Purchases and Sales Made in Q3 2023 in Global X Uranium ETF (URA)
This table provides information about the institutional ownership of Global X Uranium ETF (URA) during Q3 2023. The information is specifically focused on institutions that hold shares of GLOBAL X URANIUM ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
2.57K+ 0.61% |
$52.4K - $72K
|
423K
$14M
|
|
Oct 10, 2023
Q3 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
2.29K+ 2.59% |
$46.8K - $64.3K
|
90.8K
$3.01M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.16KNew |
$44.1K - $60.6K
|
2.16K
$71.6K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.14K+ 21.36% |
$43.6K - $60K
|
12.2K
$403K
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.85K+ 228.52% |
$37.7K - $51.9K
|
2.66K
$88.1K
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.65K+ 5.02% |
$33.7K - $46.4K
|
34.6K
$1.14M
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.51K+ 7.9% |
$30.7K - $42.2K
|
20.6K
$681K
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.42K+ 0.24% |
$29K - $39.8K
|
583K
$19.3M
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.25KNew |
$25.5K - $35.1K
|
1.25K
$41.4K
|
|
Oct 18, 2023
Q3 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
1KNew |
$20.4K - $28K
|
1K
$33.1K
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
905+ 13.67% |
$18.5K - $25.4K
|
7.53K
$249K
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
900+ 4.64% |
$18.4K - $25.2K
|
20.3K
$673K
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
831+ 189.73% |
$16.9K - $23.3K
|
1.27K
$42K
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
713+ 713.0% |
$14.5K - $20K
|
813
$26.9K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
663New |
$13.5K - $18.6K
|
663
$22K
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
530+ 217.21% |
$10.8K - $14.9K
|
774
$25.6K
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
506New |
$10.3K - $14.2K
|
506
$16.8K
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
500New |
$10.2K - $14K
|
500
$16.6K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
371New |
$7.56K - $10.4K
|
371
$12.3K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
325+ 13.68% |
$6.63K - $9.11K
|
2.7K
$89.5K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
300+ 22.81% |
$6.12K - $8.41K
|
1.62K
$53.5K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
286+ 42.0% |
$5.83K - $8.02K
|
967
$32K
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
251New |
$5.12K - $7.04K
|
251
$8.31K
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
232New |
$4.73K - $6.51K
|
232
$7.68K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
213+ 20.64% |
$4.34K - $5.97K
|
1.25K
$41.2K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
166New |
$3.38K - $4.65K
|
166
$5.5K
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
125New |
$2.55K - $3.51K
|
125
$4.14K
|
|
Nov 14, 2023
Q3 2023
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
121+ 0.64% |
$2.47K - $3.39K
|
19K
$631K
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
100New |
$2.04K - $2.8K
|
100
$3.31K
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
46+ 0.22% |
$938 - $1.29K
|
21.4K
$709K
|
|
Oct 24, 2023
Q3 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
25New |
$510 - $701
|
25
$828
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
25New |
$510 - $701
|
25
$828
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1+ 0.0% |
$20.4 - $28
|
209K
$6.92M
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-25- 20.0% |
$510 - $701
|
100
$3.31K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-30- 0.12% |
$612 - $841
|
24.3K
$806K
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-45- 29.03% |
$918 - $1.26K
|
110
$3.64K
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-45- 29.03% |
$918 - $1.26K
|
110
$3.64K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-47- 4.7% |
$958 - $1.32K
|
953
$31.6K
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-100- 0.7% |
$2.04K - $2.8K
|
14.2K
$471K
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-107- 73.79% |
$2.18K - $3K
|
38
$1.26K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-150- 17.08% |
$3.06K - $4.21K
|
728
$24.1K
|
|
Nov 14, 2023
Q3 2023
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-310- 2.78% |
$6.32K - $8.69K
|
10.9K
$360K
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Holdings, LLC
Tulsa, OK |
SELL
|
- |
-339- 15.19% |
$6.91K - $9.51K
|
1.89K
$62.7K
|
|
Oct 31, 2023
Q3 2023
|
Deuterium Capital Management, LLC
|
SELL
|
- |
-500- 2.83% |
$10.2K - $14K
|
17.2K
$569K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-542- 0.28% |
$11.1K - $15.2K
|
195K
$6.47M
|
|
Oct 19, 2023
Q3 2023
|
Lane Generational LLC
|
SELL
|
- |
-668- 5.7% |
$13.6K - $18.7K
|
11.1K
$366K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-734- 0.22% |
$15K - $20.6K
|
337K
$11.2M
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-950- 4.66% |
$19.4K - $26.6K
|
19.4K
$644K
|