Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-253- 12.59% |
$14.7K - $18.9K
|
1.76K
$79K
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-265- 6.13% |
$15.4K - $19.8K
|
4.06K
$182K
|
|
Jan 25, 2023
Q4 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-272- 3.89% |
$15.8K - $20.3K
|
6.73K
$303K
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-283- 33.61% |
$16.5K - $21.1K
|
559
$25.1K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-293- 1.93% |
$17.1K - $21.9K
|
14.9K
$669K
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-319- 44.12% |
$18.6K - $23.8K
|
404
$18.2K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-338- 3.48% |
$19.7K - $25.2K
|
9.38K
$422K
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-351- 4.21% |
$20.4K - $26.2K
|
7.98K
$359K
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-353- 2.13% |
$20.6K - $26.4K
|
16.2K
$730K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-363- 6.06% |
$21.1K - $27.1K
|
5.63K
$253K
|
|
Jan 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
SELL
|
- |
-370- 3.89% |
$21.5K - $27.6K
|
9.14K
$411K
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-382- 4.12% |
$22.2K - $28.5K
|
8.9K
$400K
|
|
Feb 01, 2023
Q4 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-390- 1.86% |
$22.7K - $29.1K
|
20.6K
$926K
|
|
Feb 14, 2023
Q4 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-500- 6.76% |
$29.1K - $37.3K
|
6.9K
$310K
|
|
Jan 12, 2023
Q4 2022
|
Carmel Capital Management L.L.C.
|
SELL
|
- |
-500- 1.71% |
$29.1K - $37.3K
|
28.8K
$1.3M
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-503- 1.5% |
$29.3K - $37.6K
|
33.1K
$1.49M
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-527- 17.43% |
$30.7K - $39.4K
|
2.5K
$112K
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-529- 9.14% |
$30.8K - $39.5K
|
5.26K
$236K
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-531- 12.81% |
$30.9K - $39.7K
|
3.61K
$163K
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-534- 7.43% |
$31.1K - $39.9K
|
6.66K
$299K
|
|
Feb 02, 2023
Q4 2022
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-540- 1.91% |
$31.4K - $40.3K
|
27.7K
$1.25M
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-562- 3.7% |
$32.7K - $42K
|
14.6K
$657K
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-576- 7.63% |
$33.5K - $43K
|
6.97K
$313K
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-602- 14.43% |
$35.1K - $45K
|
3.57K
$161K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-610- 3.47% |
$35.5K - $45.6K
|
17K
$763K
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-615- 9.36% |
$35.8K - $45.9K
|
5.96K
$268K
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-701- 69.96% |
$40.8K - $52.4K
|
301
$13.5K
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-711- 30.7% |
$41.4K - $53.1K
|
1.61K
$72.2K
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-725- 9.93% |
$42.2K - $54.1K
|
6.58K
$296K
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-747- 12.5% |
$43.5K - $55.8K
|
5.23K
$235K
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-756- 17.82% |
$44K - $56.5K
|
3.49K
$157K
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-984- 9.89% |
$57.3K - $73.5K
|
8.96K
$403K
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-993- 18.89% |
$57.8K - $74.2K
|
4.26K
$192K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.07K- 5.25% |
$62.1K - $79.7K
|
19.2K
$865K
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-1.09K- 14.06% |
$63.7K - $81.7K
|
6.69K
$301K
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-1.11K- 13.36% |
$64.5K - $82.7K
|
7.18K
$323K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.11K- 5.86% |
$64.5K - $82.7K
|
17.8K
$801K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.16K- 23.23% |
$67.8K - $86.9K
|
3.85K
$173K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.21K- 15.05% |
$70.6K - $90.6K
|
6.85K
$308K
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.25K- 41.16% |
$72.8K - $93.4K
|
1.79K
$80.4K
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.3K- 3.54% |
$75.4K - $96.7K
|
35.2K
$1.58M
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.39K- 23.57% |
$81K - $104K
|
4.51K
$203K
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.41K- 20.11% |
$82.1K - $105K
|
5.6K
$252K
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
SELL
|
- |
-1.48K- 23.5% |
$86.2K - $111K
|
4.82K
$217K
|
|
Feb 06, 2023
Q4 2022
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-1.51K- 28.08% |
$87.9K - $113K
|
3.86K
$174K
|
|
Feb 13, 2023
Q4 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-1.52K- 27.73% |
$88.4K - $113K
|
3.95K
$178K
|
|
Jan 18, 2023
Q4 2022
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-1.79K- 3.14% |
$104K - $133K
|
55.2K
$2.48M
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-1.84K- 28.96% |
$107K - $137K
|
4.5K
$202K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.93K- 22.43% |
$112K - $144K
|
6.66K
$299K
|
|
Jan 18, 2023
Q4 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.96K- 11.3% |
$114K - $147K
|
15.4K
$693K
|