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 |
|---|---|---|---|---|---|---|---|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-23.3K- 52.02% |
$552K - $648K
|
21.4K
$713K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-24- 1.6% |
$570 - $669
|
1.47K
$49K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1K- 86.96% |
$23.7K - $27.9K
|
150
$4.99K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.3KNew |
$291K - $342K
|
12.3K
$408K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
50New |
$1.19K - $1.39K
|
50
$1.66K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
212New |
$5.03K - $5.91K
|
212
$7.05K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
437New |
$7.95K - $11.4K
|
437
$14.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
18.8KNew |
$342K - $490K
|
18.8K
$625K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-576- 43.44% |
$10.5K - $15K
|
750
$24.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-475Closed |
$8.64K - $12.4K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
200New |
$3.64K - $5.22K
|
200
$6.65K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-9.22K- 18.1% |
$168K - $240K
|
41.7K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-7.84K- 33.37% |
$143K - $204K
|
15.7K
$520K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.51K- 10.21% |
$27.4K - $39.3K
|
13.2K
$440K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
29New |
$528 - $756
|
29
$964
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-546- 16.55% |
$9.93K - $14.2K
|
2.75K
$91.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
489New |
$8.89K - $12.8K
|
489
$16.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10+ 50.0% |
$182 - $261
|
30
$997
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
61+ 92.42% |
$1.11K - $1.59K
|
127
$4.22K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-30.2K- 48.85% |
$550K - $788K
|
31.6K
$1.05M
|
|
|
Jan 25, 2024
Q4 2023
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
29.6KNew |
$538K - $772K
|
29.6K
$984K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
530New |
$9.64K - $13.8K
|
530
$17.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
155New |
$2.82K - $4.04K
|
155
$5.15K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
8.13KNew |
$148K - $212K
|
8.13K
$270K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
200+ 200.0% |
$3.64K - $5.22K
|
300
$9.97K
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
41.8KNew |
$760K - $1.09M
|
41.8K
$1.39M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
125New |
$2.27K - $3.26K
|
125
$4.16K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
11.1KNew |
$219K - $274K
|
11.1K
$369K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
10.8KNew |
$213K - $268K
|
10.8K
$360K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
200+ 555.56% |
$3.94K - $4.94K
|
236
$7.84K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-752- 75.2% |
$14.8K - $18.6K
|
248
$8.24K
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
10.8KNew |
$213K - $267K
|
10.8K
$359K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-497- 68.74% |
$9.8K - $12.3K
|
226
$7.51K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
594+ 116.7% |
$11.7K - $14.7K
|
1.1K
$36.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.21% |
$39.4 - $49.4
|
944
$31.4K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
85New |
$1.68K - $2.1K
|
85
$2.83K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
12New |
$237 - $297
|
12
$399
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-2.46K- 20.77% |
$48.9K - $54.2K
|
9.37K
$311K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.87K- 98.32% |
$117K - $130K
|
100
$3.32K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
84.6KNew |
$1.68M - $1.87M
|
84.6K
$2.81M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
242New |
$4.82K - $5.34K
|
242
$8.04K
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
160New |
$3.18K - $3.53K
|
160
$5.32K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-52- 27.81% |
$1.03K - $1.15K
|
135
$4.49K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-106- 67.09% |
$2.11K - $2.34K
|
52
$1.73K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
80New |
$1.59K - $1.77K
|
80
$2.66K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
7New |
$139 - $154
|
7
$233
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.06KNew |
$41K - $45.5K
|
2.06K
$68.5K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
17New |
$338 - $375
|
17
$565
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-3.4K- 95.34% |
$67.6K - $74.9K
|
166
$5.52K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.75K- 5.8% |
$34.8K - $38.6K
|
28.4K
$945K
|
|