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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Edgar Lomax CO
Kingstowne, VA |
BUY
|
- |
3.36KNew |
$230K - $248K
|
3.36K
$258K
|
|
Feb 12, 2025
Q4 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-400- 3.7% |
$27.4K - $29.5K
|
10.4K
$799K
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
849+ 7.04% |
$58.2K - $62.7K
|
12.9K
$990K
|
|
Feb 12, 2025
Q4 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-3.39K- 7.8% |
$232K - $250K
|
40.1K
$3.08M
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
281+ 0.35% |
$19.2K - $20.7K
|
80.4K
$6.17M
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
248+ 8.15% |
$17K - $18.3K
|
3.29K
$252K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
110+ 7.76% |
$7.54K - $8.12K
|
1.53K
$117K
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
554New |
$37.9K - $40.9K
|
554
$42.5K
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.21K- 5.78% |
$152K - $163K
|
36.1K
$2.77M
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
14New |
$959 - $1.03K
|
14
$1.07K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
341+ 7.71% |
$23.4K - $25.2K
|
4.76K
$365K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5+ 0.59% |
$343 - $369
|
847
$65K
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-137- 22.83% |
$9.38K - $10.1K
|
463
$35.5K
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-200- 1.69% |
$13.7K - $14.8K
|
11.7K
$895K
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-273- 8.28% |
$18.7K - $20.2K
|
3.03K
$232K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.42KNew |
$97.5K - $105K
|
1.42K
$109K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-909- 16.76% |
$62.3K - $67.1K
|
4.52K
$346K
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
292New |
$20K - $21.6K
|
292
$22.4K
|
|
Q3 2024 | |||||||
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
118New |
$7.35K - $8.19K
|
118
$9.05K
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
10KNew |
$623K - $694K
|
10K
$767K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.03KNew |
$189K - $210K
|
3.03K
$233K
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
31KNew |
$1.93M - $2.15M
|
31K
$2.38M
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.07K+ 26.8% |
$129K - $144K
|
9.8K
$752K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.57K- 21.95% |
$97.7K - $109K
|
5.58K
$428K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-24.3K- 78.36% |
$1.51M - $1.69M
|
6.72K
$515K
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1New |
$62.3 - $69.4
|
1
$76.7
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.9KNew |
$181K - $201K
|
2.9K
$222K
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.15KNew |
$321K - $357K
|
5.15K
$395K
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
5KNew |
$311K - $347K
|
5K
$384K
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.1KNew |
$193K - $215K
|
3.1K
$238K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.48KNew |
$154K - $172K
|
2.48K
$190K
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
3.65KNew |
$227K - $253K
|
3.65K
$280K
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-395- 11.99% |
$24.6K - $27.4K
|
2.9K
$222K
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
2.89KNew |
$180K - $201K
|
2.89K
$222K
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.62KNew |
$101K - $112K
|
1.62K
$124K
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
9.84K+ 12.34% |
$613K - $683K
|
89.6K
$6.87M
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.28% |
$62.3 - $69.4
|
360
$27.6K
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
3KNew |
$187K - $208K
|
3K
$230K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
798+ 3.73% |
$49.7K - $55.4K
|
22.2K
$1.7M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8- 0.1% |
$498 - $555
|
8.13K
$624K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.08KNew |
$67.5K - $75.2K
|
1.08K
$83.2K
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
36+ 1.03% |
$2.24K - $2.5K
|
3.52K
$270K
|
|
Q2 2024 | |||||||
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.5KNew |
$210K - $231K
|
3.5K
$269K
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.53K+ 18.1% |
$212K - $233K
|
23K
$1.77M
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
50+ 5.26% |
$3K - $3.31K
|
1K
$76.7K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2K- 2.49% |
$120K - $132K
|
78.3K
$6.01M
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
30.7K+ 48.78% |
$1.85M - $2.03M
|
93.8K
$7.19M
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
12.4KNew |
$744K - $820K
|
12.4K
$951K
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-54- 14.63% |
$3.24K - $3.57K
|
315
$24.2K
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
8.01KNew |
$481K - $530K
|
8.01K
$614K
|