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 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.32K- 9.88% |
$24.4K - $29.1K
|
12.1K
$423K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
90New |
$1.66K - $1.98K
|
90
$3.16K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
20.9KNew |
$386K - $461K
|
20.9K
$734K
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.32KNew |
$61.2K - $73K
|
3.32K
$116K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
46.7KNew |
$862K - $1.03M
|
46.7K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.8KNew |
$70.1K - $83.6K
|
3.8K
$133K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-182- 34.47% |
$3.36K - $4.01K
|
346
$12.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
6.32KNew |
$117K - $139K
|
6.32K
$222K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-48- 62.34% |
$885 - $1.06K
|
29
$1.02K
|
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 3.8% |
$24.6K - $29.4K
|
36.5K
$1.28M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
375New |
$6.92K - $8.25K
|
375
$13.2K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
550New |
$10.1K - $12.1K
|
550
$19.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
17KNew |
$313K - $373K
|
17K
$595K
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
405+ 5.17% |
$7.47K - $8.91K
|
8.24K
$289K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
878New |
$16.2K - $19.3K
|
878
$30.8K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
57New |
$1.05K - $1.25K
|
57
$2K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
22.5KNew |
$456K - $607K
|
22.5K
$790K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
224+ 8.09% |
$4.54K - $6.05K
|
2.99K
$105K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.9K+ 15.83% |
$79K - $105K
|
28.5K
$1M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1K- 90.91% |
$20.3K - $27K
|
100
$3.51K
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
244New |
$4.95K - $6.59K
|
244
$8.56K
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-9.52K- 27.67% |
$193K - $257K
|
24.9K
$873K
|
|
|
Nov 14, 2022
Q3 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
52.6K+ 35.76% |
$1.07M - $1.42M
|
200K
$7.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
62.2KNew |
$1.26M - $1.68M
|
62.2K
$2.18M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
77New |
$1.56K - $2.08K
|
77
$2.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
77New |
$1.56K - $2.08K
|
77
$2.7K
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
654+ 3.92% |
$13.3K - $17.7K
|
17.4K
$609K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
127K+ 107.3% |
$2.58M - $3.43M
|
245K
$8.61M
|
|
|
Oct 26, 2022
Q3 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
348K+ 38.7% |
$7.07M - $9.41M
|
1.25M
$43.8M
|
|
|
Oct 26, 2022
Q3 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.09K- 6.2% |
$22K - $29.3K
|
16.4K
$576K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.2K- 90.98% |
$24.3K - $32.4K
|
119
$4.18K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5New |
$101 - $135
|
5
$176
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
386New |
$8.06K - $12.8K
|
386
$13.5K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.57K- 12.1% |
$32.7K - $51.9K
|
11.4K
$399K
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-14.5K- 53.39% |
$303K - $481K
|
12.7K
$445K
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-11.8KClosed |
$246K - $392K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-984Closed |
$20.5K - $32.6K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-16.8KClosed |
$351K - $558K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
41New |
$856 - $1.36K
|
41
$1.44K
|
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-39.8KClosed |
$831K - $1.32M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.57KClosed |
$158K - $251K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
27KNew |
$564K - $897K
|
27K
$949K
|
|
|
Aug 11, 2022
Q2 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
65.8KNew |
$1.37M - $2.18M
|
65.8K
$2.31M
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-8.21KClosed |
$171K - $273K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
173+ 61.57% |
$3.61K - $5.74K
|
454
$15.9K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
100New |
$2.09K - $3.32K
|
100
$3.51K
|
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
10+ 9.09% |
$209 - $332
|
120
$4.21K
|
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-460Closed |
$9.6K - $15.3K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-6.69KClosed |
$140K - $222K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
27New |
$563 - $896
|
27
$948
|
|