Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
589+ 7.08% |
$24K - $28.8K
|
8.91K
$322K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
582+ 28.09% |
$23.7K - $28.5K
|
2.65K
$96K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
575New |
$23.4K - $28.2K
|
575
$20.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
558New |
$22.8K - $27.3K
|
558
$20.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
450+ 50.45% |
$18.4K - $22K
|
1.34K
$48.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
344+ 40.71% |
$14K - $16.8K
|
1.19K
$43K
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
310New |
$12.6K - $15.2K
|
310
$11.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
300+ 2000.0% |
$12.2K - $14.7K
|
315
$11.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
282+ 3.61% |
$11.5K - $13.8K
|
8.1K
$293K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
228+ 105.56% |
$9.3K - $11.2K
|
444
$16.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
200New |
$8.16K - $9.79K
|
200
$7.23K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
200New |
$8.16K - $9.79K
|
200
$7.23K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
200New |
$8.16K - $9.79K
|
200
$7.23K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
188New |
$7.67K - $9.21K
|
188
$6.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Pinney & Scofield, Inc.
Cambridge, MA |
BUY
|
- |
185New |
$7.54K - $9.06K
|
185
$6.69K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
177New |
$7.22K - $8.67K
|
177
$6.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
160+ 7.56% |
$6.52K - $7.84K
|
2.28K
$82.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
129+ 18.38% |
$5.26K - $6.32K
|
831
$30K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
110+ 733.33% |
$4.49K - $5.39K
|
125
$4.52K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
103New |
$4.2K - $5.04K
|
103
$3.72K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
100+ 192.31% |
$4.08K - $4.9K
|
152
$5.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
64New |
$2.61K - $3.13K
|
64
$2.31K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
50New |
$2.04K - $2.45K
|
50
$1.81K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
50New |
$2.04K - $2.45K
|
50
$1.81K
|
|
|
Jan 10, 2025
Q4 2024
|
West Oak Capital, LLC
|
BUY
|
- |
50+ 76.92% |
$2.04K - $2.45K
|
115
$4.16K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
50New |
$2.04K - $2.45K
|
50
$1.81K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
48+ 0.37% |
$1.96K - $2.35K
|
13.1K
$472K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
40New |
$1.63K - $1.96K
|
40
$1.45K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
40+ 4.73% |
$1.63K - $1.96K
|
885
$32K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
38New |
$1.55K - $1.86K
|
38
$1.37K
|
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
37+ 9.51% |
$1.51K - $1.81K
|
426
$15.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
30New |
$1.22K - $1.47K
|
30
$1.08K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
25New |
$1.02K - $1.22K
|
25
$904
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
24New |
$979 - $1.18K
|
24
$868
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
24New |
$979 - $1.18K
|
24
$868
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
17New |
$693 - $832
|
17
$615
|
|
|
Feb 13, 2025
Q4 2024
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
6New |
$245 - $294
|
6
$217
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 29, 2025
Q4 2024
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1- 0.29% |
$40.8 - $49
|
345
$12.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-8- 3.85% |
$326 - $392
|
200
$7.23K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-10- 62.5% |
$408 - $490
|
6
$217
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-18- 18.0% |
$734 - $881
|
82
$2.97K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-21- 91.3% |
$856 - $1.03K
|
2
$72.3
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-21- 0.23% |
$856 - $1.03K
|
9.06K
$328K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-27- 3.47% |
$1.1K - $1.32K
|
752
$27.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-46- 19.91% |
$1.88K - $2.25K
|
185
$6.69K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-50- 50.0% |
$2.04K - $2.45K
|
50
$1.81K
|
|
|
Jan 13, 2025
Q4 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-50- 43.48% |
$2.04K - $2.45K
|
65
$2.35K
|