Purchases and Sales Made in Q4 2022 in Global X Fds (BOTZ)
This table provides information about the institutional ownership of Global X Fds (BOTZ) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.99K+ 5.02% |
$35.1K - $43.6K
|
41.5K
$1.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.92K+ 178.81% |
$34K - $42.2K
|
3K
$103K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.89KNew |
$33.3K - $41.4K
|
1.89K
$65K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
1.64K+ 686.97% |
$28.9K - $35.9K
|
1.87K
$64.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
1.43KNew |
$25.2K - $31.3K
|
1.43K
$49.1K
|
|
|
Feb 15, 2023
Q4 2022
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.32K+ 1.75% |
$23.3K - $29K
|
77K
$2.66M
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.32K+ 5.22% |
$23.3K - $29K
|
26.6K
$918K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.15K+ 30.41% |
$20.3K - $25.2K
|
4.92K
$170K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.06K+ 3.42% |
$18.7K - $23.2K
|
32K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.02KNew |
$17.9K - $22.3K
|
1.02K
$35K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1K+ 45.45% |
$17.7K - $22K
|
3.2K
$110K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
905New |
$16K - $19.9K
|
905
$31.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
836+ 64.76% |
$14.8K - $18.4K
|
2.13K
$73.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
776+ 0.27% |
$13.7K - $17K
|
289K
$9.98M
|
|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
BUY
|
- |
667+ 1.67% |
$11.8K - $14.6K
|
40.6K
$1.4M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
554New |
$9.79K - $12.2K
|
554
$19.1K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
543+ 10.42% |
$9.59K - $11.9K
|
5.76K
$199K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
500New |
$8.84K - $11K
|
500
$17.2K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
492+ 4.56% |
$8.69K - $10.8K
|
11.3K
$389K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
422+ 1.75% |
$7.46K - $9.26K
|
24.5K
$846K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
307+ 0.74% |
$5.42K - $6.74K
|
41.7K
$1.44M
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
300New |
$5.3K - $6.59K
|
300
$10.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
278New |
$4.91K - $6.1K
|
278
$9.59K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
230+ 100.0% |
$4.06K - $5.05K
|
460
$15.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
225New |
$3.98K - $4.94K
|
225
$7.76K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
195New |
$3.45K - $4.28K
|
195
$6.73K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
188New |
$3.32K - $4.13K
|
188
$6.48K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
124+ 1.11% |
$2.19K - $2.72K
|
11.3K
$389K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
121New |
$2.14K - $2.66K
|
121
$4.17K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
93New |
$1.64K - $2.04K
|
93
$3.21K
|
|
|
Jan 20, 2023
Q4 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
72+ 0.25% |
$1.27K - $1.58K
|
28.8K
$994K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
70+ 12.17% |
$1.24K - $1.54K
|
645
$22.2K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
69New |
$1.22K - $1.51K
|
69
$2.38K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
51+ 5.53% |
$901 - $1.12K
|
973
$33.6K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
43New |
$760 - $944
|
43
$1.48K
|
|
|
May 30, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
BUY
|
- |
33+ 11.96% |
$583 - $724
|
309
$10.7K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-5- 4.76% |
$88.4 - $110
|
100
$3.45K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-14- 0.5% |
$247 - $307
|
2.79K
$96.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-19- 8.23% |
$336 - $417
|
212
$7.31K
|
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-44- 12.46% |
$777 - $966
|
309
$10.7K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-50- 1.15% |
$884 - $1.1K
|
4.31K
$149K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-106- 7.1% |
$1.87K - $2.33K
|
1.39K
$47.9K
|
|
|
Feb 13, 2023
Q4 2022
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-114- 0.49% |
$2.01K - $2.5K
|
23.2K
$801K
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-157- 2.22% |
$2.77K - $3.45K
|
6.9K
$238K
|
|
|
Feb 07, 2023
Q4 2022
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-164- 1.45% |
$2.9K - $3.6K
|
11.1K
$384K
|
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
SELL
|
- |
-164- 1.85% |
$2.9K - $3.6K
|
8.69K
$300K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-200- 87.72% |
$3.53K - $4.39K
|
28
$966
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-247- 0.9% |
$4.36K - $5.42K
|
27.2K
$939K
|
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-338- 0.53% |
$5.97K - $7.42K
|
62.9K
$2.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-366- 1.45% |
$6.47K - $8.03K
|
24.9K
$859K
|