Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
361KNew |
$24.7M - $26.6M
|
361K
$25.3M
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
74.7K+ 25.03% |
$5.12M - $5.51M
|
373K
$26.2M
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
61.2KNew |
$4.19M - $4.52M
|
61.2K
$4.3M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
52.5K+ 22.04% |
$3.6M - $3.88M
|
291K
$20.4M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
32.3KNew |
$2.21M - $2.39M
|
32.3K
$2.27M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.2K+ 31.86% |
$2.21M - $2.38M
|
133K
$9.36M
|
|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
23.7KNew |
$1.62M - $1.75M
|
23.7K
$1.67M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.4K+ 231.01% |
$1.6M - $1.72M
|
33.5K
$2.35M
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
20.7K+ 662.07% |
$1.42M - $1.53M
|
23.9K
$1.68M
|
|
Feb 13, 2025
Q4 2024
|
Stonehaven Wealth & Tax Solutions, LLC
Appleton, WI |
BUY
|
- |
17.3KNew |
$1.19M - $1.28M
|
17.3K
$1.22M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
13.7K+ 11.7% |
$936K - $1.01M
|
130K
$9.17M
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
11.6K+ 1.88% |
$796K - $857K
|
628K
$44.1M
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
10.5KNew |
$719K - $775K
|
10.5K
$738K
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
BUY
|
- |
9.93KNew |
$680K - $733K
|
9.93K
$698K
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
9.49K+ 92.6% |
$650K - $700K
|
19.7K
$1.39M
|
|
Feb 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
7.29KNew |
$499K - $538K
|
7.29K
$512K
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.85K+ 188.2% |
$401K - $432K
|
8.96K
$630K
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
5.38KNew |
$368K - $397K
|
5.38K
$378K
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
5KNew |
$343K - $369K
|
5K
$351K
|
|
Feb 14, 2025
Q4 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
4.84K+ 5.5% |
$332K - $357K
|
92.8K
$6.52M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.11K+ 2.69% |
$282K - $304K
|
157K
$11M
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
3.93KNew |
$269K - $290K
|
3.93K
$276K
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
3.79KNew |
$260K - $280K
|
3.79K
$266K
|
|
Feb 13, 2025
Q4 2024
|
Edgar Lomax CO
Kingstowne, VA |
BUY
|
- |
3.36KNew |
$230K - $248K
|
3.36K
$236K
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
3.21KNew |
$220K - $237K
|
3.21K
$226K
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.06KNew |
$210K - $226K
|
3.06K
$215K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.95K+ 128.07% |
$202K - $218K
|
5.26K
$369K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.72K+ 9.15% |
$186K - $200K
|
32.4K
$2.28M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.21K+ 7.78% |
$151K - $163K
|
30.6K
$2.15M
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.15K+ 4.79% |
$147K - $159K
|
47K
$3.3M
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.94K+ 20.93% |
$133K - $143K
|
11.2K
$786K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
1.72K+ 2.92% |
$118K - $127K
|
60.6K
$4.26M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.53K+ 38.71% |
$104K - $113K
|
5.47K
$384K
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.5K+ 17.94% |
$103K - $111K
|
9.87K
$694K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.42KNew |
$97.5K - $105K
|
1.42K
$100K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.3K+ 7.93% |
$89.3K - $96.2K
|
17.7K
$1.25M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.23K+ 2.11% |
$84.5K - $91K
|
59.8K
$4.2M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.17K+ 9.73% |
$80.2K - $86.4K
|
13.2K
$927K
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.17K+ 6.68% |
$79.9K - $86.1K
|
18.6K
$1.31M
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.12K+ 66.83% |
$77K - $83K
|
2.81K
$197K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.09K+ 4.54% |
$74.3K - $80.1K
|
25K
$1.76M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
959+ 2.47% |
$65.7K - $70.8K
|
39.7K
$2.79M
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
849+ 7.04% |
$58.2K - $62.7K
|
12.9K
$906K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
706+ 2.54% |
$48.4K - $52.1K
|
28.5K
$2M
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
677+ 8.74% |
$46.4K - $50K
|
8.42K
$592K
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
613+ 11.03% |
$42K - $45.2K
|
6.17K
$434K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
600+ 11.03% |
$41.1K - $44.3K
|
6.04K
$424K
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
554New |
$37.9K - $40.9K
|
554
$38.9K
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
549+ 0.47% |
$37.6K - $40.5K
|
117K
$8.23M
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
518+ 9.77% |
$35.5K - $38.2K
|
5.82K
$409K
|