Latest Institutional Transactions on Global X Fds (CEFA)
This table provides information on the latest institutional transactions involving Global X Fds (CEFA) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
7.09K+ 76.75% |
$201K - $244K
|
16.3K
$560K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
220+ 1.0% |
$6.55K - $7.38K
|
22.3K
$766K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
40KNew |
$1.19M - $1.34M
|
40K
$1.37M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
57+ 4.93% |
$1.7K - $1.91K
|
1.21K
$41.6K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.72K- 90.7% |
$80.9K - $91.3K
|
279
$9.57K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-109- 26.65% |
$3.24K - $3.66K
|
300
$10.3K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.8K+ 1001.11% |
$53.6K - $60.5K
|
1.98K
$68K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
265+ 2.09% |
$7.89K - $8.89K
|
12.9K
$443K
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
78.5K+ 129.75% |
$2.34M - $2.63M
|
139K
$4.77M
|
|
|
May 12, 2025
Q1 2025
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
46.4KNew |
$1.38M - $1.56M
|
46.4K
$1.59M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
10KNew |
$298K - $335K
|
10K
$343K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
372New |
$11.1K - $12.5K
|
372
$12.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
13+ 0.17% |
$387 - $436
|
7.69K
$264K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
191New |
$5.68K - $6.41K
|
191
$6.55K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
13KNew |
$386K - $435K
|
13K
$445K
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.57K+ 33.27% |
$46.8K - $52.7K
|
6.3K
$216K
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
43.2KNew |
$1.3M - $1.41M
|
43.2K
$1.48M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
33New |
$992 - $1.07K
|
33
$1.13K
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
143KNew |
$4.3M - $4.66M
|
143K
$4.91M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
179New |
$5.38K - $5.83K
|
179
$6.14K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
615New |
$18K - $20.3K
|
615
$21.1K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
190New |
$5.57K - $6.27K
|
190
$6.52K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
4.42K+ 56.91% |
$130K - $146K
|
12.2K
$418K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-998- 11.45% |
$29.3K - $32.9K
|
7.72K
$265K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
566+ 7.56% |
$16.2K - $17.9K
|
8.05K
$276K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.93KNew |
$83.6K - $92.3K
|
2.93K
$100K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-841- 73.71% |
$24K - $26.5K
|
300
$10.3K
|
|
| Q4 2023 | |||||||
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
8.08KNew |
$208K - $242K
|
8.08K
$277K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.55KNew |
$194K - $226K
|
7.55K
$259K
|
|
| Q1 2023 | |||||||
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
150New |
$3.88K - $4.26K
|
150
$5.15K
|
|
| Q4 2022 | |||||||
|
May 19, 2025
Q4 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-834Closed |
$18.5K - $22.5K
|
0
$0
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.58KNew |
$212K - $258K
|
9.58K
$329K
|
|