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 |
---|---|---|---|---|---|---|---|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-134- 4.81% |
$6.15K - $7.26K
|
2.65K
$118K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-140- 2.31% |
$6.42K - $7.58K
|
5.92K
$265K
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-147- 53.07% |
$6.74K - $7.96K
|
130
$5.8K
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-147- 53.07% |
$6.74K - $7.96K
|
130
$5.8K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-157- 15.3% |
$7.2K - $8.5K
|
869
$38.8K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-160- 3.92% |
$7.34K - $8.67K
|
3.92K
$175K
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-162- 7.84% |
$7.43K - $8.78K
|
1.91K
$85.1K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-163- 10.25% |
$7.48K - $8.83K
|
1.43K
$63.7K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-169- 20.1% |
$7.75K - $9.15K
|
672
$30K
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-177- 64.84% |
$8.12K - $9.59K
|
96
$4.29K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-180- 9.98% |
$8.26K - $9.75K
|
1.62K
$72.5K
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-187- 19.08% |
$8.58K - $10.1K
|
793
$35.4K
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-202- 2.5% |
$9.27K - $10.9K
|
7.88K
$352K
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-204- 49.64% |
$9.36K - $11.1K
|
207
$9.24K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-214- 0.27% |
$9.82K - $11.6K
|
79.8K
$3.56M
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-228- 10.43% |
$10.5K - $12.4K
|
1.96K
$87.4K
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-229- 4.68% |
$10.5K - $12.4K
|
4.67K
$208K
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-235- 50.0% |
$10.8K - $12.7K
|
235
$10.5K
|
|
Jan 24, 2024
Q4 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-284- 5.55% |
$13K - $15.4K
|
4.83K
$216K
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-352- 7.49% |
$16.1K - $19.1K
|
4.35K
$194K
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-353- 2.26% |
$16.2K - $19.1K
|
15.3K
$681K
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-354- 45.5% |
$16.2K - $19.2K
|
424
$18.9K
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-410- 6.23% |
$18.8K - $22.2K
|
6.17K
$275K
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
SELL
|
- |
-440- 56.27% |
$20.2K - $23.8K
|
342
$15.3K
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-450- 4.71% |
$20.6K - $24.4K
|
9.11K
$407K
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-472- 8.58% |
$21.7K - $25.6K
|
5.03K
$225K
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-481- 10.16% |
$22.1K - $26.1K
|
4.25K
$190K
|
|
Feb 05, 2024
Q4 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-500- 3.19% |
$22.9K - $27.1K
|
15.2K
$676K
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-534- 13.57% |
$24.5K - $28.9K
|
3.4K
$152K
|
|
Jan 29, 2024
Q4 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-540- 9.46% |
$24.8K - $29.3K
|
5.17K
$231K
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-567- 12.07% |
$26K - $30.7K
|
4.13K
$184K
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-618- 28.35% |
$28.3K - $33.5K
|
1.56K
$69.7K
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-667- 9.36% |
$30.6K - $36.1K
|
6.46K
$288K
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-694- 32.37% |
$31.8K - $37.6K
|
1.45K
$64.7K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-761- 30.25% |
$34.9K - $41.2K
|
1.76K
$78.4K
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-817- 11.45% |
$37.5K - $44.3K
|
6.32K
$282K
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-829- 10.02% |
$38K - $44.9K
|
7.44K
$332K
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-830- 86.46% |
$38.1K - $45K
|
130
$5.8K
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-830- 29.59% |
$38.1K - $45K
|
1.98K
$88.2K
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-833- 5.47% |
$38.2K - $45.1K
|
14.4K
$643K
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-835- 62.08% |
$38.3K - $45.2K
|
510
$22.8K
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-847- 67.76% |
$38.9K - $45.9K
|
403
$18K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-847- 31.46% |
$38.9K - $45.9K
|
1.85K
$82.4K
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-915- 38.0% |
$42K - $49.6K
|
1.49K
$66.7K
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-925- 11.95% |
$42.4K - $50.1K
|
6.82K
$304K
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-929- 10.95% |
$42.6K - $50.3K
|
7.55K
$337K
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1K- 23.34% |
$45.9K - $54.2K
|
3.29K
$147K
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.03K- 7.98% |
$47.2K - $55.8K
|
11.9K
$530K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.03K- 9.29% |
$47.4K - $56K
|
10.1K
$450K
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.06K- 33.62% |
$48.4K - $57.1K
|
2.08K
$93K
|