Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
84+ 20.24% |
$3.85K - $4.55K
|
499
$22.4K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
84New |
$3.85K - $4.55K
|
84
$3.78K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
82New |
$3.76K - $4.44K
|
82
$3.69K
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
77+ 296.15% |
$3.53K - $4.17K
|
103
$4.63K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
66New |
$3.03K - $3.58K
|
66
$2.97K
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
50New |
$2.29K - $2.71K
|
50
$2.25K
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
50+ 0.8% |
$2.29K - $2.71K
|
6.33K
$285K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
34New |
$1.56K - $1.84K
|
34
$1.53K
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
28+ 4.44% |
$1.28K - $1.52K
|
659
$29.6K
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
28+ 0.64% |
$1.28K - $1.52K
|
4.43K
$199K
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
27New |
$1.24K - $1.46K
|
27
$1.21K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
18New |
$826 - $975
|
18
$809
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
18+ 0.74% |
$826 - $975
|
2.44K
$110K
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
15+ 300.0% |
$688 - $813
|
20
$899
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
11+ 11.58% |
$505 - $596
|
106
$4.77K
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
11New |
$505 - $596
|
11
$495
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
10+ 40.0% |
$459 - $542
|
35
$1.57K
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
10+ 2.22% |
$459 - $542
|
460
$20.7K
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
9New |
$413 - $488
|
9
$405
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
8New |
$367 - $433
|
8
$360
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
7+ 2.41% |
$321 - $379
|
298
$13.4K
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
4New |
$183 - $217
|
4
$180
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3New |
$138 - $163
|
3
$135
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
2New |
$91.7 - $108
|
2
$89.9
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 3.13% |
$45.9 - $54.2
|
33
$1.48K
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-5- 4.13% |
$229 - $271
|
116
$5.22K
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-21- 5.92% |
$963 - $1.14K
|
334
$15K
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-26- 0.33% |
$1.19K - $1.41K
|
7.84K
$353K
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-32- 74.42% |
$1.47K - $1.73K
|
11
$495
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-35- 2.05% |
$1.61K - $1.9K
|
1.67K
$75.1K
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-35- 2.41% |
$1.61K - $1.9K
|
1.42K
$63.9K
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-43- 0.39% |
$1.97K - $2.33K
|
11K
$493K
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-47- 0.3% |
$2.16K - $2.55K
|
15.8K
$712K
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-50- 2.8% |
$2.29K - $2.71K
|
1.74K
$78.1K
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-52- 30.41% |
$2.39K - $2.82K
|
119
$5.35K
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-55- 1.3% |
$2.52K - $2.98K
|
4.18K
$188K
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-65- 0.87% |
$2.98K - $3.52K
|
7.38K
$332K
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-70- 11.11% |
$3.21K - $3.79K
|
560
$25.2K
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-82- 23.84% |
$3.76K - $4.44K
|
262
$11.8K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-97- 2.94% |
$4.45K - $5.25K
|
3.21K
$144K
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-99- 2.1% |
$4.54K - $5.36K
|
4.62K
$208K
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-100- 65.36% |
$4.59K - $5.42K
|
53
$2.38K
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-100- 22.22% |
$4.59K - $5.42K
|
350
$15.7K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-101- 50.25% |
$4.63K - $5.47K
|
100
$4.5K
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-118- 28.23% |
$5.41K - $6.39K
|
300
$13.5K
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-121- 2.07% |
$5.55K - $6.55K
|
5.71K
$257K
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-128- 39.88% |
$5.87K - $6.93K
|
193
$8.68K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-131- 0.27% |
$6.01K - $7.1K
|
48.5K
$2.18M
|