Purchases and Sales Made in Q1 2023 in Global X Fds Us Infrastructure (PAVE)
This table provides information about the institutional ownership of Global X Fds Us Infrastructure (PAVE) during Q1 2023. The information is specifically focused on institutions that hold shares of GLOBAL X FDS US INFRASTRUCTURE.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 21, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.22MNew |
$32.4M - $36.9M
|
1.22M
$51.9M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1M+ 34.74% |
$26.5M - $30.2M
|
3.89M
$165M
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
834K+ 49.73% |
$22.1M - $25.1M
|
2.51M
$107M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
342K+ 26.58% |
$9.06M - $10.3M
|
1.63M
$69.2M
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
303K+ 33.3% |
$8.03M - $9.15M
|
1.21M
$51.5M
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
216K+ 427.45% |
$5.71M - $6.5M
|
266K
$11.3M
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
211K+ 87825.0% |
$5.58M - $6.35M
|
211K
$8.96M
|
|
Apr 18, 2023
Q1 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
173KNew |
$4.58M - $5.22M
|
173K
$7.35M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
168K+ 21.84% |
$4.45M - $5.07M
|
938K
$39.8M
|
|
Apr 26, 2023
Q1 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
168K+ 2544.57% |
$4.44M - $5.06M
|
175K
$7.41M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
153K+ 20.35% |
$4.05M - $4.61M
|
905K
$38.4M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
141K+ 1156.33% |
$3.72M - $4.24M
|
153K
$6.48M
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
117KNew |
$3.09M - $3.52M
|
117K
$4.95M
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
101K+ 18.3% |
$2.66M - $3.03M
|
650K
$27.6M
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
98.5KNew |
$2.61M - $2.97M
|
98.5K
$4.18M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
87.1K+ 14.96% |
$2.31M - $2.63M
|
669K
$28.4M
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
BUY
|
- |
86.3KNew |
$2.28M - $2.6M
|
86.3K
$3.66M
|
|
Apr 25, 2023
Q1 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
79.5K+ 258.4% |
$2.1M - $2.4M
|
110K
$4.68M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
78.9K+ 1.51% |
$2.09M - $2.38M
|
5.3M
$225M
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
76.6KNew |
$2.03M - $2.31M
|
76.6K
$3.25M
|
|
May 04, 2023
Q1 2023
|
Cx Institutional
|
BUY
|
- |
74.8K+ 135.44% |
$1.98M - $2.25M
|
130K
$5.52M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
67.9K+ 8.07% |
$1.8M - $2.05M
|
910K
$38.6M
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
67.3K+ 17.58% |
$1.78M - $2.03M
|
450K
$19.1M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
66.3K+ 17.09% |
$1.75M - $2M
|
454K
$19.3M
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
59K+ 620.36% |
$1.56M - $1.78M
|
68.5K
$2.91M
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
55.5KNew |
$1.47M - $1.67M
|
55.5K
$2.36M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
54.7K+ 25.88% |
$1.45M - $1.65M
|
266K
$11.3M
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
53.9K+ 459.0% |
$1.43M - $1.63M
|
65.7K
$2.79M
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
51.1KNew |
$1.35M - $1.54M
|
51.1K
$2.17M
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
50.8K+ 36.55% |
$1.34M - $1.53M
|
190K
$8.06M
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
BUY
|
- |
49.8KNew |
$1.32M - $1.5M
|
49.8K
$2.12M
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
48.4K+ 103.87% |
$1.28M - $1.46M
|
95K
$4.03M
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
44.6KNew |
$1.18M - $1.34M
|
44.6K
$1.89M
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
38.8K+ 46.8% |
$1.03M - $1.17M
|
122K
$5.17M
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
37.7K+ 32.27% |
$997K - $1.14M
|
155K
$6.56M
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
34.6KNew |
$916K - $1.04M
|
34.6K
$1.47M
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
BUY
|
- |
32.1K+ 10.99% |
$849K - $967K
|
324K
$13.8M
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
26.9KNew |
$712K - $811K
|
26.9K
$1.14M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
26.7K+ 9.23% |
$706K - $804K
|
316K
$13.4M
|
|
May 02, 2023
Q1 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
26.1KNew |
$692K - $788K
|
26.1K
$1.11M
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
25.7KNew |
$680K - $774K
|
25.7K
$1.09M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
25K+ 45.38% |
$662K - $754K
|
80.2K
$3.4M
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
24.9K+ 63.77% |
$659K - $750K
|
63.9K
$2.71M
|
|
Jun 01, 2023
Q1 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
24.6KNew |
$651K - $741K
|
24.6K
$1.04M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
20.5K+ 7.57% |
$544K - $619K
|
292K
$12.4M
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
20.2KNew |
$535K - $609K
|
20.2K
$857K
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
19.5K+ 6.63% |
$515K - $587K
|
313K
$13.3M
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
19K+ 72.51% |
$502K - $572K
|
45.1K
$1.92M
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
18.8K+ 26.21% |
$496K - $565K
|
90.3K
$3.83M
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
17.2KNew |
$455K - $518K
|
17.2K
$729K
|