Institutional Ownership Global X Fds Global X Social M (SOCL)
This table provides information about the institutional ownership of Global X Fds Global X Social M (SOCL). We have compiled data on the 50 institutions that hold shares in the stock, with a total of 1.36 Million shares, which have been reported (via 13F filing form) to have a value of $56.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
1,000
shares
|
$41,670
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
733
shares
|
$30,544
0.0% of portfolio
|
Q3 2024
Reduced 18.83%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
700
shares
|
$29,169
0.0% of portfolio
|
Q2 2024
Added 40.0%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
575
shares
|
$23,960
0.0% of portfolio
|
Q1 2024
Reduced 31.63%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
483
shares
|
$20,126
0.0% of portfolio
|
Q3 2024
Reduced 19.63%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
467
shares
|
$19,459
0.0% of portfolio
|
Q1 2024
Added 21.3%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
433
shares
|
$18,043
0.0% of portfolio
|
Q2 2020
Added 371.67%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
350
shares
|
$14,584
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
300
shares
|
$12,501
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
200
shares
|
$8,334
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
200
shares
|
$8,334
0.0% of portfolio
|
Q2 2022
Reduced 20.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
200
shares
|
$8,334
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
171
shares
|
$7,125
0.0% of portfolio
|
Q3 2024
Reduced 14.93%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
160
shares
|
$6,667
0.0% of portfolio
|
Q1 2023
Reduced 0.63%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
141
shares
|
$5,875
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
57
shares
|
$2,375
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
51
shares
|
$2,125
0.0% of portfolio
|
Q2 2024
Reduced 91.16%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
36
shares
|
$1,500
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
16
shares
|
$666
0.0% of portfolio
|
Q2 2019
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
13
shares
|
$541
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
2
shares
|
$83
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1
shares
|
$41
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1
shares
|
$41
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|