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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
BUY
|
- |
300New |
$17.4K - $21.7K
|
300
$13.5K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
300New |
$17.4K - $21.7K
|
300
$13.5K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
294+ 5.59% |
$17K - $21.3K
|
5.55K
$250K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
289+ 2.35% |
$16.7K - $20.9K
|
12.6K
$566K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
280New |
$16.2K - $20.3K
|
280
$12.6K
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
270New |
$15.6K - $19.5K
|
270
$12.1K
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
263+ 2.96% |
$15.2K - $19K
|
9.14K
$411K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
228+ 44.88% |
$13.2K - $16.5K
|
736
$33.1K
|
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
223New |
$12.9K - $16.1K
|
223
$10K
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
220+ 1.81% |
$12.7K - $15.9K
|
12.4K
$557K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
218New |
$12.6K - $15.8K
|
218
$9.8K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
200+ 26.21% |
$11.6K - $14.5K
|
963
$43.3K
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
200+ 32.79% |
$11.6K - $14.5K
|
810
$36.4K
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
200New |
$11.6K - $14.5K
|
200
$8.99K
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
195+ 4.57% |
$11.3K - $14.1K
|
4.46K
$201K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
178+ 2.82% |
$10.3K - $12.9K
|
6.48K
$291K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
169+ 4.1% |
$9.79K - $12.2K
|
4.29K
$193K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
164+ 1.42% |
$9.5K - $11.9K
|
11.7K
$526K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
163+ 93.68% |
$9.44K - $11.8K
|
337
$15.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
155+ 0.39% |
$8.98K - $11.2K
|
40K
$1.8M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
153+ 1.8% |
$8.86K - $11.1K
|
8.67K
$390K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
151+ 11.47% |
$8.75K - $10.9K
|
1.47K
$66K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
150+ 2.15% |
$8.69K - $10.9K
|
7.12K
$320K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
145New |
$8.4K - $10.5K
|
145
$6.52K
|
|
|
Apr 28, 2023
Q1 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
145+ 0.52% |
$8.4K - $10.5K
|
27.9K
$1.25M
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
130New |
$7.53K - $9.4K
|
130
$5.85K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
129+ 1.8% |
$7.47K - $9.33K
|
7.31K
$329K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
124New |
$7.18K - $8.97K
|
124
$5.58K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
120+ 3.12% |
$6.95K - $8.68K
|
3.97K
$178K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
118New |
$6.84K - $8.54K
|
118
$5.31K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
117+ 2.64% |
$6.78K - $8.46K
|
4.55K
$204K
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
100New |
$5.79K - $7.23K
|
100
$4.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
100+ 76.34% |
$5.79K - $7.23K
|
231
$10.4K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
100+ 119.05% |
$5.79K - $7.23K
|
184
$8.27K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
94+ 2.6% |
$5.45K - $6.8K
|
3.71K
$167K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
87+ 1.97% |
$5.04K - $6.29K
|
4.51K
$203K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
66New |
$3.82K - $4.77K
|
66
$2.97K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
58+ 13.88% |
$3.36K - $4.2K
|
476
$21.4K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
57+ 0.71% |
$3.3K - $4.12K
|
8.04K
$362K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
54+ 0.14% |
$3.13K - $3.91K
|
39.9K
$1.79M
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
43+ 38.39% |
$2.49K - $3.11K
|
155
$6.97K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
40+ 400.0% |
$2.32K - $2.89K
|
50
$2.25K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
38New |
$2.2K - $2.75K
|
38
$1.71K
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
36New |
$2.09K - $2.6K
|
36
$1.62K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
31New |
$1.8K - $2.24K
|
31
$1.39K
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
20+ 0.32% |
$1.16K - $1.45K
|
6.37K
$286K
|
|
|
May 09, 2023
Q1 2023
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
17+ 0.14% |
$985 - $1.23K
|
12.3K
$554K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
15+ 1.49% |
$869 - $1.09K
|
1.02K
$46K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
15+ 0.69% |
$869 - $1.09K
|
2.17K
$97.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
15+ 1.4% |
$869 - $1.09K
|
1.09K
$49K
|