M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-6Closed |
$268 - $338
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
431New |
$19.3K - $24.3K
|
431
$30.2K
|
|
|
Aug 10, 2022
Q2 2022
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-8.2KClosed |
$366K - $462K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
110New |
$4.92K - $6.19K
|
110
$7.7K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-27Closed |
$1.21K - $1.52K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-5.73KClosed |
$256K - $323K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
93New |
$4.16K - $5.24K
|
93
$6.51K
|
|
|
Jul 18, 2022
Q2 2022
|
Win Advisors, Inc
|
SELL
|
- |
-26.8KClosed |
$1.2M - $1.51M
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.01KClosed |
$51.5K - $59.8K
|
0
$0
|
|