Purchases and Sales Made in Q1 2024 in Global X Fds Us Infrastructure (PAVE)
This table provides information about the institutional ownership of Global X Fds Us Infrastructure (PAVE) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
1.58KNew |
$52.4K - $62.8K
|
1.58K
$69K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.51K+ 8.9% |
$50K - $59.9K
|
18.4K
$805K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
1.41K+ 10.88% |
$46.8K - $56.1K
|
14.4K
$629K
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
BUY
|
- |
1.4K+ 18.45% |
$46.3K - $55.5K
|
8.96K
$392K
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.33K+ 0.17% |
$44.2K - $53K
|
781K
$34.2M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.33K+ 2.49% |
$44K - $52.7K
|
54.5K
$2.38M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.29KNew |
$42.7K - $51.2K
|
1.29K
$56.3K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.11K+ 12.37% |
$36.9K - $44.2K
|
10.1K
$441K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.08K+ 14.39% |
$35.8K - $43K
|
8.58K
$375K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.03K+ 4.78% |
$34.3K - $41.1K
|
22.6K
$990K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
987+ 1370.83% |
$32.8K - $39.3K
|
1.06K
$46.3K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
955+ 8.76% |
$31.7K - $38K
|
11.9K
$518K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
902+ 35.29% |
$29.9K - $35.9K
|
3.46K
$151K
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
900+ 225.0% |
$29.9K - $35.8K
|
1.3K
$56.8K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
880+ 1.7% |
$29.2K - $35K
|
52.6K
$2.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
833+ 82.64% |
$27.7K - $33.2K
|
1.84K
$80.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
812+ 4.14% |
$27K - $32.3K
|
20.4K
$894K
|
|
|
Apr 17, 2024
Q1 2024
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
790+ 422.46% |
$26.2K - $31.4K
|
977
$42.7K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
767+ 11.59% |
$25.5K - $30.5K
|
7.38K
$323K
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
761+ 1.3% |
$25.3K - $30.3K
|
59.1K
$2.58M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
754+ 1.17% |
$25K - $30K
|
65.4K
$2.86M
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
661+ 2.05% |
$21.9K - $26.3K
|
32.9K
$1.44M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
618+ 21.63% |
$20.5K - $24.6K
|
3.48K
$152K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
601+ 149.88% |
$20K - $23.9K
|
1K
$43.8K
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
589+ 0.13% |
$19.6K - $23.4K
|
446K
$19.5M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
574+ 5.64% |
$19.1K - $22.9K
|
10.8K
$470K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
560+ 6.16% |
$18.6K - $22.3K
|
9.65K
$422K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
506+ 6.06% |
$16.8K - $20.1K
|
8.85K
$387K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
500+ 6.97% |
$16.6K - $19.9K
|
7.67K
$335K
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
483+ 3.16% |
$16K - $19.2K
|
15.8K
$690K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
474+ 3.67% |
$15.7K - $18.9K
|
13.4K
$585K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
464+ 1.36% |
$15.4K - $18.5K
|
34.5K
$1.51M
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
450New |
$14.9K - $17.9K
|
450
$19.7K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
430+ 3.42% |
$14.3K - $17.1K
|
13K
$568K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
404+ 1.51% |
$13.4K - $16.1K
|
27.1K
$1.19M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
403+ 4.75% |
$13.4K - $16K
|
8.89K
$389K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
354+ 20.34% |
$11.8K - $14.1K
|
2.09K
$91.6K
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
336+ 1.58% |
$11.2K - $13.4K
|
21.6K
$944K
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
324+ 0.74% |
$10.8K - $12.9K
|
44K
$1.92M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
291+ 1711.76% |
$9.66K - $11.6K
|
308
$13.5K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
275New |
$9.13K - $10.9K
|
275
$12K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
249+ 1.45% |
$8.27K - $9.91K
|
17.4K
$761K
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
241+ 1.04% |
$8K - $9.59K
|
23.5K
$1.03M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
225New |
$7.47K - $8.96K
|
225
$9.84K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
215New |
$7.14K - $8.56K
|
215
$9.4K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
200New |
$6.64K - $7.96K
|
200
$8.75K
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
189New |
$6.27K - $7.52K
|
189
$8.26K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
177+ 20.42% |
$5.88K - $7.05K
|
1.04K
$45.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
166+ 6.38% |
$5.51K - $6.61K
|
2.77K
$121K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
151New |
$5.01K - $6.01K
|
151
$6.6K
|