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 |
---|---|---|---|---|---|---|---|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
172+ 1.11% |
$5.35K - $5.88K
|
15.7K
$426K
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
314+ 2.03% |
$9.77K - $10.7K
|
15.7K
$427K
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2.14K+ 14.93% |
$66.7K - $73.3K
|
16.5K
$447K
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
40+ 32.0% |
$1.24K - $1.37K
|
165
$4.47K
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
5.08K+ 14.2% |
$158K - $174K
|
40.8K
$1.11M
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
817+ 1.2% |
$25.4K - $27.9K
|
68.8K
$1.86M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.9K- 11.82% |
$1.12M - $1.23M
|
268K
$7.26M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-82.7K- 10.99% |
$2.57M - $2.83M
|
669K
$18.1M
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
64KNew |
$1.99M - $2.19M
|
64K
$1.73M
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
7.53KNew |
$234K - $257K
|
7.53K
$204K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.21K+ 314.56% |
$131K - $144K
|
5.55K
$150K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-279- 0.29% |
$8.68K - $9.54K
|
96.1K
$2.6M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
607+ 98.54% |
$18.9K - $20.7K
|
1.22K
$33.1K
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-100- 0.62% |
$3.11K - $3.42K
|
15.9K
$432K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10K- 8.25% |
$312K - $343K
|
112K
$3.02M
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
393+ 3.85% |
$12.2K - $13.4K
|
10.6K
$288K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.34K+ 7.89% |
$41.6K - $45.7K
|
18.3K
$496K
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
173+ 2.4% |
$5.38K - $5.91K
|
7.37K
$200K
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-483- 1.72% |
$15K - $16.5K
|
27.6K
$747K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
610KNew |
$19M - $20.9M
|
610K
$16.5M
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
4.77KNew |
$148K - $163K
|
4.77K
$129K
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-3.54K- 4.44% |
$110K - $121K
|
76.2K
$2.07M
|
|
Feb 05, 2025
Q4 2024
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
15.5KNew |
$482K - $530K
|
15.5K
$420K
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-13.2K- 28.38% |
$409K - $450K
|
33.2K
$900K
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-19.2K- 8.56% |
$596K - $655K
|
205K
$5.55M
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
SELL
|
- |
-1.33K- 32.46% |
$41.5K - $45.6K
|
2.77K
$75.2K
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.7K+ 47.68% |
$394K - $433K
|
39.2K
$1.06M
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3.93KNew |
$122K - $134K
|
3.93K
$106K
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
10.9K+ 11.65% |
$338K - $371K
|
104K
$2.82M
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.18K+ 1.42% |
$36.8K - $40.4K
|
84.7K
$2.29M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.3K+ 1.34% |
$40.3K - $44.3K
|
98.3K
$2.66M
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10- 1.41% |
$311 - $342
|
700
$19K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-4- 0.06% |
$124 - $137
|
7.1K
$192K
|
|
Feb 04, 2025
Q4 2024
|
Portland Financial Advisors Inc
Port Washington, NY |
BUY
|
- |
18.1KNew |
$563K - $618K
|
18.1K
$490K
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
60+ 0.7% |
$1.87K - $2.05K
|
8.64K
$234K
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
155+ 1.6% |
$4.82K - $5.3K
|
9.82K
$266K
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.45K- 6.58% |
$76.1K - $83.6K
|
34.7K
$941K
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.82K- 6.72% |
$87.7K - $96.4K
|
39.1K
$1.06M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-71- 1.04% |
$2.21K - $2.43K
|
6.74K
$183K
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
6.92KNew |
$215K - $237K
|
6.92K
$188K
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
100New |
$3.11K - $3.42K
|
100
$2.71K
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
87.4K+ 820.36% |
$2.72M - $2.99M
|
98.1K
$2.66M
|
|
Feb 03, 2025
Q4 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
935+ 11.33% |
$29.1K - $32K
|
9.19K
$249K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-376- 3.48% |
$11.7K - $12.9K
|
10.4K
$283K
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-657- 4.76% |
$20.4K - $22.5K
|
13.1K
$356K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
5.96K+ 34.44% |
$185K - $204K
|
23.3K
$630K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.9K- 5.46% |
$90.2K - $99.1K
|
50.2K
$1.36M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.86KNew |
$57.8K - $63.5K
|
1.86K
$50.4K
|
|
Jan 31, 2025
Q4 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
1.08K+ 12.55% |
$33.5K - $36.8K
|
9.66K
$262K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-37.4K- 60.43% |
$1.16M - $1.28M
|
24.5K
$664K
|