Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-41- 2.91% |
$2.03K - $2.23K
|
1.37K
$97.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-42- 0.15% |
$2.08K - $2.29K
|
27.3K
$1.95M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-72- 0.5% |
$3.57K - $3.92K
|
14.3K
$1.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-100- 3.48% |
$4.96K - $5.44K
|
2.78K
$198K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-270- 0.67% |
$13.4K - $14.7K
|
40.3K
$2.87M
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-284- 3.37% |
$14.1K - $15.5K
|
8.14K
$580K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-288- 3.97% |
$14.3K - $15.7K
|
6.97K
$497K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-300- 2.06% |
$14.9K - $16.3K
|
14.3K
$1.02M
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-343- 0.78% |
$17K - $18.7K
|
43.4K
$3.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-450- 4.67% |
$22.3K - $24.5K
|
9.19K
$655K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-598- 0.25% |
$29.6K - $32.6K
|
235K
$16.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-650- 4.72% |
$32.2K - $35.4K
|
13.1K
$935K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-816- 5.77% |
$40.5K - $44.4K
|
13.3K
$950K
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-955- 8.11% |
$47.3K - $52K
|
10.8K
$771K
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.03K- 4.84% |
$50.9K - $55.9K
|
20.2K
$1.44M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.3K- 13.83% |
$64.7K - $71K
|
8.13K
$579K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-1.58K- 1.39% |
$78.1K - $85.8K
|
112K
$7.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-1.87K- 0.67% |
$92.5K - $102K
|
277K
$19.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Dagco, Inc.
|
SELL
|
- |
-1.9K- 2.45% |
$94.2K - $103K
|
75.7K
$5.39M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.93K- 2.48% |
$95.4K - $105K
|
75.7K
$5.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.07K- 15.37% |
$103K - $113K
|
11.4K
$812K
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.61K- 11.79% |
$129K - $142K
|
19.5K
$1.39M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.8K- 2.62% |
$139K - $152K
|
104K
$7.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-4.97K- 49.83% |
$246K - $270K
|
5K
$356K
|
|
|
Aug 11, 2023
Q2 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-6.07K- 11.48% |
$301K - $331K
|
46.8K
$3.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.77K- 23.42% |
$385K - $423K
|
25.4K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-7.98K- 25.71% |
$395K - $434K
|
23.1K
$1.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-9.96K- 59.51% |
$494K - $542K
|
6.78K
$483K
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-17.4K- 15.63% |
$862K - $946K
|
93.8K
$6.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-17.6K- 3.01% |
$872K - $957K
|
566K
$40.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-32.3K- 4.92% |
$1.6M - $1.76M
|
624K
$44.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-175K- 63.02% |
$8.66M - $9.51M
|
102K
$7.3M
|