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 54 institutions that hold shares in the stock, with a total of 2.14 Million shares, which have been reported (via 13F filing form) to have a value of $90.1 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Manchester Capital Management LLC
Manchester, VT |
May 06, 2024 Q1 2024 |
2,700
shares
|
$113,805
0.01% of portfolio
|
Q1 2024
Added 35.0%
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
2,205
shares
|
$92,940
0.0% of portfolio
|
Q1 2024
Added 1.15%
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 11, 2024 Q1 2024 |
1,584
shares
|
$66,765
0.0% of portfolio
|
Q1 2024
Reduced 3.06%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
1,477
shares
|
$62,255
0.0% of portfolio
|
Q2 2023
Reduced 0.4%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
1,000
shares
|
$42,150
0.0% of portfolio
|
Q1 2022
New holding
|
|
Creative Financial Designs Inc
|
May 01, 2024 Q1 2024 |
799
shares
|
$33,677
0.0% of portfolio
|
Q1 2024
Reduced 4.54%
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
577
shares
|
$24,320
0.0% of portfolio
|
Q3 2023
Reduced 77.33%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 08, 2024 Q1 2024 |
575
shares
|
$24,236
0.0% of portfolio
|
Q1 2024
Reduced 31.63%
|
|
Tompkins Financial Corp
|
Apr 08, 2024 Q1 2024 |
500
shares
|
$21,075
0.0% of portfolio
|
Q3 2023
Reduced 16.67%
|
|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
467
shares
|
$19,684
0.0% of portfolio
|
Q1 2024
Added 21.3%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
433
shares
|
$18,250
0.0% of portfolio
|
Q2 2020
Added 371.67%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
350
shares
|
$14,752
0.0% of portfolio
|
Q3 2021
New holding
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
300
shares
|
$12,645
0.0% of portfolio
|
Q1 2023
New holding
|
|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
201
shares
|
$8,472
0.0% of portfolio
|
Q4 2023
Reduced 76.1%
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 13, 2024 Q1 2024 |
200
shares
|
$8,430
0.0% of portfolio
|
Q3 2023
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2024 Q1 2024 |
200
shares
|
$8,430
0.0% of portfolio
|
Q4 2023
New holding
|
|
Founders Capital Management
|
Apr 10, 2024 Q1 2024 |
200
shares
|
$8,430
0.01% of portfolio
|
Q2 2022
Reduced 20.0%
|
|
Prestige Wealth Management Group LLC
|
Apr 26, 2024 Q1 2024 |
160
shares
|
$6,744
0.0% of portfolio
|
Q1 2023
Reduced 0.63%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
149
shares
|
$6,280
0.0% of portfolio
|
Q4 2023
New holding
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
141
shares
|
$5,943
0.0% of portfolio
|
Q2 2023
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
68
shares
|
$2,866
0.0% of portfolio
|
Q1 2024
Reduced 78.06%
|
|
Venturi Wealth Management, LLC
Austin, TX |
Apr 23, 2024 Q1 2024 |
57
shares
|
$2,402
0.0% of portfolio
|
Q1 2023
New holding
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
36
shares
|
$1,517
0.0% of portfolio
|
Q1 2023
New holding
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
16
shares
|
$674
0.0% of portfolio
|
Q2 2019
New holding
|
|
M&R Capital Management Inc
|
Jul 02, 2024 Q2 2024 |
15
shares
|
$632
0.0% of portfolio
|
Q3 2022
Added 15.38%
|