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 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
13New |
$753 - $940
|
13
$585
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
13+ 0.81% |
$753 - $940
|
1.62K
$72.8K
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11+ 0.88% |
$637 - $796
|
1.26K
$56.6K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
9+ 0.23% |
$521 - $651
|
3.85K
$173K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
7+ 0.37% |
$406 - $506
|
1.92K
$86.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
5+ 0.73% |
$290 - $362
|
692
$31.1K
|
|
|
May 16, 2023
Q1 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
4+ 0.89% |
$232 - $289
|
455
$20.5K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
4+ 0.61% |
$232 - $289
|
659
$29.6K
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
2+ 0.44% |
$116 - $145
|
454
$20.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2+ 0.66% |
$116 - $145
|
305
$13.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2+ 0.78% |
$116 - $145
|
259
$11.6K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1+ 0.85% |
$57.9 - $72.3
|
119
$5.35K
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1+ 0.09% |
$57.9 - $72.3
|
1.09K
$49.1K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 1.67% |
$57.9 - $72.3
|
61
$2.74K
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 1.54% |
$57.9 - $72.3
|
66
$2.97K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.24% |
$57.9 - $72.3
|
410
$18.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.22% |
$57.9 - $72.3
|
452
$20.3K
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.96% |
$57.9 - $72.3
|
105
$4.72K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.26% |
$57.9 - $72.3
|
392
$17.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1- 0.73% |
$57.9 - $72.3
|
136
$6.12K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-1- 0.34% |
$57.9 - $72.3
|
292
$13.1K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-6- 0.07% |
$348 - $434
|
9.08K
$408K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-7- 58.33% |
$406 - $506
|
5
$225
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
SELL
|
- |
-12- 41.38% |
$695 - $868
|
17
$764
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
SELL
|
- |
-14- 0.16% |
$811 - $1.01K
|
8.66K
$389K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-16- 0.88% |
$927 - $1.16K
|
1.8K
$81.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-16- 3.4% |
$927 - $1.16K
|
454
$20.4K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-20- 6.85% |
$1.16K - $1.45K
|
272
$12.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-22- 9.91% |
$1.27K - $1.59K
|
200
$8.99K
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-36- 78.26% |
$2.09K - $2.6K
|
10
$450
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-45- 34.62% |
$2.61K - $3.26K
|
85
$3.82K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-47- 5.7% |
$2.72K - $3.4K
|
777
$34.9K
|
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-55- 0.39% |
$3.19K - $3.98K
|
14K
$632K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-62- 2.64% |
$3.59K - $4.49K
|
2.29K
$103K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-66- 30.56% |
$3.82K - $4.77K
|
150
$6.75K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-72- 0.94% |
$4.17K - $5.21K
|
7.61K
$342K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-74- 13.24% |
$4.29K - $5.35K
|
485
$21.8K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-75- 0.42% |
$4.35K - $5.43K
|
17.7K
$797K
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-78- 10.71% |
$4.52K - $5.64K
|
650
$29.2K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-92- 56.79% |
$5.33K - $6.66K
|
70
$3.15K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-99- 11.25% |
$5.74K - $7.16K
|
781
$35.1K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-113- 3.5% |
$6.55K - $8.17K
|
3.12K
$140K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-113- 2.25% |
$6.55K - $8.17K
|
4.91K
$221K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-120- 3.19% |
$6.95K - $8.68K
|
3.64K
$164K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-124- 32.63% |
$7.18K - $8.97K
|
256
$11.5K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-126- 28.38% |
$7.3K - $9.11K
|
318
$14.3K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-137- 32.85% |
$7.94K - $9.91K
|
280
$12.6K
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-142- 2.53% |
$8.23K - $10.3K
|
5.47K
$246K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-147- 38.99% |
$8.52K - $10.6K
|
230
$10.3K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-149- 12.42% |
$8.63K - $10.8K
|
1.05K
$47.3K
|