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 |
|---|---|---|---|---|---|---|---|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.75K- 85.82% |
$168K - $209K
|
1.45K
$48.1K
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
BUY
|
- |
45.8K+ 82.07% |
$881K - $1.1M
|
102K
$3.38M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
580New |
$11.2K - $13.9K
|
580
$19.3K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
14.7K+ 344.99% |
$283K - $352K
|
19K
$631K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
13.4KNew |
$257K - $320K
|
13.4K
$444K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.82KNew |
$35K - $43.5K
|
1.82K
$60.5K
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-23.8K- 9.93% |
$457K - $568K
|
215K
$7.16M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
105New |
$2.02K - $2.51K
|
105
$3.49K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-788- 4.92% |
$15.2K - $18.8K
|
15.2K
$506K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
2K+ 49.75% |
$38.5K - $47.8K
|
6.02K
$200K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.55K+ 378.05% |
$29.8K - $37.1K
|
1.96K
$65.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-32.1K- 65.0% |
$617K - $768K
|
17.3K
$575K
|
|
|
Apr 11, 2023
Q1 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-30.4K- 36.1% |
$585K - $727K
|
53.8K
$1.79M
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-16.9K- 90.32% |
$312K - $372K
|
1.81K
$60.3K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
100New |
$1.84K - $2.2K
|
100
$3.32K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.8KNew |
$70.1K - $83.6K
|
3.8K
$126K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
46.7KNew |
$862K - $1.03M
|
46.7K
$1.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.32KNew |
$61.2K - $73K
|
3.32K
$110K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
20.9KNew |
$386K - $461K
|
20.9K
$696K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
90New |
$1.66K - $1.98K
|
90
$2.99K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.32K- 9.88% |
$24.4K - $29.1K
|
12.1K
$401K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-182- 34.47% |
$3.36K - $4.01K
|
346
$11.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
6.32KNew |
$117K - $139K
|
6.32K
$210K
|
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 3.8% |
$24.6K - $29.4K
|
36.5K
$1.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-48- 62.34% |
$885 - $1.06K
|
29
$964
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
375New |
$6.92K - $8.25K
|
375
$12.5K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
550New |
$10.1K - $12.1K
|
550
$18.3K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
17KNew |
$313K - $373K
|
17K
$563K
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
405+ 5.17% |
$7.47K - $8.91K
|
8.24K
$274K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
57New |
$1.05K - $1.25K
|
57
$1.89K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
878New |
$16.2K - $19.3K
|
878
$29.2K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
22.5KNew |
$456K - $607K
|
22.5K
$748K
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-9.52K- 27.67% |
$193K - $257K
|
24.9K
$827K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1K- 90.91% |
$20.3K - $27K
|
100
$3.32K
|
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.9K+ 15.83% |
$79K - $105K
|
28.5K
$948K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
224+ 8.09% |
$4.54K - $6.05K
|
2.99K
$99.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
244New |
$4.95K - $6.59K
|
244
$8.11K
|
|
|
Nov 14, 2022
Q3 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
52.6K+ 35.76% |
$1.07M - $1.42M
|
200K
$6.64M
|
|
|
Nov 14, 2022
Q3 2022
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
62.2KNew |
$1.26M - $1.68M
|
62.2K
$2.07M
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
77New |
$1.56K - $2.08K
|
77
$2.56K
|
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
77New |
$1.56K - $2.08K
|
77
$2.56K
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
654+ 3.92% |
$13.3K - $17.7K
|
17.4K
$577K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
127K+ 107.3% |
$2.58M - $3.43M
|
245K
$8.16M
|
|
|
Oct 26, 2022
Q3 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.09K- 6.2% |
$22K - $29.3K
|
16.4K
$546K
|
|
|
Oct 26, 2022
Q3 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
348K+ 38.7% |
$7.07M - $9.41M
|
1.25M
$41.5M
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.2K- 90.98% |
$24.3K - $32.4K
|
119
$3.96K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5New |
$101 - $135
|
5
$166
|
|
| Q2 2022 | |||||||
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
386New |
$8.06K - $12.8K
|
386
$12.8K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.57K- 12.1% |
$32.7K - $51.9K
|
11.4K
$378K
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-14.5K- 53.39% |
$303K - $481K
|
12.7K
$421K
|
|