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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
71+ 0.96% |
$3.82K - $4.89K
|
7.45K
$333K
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
65New |
$3.49K - $4.47K
|
65
$2.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
41New |
$2.2K - $2.82K
|
41
$1.83K
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
40New |
$2.15K - $2.75K
|
40
$1.79K
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
39+ 0.36% |
$2.1K - $2.68K
|
11K
$492K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
37New |
$1.99K - $2.55K
|
37
$1.65K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
37+ 12.76% |
$1.99K - $2.55K
|
327
$14.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
37+ 2.18% |
$1.99K - $2.55K
|
1.73K
$77.4K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
34+ 0.97% |
$1.83K - $2.34K
|
3.52K
$157K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
34+ 3.41% |
$1.83K - $2.34K
|
1.03K
$46.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
30New |
$1.61K - $2.07K
|
30
$1.34K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
30New |
$1.61K - $2.07K
|
30
$1.34K
|
|
|
Nov 14, 2023
Q3 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
15+ 18.75% |
$806 - $1.03K
|
95
$4.24K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
12+ 0.28% |
$645 - $826
|
4.24K
$189K
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
8+ 0.33% |
$430 - $551
|
2.43K
$108K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
6+ 0.28% |
$322 - $413
|
2.18K
$97.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
5New |
$269 - $344
|
5
$223
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5+ 0.16% |
$269 - $344
|
3.14K
$140K
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4+ 0.1% |
$215 - $275
|
3.89K
$174K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
3+ 0.27% |
$161 - $207
|
1.12K
$50K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.3% |
$107 - $138
|
661
$29.5K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.2% |
$107 - $138
|
1.03K
$45.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2+ 0.44% |
$107 - $138
|
457
$20.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.27% |
$53.7 - $68.8
|
369
$16.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.66% |
$53.7 - $68.8
|
153
$6.83K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
1+ 0.39% |
$53.7 - $68.8
|
260
$11.6K
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
1+ 0.33% |
$53.7 - $68.8
|
301
$13.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1+ 0.33% |
$53.7 - $68.8
|
306
$13.7K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.1% |
$53.7 - $68.8
|
1.01K
$45.2K
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
1+ 0.14% |
$53.7 - $68.8
|
693
$30.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.31% |
$53.7 - $68.8
|
328
$14.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.18% |
$53.7 - $68.8
|
552
$24.6K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.24% |
$53.7 - $68.8
|
411
$18.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1+ 0.74% |
$53.7 - $68.8
|
137
$6.12K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.13% |
$53.7 - $68.8
|
778
$34.7K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.13% |
$53.7 - $68.8
|
782
$34.9K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
1+ 0.03% |
$53.7 - $68.8
|
3.72K
$166K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2024
Q3 2023
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 28, 2024
Q3 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-5- 1.43% |
$269 - $344
|
345
$15.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-5- 50.0% |
$269 - $344
|
5
$223
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-5- 1.69% |
$269 - $344
|
291
$13K
|
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-9- 0.07% |
$484 - $620
|
13.6K
$606K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-9- 0.22% |
$484 - $620
|
4.04K
$180K
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-10- 28.57% |
$537 - $688
|
25
$1.12K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-13- 0.12% |
$699 - $895
|
10.8K
$484K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-15- 0.38% |
$806 - $1.03K
|
3.93K
$176K
|
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-15- 1.51% |
$806 - $1.03K
|
980
$43.8K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-25- 0.1% |
$1.34K - $1.72K
|
24.4K
$1.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-28- 4.25% |
$1.5K - $1.93K
|
631
$28.2K
|