Institutional Ownership Global X Fds (CEFA)
This table provides information about the institutional ownership of Global X Fds (CEFA). We have compiled data on the 12 institutions that hold shares in the stock, with a total of 73,151 shares, which have been reported (via 13F filing form) to have a value of $2.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
22,100
shares
|
$693,940
0.0% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
12,665
shares
|
$397,681
0.01% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
12,173
shares
|
$382,232
0.05% of portfolio
|
Q3 2024
Added 56.91%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
7,718
shares
|
$242,345
0.01% of portfolio
|
Q3 2024
Reduced 11.45%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
7,674
shares
|
$240,963
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
4,725
shares
|
$148,365
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,199
shares
|
$100,448
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,269
shares
|
$39,846
0.0% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
834
shares
|
$26,187
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
615
shares
|
$19,311
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
180
shares
|
$5,652
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
179
shares
|
$5,620
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|