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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.09K- 20.97% |
$49.8K - $58.8K
|
4.09K
$183K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.11K- 15.36% |
$51.1K - $60.3K
|
6.13K
$274K
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-1.13K- 8.31% |
$51.7K - $61.1K
|
12.4K
$556K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.14K- 9.22% |
$52.2K - $61.6K
|
11.2K
$500K
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-1.15K- 10.38% |
$52.6K - $62.1K
|
9.91K
$442K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.46K- 41.45% |
$67K - $79.1K
|
2.06K
$92.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-1.5K- 61.88% |
$68.8K - $81.3K
|
924
$41.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.53K- 6.47% |
$70.1K - $82.8K
|
22.1K
$987K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-1.61K- 39.98% |
$74K - $87.4K
|
2.42K
$108K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.67K- 40.88% |
$76.4K - $90.2K
|
2.41K
$108K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.7K- 20.29% |
$78K - $92.1K
|
6.68K
$298K
|
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.81K- 14.65% |
$82.8K - $97.8K
|
10.5K
$470K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-1.97K- 19.97% |
$90.5K - $107K
|
7.9K
$353K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.02K- 16.71% |
$92.5K - $109K
|
10.1K
$449K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.07K- 11.4% |
$94.8K - $112K
|
16.1K
$717K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.12K- 45.17% |
$97.2K - $115K
|
2.57K
$115K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-2.24K- 30.87% |
$103K - $121K
|
5.01K
$224K
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-2.34K- 15.3% |
$107K - $126K
|
12.9K
$577K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.42K- 0.62% |
$111K - $131K
|
386K
$17.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-2.48K- 28.61% |
$114K - $134K
|
6.18K
$276K
|
|
|
Feb 06, 2024
Q4 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-2.61K- 21.24% |
$120K - $141K
|
9.67K
$432K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.72K- 37.36% |
$125K - $147K
|
4.56K
$204K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.76K- 36.98% |
$126K - $149K
|
4.7K
$210K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.87K- 23.87% |
$132K - $155K
|
9.15K
$409K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.94K- 37.28% |
$135K - $159K
|
4.95K
$221K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.99K- 26.71% |
$137K - $162K
|
8.2K
$366K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.22K- 26.67% |
$147K - $174K
|
8.84K
$395K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-3.31K- 98.13% |
$152K - $179K
|
63
$2.81K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-3.38K- 14.01% |
$155K - $183K
|
20.7K
$925K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.51K- 8.23% |
$161K - $190K
|
39.1K
$1.75M
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-3.64K- 11.1% |
$167K - $197K
|
29.1K
$1.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.91K- 16.03% |
$179K - $212K
|
20.5K
$915K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.05K- 11.42% |
$186K - $219K
|
31.4K
$1.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.13K- 97.38% |
$189K - $224K
|
111
$4.96K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.18K- 23.67% |
$192K - $226K
|
13.5K
$602K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.26K- 37.45% |
$195K - $231K
|
7.11K
$318K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.59K- 13.5% |
$210K - $248K
|
29.4K
$1.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4.61K- 12.08% |
$211K - $250K
|
33.5K
$1.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-4.61K- 35.36% |
$212K - $250K
|
8.44K
$377K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-4.97K- 6.38% |
$228K - $269K
|
73K
$3.26M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.97K- 35.33% |
$228K - $269K
|
9.1K
$406K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.05K- 32.52% |
$232K - $274K
|
10.5K
$468K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.07K- 46.62% |
$233K - $275K
|
5.81K
$259K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.13K- 16.28% |
$235K - $278K
|
26.4K
$1.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.14K- 26.56% |
$236K - $278K
|
14.2K
$634K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-5.47K- 44.59% |
$251K - $296K
|
6.8K
$304K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-5.5K- 94.83% |
$252K - $298K
|
300
$13.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.52K- 20.07% |
$253K - $299K
|
22K
$981K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.36K- 36.07% |
$292K - $344K
|
11.3K
$503K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.65K- 21.73% |
$305K - $360K
|
23.9K
$1.07M
|