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 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-32- 74.42% |
$1.47K - $1.73K
|
11
$424
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-5- 4.13% |
$229 - $271
|
116
$4.47K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
9.68KNew |
$444K - $524K
|
9.68K
$373K
|
|
Feb 14, 2024
Q4 2023
|
Torno Capital, LLC
Cohasset, MA |
BUY
|
PUT |
10KNew |
$459K - $542K
|
10K
$385K
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
CALL |
100New |
$4.59K - $5.42K
|
100
$3.85K
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.72K- 37.36% |
$125K - $147K
|
4.56K
$176K
|
|
Feb 13, 2024
Q4 2023
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
BUY
|
- |
19.4KNew |
$889K - $1.05M
|
19.4K
$747K
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
27New |
$1.24K - $1.46K
|
27
$1.04K
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-22.3K- 10.48% |
$1.02M - $1.21M
|
190K
$7.33M
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
13.2KNew |
$606K - $715K
|
13.2K
$509K
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-830- 86.46% |
$38.1K - $45K
|
130
$5.01K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
9New |
$413 - $488
|
9
$347
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-27.8K- 84.82% |
$1.28M - $1.51M
|
4.98K
$192K
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-472- 8.58% |
$21.7K - $25.6K
|
5.03K
$194K
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.94K- 37.28% |
$135K - $159K
|
4.95K
$191K
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.81K- 14.65% |
$82.8K - $97.8K
|
10.5K
$405K
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.47K+ 27.88% |
$67.4K - $79.6K
|
6.74K
$260K
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3New |
$138 - $163
|
3
$116
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.15KNew |
$52.8K - $62.3K
|
1.15K
$44.3K
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
290New |
$13.3K - $15.7K
|
290
$11.2K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-830- 29.59% |
$38.1K - $45K
|
1.98K
$76.1K
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
50+ 0.8% |
$2.29K - $2.71K
|
6.33K
$244K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
18New |
$826 - $975
|
18
$694
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.76K- 36.98% |
$126K - $149K
|
4.7K
$181K
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
100+ 1.79% |
$4.59K - $5.42K
|
5.67K
$219K
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
292New |
$13.4K - $15.8K
|
292
$11.3K
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
10.4KNew |
$479K - $565K
|
10.4K
$402K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
106New |
$4.86K - $5.74K
|
106
$4.09K
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10+ 40.0% |
$459 - $542
|
35
$1.35K
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-540- 9.46% |
$24.8K - $29.3K
|
5.17K
$199K
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.24K- 30.87% |
$103K - $121K
|
5.01K
$193K
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-99- 2.1% |
$4.54K - $5.36K
|
4.62K
$178K
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
28+ 4.44% |
$1.28K - $1.52K
|
659
$25.4K
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
21.1KNew |
$966K - $1.14M
|
21.1K
$811K
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-284- 5.55% |
$13K - $15.4K
|
4.83K
$186K
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-100- 65.36% |
$4.59K - $5.42K
|
53
$2.04K
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-50- 2.8% |
$2.29K - $2.71K
|
1.74K
$66.9K
|
|
Jan 23, 2024
Q4 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
700New |
$32.1K - $37.9K
|
700
$27K
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-354- 45.5% |
$16.2K - $19.2K
|
424
$16.3K
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-534- 13.57% |
$24.5K - $28.9K
|
3.4K
$131K
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-4.61K- 35.36% |
$212K - $250K
|
8.44K
$325K
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 22.22% |
$4.59K - $5.42K
|
350
$13.5K
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-567- 12.07% |
$26K - $30.7K
|
4.13K
$159K
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.07K- 46.62% |
$233K - $275K
|
5.81K
$224K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
126New |
$5.78K - $6.83K
|
126
$4.86K
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.13K- 8.31% |
$51.7K - $61.1K
|
12.4K
$480K
|
|
Jan 18, 2024
Q4 2023
|
Touchstone Capital, Inc.
|
BUY
|
- |
27.3KNew |
$1.25M - $1.48M
|
27.3K
$1.05M
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
16.1KNew |
$736K - $869K
|
16.1K
$619K
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
BUY
|
- |
5.15KNew |
$236K - $279K
|
5.15K
$198K
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
8KNew |
$367K - $434K
|
8K
$308K
|