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 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-158- 5.49% |
$9.15K - $11.4K
|
2.72K
$122K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-168- 4.14% |
$9.73K - $12.2K
|
3.89K
$175K
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-170- 4.64% |
$9.85K - $12.3K
|
3.5K
$157K
|
|
|
May 08, 2023
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-171- 63.1% |
$9.91K - $12.4K
|
100
$4.5K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-198- 3.79% |
$11.5K - $14.3K
|
5.03K
$226K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-200Closed |
$11.6K - $14.5K
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-236- 13.43% |
$13.7K - $17.1K
|
1.52K
$68.4K
|
|
|
Jun 26, 2023
Q1 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-250- 3.72% |
$14.5K - $18.1K
|
6.48K
$291K
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-256- 6.59% |
$14.8K - $18.5K
|
3.63K
$163K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-294- 7.83% |
$17K - $21.3K
|
3.46K
$156K
|
|
|
Apr 13, 2023
Q1 2023
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-300- 1.04% |
$17.4K - $21.7K
|
28.5K
$1.28M
|
|
|
May 04, 2023
Q1 2023
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-313- 1.72% |
$18.1K - $22.6K
|
17.9K
$805K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-329- 9.21% |
$19.1K - $23.8K
|
3.24K
$146K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-340- 23.74% |
$19.7K - $24.6K
|
1.09K
$49.1K
|
|
|
May 04, 2023
Q1 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-367- 9.28% |
$21.3K - $26.5K
|
3.59K
$161K
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-379- 8.48% |
$22K - $27.4K
|
4.09K
$184K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-382- 94.55% |
$22.1K - $27.6K
|
22
$989
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-395- 2.05% |
$22.9K - $28.6K
|
18.8K
$847K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-400Closed |
$23.2K - $28.9K
|
0
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-401- 95.02% |
$23.2K - $29K
|
21
$944
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-403- 10.49% |
$23.3K - $29.2K
|
3.44K
$155K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-407- 28.68% |
$23.6K - $29.4K
|
1.01K
$45.5K
|
|
|
May 09, 2023
Q1 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-410- 7.88% |
$23.8K - $29.7K
|
4.79K
$215K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-422- 9.54% |
$24.5K - $30.5K
|
4K
$180K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-450- 90.0% |
$26.1K - $32.6K
|
50
$2.25K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-463- 61.24% |
$26.8K - $33.5K
|
293
$13.2K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-480- 20.3% |
$27.8K - $34.7K
|
1.89K
$84.8K
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-494- 8.82% |
$28.6K - $35.7K
|
5.11K
$230K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-519- 7.1% |
$30.1K - $37.5K
|
6.79K
$305K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-525- 11.27% |
$30.4K - $38K
|
4.13K
$186K
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-558- 11.52% |
$32.3K - $40.4K
|
4.28K
$193K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-559- 1.07% |
$32.4K - $40.4K
|
51.6K
$2.32M
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-570- 1.92% |
$33K - $41.2K
|
29.1K
$1.31M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-582- 6.2% |
$33.7K - $42.1K
|
8.8K
$396K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-638- 11.01% |
$37K - $46.2K
|
5.16K
$232K
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-650- 14.43% |
$37.7K - $47K
|
3.85K
$173K
|
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-653- 4.24% |
$37.8K - $47.2K
|
14.8K
$664K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-719- 5.88% |
$41.7K - $52K
|
11.5K
$518K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-754- 11.97% |
$43.7K - $54.5K
|
5.54K
$249K
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-772- 16.02% |
$44.7K - $55.8K
|
4.05K
$182K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-797- 15.23% |
$46.2K - $57.7K
|
4.44K
$199K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-841- 2.5% |
$48.7K - $60.8K
|
32.8K
$1.48M
|
|
|
May 12, 2023
Q1 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-843- 2.42% |
$48.8K - $61K
|
33.9K
$1.53M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-847- 15.92% |
$49.1K - $61.3K
|
4.48K
$201K
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-847- 15.92% |
$49.1K - $61.3K
|
4.48K
$201K
|
|
|
May 11, 2023
Q1 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-850- 12.32% |
$49.2K - $61.5K
|
6.05K
$272K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-887- 8.36% |
$51.4K - $64.2K
|
9.72K
$437K
|
|
|
Apr 27, 2023
Q1 2023
|
Simplicity Wealth,Llc
|
SELL
|
- |
-888- 2.94% |
$51.5K - $64.2K
|
29.3K
$1.32M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-891- 17.72% |
$51.6K - $64.5K
|
4.14K
$186K
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-900- 9.35% |
$52.1K - $65.1K
|
8.72K
$392K
|