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 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
7.07K+ 2.1% |
$176K - $211K
|
344K
$11.4M
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.2K+ 51.03% |
$154K - $186K
|
18.4K
$608K
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.64K+ 71.48% |
$140K - $169K
|
13.5K
$448K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.04K+ 7.85% |
$125K - $151K
|
69.3K
$2.29M
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
4.38K+ 13.97% |
$109K - $131K
|
35.8K
$1.18M
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
4.07K+ 0.7% |
$101K - $122K
|
587K
$19.4M
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
BUY
|
- |
4.03KNew |
$100K - $121K
|
4.03K
$134K
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.94K+ 13.19% |
$97.9K - $118K
|
33.8K
$1.12M
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
3.74K+ 0.88% |
$93.1K - $112K
|
427K
$14.1M
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.63K+ 10.04% |
$90.3K - $109K
|
39.8K
$1.32M
|
|
Feb 05, 2024
Q4 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
3.37K+ 1.73% |
$83.8K - $101K
|
198K
$6.55M
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.31K+ 17.95% |
$82.3K - $99K
|
21.8K
$721K
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
BUY
|
- |
3.11KNew |
$77.3K - $93K
|
3.11K
$103K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
2.2K+ 2200.0% |
$54.7K - $65.8K
|
2.3K
$76.2K
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.01K+ 9.88% |
$49.9K - $60K
|
22.3K
$739K
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
2KNew |
$49.7K - $59.8K
|
2K
$66.2K
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
1.99K+ 1.02% |
$49.4K - $59.5K
|
197K
$6.52M
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.94K+ 5110.53% |
$48.3K - $58.1K
|
1.98K
$65.6K
|
|
Feb 14, 2024
Q4 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
1.9KNew |
$47.3K - $56.8K
|
1.9K
$62.9K
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1.81KNew |
$45K - $54.1K
|
1.81K
$59.9K
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.76K+ 348.02% |
$43.8K - $52.7K
|
2.27K
$75.1K
|
|
Feb 14, 2024
Q4 2023
|
Ardsley Advisory Partners LP
Stamford, CT |
BUY
|
- |
1.7K+ 1.7% |
$42.3K - $50.9K
|
102K
$3.37M
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.66K+ 22.06% |
$41.3K - $49.7K
|
9.19K
$304K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1.54K+ 20.36% |
$38.4K - $46.2K
|
9.12K
$302K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.53KNew |
$38K - $45.7K
|
1.53K
$50.6K
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
1.51K+ 7.0% |
$37.6K - $45.2K
|
23.1K
$765K
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.5K+ 18.99% |
$37.3K - $44.9K
|
9.4K
$311K
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.5K+ 12.06% |
$37.3K - $44.9K
|
13.9K
$462K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.43K+ 88.73% |
$35.6K - $42.9K
|
3.05K
$101K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.41K+ 145.5% |
$35K - $42.1K
|
2.37K
$78.6K
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.4K+ 18.77% |
$34.8K - $41.9K
|
8.86K
$293K
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
1.3KNew |
$32.3K - $38.9K
|
1.3K
$43.1K
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.15K+ 12.66% |
$28.6K - $34.4K
|
10.2K
$339K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1K+ 191.2% |
$24.9K - $29.9K
|
1.52K
$50.4K
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
960+ 11.06% |
$23.9K - $28.7K
|
9.64K
$319K
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
890New |
$22.1K - $26.6K
|
890
$29.5K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
695New |
$17.3K - $20.8K
|
695
$23K
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
603+ 2.64% |
$15K - $18K
|
23.4K
$776K
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
588New |
$14.6K - $17.6K
|
588
$19.5K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
461+ 17.07% |
$11.5K - $13.8K
|
3.16K
$105K
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
450+ 36.0% |
$11.2K - $13.5K
|
1.7K
$56.3K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
440+ 34.67% |
$10.9K - $13.2K
|
1.71K
$56.6K
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
360New |
$8.95K - $10.8K
|
360
$11.9K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
300New |
$7.46K - $8.98K
|
300
$9.94K
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
282+ 3.37% |
$7.01K - $8.44K
|
8.66K
$287K
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
267+ 1.31% |
$6.64K - $7.99K
|
20.7K
$684K
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
257New |
$6.39K - $7.69K
|
257
$8.51K
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
210New |
$5.22K - $6.28K
|
210
$6.96K
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
199New |
$4.95K - $5.95K
|
199
$6.59K
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
198+ 2.63% |
$4.92K - $5.92K
|
7.73K
$256K
|