Purchases and Sales Made in Q3 2023 in Global X Fds (BOTZ)
This table provides information about the institutional ownership of Global X Fds (BOTZ) during Q3 2023. The information is specifically focused on institutions that hold shares of GLOBAL X FDS.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
883+ 10.41% |
$21.3K - $26.6K
|
9.37K
$323K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
733+ 1.24% |
$17.7K - $22.1K
|
59.8K
$2.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
725+ 3.15% |
$17.5K - $21.8K
|
23.7K
$819K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
700New |
$16.9K - $21.1K
|
700
$24.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
698New |
$16.8K - $21K
|
698
$24.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
663+ 8.33% |
$16K - $20K
|
8.63K
$297K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
637+ 2.2% |
$15.4K - $19.2K
|
29.6K
$1.02M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
600New |
$14.5K - $18.1K
|
600
$20.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
600New |
$14.5K - $18.1K
|
600
$20.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
590New |
$14.2K - $17.8K
|
590
$20.3K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
579+ 19.61% |
$14K - $17.4K
|
3.53K
$122K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
517+ 136.77% |
$12.5K - $15.6K
|
895
$30.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
483+ 0.07% |
$11.6K - $14.6K
|
658K
$22.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
451+ 35.37% |
$10.9K - $13.6K
|
1.73K
$59.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
434+ 0.73% |
$10.5K - $13.1K
|
60.3K
$2.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
414+ 31.15% |
$9.99K - $12.5K
|
1.74K
$60.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
382+ 2.8% |
$9.21K - $11.5K
|
14K
$484K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
376+ 3.7% |
$9.07K - $11.3K
|
10.5K
$364K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
374New |
$9.02K - $11.3K
|
374
$12.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Robinson Capital Management, LLC
|
BUY
|
- |
350New |
$8.44K - $10.5K
|
350
$12.1K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
330+ 0.92% |
$7.96K - $9.94K
|
36.3K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
308+ 131.62% |
$7.43K - $9.28K
|
542
$18.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
301+ 21.69% |
$7.26K - $9.07K
|
1.69K
$58.3K
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
300New |
$7.24K - $9.04K
|
300
$10.3K
|
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
294+ 0.81% |
$7.09K - $8.86K
|
36.6K
$1.26M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
260+ 0.38% |
$6.27K - $7.83K
|
69.3K
$2.39M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
249+ 21.08% |
$6.01K - $7.5K
|
1.43K
$49.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
231+ 9.86% |
$5.57K - $6.96K
|
2.57K
$88.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
231+ 2.09% |
$5.57K - $6.96K
|
11.3K
$389K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
219New |
$5.28K - $6.6K
|
219
$7.55K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
218+ 1.88% |
$5.26K - $6.57K
|
11.8K
$407K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
206+ 20600.0% |
$4.97K - $6.21K
|
207
$7.14K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
200New |
$4.82K - $6.03K
|
200
$6.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
200+ 0.44% |
$4.82K - $6.03K
|
45.3K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
200+ 0.38% |
$4.82K - $6.03K
|
53.1K
$1.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
195New |
$4.7K - $5.88K
|
195
$6.73K
|
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
192+ 1.55% |
$4.63K - $5.78K
|
12.5K
$433K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
167New |
$4.03K - $5.03K
|
167
$5.76K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
156New |
$3.76K - $4.7K
|
156
$5.38K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
103+ 51.5% |
$2.48K - $3.1K
|
303
$10.5K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
100New |
$2.41K - $3.01K
|
100
$3.45K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
97New |
$2.34K - $2.92K
|
97
$3.35K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
92+ 0.35% |
$2.22K - $2.77K
|
26.3K
$909K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
90New |
$2.17K - $2.71K
|
90
$3.1K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
77+ 77.0% |
$1.86K - $2.32K
|
177
$6.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
77+ 77.0% |
$1.86K - $2.32K
|
177
$6.1K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
75+ 750.0% |
$1.81K - $2.26K
|
85
$2.93K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
66New |
$1.59K - $1.99K
|
66
$2.28K
|
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
61+ 0.4% |
$1.47K - $1.84K
|
15.5K
$533K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
59New |
$1.42K - $1.78K
|
59
$2.03K
|