Purchases and Sales Made in Q1 2023 in Global X Fds Dow 30 Covered Ca (DJIA)
This table provides information about the institutional ownership of Global X Fds Dow 30 Covered Ca (DJIA) during Q1 2023. The information is specifically focused on institutions that hold shares of GLOBAL X FDS DOW 30 COVERED CA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
65.1KNew |
$1.39M - $1.47M
|
65.1K
$1.47M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
39.1KNew |
$833K - $884K
|
39.1K
$883K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34.8K+ 18.34% |
$741K - $787K
|
225K
$5.07M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
32.6K+ 303.29% |
$695K - $737K
|
43.4K
$979K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
17KNew |
$361K - $383K
|
17K
$383K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.3KNew |
$348K - $369K
|
16.3K
$369K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
13.2KNew |
$282K - $299K
|
13.2K
$299K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
11.3KNew |
$241K - $256K
|
11.3K
$256K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
11.3KNew |
$241K - $256K
|
11.3K
$256K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
11.2KNew |
$238K - $253K
|
11.2K
$253K
|
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
3.6K+ 38.02% |
$76.6K - $81.3K
|
13.1K
$295K
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
3.6K+ 38.02% |
$76.6K - $81.3K
|
13.1K
$295K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.8K+ 27.7% |
$59.6K - $63.3K
|
12.9K
$292K
|
|
|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
2.69K+ 8.33% |
$57.2K - $60.7K
|
34.9K
$789K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.84K+ 12.58% |
$39.2K - $41.6K
|
16.5K
$372K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
619New |
$13.2K - $14K
|
619
$14K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
512New |
$10.9K - $11.6K
|
512
$11.6K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
505+ 3.09% |
$10.8K - $11.4K
|
16.8K
$380K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
350New |
$7.46K - $7.91K
|
350
$7.91K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
333+ 5.75% |
$7.09K - $7.53K
|
6.12K
$138K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4+ 8.51% |
$85.2 - $90.4
|
51
$1.15K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
3+ 2.8% |
$63.9 - $67.8
|
110
$2.48K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-995- 5.49% |
$21.2K - $22.5K
|
17.1K
$387K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-348K- 60.67% |
$7.42M - $7.88M
|
226K
$5.1M
|