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 |
---|---|---|---|---|---|---|---|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.76K- 36.98% |
$126K - $149K
|
4.7K
$210K
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
50+ 0.8% |
$2.29K - $2.71K
|
6.33K
$283K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-830- 29.59% |
$38.1K - $45K
|
1.98K
$88.2K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
18New |
$826 - $975
|
18
$804
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
100+ 1.79% |
$4.59K - $5.42K
|
5.67K
$253K
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
292New |
$13.4K - $15.8K
|
292
$13K
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
10.4KNew |
$479K - $565K
|
10.4K
$466K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
106New |
$4.86K - $5.74K
|
106
$4.73K
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10+ 40.0% |
$459 - $542
|
35
$1.56K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-180- 9.98% |
$8.26K - $9.75K
|
1.62K
$72.5K
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-540- 9.46% |
$24.8K - $29.3K
|
5.17K
$231K
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.24K- 30.87% |
$103K - $121K
|
5.01K
$224K
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-99- 2.1% |
$4.54K - $5.36K
|
4.62K
$206K
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
28+ 4.44% |
$1.28K - $1.52K
|
659
$29.4K
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
21.1KNew |
$966K - $1.14M
|
21.1K
$940K
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-284- 5.55% |
$13K - $15.4K
|
4.83K
$216K
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-100- 65.36% |
$4.59K - $5.42K
|
53
$2.37K
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
23.7KNew |
$1.09M - $1.28M
|
23.7K
$1.06M
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-534- 13.57% |
$24.5K - $28.9K
|
3.4K
$152K
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-50- 2.8% |
$2.29K - $2.71K
|
1.74K
$77.6K
|
|
Jan 23, 2024
Q4 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
700New |
$32.1K - $37.9K
|
700
$31.3K
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-354- 45.5% |
$16.2K - $19.2K
|
424
$18.9K
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-4.61K- 35.36% |
$212K - $250K
|
8.44K
$377K
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-567- 12.07% |
$26K - $30.7K
|
4.13K
$184K
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 22.22% |
$4.59K - $5.42K
|
350
$15.6K
|
|
Jan 18, 2024
Q4 2023
|
Touchstone Capital, Inc.
|
BUY
|
- |
27.3KNew |
$1.25M - $1.48M
|
27.3K
$1.22M
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.07K- 46.62% |
$233K - $275K
|
5.81K
$259K
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.13K- 8.31% |
$51.7K - $61.1K
|
12.4K
$556K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
126New |
$5.78K - $6.83K
|
126
$5.63K
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
16.1KNew |
$736K - $869K
|
16.1K
$717K
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
BUY
|
- |
5.15KNew |
$236K - $279K
|
5.15K
$230K
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-229- 4.68% |
$10.5K - $12.4K
|
4.67K
$208K
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
8KNew |
$367K - $434K
|
8K
$357K
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
15+ 300.0% |
$688 - $813
|
20
$893
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.36K- 36.07% |
$292K - $344K
|
11.3K
$503K
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.03K- 7.98% |
$47.2K - $55.8K
|
11.9K
$530K
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-35- 2.41% |
$1.61K - $1.9K
|
1.42K
$63.4K
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-481- 10.16% |
$22.1K - $26.1K
|
4.25K
$190K
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
50New |
$2.29K - $2.71K
|
50
$2.23K
|
|
Q3 2023 | |||||||
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5- 1.43% |
$269 - $344
|
345
$15.4K
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-158- 49.69% |
$8.49K - $10.9K
|
160
$7.14K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-95- 0.98% |
$5.11K - $6.54K
|
9.56K
$427K
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-150- 20.0% |
$8.06K - $10.3K
|
600
$26.8K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
30New |
$1.61K - $2.07K
|
30
$1.34K
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-200- 28.57% |
$10.7K - $13.8K
|
500
$22.3K
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
407+ 10.56% |
$21.9K - $28K
|
4.26K
$190K
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
488+ 2.94% |
$26.2K - $33.6K
|
17.1K
$763K
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
9.88KNew |
$531K - $680K
|
9.88K
$441K
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
20.9KNew |
$1.12M - $1.44M
|
20.9K
$934K
|