Purchases and Sales Made in Q1 2023 in Global X Fds Global X S&P 500 (CATH)
This table provides information about the institutional ownership of Global X Fds Global X S&P 500 (CATH) during Q1 2023. The information is specifically focused on institutions that hold shares of GLOBAL X FDS GLOBAL X S&P 500 .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
170New |
$7.84K - $8.69K
|
170
$12.1K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
129+ 201.56% |
$5.95K - $6.59K
|
193
$13.8K
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
112+ 0.52% |
$5.16K - $5.72K
|
21.4K
$1.53M
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
106+ 0.77% |
$4.89K - $5.42K
|
13.9K
$992K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
78+ 0.96% |
$3.6K - $3.99K
|
8.17K
$582K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
56+ 0.33% |
$2.58K - $2.86K
|
17.1K
$1.22M
|
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
29+ 0.57% |
$1.34K - $1.48K
|
5.11K
$364K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
29+ 3.43% |
$1.34K - $1.48K
|
875
$62.4K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
17+ 0.3% |
$784 - $869
|
5.6K
$399K
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
BUY
|
- |
17+ 0.3% |
$784 - $869
|
5.6K
$399K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
3+ 0.85% |
$138 - $153
|
354
$25.2K
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
2+ 0.75% |
$92.2 - $102
|
269
$19.2K
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-39- 0.4% |
$1.8K - $1.99K
|
9.64K
$687K
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-83- 0.7% |
$3.83K - $4.24K
|
11.8K
$839K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-195- 0.91% |
$8.99K - $9.97K
|
21.2K
$1.51M
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-507- 1.14% |
$23.4K - $25.9K
|
44.1K
$3.14M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-511- 8.58% |
$23.6K - $26.1K
|
5.45K
$388K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-559- 0.7% |
$25.8K - $28.6K
|
79.3K
$5.65M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-601- 94.05% |
$27.7K - $30.7K
|
38
$2.71K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-620- 1.83% |
$28.6K - $31.7K
|
33.2K
$2.36M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-696- 6.87% |
$32.1K - $35.6K
|
9.43K
$672K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-846- 4.54% |
$39K - $43.2K
|
17.8K
$1.27M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-917- 0.8% |
$42.3K - $46.9K
|
114K
$8.09M
|
|
|
May 15, 2023
Q1 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1K- 6.77% |
$46.1K - $51.1K
|
13.8K
$981K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-1.01K- 10.72% |
$46.7K - $51.7K
|
8.42K
$600K
|
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-1.02K- 16.32% |
$46.9K - $52K
|
5.22K
$372K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-1.99K- 1.83% |
$91.8K - $102K
|
107K
$7.6M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-2K- 6.05% |
$92.2K - $102K
|
31K
$2.21M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.11KClosed |
$97.2K - $108K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6.15K- 40.38% |
$283K - $314K
|
9.07K
$647K
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-8.31K- 28.22% |
$383K - $425K
|
21.1K
$1.51M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-8.42K- 24.12% |
$388K - $430K
|
26.5K
$1.89M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.3K- 10.66% |
$612K - $678K
|
111K
$7.92M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-25.4K- 4.17% |
$1.17M - $1.3M
|
584K
$41.6M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-126K- 16.08% |
$5.8M - $6.42M
|
656K
$46.8M
|
|
|
May 11, 2023
Q1 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-184K- 77.7% |
$8.5M - $9.42M
|
52.9K
$3.77M
|