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 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
66+ 4.58% |
$3.44K - $3.71K
|
1.51K
$110K
|
|
|
Oct 16, 2023
Q3 2023
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
48+ 0.12% |
$2.5K - $2.7K
|
40.3K
$2.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
37+ 0.22% |
$1.93K - $2.08K
|
17.2K
$1.26M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
16+ 0.11% |
$833 - $900
|
14.3K
$1.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9+ 0.13% |
$469 - $506
|
6.98K
$511K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
5+ 0.3% |
$260 - $281
|
1.7K
$124K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
5+ 0.37% |
$260 - $281
|
1.37K
$100K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
2+ 0.56% |
$104 - $112
|
356
$26.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
2+ 0.4% |
$104 - $112
|
504
$36.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.37% |
$52.1 - $56.2
|
270
$19.8K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1- 0.01% |
$52.1 - $56.2
|
19.2K
$1.41M
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-12- 4.26% |
$625 - $675
|
270
$19.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-48- 1.02% |
$2.5K - $2.7K
|
4.67K
$342K
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-65- 1.17% |
$3.39K - $3.66K
|
5.5K
$402K
|
|
|
Nov 13, 2023
Q3 2023
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-77- 1.38% |
$4.01K - $4.33K
|
5.52K
$404K
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-129- 66.84% |
$6.72K - $7.25K
|
64
$4.68K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-144- 0.14% |
$7.5K - $8.1K
|
102K
$7.49M
|
|
|
Nov 09, 2023
Q3 2023
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-208- 1.59% |
$10.8K - $11.7K
|
12.9K
$945K
|
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-225- 8.11% |
$11.7K - $12.7K
|
2.55K
$187K
|
|
|
Nov 09, 2023
Q3 2023
|
Human Investing LLC
|
SELL
|
- |
-247- 2.86% |
$12.9K - $13.9K
|
8.4K
$615K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-248- 2.89% |
$12.9K - $13.9K
|
8.34K
$611K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-248- 3.03% |
$12.9K - $13.9K
|
7.93K
$580K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-380- 8.23% |
$19.8K - $21.4K
|
4.24K
$310K
|
|
|
Oct 05, 2023
Q3 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-782- 7.23% |
$40.7K - $44K
|
10K
$735K
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-834- 0.89% |
$43.4K - $46.9K
|
93K
$6.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-885- 4.39% |
$46.1K - $49.8K
|
19.3K
$1.41M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-894- 3.71% |
$46.6K - $50.3K
|
23.2K
$1.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.25K- 4.42% |
$65.1K - $70.3K
|
27K
$1.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.46K- 6.91% |
$76.1K - $82.1K
|
19.7K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.45K- 12.49% |
$127K - $138K
|
17.1K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-3.26K- 0.69% |
$170K - $183K
|
471K
$34.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.4K- 5.31% |
$177K - $191K
|
60.6K
$4.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-3.55K- 15.4% |
$185K - $200K
|
19.5K
$1.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-3.65K- 7.48% |
$190K - $205K
|
45.1K
$3.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.19K- 9.59% |
$218K - $236K
|
39.5K
$2.89M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.54K- 1.93% |
$236K - $255K
|
231K
$16.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-7.87K- 11.2% |
$410K - $443K
|
62.4K
$4.57M
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.94K- 87.45% |
$414K - $447K
|
1.14K
$83.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.5K- 59.34% |
$549K - $593K
|
7.23K
$529K
|
|
|
Nov 02, 2023
Q3 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-21.2K- 5.25% |
$1.1M - $1.19M
|
382K
$28M
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-30.4K- 4.28% |
$1.58M - $1.71M
|
679K
$49.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-39.9K- 85.25% |
$2.08M - $2.24M
|
6.91K
$505K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-57.5K- 55.37% |
$2.99M - $3.23M
|
46.3K
$3.39M
|
|
|
Dec 07, 2023
Q3 2023
|
Dagco, Inc.
|
SELL
|
- |
-68.8K- 90.97% |
$3.58M - $3.87M
|
6.83K
$500K
|