Purchases and Sales Made in Q4 2024 in Global X Fds (BOTZ)
This table provides information about the institutional ownership of Global X Fds (BOTZ) during Q4 2024. The information is specifically focused on institutions that hold shares of GLOBAL X FDS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
610KNew |
$19M - $20.9M
|
610K
$20.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
290K+ 15.92% |
$9.01M - $9.9M
|
2.11M
$70.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
250K+ 84.91% |
$7.78M - $8.54M
|
544K
$18.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
212KNew |
$6.6M - $7.25M
|
212K
$7.13M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
140KNew |
$4.35M - $4.78M
|
140K
$4.71M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
125K+ 12.7% |
$3.88M - $4.26M
|
1.11M
$37.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
122KNew |
$3.8M - $4.18M
|
122K
$4.11M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
105KNew |
$3.27M - $3.6M
|
105K
$3.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
105K+ 1.78% |
$3.27M - $3.6M
|
6.03M
$203M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
87.4K+ 820.36% |
$2.72M - $2.99M
|
98.1K
$3.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
64KNew |
$1.99M - $2.19M
|
64K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
46.8K+ 1.65% |
$1.46M - $1.6M
|
2.88M
$96.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Prospecting Pty LTD
West Perth, C3 |
BUY
|
- |
45.8KNew |
$1.42M - $1.56M
|
45.8K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
BUY
|
- |
34.9K+ 104.81% |
$1.09M - $1.19M
|
68.2K
$2.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
30K+ 21.16% |
$933K - $1.02M
|
172K
$5.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
27.4KNew |
$852K - $936K
|
27.4K
$921K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
24.6K+ 394.46% |
$766K - $841K
|
30.9K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
24.3K+ 145.92% |
$755K - $829K
|
40.9K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
23.3K+ 18.92% |
$725K - $796K
|
146K
$4.92M
|
|
|
Feb 12, 2025
Q4 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
20K+ 2349.41% |
$621K - $683K
|
20.8K
$700K
|
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
19.4KNew |
$603K - $663K
|
19.4K
$652K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
19K+ 18.05% |
$591K - $650K
|
124K
$4.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
18.1KNew |
$563K - $618K
|
18.1K
$608K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
17.1KNew |
$530K - $583K
|
17.1K
$573K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
16.6K+ 169.5% |
$517K - $567K
|
26.4K
$888K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
15.9K+ 68.24% |
$495K - $543K
|
39.2K
$1.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
15.5KNew |
$482K - $530K
|
15.5K
$521K
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
15.2KNew |
$473K - $520K
|
15.2K
$512K
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
14.6KNew |
$455K - $499K
|
14.6K
$491K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
13.4KNew |
$416K - $457K
|
13.4K
$450K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.7K+ 47.68% |
$394K - $433K
|
39.2K
$1.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
11.5KNew |
$357K - $392K
|
11.5K
$386K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
10.9K+ 11.65% |
$338K - $371K
|
104K
$3.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
10.6K+ 6.28% |
$330K - $363K
|
180K
$6.04M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
10.1K+ 911.2% |
$314K - $345K
|
11.2K
$376K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.61K+ 24.87% |
$299K - $329K
|
48.3K
$1.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.17K+ 2.34% |
$254K - $279K
|
358K
$12M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
8KNew |
$249K - $273K
|
8K
$269K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.86K+ 29.19% |
$245K - $269K
|
34.8K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
7.53KNew |
$234K - $257K
|
7.53K
$253K
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
7.44KNew |
$232K - $254K
|
7.44K
$250K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
7.01KNew |
$218K - $240K
|
7.01K
$236K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
6.99K+ 31.43% |
$218K - $239K
|
29.2K
$983K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.95K+ 13.41% |
$216K - $238K
|
58.8K
$1.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
6.92KNew |
$215K - $237K
|
6.92K
$233K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.71K+ 4.81% |
$209K - $229K
|
146K
$4.91M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.64K+ 83.52% |
$207K - $227K
|
14.6K
$491K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.23K+ 12.59% |
$194K - $213K
|
55.7K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.99K+ 9.86% |
$186K - $205K
|
66.7K
$2.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
5.96K+ 34.44% |
$185K - $204K
|
23.3K
$782K
|