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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
100New |
$3.36K - $4.09K
|
100
$4.17K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1New |
$33.6 - $40.9
|
1
$41.7
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-100- 1.75% |
$3.54K - $4.07K
|
5.62K
$234K
|
|
|
Nov 14, 2023
Q3 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
7.5KNew |
$265K - $306K
|
7.5K
$313K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
10.5KNew |
$371K - $427K
|
10.5K
$437K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-74- 0.95% |
$2.62K - $3.01K
|
7.74K
$323K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
1+ 0.39% |
$35.4 - $40.7
|
255
$10.6K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
200New |
$7.08K - $8.15K
|
200
$8.34K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
141New |
$4.74K - $5.41K
|
141
$5.88K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
47.5KNew |
$1.6M - $1.83M
|
47.5K
$1.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-118K- 99.95% |
$3.98M - $4.54M
|
55
$2.29K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
382+ 43.12% |
$12.9K - $14.7K
|
1.27K
$52.9K
|
|
| Q1 2023 | |||||||
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 0.63% |
$31.8 - $38.9
|
159
$6.63K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.81K- 97.47% |
$121K - $148K
|
99
$4.13K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
5.89KNew |
$187K - $229K
|
5.89K
$246K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
3New |
$95.4 - $117
|
3
$125
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
36New |
$1.15K - $1.4K
|
36
$1.5K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
57New |
$1.81K - $2.22K
|
57
$2.38K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
300New |
$9.54K - $11.7K
|
300
$12.5K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6KNew |
$191K - $233K
|
6K
$250K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.12KNew |
$67.5K - $82.5K
|
2.12K
$88.4K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10- 3.79% |
$244 - $320
|
254
$10.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-11.3K- 95.87% |
$276K - $361K
|
487
$20.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
90New |
$2.19K - $2.88K
|
90
$3.75K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
90New |
$2.19K - $2.88K
|
90
$3.75K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
PUT |
100+ 50.0% |
$2.44K - $3.2K
|
300
$12.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
1K+ 35.32% |
$24.4K - $32K
|
3.83K
$160K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.75KNew |
$164K - $216K
|
6.75K
$281K
|
|
|
Feb 06, 2023
Q4 2022
|
Avory & Company, LLC
Miami, FL |
BUY
|
- |
12.9KNew |
$315K - $413K
|
12.9K
$539K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
450New |
$11K - $14.4K
|
450
$18.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
91.3KNew |
$2.22M - $2.92M
|
91.3K
$3.8M
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-23- 47.92% |
$561 - $735
|
25
$1.04K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
22New |
$536 - $703
|
22
$917
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
515New |
$12.6K - $16.5K
|
515
$21.5K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.47K- 44.62% |
$68.5K - $86.8K
|
3.07K
$128K
|
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-741- 45.8% |
$20.6K - $26K
|
877
$36.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.17K- 43.91% |
$227K - $287K
|
10.4K
$435K
|
|
|
Nov 10, 2022
Q3 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-169- 43.0% |
$4.69K - $5.93K
|
224
$9.34K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-14- 41.18% |
$388 - $492
|
20
$834
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
156+ 6.37% |
$4.33K - $5.48K
|
2.61K
$109K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
8.39KNew |
$233K - $294K
|
8.39K
$349K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-1.5K- 45.45% |
$41.6K - $52.7K
|
1.8K
$75K
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 15.38% |
$55.5 - $70.2
|
15
$625
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-100Closed |
$3.29K - $4.56K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-17.5KClosed |
$576K - $797K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-5.27KClosed |
$174K - $240K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
SELL
|
- |
-5.11KClosed |
$168K - $233K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-3.32KClosed |
$109K - $151K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-600Closed |
$19.8K - $27.3K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Factorial Partners, LLC
|
BUY
|
- |
12KNew |
$395K - $547K
|
12K
$500K
|
|