Latest Institutional Transactions on Global X Fds Global X S&P 500 (CATH)
This table provides information on the latest institutional transactions involving Global X Fds Global X S&P 500 (CATH) 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 11, 2025
Q4 2024
|
Journey Beyond Wealth, LLC
Roswell, GA |
BUY
|
- |
7.29KNew |
$499K - $538K
|
7.29K
$495K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.09K+ 4.54% |
$74.3K - $80.1K
|
25K
$1.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.2K+ 31.86% |
$2.21M - $2.38M
|
133K
$9.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.46K- 5.82% |
$237K - $255K
|
56K
$3.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
281+ 0.35% |
$19.2K - $20.7K
|
80.4K
$5.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-37- 0.9% |
$2.53K - $2.73K
|
4.09K
$278K
|
|
|
Feb 11, 2025
Q4 2024
|
Sellwood Investment Partners LLC
Portland, OR |
BUY
|
- |
5.38KNew |
$368K - $397K
|
5.38K
$365K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.21K+ 7.78% |
$151K - $163K
|
30.6K
$2.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
248+ 8.15% |
$17K - $18.3K
|
3.29K
$223K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
110+ 7.76% |
$7.54K - $8.12K
|
1.53K
$104K
|
|
|
Feb 10, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
217+ 0.57% |
$14.9K - $16K
|
38.2K
$2.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
SELL
|
- |
-7.13K- 13.01% |
$488K - $526K
|
47.6K
$3.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
554New |
$37.9K - $40.9K
|
554
$37.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.21K- 5.78% |
$152K - $163K
|
36.1K
$2.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
1.12K+ 66.83% |
$77K - $83K
|
2.81K
$191K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
14New |
$959 - $1.03K
|
14
$951
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-566- 3.99% |
$38.8K - $41.8K
|
13.6K
$924K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
3.93KNew |
$269K - $290K
|
3.93K
$267K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
220New |
$15.1K - $16.2K
|
220
$14.9K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.79K- 8.6% |
$123K - $132K
|
19K
$1.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.3K- 7.17% |
$89.1K - $96K
|
16.8K
$1.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.72K+ 9.15% |
$186K - $200K
|
32.4K
$2.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
549+ 0.47% |
$37.6K - $40.5K
|
117K
$7.95M
|
|
|
Feb 06, 2025
Q4 2024
|
Bcm Advisors, LLC
|
BUY
|
- |
99+ 0.04% |
$6.78K - $7.31K
|
232K
$15.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
518+ 9.77% |
$35.5K - $38.2K
|
5.82K
$395K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
32.3KNew |
$2.21M - $2.39M
|
32.3K
$2.19M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.95K+ 128.07% |
$202K - $218K
|
5.26K
$357K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-100- 1.64% |
$6.85K - $7.38K
|
6K
$407K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.53K+ 38.71% |
$104K - $113K
|
5.47K
$371K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
13.7K+ 11.7% |
$936K - $1.01M
|
130K
$8.86M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.17K+ 6.68% |
$79.9K - $86.1K
|
18.6K
$1.26M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
20.7K+ 662.07% |
$1.42M - $1.53M
|
23.9K
$1.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
677+ 8.74% |
$46.4K - $50K
|
8.42K
$572K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
52.5K+ 22.04% |
$3.6M - $3.88M
|
291K
$19.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
341+ 7.71% |
$23.4K - $25.2K
|
4.76K
$324K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
425+ 7.14% |
$29.1K - $31.4K
|
6.38K
$433K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
5+ 0.59% |
$343 - $369
|
847
$57.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
2.15K+ 4.79% |
$147K - $159K
|
47K
$3.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.94K+ 20.93% |
$133K - $143K
|
11.2K
$760K
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-214- 4.4% |
$14.7K - $15.8K
|
4.65K
$316K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.13K- 44.41% |
$215K - $231K
|
3.92K
$266K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-137- 22.83% |
$9.38K - $10.1K
|
463
$31.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
706+ 2.54% |
$48.4K - $52.1K
|
28.5K
$1.93M
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-30- 7.61% |
$2.06K - $2.21K
|
364
$24.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
207+ 5.59% |
$14.2K - $15.3K
|
3.91K
$265K
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-9.24K- 9.93% |
$633K - $682K
|
83.8K
$5.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
11.6K+ 1.88% |
$796K - $857K
|
628K
$42.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-273- 8.28% |
$18.7K - $20.2K
|
3.03K
$205K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-875- 19.18% |
$59.9K - $64.6K
|
3.69K
$250K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.86K- 12.73% |
$128K - $138K
|
12.8K
$867K
|