Latest Institutional Transactions on Global X Fds (BOTZ)
This table provides information on the latest institutional transactions involving Global X Fds (BOTZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2024
Q4 2023
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
795KNew |
$17.8M - $22.8M
|
795K
$27.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-4.13K- 33.35% |
$92.3K - $119K
|
8.26K
$290K
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
232KNew |
$5.19M - $6.67M
|
232K
$8.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
405+ 1840.91% |
$9.05K - $11.6K
|
427
$15K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.92KNew |
$177K - $228K
|
7.92K
$278K
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
7.41KNew |
$166K - $213K
|
7.41K
$260K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
2K+ 200.0% |
$44.7K - $57.4K
|
3K
$105K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
385New |
$8.6K - $11.1K
|
385
$13.5K
|
|
| Q3 2023 | |||||||
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
19New |
$458 - $572
|
19
$668
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
31New |
$748 - $934
|
31
$1.09K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1KNew |
$24.1K - $30.1K
|
1K
$35.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.2KNew |
$28.9K - $36.2K
|
1.2K
$42.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
33.4KNew |
$805K - $1.01M
|
33.4K
$1.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
4+ 0.08% |
$96.5 - $121
|
4.84K
$170K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
90New |
$2.17K - $2.71K
|
90
$3.16K
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
300New |
$7.24K - $9.04K
|
300
$10.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-679K- 52.13% |
$16.4M - $20.4M
|
623K
$21.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
219New |
$5.28K - $6.6K
|
219
$7.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
156New |
$3.76K - $4.7K
|
156
$5.48K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
195New |
$4.7K - $5.88K
|
195
$6.85K
|
|
|
Nov 09, 2023
Q3 2023
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
BUY
|
- |
35.5K+ 4.89% |
$856K - $1.07M
|
761K
$26.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
1.72KNew |
$41.6K - $51.9K
|
1.72K
$60.6K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.87K- 10.24% |
$93.3K - $117K
|
33.9K
$1.19M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
600New |
$14.5K - $18.1K
|
600
$21.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
700New |
$16.9K - $21.1K
|
700
$24.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Elite Wealth Management, Inc.
|
BUY
|
- |
4.19K+ 7.73% |
$101K - $126K
|
58.3K
$2.05M
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
517+ 136.77% |
$12.5K - $15.6K
|
895
$31.5K
|
|
|
Oct 25, 2023
Q3 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-71- 0.36% |
$1.71K - $2.14K
|
19.6K
$689K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
374New |
$9.02K - $11.3K
|
374
$13.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
59New |
$1.42K - $1.78K
|
59
$2.07K
|
|
|
Oct 23, 2023
Q3 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
50New |
$1.21K - $1.51K
|
50
$1.76K
|
|
|
Oct 20, 2023
Q3 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-330- 86.84% |
$7.96K - $9.94K
|
50
$1.76K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
66New |
$1.59K - $1.99K
|
66
$2.32K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
600New |
$14.5K - $18.1K
|
600
$21.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-726- 5.2% |
$17.5K - $21.9K
|
13.2K
$465K
|
|
| Q2 2023 | |||||||
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-18- 5.49% |
$441 - $535
|
310
$10.9K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
135New |
$3.31K - $4.01K
|
135
$4.75K
|
|
|
Aug 25, 2023
Q2 2023
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
1.91KNew |
$46.8K - $56.8K
|
1.91K
$67.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
100K+ 259.35% |
$2.46M - $2.99M
|
139K
$4.89M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.34K+ 277.18% |
$32.7K - $39.7K
|
1.82K
$63.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
165New |
$4.04K - $4.9K
|
165
$5.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
679New |
$16.6K - $20.2K
|
679
$23.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
CALL |
17.6KNew |
$431K - $523K
|
17.6K
$619K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
38.5K+ 392.39% |
$944K - $1.15M
|
48.4K
$1.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-842- 9.8% |
$20.6K - $25K
|
7.75K
$273K
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
CALL |
-48K- 48.0% |
$1.18M - $1.43M
|
52K
$1.83M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.26KNew |
$30.9K - $37.4K
|
1.26K
$44.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Marvin & Palmer Associates Inc
Wilmington, DE |
BUY
|
- |
370KNew |
$9.05M - $11M
|
370K
$13M
|
|
|
Aug 10, 2023
Q2 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
580New |
$14.2K - $17.2K
|
580
$20.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
85New |
$2.08K - $2.53K
|
85
$2.99K
|
|