Latest Institutional Transactions on Global X Fds Global X Lithium (LIT)
This table provides information on the latest institutional transactions involving Global X Fds Global X Lithium (LIT) 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 |
---|---|---|---|---|---|---|---|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
379+ 1804.76% |
$22K - $25.1K
|
400
$18K
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.51K+ 38.05% |
$87.7K - $100K
|
5.47K
$246K
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
36.4KNew |
$2.12M - $2.41M
|
36.4K
$1.64M
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 33.22% |
$5.81K - $6.63K
|
201
$9.04K
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
5New |
$291 - $332
|
5
$225
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
3.46KNew |
$201K - $229K
|
3.46K
$155K
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-35- 53.03% |
$2.03K - $2.32K
|
31
$1.39K
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
450+ 900.0% |
$26.2K - $29.8K
|
500
$22.5K
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-1.35K- 24.57% |
$78.2K - $89.2K
|
4.13K
$186K
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
12.7KNew |
$740K - $844K
|
12.7K
$572K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
36New |
$2.09K - $2.39K
|
36
$1.62K
|
|
Jul 18, 2023
Q2 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
2.99K+ 83.25% |
$174K - $198K
|
6.57K
$296K
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-8.16K- 69.77% |
$474K - $541K
|
3.53K
$159K
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
270+ 8.53% |
$15.7K - $17.9K
|
3.44K
$155K
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-359- 9.84% |
$20.9K - $23.8K
|
3.29K
$148K
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
580New |
$33.7K - $38.5K
|
580
$26.1K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1KNew |
$57.9K - $72.3K
|
1K
$45K
|
|
May 15, 2023
Q1 2023
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
CALL |
-22.1K- 56.96% |
$1.28M - $1.6M
|
16.7K
$751K
|
|
May 15, 2023
Q1 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
3.49KNew |
$202K - $253K
|
3.49K
$157K
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.07K+ 5.34% |
$61.9K - $77.3K
|
21.1K
$948K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-382- 94.55% |
$22.1K - $27.6K
|
22
$989
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.54KNew |
$205K - $256K
|
3.54K
$159K
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-843- 2.42% |
$48.8K - $61K
|
33.9K
$1.53M
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.66KNew |
$212K - $265K
|
3.66K
$165K
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
3.48KNew |
$202K - $252K
|
3.48K
$156K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
300New |
$17.4K - $21.7K
|
300
$13.5K
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-403- 10.49% |
$23.3K - $29.2K
|
3.44K
$155K
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
13New |
$753 - $940
|
13
$585
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-12- 41.38% |
$695 - $868
|
17
$764
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
100New |
$5.79K - $7.23K
|
100
$4.5K
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-170- 4.64% |
$9.85K - $12.3K
|
3.5K
$157K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
38New |
$2.2K - $2.75K
|
38
$1.71K
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
4.48K+ 6.2% |
$260K - $324K
|
76.8K
$3.45M
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-147- 38.99% |
$8.52K - $10.6K
|
230
$10.3K
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
9+ 0.23% |
$521 - $651
|
3.85K
$173K
|
|
May 09, 2023
Q1 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-410- 7.88% |
$23.8K - $29.7K
|
4.79K
$215K
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-171- 63.1% |
$9.91K - $12.4K
|
100
$4.5K
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 1.67% |
$57.9 - $72.3
|
61
$2.74K
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 1.54% |
$57.9 - $72.3
|
66
$2.97K
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-3.51K- 41.05% |
$204K - $254K
|
5.05K
$227K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
118New |
$6.84K - $8.54K
|
118
$5.31K
|
|
May 04, 2023
Q1 2023
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-313- 1.72% |
$18.1K - $22.6K
|
17.9K
$805K
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-137- 32.85% |
$7.94K - $9.91K
|
280
$12.6K
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.16KNew |
$183K - $229K
|
3.16K
$142K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.15KNew |
$183K - $228K
|
3.15K
$142K
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3.21KNew |
$186K - $232K
|
3.21K
$144K
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
270New |
$15.6K - $19.5K
|
270
$12.1K
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
94+ 2.6% |
$5.45K - $6.8K
|
3.71K
$167K
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-124- 32.63% |
$7.18K - $8.97K
|
256
$11.5K
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
130New |
$7.53K - $9.4K
|
130
$5.85K
|