Purchases and Sales Made in Q1 2023 in Global X Fds Global X Lithium (LIT)
This table provides information about the institutional ownership of Global X Fds Global X Lithium (LIT) during Q1 2023. The information is specifically focused on institutions that hold shares of GLOBAL X FDS GLOBAL X LITHIUM .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.4K+ 41.92% |
$197K - $246K
|
11.5K
$514K
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3.32KNew |
$192K - $240K
|
3.32K
$148K
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3.25KNew |
$188K - $235K
|
3.25K
$145K
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
3.21KNew |
$186K - $232K
|
3.21K
$143K
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
3.17KNew |
$183K - $229K
|
3.17K
$141K
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
3.16KNew |
$183K - $229K
|
3.16K
$141K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.15KNew |
$183K - $228K
|
3.15K
$141K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.13KNew |
$181K - $226K
|
3.13K
$140K
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
BUY
|
- |
2.9K+ 29.15% |
$168K - $210K
|
12.9K
$574K
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.87K+ 67.11% |
$166K - $208K
|
7.15K
$319K
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.73K+ 8.03% |
$158K - $198K
|
36.8K
$1.64M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.72KNew |
$158K - $197K
|
2.72K
$122K
|
|
Apr 28, 2023
Q1 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
2.47K+ 17.02% |
$143K - $178K
|
17K
$757K
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.4K+ 57.93% |
$139K - $174K
|
6.54K
$292K
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.25K+ 12.5% |
$130K - $162K
|
20.2K
$903K
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
2.17K+ 46.49% |
$125K - $157K
|
6.83K
$305K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.68K+ 4.05% |
$97.2K - $121K
|
43K
$1.92M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.64K+ 16.66% |
$95K - $119K
|
11.5K
$512K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
1.59K+ 24.23% |
$92K - $115K
|
8.14K
$363K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.43K+ 5.91% |
$82.6K - $103K
|
25.6K
$1.14M
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.42K+ 9.64% |
$82.2K - $103K
|
16.1K
$720K
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
1.4KNew |
$81.2K - $101K
|
1.4K
$62.6K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.36KNew |
$78.6K - $98.1K
|
1.36K
$60.5K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.33K+ 9.83% |
$77.2K - $96.4K
|
14.9K
$664K
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.33K+ 22.25% |
$76.8K - $95.9K
|
7.28K
$325K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.32K+ 34.94% |
$76.7K - $95.7K
|
5.11K
$228K
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.17K+ 12.01% |
$67.9K - $84.8K
|
10.9K
$488K
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.15K+ 8.63% |
$66.9K - $83.5K
|
14.5K
$649K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.12K+ 14.62% |
$64.8K - $80.9K
|
8.76K
$391K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.09K+ 1.46% |
$62.9K - $78.5K
|
75.6K
$3.37M
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
1.07K+ 5.34% |
$61.9K - $77.3K
|
21.1K
$941K
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.06K+ 23.58% |
$61.6K - $76.9K
|
5.57K
$249K
|
|
May 15, 2023
Q1 2023
|
Systematic Alpha Investments, LLC
Princeton, NJ |
BUY
|
- |
1KNew |
$57.9K - $72.3K
|
1K
$44.7K
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
950+ 17.27% |
$55K - $68.7K
|
6.45K
$288K
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
860+ 99.65% |
$49.8K - $62.2K
|
1.72K
$76.9K
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
787+ 11.08% |
$45.6K - $56.9K
|
7.89K
$352K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
763+ 215.54% |
$44.2K - $55.2K
|
1.12K
$49.9K
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
739+ 5.73% |
$42.8K - $53.5K
|
13.6K
$609K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
687+ 116.44% |
$39.8K - $49.7K
|
1.28K
$57K
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
583+ 11.0% |
$33.8K - $42.2K
|
5.88K
$263K
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
563+ 3.62% |
$32.6K - $40.7K
|
16.1K
$719K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
559+ 1.08% |
$32.4K - $40.4K
|
52.1K
$2.33M
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
529+ 3.62% |
$30.7K - $38.3K
|
15.1K
$676K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
504+ 7.57% |
$29.2K - $36.5K
|
7.16K
$320K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
496+ 2.53% |
$28.7K - $35.9K
|
20.1K
$897K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
474+ 13.14% |
$27.5K - $34.3K
|
4.08K
$182K
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
469+ 5.22% |
$27.2K - $33.9K
|
9.45K
$422K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
456+ 6.45% |
$26.4K - $33K
|
7.53K
$336K
|
|
May 10, 2023
Q1 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
417+ 3.99% |
$24.2K - $30.2K
|
10.9K
$485K
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
372New |
$21.6K - $26.9K
|
372
$16.6K
|