Purchases and Sales Made in Q4 2023 in Global X Uranium ETF (URA)
This table provides information about the institutional ownership of Global X Uranium ETF (URA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
28.6K+ 201.04% |
$712K - $856K
|
42.9K
$1.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
28.2K+ 42.13% |
$702K - $844K
|
95.2K
$3.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
27.8K+ 1042.84% |
$690K - $830K
|
30.4K
$966K
|
|
|
Feb 12, 2024
Q4 2023
|
Kepos Capital LP
New York, NY |
BUY
|
- |
26.2K+ 74.42% |
$651K - $784K
|
61.4K
$1.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
25.8KNew |
$642K - $772K
|
25.8K
$819K
|
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
25.7KNew |
$640K - $770K
|
25.7K
$817K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
25.4KNew |
$633K - $761K
|
25.4K
$808K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
25KNew |
$621K - $747K
|
25K
$793K
|
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
22.5KNew |
$560K - $674K
|
22.5K
$715K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.4KNew |
$558K - $671K
|
22.4K
$712K
|
|
|
Jan 25, 2024
Q4 2023
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
21.8KNew |
$542K - $652K
|
21.8K
$692K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
21.3KNew |
$529K - $637K
|
21.3K
$676K
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
20.5K+ 137.23% |
$510K - $613K
|
35.4K
$1.13M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
20.5KNew |
$510K - $613K
|
20.5K
$651K
|
|
|
Feb 14, 2024
Q4 2023
|
Herr Investment Group LLC
Austin, TX |
BUY
|
- |
20K+ 186.1% |
$497K - $598K
|
30.7K
$977K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
19.6KNew |
$488K - $587K
|
19.6K
$623K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
18.4K+ 51.22% |
$458K - $550K
|
54.3K
$1.73M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
BUY
|
- |
18.1K+ 183.41% |
$450K - $541K
|
27.9K
$888K
|
|
|
Feb 15, 2024
Q4 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
18KNew |
$447K - $537K
|
18K
$571K
|
|
|
Jan 11, 2024
Q4 2023
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
17.6KNew |
$438K - $527K
|
17.6K
$560K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
17.3K+ 74.49% |
$429K - $516K
|
40.4K
$1.28M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
16.8KNew |
$417K - $502K
|
16.8K
$533K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
16.6K+ 112.64% |
$413K - $497K
|
31.3K
$995K
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
16.1KNew |
$401K - $482K
|
16.1K
$512K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
16KNew |
$397K - $478K
|
16K
$507K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
15.8KNew |
$393K - $473K
|
15.8K
$502K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
15.5KNew |
$384K - $462K
|
15.5K
$491K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15KNew |
$374K - $450K
|
15K
$478K
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
15KNew |
$374K - $450K
|
15K
$478K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.7K+ 42.44% |
$365K - $439K
|
49.2K
$1.56M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
14.6K+ 87.21% |
$364K - $438K
|
31.4K
$998K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
13.5K+ 28.87% |
$337K - $405K
|
60.4K
$1.92M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
13.5KNew |
$335K - $403K
|
13.5K
$428K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
12.8K+ 1027.39% |
$318K - $383K
|
14K
$446K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
12.5K+ 473.4% |
$310K - $373K
|
15.1K
$480K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
12.4KNew |
$309K - $371K
|
12.4K
$394K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
11.2KNew |
$278K - $335K
|
11.2K
$355K
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
10.7KNew |
$265K - $319K
|
10.7K
$338K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.5K+ 6.9% |
$262K - $315K
|
163K
$5.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Savior LLC
|
BUY
|
- |
10.3KNew |
$256K - $308K
|
10.3K
$327K
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
9.03KNew |
$225K - $270K
|
9.03K
$287K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
9.02KNew |
$224K - $270K
|
9.02K
$286K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
8.72KNew |
$217K - $261K
|
8.72K
$277K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8.62KNew |
$214K - $258K
|
8.62K
$274K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
8.61KNew |
$214K - $258K
|
8.61K
$273K
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7.66K+ 56.98% |
$191K - $229K
|
21.1K
$670K
|
|
|
Feb 14, 2024
Q4 2023
|
Ulysses Management LLC
New York, NY |
BUY
|
- |
7.5KNew |
$187K - $224K
|
7.5K
$238K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
7.43KNew |
$185K - $222K
|
7.43K
$236K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.38KNew |
$184K - $221K
|
7.38K
$234K
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
7.37K+ 43.2% |
$183K - $220K
|
24.4K
$775K
|