Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.44K+ 3.05% |
$77.2K - $98.9K
|
48.5K
$2.16M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
1.36K+ 13.12% |
$72.9K - $93.3K
|
11.7K
$522K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.26K+ 12.71% |
$67.8K - $86.9K
|
11.2K
$500K
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.25K+ 8.63% |
$67.3K - $86.3K
|
15.8K
$704K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.09K+ 0.68% |
$58.6K - $75K
|
162K
$7.26M
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.09K+ 7.36% |
$58.5K - $75K
|
15.9K
$709K
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
BUY
|
- |
1.06K+ 1.15% |
$56.7K - $72.7K
|
92.5K
$4.13M
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.03K+ 28.17% |
$55.4K - $71K
|
4.69K
$209K
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
992+ 5.95% |
$53.3K - $68.3K
|
17.7K
$789K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
981New |
$52.7K - $67.5K
|
981
$43.8K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
940+ 64.03% |
$50.5K - $64.7K
|
2.41K
$108K
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
BUY
|
- |
870+ 18.2% |
$46.8K - $59.9K
|
5.65K
$252K
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
830+ 638.46% |
$44.6K - $57.1K
|
960
$42.9K
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
764+ 0.96% |
$41.1K - $52.6K
|
80K
$3.57M
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
675+ 47.04% |
$36.3K - $46.5K
|
2.11K
$94.2K
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
665+ 1.63% |
$35.7K - $45.8K
|
41.5K
$1.85M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
640+ 4.3% |
$34.4K - $44.1K
|
15.5K
$694K
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
615+ 14.93% |
$33.1K - $42.3K
|
4.74K
$211K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
516+ 10.34% |
$27.7K - $35.5K
|
5.5K
$246K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
503+ 3.62% |
$27K - $34.6K
|
14.4K
$643K
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
500+ 12.09% |
$26.9K - $34.4K
|
4.64K
$207K
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
500New |
$26.9K - $34.4K
|
500
$22.3K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
495+ 11.78% |
$26.6K - $34.1K
|
4.7K
$210K
|
|
Nov 15, 2023
Q3 2023
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
488+ 2.94% |
$26.2K - $33.6K
|
17.1K
$763K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
442New |
$23.8K - $30.4K
|
442
$19.7K
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
423New |
$22.7K - $29.1K
|
423
$18.9K
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
407+ 10.56% |
$21.9K - $28K
|
4.26K
$190K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
405+ 3.49% |
$21.8K - $27.9K
|
12K
$537K
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
403New |
$21.7K - $27.7K
|
403
$18K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
332+ 8.31% |
$17.8K - $22.9K
|
4.33K
$193K
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
324+ 27.25% |
$17.4K - $22.3K
|
1.51K
$67.6K
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
319New |
$17.1K - $22K
|
319
$14.2K
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
BUY
|
- |
300+ 7.5% |
$16.1K - $20.7K
|
4.3K
$192K
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
297+ 8.39% |
$16K - $20.4K
|
3.84K
$171K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
282+ 2.66% |
$15.2K - $19.4K
|
10.9K
$486K
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
258+ 1.77% |
$13.9K - $17.8K
|
14.8K
$662K
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
242+ 25.83% |
$13K - $16.7K
|
1.18K
$52.6K
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
235+ 21.17% |
$12.6K - $16.2K
|
1.35K
$60.1K
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
215New |
$11.6K - $14.8K
|
215
$9.6K
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
200New |
$10.7K - $13.8K
|
200
$8.93K
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
200+ 74.07% |
$10.7K - $13.8K
|
470
$21K
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
192+ 4.08% |
$10.3K - $13.2K
|
4.9K
$219K
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
190+ 3.74% |
$10.2K - $13.1K
|
5.27K
$235K
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
189+ 4.45% |
$10.2K - $13K
|
4.44K
$198K
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
152+ 2.14% |
$8.17K - $10.5K
|
7.25K
$323K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
147+ 113.08% |
$7.9K - $10.1K
|
277
$12.4K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
104New |
$5.59K - $7.16K
|
104
$4.64K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
81+ 3.46% |
$4.35K - $5.58K
|
2.42K
$108K
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
80+ 41.45% |
$4.3K - $5.51K
|
273
$12.2K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
75+ 26.79% |
$4.03K - $5.16K
|
355
$15.9K
|