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 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-447- 2.26% |
$24K - $30.8K
|
19.3K
$863K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-464- 4.89% |
$24.9K - $31.9K
|
9.03K
$403K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-519- 11.12% |
$27.9K - $35.7K
|
4.15K
$185K
|
|
Oct 11, 2023
Q3 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-550- 6.63% |
$29.6K - $37.9K
|
7.74K
$346K
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-556- 8.81% |
$29.9K - $38.3K
|
5.76K
$257K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-574- 64.06% |
$30.8K - $39.5K
|
322
$14.4K
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-581- 65.35% |
$31.2K - $40K
|
308
$13.8K
|
|
Nov 27, 2023
Q3 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-600- 21.87% |
$32.2K - $41.3K
|
2.14K
$95.7K
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-656- 12.85% |
$35.3K - $45.2K
|
4.45K
$199K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-664- 16.74% |
$35.7K - $45.7K
|
3.3K
$147K
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-688- 8.02% |
$37K - $47.4K
|
7.89K
$352K
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-720- 20.54% |
$38.7K - $49.6K
|
2.79K
$124K
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-751- 2.75% |
$40.4K - $51.7K
|
26.6K
$1.19M
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-767- 15.82% |
$41.2K - $52.8K
|
4.08K
$182K
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-792- 12.44% |
$42.6K - $54.5K
|
5.57K
$249K
|
|
Nov 13, 2023
Q3 2023
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-800- 8.27% |
$43K - $55.1K
|
8.87K
$396K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-811- 16.59% |
$43.6K - $55.8K
|
4.08K
$182K
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
SELL
|
- |
-813- 1.03% |
$43.7K - $56K
|
78K
$3.48M
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-821- 5.11% |
$44.1K - $56.5K
|
15.3K
$681K
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-829- 6.76% |
$44.6K - $57.1K
|
11.4K
$510K
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-832- 16.48% |
$44.7K - $57.3K
|
4.22K
$188K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-840- 1.03% |
$45.1K - $57.8K
|
80.6K
$3.6M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-879- 25.37% |
$47.2K - $60.5K
|
2.59K
$115K
|
|
Nov 07, 2023
Q3 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-950- 20.47% |
$51.1K - $65.4K
|
3.69K
$165K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-964- 7.29% |
$51.8K - $66.4K
|
12.3K
$548K
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.01K- 15.02% |
$54.2K - $69.5K
|
5.71K
$255K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.02K- 14.4% |
$54.8K - $70.2K
|
6.06K
$271K
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-1.06K- 7.01% |
$57K - $73K
|
14.1K
$628K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.06K- 13.9% |
$57.1K - $73.1K
|
6.58K
$294K
|
|
Nov 14, 2023
Q3 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-1.19K- 18.91% |
$64.1K - $82.1K
|
5.12K
$228K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.46K- 10.61% |
$78.7K - $101K
|
12.3K
$551K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.48K- 22.21% |
$79.3K - $102K
|
5.17K
$231K
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.64K- 14.87% |
$88.3K - $113K
|
9.41K
$420K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.81K- 7.46% |
$97.4K - $125K
|
22.5K
$1M
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.82K- 19.69% |
$97.8K - $125K
|
7.42K
$331K
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.88K- 5.25% |
$101K - $130K
|
34K
$1.52M
|
|
Nov 09, 2023
Q3 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-1.9K- 31.15% |
$102K - $131K
|
4.2K
$188K
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-1.93K- 15.85% |
$104K - $133K
|
10.2K
$458K
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.98K- 15.09% |
$107K - $136K
|
11.2K
$498K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.16K- 2.35% |
$116K - $149K
|
89.7K
$4.01M
|
|
Oct 10, 2023
Q3 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-2.28K- 2.97% |
$122K - $157K
|
74.4K
$3.32M
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.29K- 23.48% |
$123K - $157K
|
7.45K
$333K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.37K- 14.54% |
$127K - $163K
|
13.9K
$621K
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.41K- 38.08% |
$130K - $166K
|
3.92K
$175K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.44K- 8.17% |
$131K - $168K
|
27.5K
$1.23M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.86K- 8.56% |
$154K - $197K
|
30.6K
$1.37M
|
|
Oct 10, 2023
Q3 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-3.06K- 21.7% |
$165K - $211K
|
11.1K
$494K
|
|
Nov 14, 2023
Q3 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
SELL
|
- |
-3.14KClosed |
$168K - $216K
|
0
$0
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.21K- 7.36% |
$172K - $221K
|
40.4K
$1.8M
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.44K- 23.61% |
$185K - $236K
|
11.1K
$496K
|