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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
239+ 3.16% |
$6.32K - $7.2K
|
7.79K
$331K
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
216New |
$5.72K - $6.51K
|
216
$9.17K
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
204+ 1.2% |
$5.4K - $6.15K
|
17.2K
$731K
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
200+ 0.5% |
$5.29K - $6.03K
|
40.2K
$1.71M
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
171New |
$4.52K - $5.15K
|
171
$7.26K
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
165+ 0.51% |
$4.37K - $4.97K
|
32.2K
$1.37M
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
151+ 7.65% |
$4K - $4.55K
|
2.13K
$90.2K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
145New |
$3.84K - $4.37K
|
145
$6.15K
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
118+ 0.4% |
$3.12K - $3.56K
|
29.8K
$1.27M
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
115New |
$3.04K - $3.47K
|
115
$4.88K
|
|
May 04, 2023
Q1 2023
|
Tandem Capital Management Corp
|
BUY
|
- |
100+ 1.0% |
$2.65K - $3.01K
|
10.1K
$429K
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
98+ 0.56% |
$2.59K - $2.95K
|
17.5K
$742K
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
93+ 0.51% |
$2.46K - $2.8K
|
18.3K
$776K
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
87+ 0.53% |
$2.3K - $2.62K
|
16.4K
$698K
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
71+ 0.33% |
$1.88K - $2.14K
|
21.4K
$907K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
63New |
$1.67K - $1.9K
|
63
$2.67K
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
56+ 0.51% |
$1.48K - $1.69K
|
11K
$468K
|
|
May 15, 2023
Q1 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
53+ 0.67% |
$1.4K - $1.6K
|
8.01K
$340K
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
45+ 0.21% |
$1.19K - $1.36K
|
21.7K
$922K
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
33+ 0.31% |
$873 - $995
|
10.5K
$447K
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
31+ 0.35% |
$820 - $934
|
8.88K
$377K
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
20+ 86.96% |
$529 - $603
|
43
$1.82K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17+ 12.32% |
$450 - $512
|
155
$6.58K
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
12+ 0.45% |
$318 - $362
|
2.7K
$114K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
11+ 0.54% |
$291 - $332
|
2.05K
$87K
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
8New |
$212 - $241
|
8
$340
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8+ 0.07% |
$212 - $241
|
11.5K
$488K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7+ 0.02% |
$185 - $211
|
34.7K
$1.47M
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
6+ 0.46% |
$159 - $181
|
1.32K
$55.9K
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 0.49% |
$132 - $151
|
1.03K
$43.8K
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
5+ 0.05% |
$132 - $151
|
10.7K
$453K
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3+ 0.01% |
$79.4 - $90.4
|
28.1K
$1.19M
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
1+ 0.01% |
$26.5 - $30.1
|
11.2K
$473K
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1+ 0.5% |
$26.5 - $30.1
|
201
$8.53K
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
1+ 0.06% |
$26.5 - $30.1
|
1.62K
$68.5K
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.28% |
$26.5 - $30.1
|
364
$15.4K
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 2.38% |
$26.5 - $30.1
|
41
$1.74K
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-2- -0.0% |
$52.9 - $60.3
|
43.1K
$1.83M
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3- 0.02% |
$79.4 - $90.4
|
16.8K
$711K
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-13- 0.08% |
$344 - $392
|
15.3K
$650K
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-31- 11.79% |
$820 - $934
|
232
$9.85K
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-37- 1.57% |
$979 - $1.12K
|
2.33K
$98.7K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-47- 0.06% |
$1.24K - $1.42K
|
75.9K
$3.22M
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-51- 0.65% |
$1.35K - $1.54K
|
7.84K
$333K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-69- 0.21% |
$1.83K - $2.08K
|
32.6K
$1.38M
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-72- 0.22% |
$1.91K - $2.17K
|
32.7K
$1.39M
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-98- 0.19% |
$2.59K - $2.95K
|
51.2K
$2.17M
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-98- 1.18% |
$2.59K - $2.95K
|
8.17K
$347K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-123- 0.08% |
$3.25K - $3.71K
|
149K
$6.34M
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-162- 1.89% |
$4.29K - $4.88K
|
8.42K
$357K
|