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 |
---|---|---|---|---|---|---|---|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
462New |
$26.9K - $30.6K
|
462
$17.8K
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3.45KNew |
$201K - $229K
|
3.45K
$133K
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
CALL |
100+ 20.0% |
$5.81K - $6.63K
|
600
$23.1K
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-123- 3.01% |
$7.15K - $8.16K
|
3.96K
$153K
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
50New |
$2.91K - $3.32K
|
50
$1.93K
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-150- 44.78% |
$8.72K - $9.95K
|
185
$7.13K
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-48.4K- 93.79% |
$2.82M - $3.21M
|
3.21K
$124K
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-620- 16.03% |
$36K - $41.1K
|
3.25K
$125K
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.6KNew |
$151K - $173K
|
2.6K
$100K
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
250New |
$14.5K - $16.6K
|
250
$9.64K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
379+ 1804.76% |
$22K - $25.1K
|
400
$15.4K
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-155- 0.39% |
$9.01K - $10.3K
|
39.8K
$1.53M
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
13.2KNew |
$769K - $877K
|
13.2K
$510K
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.51K+ 38.05% |
$87.7K - $100K
|
5.47K
$211K
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
36.4KNew |
$2.12M - $2.41M
|
36.4K
$1.4M
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 33.22% |
$5.81K - $6.63K
|
201
$7.75K
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
5New |
$291 - $332
|
5
$193
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
3.46KNew |
$201K - $229K
|
3.46K
$133K
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
SELL
|
- |
-35- 53.03% |
$2.03K - $2.32K
|
31
$1.19K
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-1.35K- 24.57% |
$78.2K - $89.2K
|
4.13K
$159K
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
12.7KNew |
$740K - $844K
|
12.7K
$491K
|
|
Jul 18, 2023
Q2 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
2.99K+ 83.25% |
$174K - $198K
|
6.57K
$253K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
36New |
$2.09K - $2.39K
|
36
$1.39K
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-8.16K- 69.77% |
$474K - $541K
|
3.53K
$136K
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
270+ 8.53% |
$15.7K - $17.9K
|
3.44K
$132K
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-359- 9.84% |
$20.9K - $23.8K
|
3.29K
$127K
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
580New |
$33.7K - $38.5K
|
580
$22.4K
|
|
Q1 2023 | |||||||
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
26.2K+ 82.13% |
$1.52M - $1.9M
|
58.1K
$2.24M
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1KNew |
$57.9K - $72.3K
|
1K
$38.5K
|
|
May 15, 2023
Q1 2023
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
CALL |
-22.1K- 56.96% |
$1.28M - $1.6M
|
16.7K
$644K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-382- 94.55% |
$22.1K - $27.6K
|
22
$848
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.07K+ 5.34% |
$61.9K - $77.3K
|
21.1K
$812K
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
13New |
$753 - $940
|
13
$501
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-403- 10.49% |
$23.3K - $29.2K
|
3.44K
$132K
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
300New |
$17.4K - $21.7K
|
300
$11.6K
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
3.48KNew |
$202K - $252K
|
3.48K
$134K
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
3.54KNew |
$205K - $256K
|
3.54K
$137K
|
|
May 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.66KNew |
$212K - $265K
|
3.66K
$141K
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-843- 2.42% |
$48.8K - $61K
|
33.9K
$1.31M
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-170- 4.64% |
$9.85K - $12.3K
|
3.5K
$135K
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
100New |
$5.79K - $7.23K
|
100
$3.85K
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-12- 41.38% |
$695 - $868
|
17
$655
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
38New |
$2.2K - $2.75K
|
38
$1.46K
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
4.48K+ 6.2% |
$260K - $324K
|
76.8K
$2.96M
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-147- 38.99% |
$8.52K - $10.6K
|
230
$8.86K
|
|
May 09, 2023
Q1 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-410- 7.88% |
$23.8K - $29.7K
|
4.79K
$185K
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
9+ 0.23% |
$521 - $651
|
3.85K
$148K
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-171- 63.1% |
$9.91K - $12.4K
|
100
$3.85K
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-3.51K- 41.05% |
$204K - $254K
|
5.05K
$194K
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 1.54% |
$57.9 - $72.3
|
66
$2.54K
|