Latest Institutional Transactions on Glbl X Funds Glbl X Yldco & Re (RNRG)
This table provides information on the latest institutional transactions involving Glbl X Funds Glbl X Yldco & Re (RNRG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-4.67K- 10.73% |
$55.1K - $64.6K
|
38.9K
$378K
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-15K- 55.73% |
$177K - $207K
|
11.9K
$116K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-2K- 16.67% |
$23.6K - $27.7K
|
10K
$97.3K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-338- 88.25% |
$3.99K - $4.67K
|
45
$438
|
|
|
Apr 27, 2023
Q1 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
8.95K+ 48.87% |
$105K - $124K
|
27.3K
$265K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
12KNew |
$142K - $166K
|
12K
$117K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
200New |
$2.36K - $2.77K
|
200
$1.95K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
4+ 0.49% |
$47.2 - $55.3
|
813
$7.91K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-310- 83.78% |
$3.75K - $4.33K
|
60
$584
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
123New |
$1.49K - $1.72K
|
123
$1.2K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.99KNew |
$84.6K - $97.7K
|
6.99K
$68K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
5New |
$60.6 - $69.9
|
5
$48.7
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
1.58KNew |
$19.1K - $22.1K
|
1.58K
$15.4K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
18KNew |
$230K - $286K
|
18K
$175K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
7.19KNew |
$92K - $114K
|
7.19K
$69.9K
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
25KNew |
$320K - $398K
|
25K
$243K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
240New |
$3.23K - $3.95K
|
240
$2.34K
|
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-15KClosed |
$202K - $247K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.5KClosed |
$155K - $190K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-1.6KClosed |
$21.5K - $26.3K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-16.7KClosed |
$225K - $275K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.27KClosed |
$17.1K - $20.9K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
1.85KNew |
$24.9K - $30.4K
|
1.85K
$18K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.7K+ 340.0% |
$23.6K - $27.4K
|
2.2K
$21.4K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-160Closed |
$2.22K - $2.57K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-16.1KClosed |
$224K - $259K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-68.3KClosed |
$949K - $1.1M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.11KClosed |
$47.6K - $53.1K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
48.6K+ 443.86% |
$745K - $831K
|
59.5K
$579K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10.5KClosed |
$161K - $180K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-534Closed |
$8.19K - $9.13K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Hall Private Wealth Advisors
|
SELL
|
- |
-12.8KClosed |
$196K - $218K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-200Closed |
$3.07K - $3.42K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 03, 2021
Q3 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
10.9KNew |
$169K - $181K
|
10.9K
$106K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22KClosed |
$342K - $366K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
847New |
$13.2K - $14.1K
|
847
$8.24K
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-113KClosed |
$1.75M - $1.87M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-55Closed |
$813 - $905
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
5New |
$73.9 - $82.3
|
5
$48.7
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-130Closed |
$1.92K - $2.14K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.36KClosed |
$94K - $105K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
1.25KNew |
$18.5K - $20.6K
|
1.25K
$12.2K
|
|
|
Aug 09, 2021
Q2 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-76.9KClosed |
$1.14M - $1.27M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
10New |
$148 - $165
|
10
$97.3
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-25Closed |
$370 - $412
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
150+ 375.0% |
$2.22K - $3K
|
190
$1.85K
|
|
|
May 05, 2021
Q1 2021
|
Diversified, LLC
|
SELL
|
- |
-2.74KClosed |
$40.6K - $54.8K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-250Closed |
$3.7K - $4.99K
|
0
$0
|
|
|
Apr 23, 2021
Q1 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
1.15KNew |
$17K - $23K
|
1.15K
$11.2K
|
|
| Q4 2020 | |||||||
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-45.1KClosed |
$670K - $824K
|
0
$0
|
|