Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
150New |
$5.82K - $7K
|
150
$6.7K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
125New |
$4.85K - $5.83K
|
125
$5.58K
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
121+ 8.46% |
$4.7K - $5.64K
|
1.55K
$69.3K
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
100+ 3.77% |
$3.88K - $4.66K
|
2.75K
$123K
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
100+ 83.33% |
$3.88K - $4.66K
|
220
$9.82K
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
48+ 0.5% |
$1.86K - $2.24K
|
9.64K
$430K
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
40+ 7.14% |
$1.55K - $1.87K
|
600
$26.8K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
18New |
$699 - $840
|
18
$804
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
18+ 58.06% |
$699 - $840
|
49
$2.19K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
15+ 0.14% |
$582 - $700
|
10.6K
$474K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8+ 7.27% |
$310 - $373
|
118
$5.27K
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
5+ 1.1% |
$194 - $233
|
460
$20.5K
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
4+ 2.58% |
$155 - $187
|
159
$7.1K
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
4+ 11.76% |
$155 - $187
|
38
$1.7K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
3+ 3.61% |
$116 - $140
|
86
$3.84K
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
3+ 3.0% |
$116 - $140
|
103
$4.6K
|
|
Aug 07, 2024
Q2 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1New |
$38.8 - $46.6
|
1
$44.7
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 31, 2024
Q2 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-1- 0.18% |
$38.8 - $46.6
|
553
$24.7K
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-2- 0.57% |
$77.6 - $93.3
|
348
$15.5K
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-13- 5.33% |
$505 - $606
|
231
$10.3K
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-19- 35.19% |
$737 - $886
|
35
$1.56K
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-20- 6.08% |
$776 - $933
|
309
$13.8K
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-20- 4.51% |
$776 - $933
|
423
$18.9K
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-29- 12.24% |
$1.13K - $1.35K
|
208
$9.29K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-33- 0.26% |
$1.28K - $1.54K
|
12.5K
$558K
|
|
Jul 25, 2024
Q2 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-41- 45.05% |
$1.59K - $1.91K
|
50
$2.23K
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-42- 29.58% |
$1.63K - $1.96K
|
100
$4.47K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-44- 5.07% |
$1.71K - $2.05K
|
823
$36.7K
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-48- 1.46% |
$1.86K - $2.24K
|
3.24K
$145K
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-50- 0.75% |
$1.94K - $2.33K
|
6.62K
$296K
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-50- 32.26% |
$1.94K - $2.33K
|
105
$4.69K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-64- 0.45% |
$2.48K - $2.98K
|
14K
$626K
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-69- 49.64% |
$2.68K - $3.22K
|
70
$3.13K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-71- 3.43% |
$2.76K - $3.31K
|
2K
$89.3K
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-72- 0.69% |
$2.79K - $3.36K
|
10.4K
$464K
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-76- 38.78% |
$2.95K - $3.54K
|
120
$5.36K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-85- 0.73% |
$3.3K - $3.96K
|
11.6K
$517K
|
|
Jul 08, 2024
Q2 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-95- 1.59% |
$3.69K - $4.43K
|
5.88K
$263K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-98- 4.51% |
$3.8K - $4.57K
|
2.08K
$92.7K
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-100- 86.96% |
$3.88K - $4.66K
|
15
$670
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-101- 7.61% |
$3.92K - $4.71K
|
1.23K
$54.7K
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-101- 3.83% |
$3.92K - $4.71K
|
2.54K
$113K
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-102- 65.81% |
$3.96K - $4.76K
|
53
$2.37K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-105- 12.06% |
$4.08K - $4.9K
|
766
$34.2K
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-128- 19.31% |
$4.97K - $5.97K
|
535
$23.9K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-130- 13.27% |
$5.05K - $6.06K
|
850
$38K
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
SELL
|
- |
-132- 2.35% |
$5.12K - $6.16K
|
5.47K
$244K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-138- 2.61% |
$5.36K - $6.44K
|
5.14K
$230K
|