Latest Institutional Transactions on Global X Fds Global X Social M (SOCL)
This table provides information on the latest institutional transactions involving Global X Fds Global X Social M (SOCL) 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 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
82+ 21.3% |
$3.13K - $3.4K
|
467
$25K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-266- 31.63% |
$10.2K - $11K
|
575
$30.8K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
700+ 35.0% |
$26.8K - $29K
|
2.7K
$145K
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
136KNew |
$5.19M - $5.63M
|
136K
$7.26M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
42.6K+ 184.81% |
$1.63M - $1.77M
|
65.6K
$3.51M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
11.5KNew |
$386K - $470K
|
11.5K
$615K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-529- 8.55% |
$17.8K - $21.6K
|
5.66K
$303K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
2.81K+ 102.03% |
$94.4K - $115K
|
5.56K
$298K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
200New |
$6.72K - $8.18K
|
200
$10.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
144New |
$4.84K - $5.89K
|
144
$7.71K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
100New |
$3.36K - $4.09K
|
100
$5.35K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1New |
$33.6 - $40.9
|
1
$53.5
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-100- 1.75% |
$3.54K - $4.07K
|
5.62K
$301K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
10.5KNew |
$371K - $427K
|
10.5K
$561K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
1+ 0.39% |
$35.4 - $40.7
|
255
$13.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-74- 0.95% |
$2.62K - $3.01K
|
7.74K
$414K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
200New |
$7.08K - $8.15K
|
200
$10.7K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
141New |
$4.74K - $5.41K
|
141
$7.55K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
47.5KNew |
$1.6M - $1.83M
|
47.5K
$2.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-118K- 99.95% |
$3.98M - $4.54M
|
55
$2.94K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
382+ 43.12% |
$12.9K - $14.7K
|
1.27K
$67.9K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 0.63% |
$31.8 - $38.9
|
159
$8.51K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5.89KNew |
$187K - $229K
|
5.89K
$316K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.81K- 97.47% |
$121K - $148K
|
99
$5.3K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
3New |
$95.4 - $117
|
3
$161
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
57New |
$1.81K - $2.22K
|
57
$3.05K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
300New |
$9.54K - $11.7K
|
300
$16.1K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.12KNew |
$67.5K - $82.5K
|
2.12K
$114K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10- 3.79% |
$244 - $320
|
254
$13.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
90New |
$2.19K - $2.88K
|
90
$4.82K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-11.3K- 95.87% |
$276K - $361K
|
487
$26.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
90New |
$2.19K - $2.88K
|
90
$4.82K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
1K+ 35.32% |
$24.4K - $32K
|
3.83K
$205K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
PUT |
100+ 50.0% |
$2.44K - $3.2K
|
300
$16.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
12.9KNew |
$315K - $413K
|
12.9K
$693K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.75KNew |
$164K - $216K
|
6.75K
$361K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
450New |
$11K - $14.4K
|
450
$24.1K
|
|
|
Jan 23, 2023
Q4 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
91.3KNew |
$2.22M - $2.92M
|
91.3K
$4.88M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
22New |
$536 - $703
|
22
$1.18K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-23- 47.92% |
$561 - $735
|
25
$1.34K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
515New |
$12.6K - $16.5K
|
515
$27.6K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-741- 45.8% |
$20.6K - $26K
|
877
$46.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.47K- 44.62% |
$68.5K - $86.8K
|
3.07K
$164K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.17K- 43.91% |
$227K - $287K
|
10.4K
$559K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-169- 43.0% |
$4.69K - $5.93K
|
224
$12K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-14- 41.18% |
$388 - $492
|
20
$1.07K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
156+ 6.37% |
$4.33K - $5.48K
|
2.61K
$139K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.39KNew |
$233K - $294K
|
8.39K
$449K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.5K- 45.45% |
$41.6K - $52.7K
|
1.8K
$96.4K
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 15.38% |
$55.5 - $70.2
|
15
$803
|
|