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 01, 2024
Q1 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
6+ 5.66% |
$237 - $302
|
112
$5K
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
5+ 45.45% |
$197 - $251
|
16
$714
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3+ 0.66% |
$118 - $151
|
460
$20.5K
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
2+ 0.2% |
$78.9 - $101
|
983
$43.9K
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.54% |
$78.9 - $101
|
371
$16.6K
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
2+ 0.63% |
$78.9 - $101
|
321
$14.3K
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
BUY
|
- |
2+ 0.66% |
$78.9 - $101
|
303
$13.5K
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
2+ 0.47% |
$78.9 - $101
|
432
$19.3K
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2+ 0.24% |
$78.9 - $101
|
850
$38K
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
2+ 0.36% |
$78.9 - $101
|
554
$24.7K
|
|
Apr 24, 2024
Q1 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
2+ 0.77% |
$78.9 - $101
|
262
$11.7K
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1+ 0.84% |
$39.5 - $50.3
|
120
$5.36K
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.52% |
$39.5 - $50.3
|
194
$8.66K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.51% |
$39.5 - $50.3
|
196
$8.75K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.18% |
$39.5 - $50.3
|
554
$24.7K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.3% |
$39.5 - $50.3
|
329
$14.7K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1+ 3.33% |
$39.5 - $50.3
|
31
$1.38K
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 1.04% |
$39.5 - $50.3
|
97
$4.33K
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.29% |
$39.5 - $50.3
|
343
$15.3K
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jun 28, 2024
Q1 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1- 0.07% |
$39.5 - $50.3
|
1.43K
$63.9K
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2- 0.57% |
$78.9 - $101
|
348
$15.5K
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-12- 26.09% |
$473 - $603
|
34
$1.52K
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-12- 5.11% |
$473 - $603
|
223
$9.96K
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-23- 10.18% |
$907 - $1.16K
|
203
$9.06K
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-29- 0.32% |
$1.14K - $1.46K
|
9.09K
$406K
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-31- 21.23% |
$1.22K - $1.56K
|
115
$5.13K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-32- 0.23% |
$1.26K - $1.61K
|
14.1K
$629K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-53- 5.74% |
$2.09K - $2.67K
|
871
$38.9K
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-61- 20.47% |
$2.41K - $3.07K
|
237
$10.6K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-68- 32.85% |
$2.68K - $3.42K
|
139
$6.21K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-70- 58.82% |
$2.76K - $3.52K
|
49
$2.19K
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-77- 74.76% |
$3.04K - $3.87K
|
26
$1.16K
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-77- 68.75% |
$3.04K - $3.87K
|
35
$1.56K
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-83- 0.86% |
$3.27K - $4.17K
|
9.59K
$428K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-90- 5.13% |
$3.55K - $4.53K
|
1.67K
$74.3K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-95- 0.68% |
$3.75K - $4.78K
|
13.9K
$621K
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-114- 4.66% |
$4.5K - $5.73K
|
2.33K
$104K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-118- 11.65% |
$4.66K - $5.93K
|
895
$40K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-118- 17.56% |
$4.66K - $5.93K
|
554
$24.7K
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-122- 1.21% |
$4.81K - $6.14K
|
9.93K
$443K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-130Closed |
$5.13K - $6.54K
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-135- 1.57% |
$5.33K - $6.79K
|
8.47K
$378K
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-145- 48.33% |
$5.72K - $7.29K
|
155
$6.92K
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-152- 2.48% |
$6K - $7.64K
|
5.98K
$267K
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-175- 16.4% |
$6.9K - $8.8K
|
892
$39.8K
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-177- 2.99% |
$6.98K - $8.9K
|
5.75K
$257K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-179- 35.87% |
$7.06K - $9K
|
320
$14.3K
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-182- 2.73% |
$7.18K - $9.15K
|
6.5K
$290K
|