Purchases and Sales Made in Q4 2022 in Global X Fds Fintech ETF (De) (FINX)
This table provides information about the institutional ownership of Global X Fds Fintech ETF (De) (FINX) during Q4 2022. The information is specifically focused on institutions that hold shares of GLOBAL X FDS FINTECH ETF (DE) .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
100New |
$1.84K - $2.2K
|
100
$3.4K
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
100New |
$1.84K - $2.2K
|
100
$3.4K
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
95+ 18.06% |
$1.75K - $2.09K
|
621
$21.1K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
90New |
$1.66K - $1.98K
|
90
$3.06K
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
80New |
$1.48K - $1.76K
|
80
$2.72K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
57New |
$1.05K - $1.25K
|
57
$1.94K
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
40+ 6.88% |
$738 - $880
|
621
$21.1K
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
33+ 1.6% |
$609 - $726
|
2.1K
$71.4K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-7- 0.38% |
$129 - $154
|
1.86K
$63.1K
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-10- 2.34% |
$184 - $220
|
418
$14.2K
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-37- 16.09% |
$682 - $814
|
193
$6.56K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-48- 62.34% |
$885 - $1.06K
|
29
$986
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-99- 34.14% |
$1.83K - $2.18K
|
191
$6.49K
|
|
Feb 13, 2023
Q4 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-170- 0.76% |
$3.13K - $3.74K
|
22.1K
$751K
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-182- 34.47% |
$3.36K - $4.01K
|
346
$11.8K
|
|
Feb 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-200- 0.14% |
$3.69K - $4.4K
|
148K
$5.02M
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-206- 1.07% |
$3.8K - $4.53K
|
19K
$648K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-212- 28.49% |
$3.91K - $4.67K
|
532
$18.1K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-606- 26.22% |
$11.2K - $13.3K
|
1.71K
$58K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-700- 15.95% |
$12.9K - $15.4K
|
3.69K
$125K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-835- 21.37% |
$15.4K - $18.4K
|
3.07K
$104K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-930- 5.49% |
$17.1K - $20.5K
|
16K
$544K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.13K- 96.92% |
$20.9K - $24.9K
|
36
$1.22K
|
|
Jan 23, 2023
Q4 2022
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.23K- 75.06% |
$22.8K - $27.2K
|
410
$13.9K
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.32K- 9.88% |
$24.4K - $29.1K
|
12.1K
$410K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.43K- 10.59% |
$26.3K - $31.4K
|
12.1K
$410K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.69K- 10.1% |
$31.1K - $37.2K
|
15K
$511K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.11K- 5.98% |
$38.9K - $46.5K
|
33.2K
$1.13M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.62K- 11.75% |
$48.2K - $57.6K
|
19.6K
$668K
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.67K- 9.24% |
$49.2K - $58.7K
|
26.2K
$891K
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-2.87K- 24.34% |
$52.9K - $63.2K
|
8.92K
$303K
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-3.46K- 12.03% |
$63.8K - $76.2K
|
25.3K
$861K
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-3.54K- 2.21% |
$65.2K - $77.8K
|
156K
$5.31M
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-6.71K- 17.11% |
$124K - $148K
|
32.5K
$1.11M
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-7.56K- 69.01% |
$139K - $166K
|
3.39K
$115K
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-9.14K- 17.09% |
$168K - $201K
|
44.3K
$1.51M
|
|
Jan 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-11.2K- 18.51% |
$207K - $247K
|
49.4K
$1.68M
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
SELL
|
- |
-12K- 10.07% |
$222K - $265K
|
108K
$3.66M
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-12.3K- 50.68% |
$226K - $270K
|
11.9K
$406K
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-16.3K- 28.1% |
$301K - $360K
|
41.8K
$1.42M
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16.6K- 18.02% |
$306K - $366K
|
75.6K
$2.57M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-16.9K- 90.32% |
$312K - $372K
|
1.81K
$61.6K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-18.5K- 30.27% |
$341K - $406K
|
42.5K
$1.45M
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-18.7K- 7.25% |
$345K - $412K
|
239K
$8.13M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-21.2K- 9.42% |
$392K - $468K
|
204K
$6.94M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-22.5K- 8.88% |
$415K - $496K
|
231K
$7.85M
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-25.7K- 13.0% |
$475K - $566K
|
172K
$5.85M
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-28.7K- 42.85% |
$529K - $632K
|
38.3K
$1.3M
|
|
Feb 14, 2023
Q4 2022
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-35.4K- 73.78% |
$653K - $779K
|
12.6K
$428K
|