Institutional Ownership Global X Fds Global X Lithium (LIT)
This table provides information about the institutional ownership of Global X Fds Global X Lithium (LIT). We have compiled data on the 370 institutions that hold shares in the stock, with a total of 7.09 Million shares, which have been reported (via 13F filing form) to have a value of $284 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
190
shares
|
$7,619
0.01% of portfolio
|
Q2 2022
Reduced 50.0%
|
|
Wolff Wiese Magana LLC
|
Apr 18, 2024 Q1 2024 |
185
shares
|
$7,418
0.01% of portfolio
|
Q2 2023
Reduced 44.78%
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
170
shares
|
$6,817
0.01% of portfolio
|
Q4 2023
New holding
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 18, 2024 Q1 2024 |
160
shares
|
$6,416
0.0% of portfolio
|
Q4 2021
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
157
shares
|
$6,295
0.0% of portfolio
|
Q1 2024
Reduced 71.25%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
155
shares
|
$6,215
0.0% of portfolio
|
Q4 2023
New holding
|
|
Mascoma Wealth Management LLC
|
May 02, 2024 Q1 2024 |
155
shares
|
$6,215
0.0% of portfolio
|
Q1 2024
Reduced 48.33%
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 25, 2024 Q1 2024 |
155
shares
|
$6,215
0.0% of portfolio
|
Q1 2023
Added 38.39%
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
154
shares
|
$6,175
0.01% of portfolio
|
Q2 2023
Added 24.19%
|
|
Montag A & Associates Inc
Atlanta, GA |
May 07, 2024 Q1 2024 |
150
shares
|
$6,015
0.0% of portfolio
|
Q1 2024
Reduced 66.59%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 13, 2024 Q1 2024 |
150
shares
|
$6,015
0.0% of portfolio
|
Q1 2024
Reduced 96.41%
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 30, 2024 Q1 2024 |
139
shares
|
$5,573
0.0% of portfolio
|
Q1 2024
Reduced 32.85%
|
|
Silicon Valley Capital Partners
|
Apr 29, 2024 Q1 2024 |
138
shares
|
$5,533
0.0% of portfolio
|
Q1 2024
New holding
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
137
shares
|
$5,493
0.0% of portfolio
|
Q3 2023
Added 0.74%
|
|
Country Trust Bank
|
Apr 16, 2024 Q1 2024 |
132
shares
|
$5,293
0.0% of portfolio
|
Q1 2021
Reduced 77.32%
|
|
Paladin Advisory Group, LLC
|
May 08, 2024 Q1 2024 |
130
shares
|
$5,213
0.0% of portfolio
|
Q1 2023
New holding
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2024 Q1 2024 |
130
shares
|
$5,213
0.0% of portfolio
|
Q4 2023
Reduced 86.46%
|
|
City State Bank
Norwalk, IA |
Jul 08, 2024 Q2 2024 |
120
shares
|
$4,812
0.0% of portfolio
|
Q4 2021
New holding
|
|
Bangor Savings Bank
Bangor, ME |
Apr 11, 2024 Q1 2024 |
120
shares
|
$4,812
0.0% of portfolio
|
Q1 2024
Added 0.84%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
116
shares
|
$4,651
0.0% of portfolio
|
Q4 2023
Reduced 4.13%
|
|
Bogart Wealth, LLC
|
Apr 25, 2024 Q1 2024 |
115
shares
|
$4,611
0.0% of portfolio
|
Q1 2024
Reduced 21.23%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
May 01, 2024 Q1 2024 |
112
shares
|
$4,491
0.0% of portfolio
|
Q1 2024
Added 5.66%
|
|
Macroview Investment Management LLC
|
Apr 30, 2024 Q1 2024 |
112
shares
|
$4,491
0.01% of portfolio
|
Q4 2021
New holding
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 16, 2024 Q1 2024 |
110
shares
|
$4,411
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
110
shares
|
$4,411
0.0% of portfolio
|
Q1 2024
New holding
|