Latest Institutional Transactions on Global X Fds Fintech ETF (De) (FINX)
This table provides information on the latest institutional transactions involving Global X Fds Fintech ETF (De) (FINX) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10+ 50.0% |
$182 - $261
|
30
$1.05K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
489New |
$8.89K - $12.8K
|
489
$17.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
61+ 92.42% |
$1.11K - $1.59K
|
127
$4.46K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-30.2K- 48.85% |
$550K - $788K
|
31.6K
$1.11M
|
|
|
Jan 25, 2024
Q4 2023
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
29.6KNew |
$538K - $772K
|
29.6K
$1.04M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
530New |
$9.64K - $13.8K
|
530
$18.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
8.13KNew |
$148K - $212K
|
8.13K
$285K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
155New |
$2.82K - $4.04K
|
155
$5.44K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
200+ 200.0% |
$3.64K - $5.22K
|
300
$10.5K
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
41.8KNew |
$760K - $1.09M
|
41.8K
$1.47M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
125New |
$2.27K - $3.26K
|
125
$4.39K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
11.1KNew |
$219K - $274K
|
11.1K
$390K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
10.8KNew |
$213K - $268K
|
10.8K
$380K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
200+ 555.56% |
$3.94K - $4.94K
|
236
$8.28K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-752- 75.2% |
$14.8K - $18.6K
|
248
$8.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-497- 68.74% |
$9.8K - $12.3K
|
226
$7.93K
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
10.8KNew |
$213K - $267K
|
10.8K
$379K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
594+ 116.7% |
$11.7K - $14.7K
|
1.1K
$38.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.21% |
$39.4 - $49.4
|
944
$33.1K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
85New |
$1.68K - $2.1K
|
85
$2.98K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
12New |
$237 - $297
|
12
$421
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-2.46K- 20.77% |
$48.9K - $54.2K
|
9.37K
$329K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.87K- 98.32% |
$117K - $130K
|
100
$3.51K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
84.6KNew |
$1.68M - $1.87M
|
84.6K
$2.97M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
242New |
$4.82K - $5.34K
|
242
$8.49K
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
160New |
$3.18K - $3.53K
|
160
$5.62K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-52- 27.81% |
$1.03K - $1.15K
|
135
$4.74K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-106- 67.09% |
$2.11K - $2.34K
|
52
$1.83K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
80New |
$1.59K - $1.77K
|
80
$2.81K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
7New |
$139 - $154
|
7
$246
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.06KNew |
$41K - $45.5K
|
2.06K
$72.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
17New |
$338 - $375
|
17
$597
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-3.4K- 95.34% |
$67.6K - $74.9K
|
166
$5.83K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.75K- 5.8% |
$34.8K - $38.6K
|
28.4K
$998K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.75K- 85.82% |
$168K - $209K
|
1.45K
$50.8K
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
BUY
|
- |
45.8K+ 82.07% |
$881K - $1.1M
|
102K
$3.57M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
580New |
$11.2K - $13.9K
|
580
$20.4K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
14.7K+ 344.99% |
$283K - $352K
|
19K
$666K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
13.4KNew |
$257K - $320K
|
13.4K
$469K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
750New |
$14.4K - $17.9K
|
750
$26.3K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.82KNew |
$35K - $43.5K
|
1.82K
$63.8K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
105New |
$2.02K - $2.51K
|
105
$3.69K
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-23.8K- 9.93% |
$457K - $568K
|
215K
$7.56M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-788- 4.92% |
$15.2K - $18.8K
|
15.2K
$534K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
2K+ 49.75% |
$38.5K - $47.8K
|
6.02K
$211K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.55K+ 378.05% |
$29.8K - $37.1K
|
1.96K
$68.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-32.1K- 65.0% |
$617K - $768K
|
17.3K
$607K
|
|
|
Apr 11, 2023
Q1 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-30.4K- 36.1% |
$585K - $727K
|
53.8K
$1.89M
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-16.9K- 90.32% |
$312K - $372K
|
1.81K
$63.6K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
100New |
$1.84K - $2.2K
|
100
$3.51K
|
|