Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
64+ 21.19% |
$4.61K - $5.57K
|
366
$16.5K
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
63+ 47.37% |
$4.54K - $5.48K
|
196
$8.81K
|
|
Nov 12, 2021
Q3 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
60+ 1.77% |
$4.32K - $5.22K
|
3.45K
$155K
|
|
Oct 13, 2021
Q3 2021
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
60+ 181.82% |
$4.32K - $5.22K
|
93
$4.18K
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
60+ 26.09% |
$4.32K - $5.22K
|
290
$13K
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
58+ 8.06% |
$4.18K - $5.05K
|
778
$35K
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
57+ 57.0% |
$4.11K - $4.96K
|
157
$7.06K
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
50New |
$3.6K - $4.35K
|
50
$2.25K
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
43+ 4.89% |
$3.1K - $3.74K
|
922
$41.5K
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
40+ 4.85% |
$2.88K - $3.48K
|
865
$38.9K
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
32+ 10.26% |
$2.31K - $2.78K
|
344
$15.5K
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
30New |
$2.16K - $2.61K
|
30
$1.35K
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
30+ 20.0% |
$2.16K - $2.61K
|
180
$8.09K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
24+ 2.71% |
$1.73K - $2.09K
|
909
$40.9K
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
23+ 16.2% |
$1.66K - $2K
|
165
$7.42K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
20+ 24.39% |
$1.44K - $1.74K
|
102
$4.59K
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
15+ 29.41% |
$1.08K - $1.31K
|
66
$2.97K
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
12New |
$865 - $1.04K
|
12
$540
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
12New |
$865 - $1.04K
|
12
$540
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6New |
$432 - $522
|
6
$270
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
2New |
$144 - $174
|
2
$89.9
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
2+ 0.06% |
$144 - $174
|
3.33K
$150K
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$72.1 - $87
|
4.33K
$195K
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 2.44% |
$72.1 - $87
|
42
$1.89K
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1+ 0.02% |
$72.1 - $87
|
4.5K
$203K
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1- 0.98% |
$72.1 - $87
|
101
$4.54K
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-15- 5.26% |
$1.08K - $1.31K
|
270
$12.1K
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-15Closed |
$1.08K - $1.31K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-30- 11.9% |
$2.16K - $2.61K
|
222
$9.98K
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-33- 0.88% |
$2.38K - $2.87K
|
3.7K
$166K
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-34- 8.35% |
$2.45K - $2.96K
|
373
$16.8K
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-35Closed |
$2.52K - $3.05K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-38- 0.45% |
$2.74K - $3.31K
|
8.36K
$376K
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-45Closed |
$3.24K - $3.92K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-46- 4.96% |
$3.31K - $4K
|
882
$39.7K
|
|
Oct 28, 2021
Q3 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-47- 0.07% |
$3.39K - $4.09K
|
70.7K
$3.18M
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-50- 11.74% |
$3.6K - $4.35K
|
376
$16.9K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-66Closed |
$4.76K - $5.74K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-84- 1.98% |
$6.05K - $7.31K
|
4.15K
$187K
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-124- 17.37% |
$8.93K - $10.8K
|
590
$26.5K
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-140- 80.46% |
$10.1K - $12.2K
|
34
$1.53K
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-141- 1.88% |
$10.2K - $12.3K
|
7.35K
$331K
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
SELL
|
- |
-190- 17.61% |
$13.7K - $16.5K
|
889
$40K
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-200- 5.56% |
$14.4K - $17.4K
|
3.4K
$153K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-200- 68.97% |
$14.4K - $17.4K
|
90
$4.05K
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-223Closed |
$16.1K - $19.4K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
SELL
|
- |
-239Closed |
$17.2K - $20.8K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-244- 2.55% |
$17.6K - $21.2K
|
9.34K
$420K
|
|
Oct 22, 2021
Q3 2021
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-250- 8.33% |
$18K - $21.8K
|
2.75K
$124K
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-342Closed |
$24.6K - $29.8K
|
0
$0
|