Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
SELL
|
- |
-226- 0.78% |
$13.1K - $15K
|
28.8K
$1.29M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-233- 3.06% |
$13.5K - $15.5K
|
7.38K
$329K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-235- 7.54% |
$13.7K - $15.6K
|
2.88K
$129K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-249- 9.15% |
$14.5K - $16.5K
|
2.47K
$110K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-250- 25.96% |
$14.5K - $16.6K
|
713
$31.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-258- 62.77% |
$15K - $17.1K
|
153
$6.83K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-261- 2.1% |
$15.2K - $17.3K
|
12.2K
$544K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-282- 22.08% |
$16.4K - $18.7K
|
995
$44.4K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-300- 66.37% |
$17.4K - $19.9K
|
152
$6.79K
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-314- 1.56% |
$18.3K - $20.8K
|
19.8K
$883K
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-330- 4.3% |
$19.2K - $21.9K
|
7.34K
$328K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-340- 2.25% |
$19.8K - $22.5K
|
14.8K
$661K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-346- 0.38% |
$20.1K - $22.9K
|
91.5K
$4.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-355- 2.09% |
$20.6K - $23.5K
|
16.6K
$741K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-359- 9.84% |
$20.9K - $23.8K
|
3.29K
$147K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-364- 7.23% |
$21.2K - $24.1K
|
4.67K
$208K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-439- 6.47% |
$25.5K - $29.1K
|
6.35K
$284K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-444- 5.9% |
$25.8K - $29.4K
|
7.08K
$316K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-447- 2.37% |
$26K - $29.6K
|
18.4K
$821K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-494- 7.24% |
$28.7K - $32.8K
|
6.33K
$283K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-497- 32.68% |
$28.9K - $33K
|
1.02K
$45.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-500- 47.57% |
$29.1K - $33.2K
|
551
$24.6K
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-515- 7.19% |
$29.9K - $34.1K
|
6.65K
$297K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-523- 51.17% |
$30.4K - $34.7K
|
499
$22.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-524- 8.91% |
$30.5K - $34.7K
|
5.36K
$239K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-560- 6.13% |
$32.6K - $37.1K
|
8.58K
$383K
|
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-567- 2.03% |
$33K - $37.6K
|
27.3K
$1.22M
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-620- 16.03% |
$36K - $41.1K
|
3.25K
$145K
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-650- 10.08% |
$37.8K - $43.1K
|
5.8K
$259K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-652- 4.66% |
$37.9K - $43.2K
|
13.3K
$596K
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-739- 5.42% |
$43K - $49K
|
12.9K
$576K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-804- 5.4% |
$46.7K - $53.3K
|
14.1K
$628K
|
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-850- 9.3% |
$49.4K - $56.4K
|
8.29K
$370K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-897- 2.44% |
$52.1K - $59.5K
|
35.9K
$1.6M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-929- 20.95% |
$54K - $61.6K
|
3.51K
$157K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-934- 12.2% |
$54.3K - $61.9K
|
6.72K
$300K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1K- 3.94% |
$58.2K - $66.4K
|
24.4K
$1.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.02K- 20.75% |
$59.2K - $67.5K
|
3.89K
$174K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.06K- 2.2% |
$61.5K - $70.2K
|
47K
$2.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.23K- 97.62% |
$71.4K - $81.5K
|
30
$1.34K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.3K- 8.94% |
$75.5K - $86.1K
|
13.2K
$591K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-1.35K- 24.57% |
$78.2K - $89.2K
|
4.13K
$184K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
SELL
|
- |
-1.38K- 8.64% |
$80.2K - $91.5K
|
14.6K
$652K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.55K- 8.74% |
$90K - $103K
|
16.2K
$722K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.57K- 3.93% |
$91.3K - $104K
|
38.3K
$1.71M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.58K- 5.02% |
$91.8K - $105K
|
29.9K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.59K- 0.24% |
$92.6K - $106K
|
665K
$29.7M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.62K- 21.02% |
$94.3K - $108K
|
6.1K
$272K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.63K- 25.2% |
$94.9K - $108K
|
4.85K
$216K
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.82K- 12.35% |
$106K - $121K
|
12.9K
$578K
|