Purchases and Sales Made in Q3 2023 in Global X Fds Global X S&P 500 (CATH)
This table provides information about the institutional ownership of Global X Fds Global X S&P 500 (CATH) during Q3 2023. The information is specifically focused on institutions that hold shares of GLOBAL X FDS GLOBAL X S&P 500 .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
129KNew |
$6.7M - $7.24M
|
129K
$9.42M
|
|
Aug 13, 2024
Q3 2023
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
87KNew |
$4.53M - $4.89M
|
87K
$6.37M
|
|
Nov 09, 2023
Q3 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
61.4K+ 34.11% |
$3.2M - $3.46M
|
242K
$17.7M
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
51.4K+ 67.95% |
$2.68M - $2.89M
|
127K
$9.3M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
41.2KNew |
$2.14M - $2.32M
|
41.2K
$3.01M
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
37.8K+ 13.63% |
$1.97M - $2.12M
|
315K
$23M
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
BUY
|
- |
19.6K+ 51.73% |
$1.02M - $1.1M
|
57.6K
$4.22M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
16.9K+ 22.41% |
$881K - $951K
|
92.4K
$6.76M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.3K+ 2.88% |
$848K - $916K
|
582K
$42.6M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.6K+ 18.39% |
$763K - $823K
|
94.3K
$6.9M
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
8.32K+ 7.43% |
$433K - $468K
|
120K
$8.8M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.65K+ 4.04% |
$295K - $318K
|
146K
$10.7M
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.31K+ 7.77% |
$277K - $299K
|
73.7K
$5.39M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.18KNew |
$270K - $291K
|
5.18K
$379K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.89KNew |
$255K - $275K
|
4.89K
$358K
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
4.82K+ 40.49% |
$251K - $271K
|
16.7K
$1.22M
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
4.31KNew |
$224K - $242K
|
4.31K
$315K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.2K+ 16.53% |
$219K - $236K
|
29.6K
$2.17M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.05KNew |
$211K - $228K
|
4.05K
$296K
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
3.98KNew |
$207K - $224K
|
3.98K
$291K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.98KNew |
$207K - $224K
|
3.98K
$291K
|
|
Nov 02, 2023
Q3 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
3.95K+ 79.0% |
$206K - $222K
|
8.95K
$655K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.15K+ 8.32% |
$164K - $177K
|
41K
$3M
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
2.84K+ 7.26% |
$148K - $160K
|
42K
$3.07M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.66K+ 2.79% |
$139K - $150K
|
98K
$7.17M
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
2.4KNew |
$125K - $135K
|
2.4K
$176K
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.31K+ 13.55% |
$120K - $130K
|
19.4K
$1.42M
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.85K+ 13.87% |
$96.3K - $104K
|
15.2K
$1.11M
|
|
Oct 11, 2023
Q3 2023
|
First Bank & Trust
|
BUY
|
- |
1.6K+ 1.32% |
$83.3K - $90K
|
123K
$9.02M
|
|
Nov 06, 2023
Q3 2023
|
Firestone Capital Management
|
BUY
|
- |
1.38K+ 33.56% |
$71.6K - $77.3K
|
5.47K
$400K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
985+ 12.12% |
$51.3K - $55.4K
|
9.11K
$667K
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
950+ 8.27% |
$49.5K - $53.4K
|
12.4K
$910K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
834+ 15.38% |
$43.4K - $46.9K
|
6.26K
$458K
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
820+ 25.11% |
$42.7K - $46.1K
|
4.09K
$299K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
790+ 12.28% |
$41.2K - $44.4K
|
7.22K
$529K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
631+ 1.51% |
$32.9K - $35.5K
|
42.3K
$3.1M
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
625New |
$32.6K - $35.2K
|
625
$45.7K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
612+ 5.14% |
$31.9K - $34.4K
|
12.5K
$916K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
507+ 6.82% |
$26.4K - $28.5K
|
7.94K
$581K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
475+ 6.95% |
$24.7K - $26.7K
|
7.31K
$535K
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
400+ 3.51% |
$20.8K - $22.5K
|
11.8K
$864K
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
350+ 58.33% |
$18.2K - $19.7K
|
950
$69.5K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
200+ 23.61% |
$10.4K - $11.2K
|
1.05K
$76.6K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
186+ 0.99% |
$9.69K - $10.5K
|
18.9K
$1.38M
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
BUY
|
- |
161+ 2.83% |
$8.39K - $9.05K
|
5.85K
$428K
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
148+ 1.61% |
$7.71K - $8.32K
|
9.34K
$683K
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
141+ 1.73% |
$7.34K - $7.93K
|
8.28K
$606K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
124+ 6.25% |
$6.46K - $6.97K
|
2.11K
$154K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
106+ 0.39% |
$5.52K - $5.96K
|
27.4K
$2.01M
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
94+ 0.66% |
$4.9K - $5.29K
|
14.4K
$1.05M
|