Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
330+ 8.08% |
$16.5K - $19.3K
|
4.42K
$315K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
305+ 1.11% |
$15.3K - $17.9K
|
27.7K
$1.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
300+ 5.03% |
$15K - $17.6K
|
6.27K
$447K
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
259+ 3.13% |
$13K - $15.2K
|
8.54K
$609K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
221+ 2.79% |
$11.1K - $12.9K
|
8.15K
$581K
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
BUY
|
- |
210+ 3.84% |
$10.5K - $12.3K
|
5.68K
$405K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
182+ 0.94% |
$9.1K - $10.7K
|
19.5K
$1.39M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
116+ 68.24% |
$5.8K - $6.79K
|
286
$20.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
102+ 0.17% |
$5.1K - $5.97K
|
60.7K
$4.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
89+ 0.07% |
$4.45K - $5.21K
|
127K
$9.06M
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
BUY
|
- |
66+ 1.13% |
$3.3K - $3.86K
|
5.92K
$422K
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
35+ 0.37% |
$1.75K - $2.05K
|
9.37K
$668K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
18+ 0.04% |
$900 - $1.05K
|
41.2K
$2.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
BUY
|
- |
14+ 0.17% |
$700 - $819
|
8.42K
$600K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
7New |
$350 - $410
|
7
$499
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
6+ 0.4% |
$300 - $351
|
1.49K
$106K
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
5+ 0.09% |
$250 - $293
|
5.53K
$394K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 1.48% |
$200 - $234
|
274
$19.5K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
4+ 1.48% |
$200 - $234
|
274
$19.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-17- 1.13% |
$850 - $995
|
1.49K
$106K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-25- 0.98% |
$1.25K - $1.46K
|
2.53K
$180K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-34- 0.24% |
$1.7K - $1.99K
|
14.3K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-35- 2.06% |
$1.75K - $2.05K
|
1.66K
$118K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-112- 2.19% |
$5.6K - $6.56K
|
5K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-129- 0.33% |
$6.45K - $7.55K
|
39.4K
$2.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-138- 0.72% |
$6.9K - $8.08K
|
19.1K
$1.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-195- 1.36% |
$9.75K - $11.4K
|
14.1K
$1.01M
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-200- 1.55% |
$10K - $11.7K
|
12.7K
$906K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-263- 5.64% |
$13.2K - $15.4K
|
4.4K
$314K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-353- 1.87% |
$17.7K - $20.7K
|
18.6K
$1.32M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-450- 1.08% |
$22.5K - $26.3K
|
41.2K
$2.94M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-654- 8.95% |
$32.7K - $38.3K
|
6.66K
$474K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-749- 11.97% |
$37.5K - $43.8K
|
5.51K
$393K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.24K- 17.21% |
$62.2K - $72.8K
|
5.98K
$426K
|
|
|
Feb 12, 2024
Q4 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-1.28K- 0.33% |
$63.9K - $74.7K
|
381K
$27.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-1.52K- 21.97% |
$75.9K - $88.8K
|
5.39K
$384K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-1.81K- 1.5% |
$90.4K - $106K
|
118K
$8.44M
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-1.84K- 18.33% |
$92K - $108K
|
8.2K
$584K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-2.97K- 4.03% |
$148K - $174K
|
70.7K
$5.04M
|
|
|
Jan 11, 2024
Q4 2023
|
Bremer Bank National Association
|
SELL
|
- |
-3.25K- 7.48% |
$162K - $190K
|
40.2K
$2.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.62K- 4.9% |
$231K - $271K
|
89.6K
$6.39M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.4K- 37.27% |
$320K - $375K
|
10.8K
$768K
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-7.52K- 5.84% |
$376K - $440K
|
121K
$8.64M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.1K- 3.64% |
$1.05M - $1.23M
|
558K
$39.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-24.4K- 4.19% |
$1.22M - $1.43M
|
558K
$39.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-29.7K- 4.37% |
$1.48M - $1.74M
|
650K
$46.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-32.3K- 10.26% |
$1.61M - $1.89M
|
282K
$20.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-148K- 64.22% |
$7.41M - $8.68M
|
82.6K
$5.89M
|