Purchases and Sales Made in Q1 2024 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 2024. 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 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
800New |
$31.6K - $40.2K
|
800
$35.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
698New |
$27.5K - $35.1K
|
698
$31.2K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
656+ 8.37% |
$25.9K - $33K
|
8.5K
$379K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
626+ 314.57% |
$24.7K - $31.5K
|
825
$36.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
590+ 28.61% |
$23.3K - $29.7K
|
2.65K
$118K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
459New |
$18.1K - $23.1K
|
459
$20.5K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
455New |
$17.9K - $22.9K
|
455
$20.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
455New |
$17.9K - $22.9K
|
455
$20.3K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
425+ 4.46% |
$16.8K - $21.4K
|
9.96K
$445K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
400+ 347.83% |
$15.8K - $20.1K
|
515
$23K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
300New |
$11.8K - $15.1K
|
300
$13.4K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
291New |
$11.5K - $14.6K
|
291
$13K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
285+ 0.65% |
$11.2K - $14.3K
|
44K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
246+ 246.0% |
$9.7K - $12.4K
|
346
$15.4K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
208New |
$8.21K - $10.5K
|
208
$9.29K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
207+ 4.76% |
$8.17K - $10.4K
|
4.55K
$203K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
203New |
$8.01K - $10.2K
|
203
$9.06K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
202+ 2.71% |
$7.97K - $10.2K
|
7.64K
$341K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
194+ 1.5% |
$7.65K - $9.76K
|
13.1K
$586K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
158+ 3.55% |
$6.23K - $7.95K
|
4.61K
$206K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
139+ 1.88% |
$5.48K - $6.99K
|
7.52K
$336K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
138New |
$5.44K - $6.94K
|
138
$6.16K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
136+ 15.65% |
$5.37K - $6.84K
|
1.01K
$44.9K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
120+ 9.15% |
$4.73K - $6.03K
|
1.43K
$63.9K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
112+ 5.72% |
$4.42K - $5.63K
|
2.07K
$92.4K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
110New |
$4.34K - $5.53K
|
110
$4.91K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
110New |
$4.34K - $5.53K
|
110
$4.91K
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
105+ 94.59% |
$4.14K - $5.28K
|
216
$9.64K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
102+ 30.54% |
$4.02K - $5.13K
|
436
$19.5K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
100New |
$3.95K - $5.03K
|
100
$4.47K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
95+ 7.62% |
$3.75K - $4.78K
|
1.34K
$59.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
83New |
$3.27K - $4.17K
|
83
$3.71K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
65New |
$2.56K - $3.27K
|
65
$2.9K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
62+ 10.33% |
$2.45K - $3.12K
|
662
$29.6K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
58+ 26.98% |
$2.29K - $2.92K
|
273
$12.2K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
54New |
$2.13K - $2.72K
|
54
$2.41K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
53+ 8.02% |
$2.09K - $2.67K
|
714
$31.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
52+ 0.66% |
$2.05K - $2.62K
|
7.93K
$354K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
50+ 121.95% |
$1.97K - $2.51K
|
91
$4.06K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
42+ 0.65% |
$1.66K - $2.11K
|
6.5K
$290K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
31+ 0.31% |
$1.22K - $1.56K
|
10.1K
$452K
|
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
30New |
$1.18K - $1.51K
|
30
$1.34K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
22+ 0.91% |
$868 - $1.11K
|
2.43K
$108K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
21+ 1.1% |
$828 - $1.06K
|
1.93K
$86K
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
20+ 4.73% |
$789 - $1.01K
|
443
$19.8K
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
13+ 39.39% |
$513 - $654
|
46
$2.05K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11+ 0.53% |
$434 - $553
|
2.09K
$93.5K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
10+ 3.82% |
$395 - $503
|
272
$12.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
7+ 0.79% |
$276 - $352
|
889
$39.7K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
6+ 0.14% |
$237 - $302
|
4.44K
$198K
|