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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-377- 3.37% |
$22.6K - $24.9K
|
10.8K
$785K
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-3.91K- 8.26% |
$235K - $259K
|
43.5K
$3.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-54- 14.63% |
$3.24K - $3.57K
|
315
$22.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
68New |
$4.08K - $4.5K
|
68
$4.94K
|
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-165- 0.4% |
$9.9K - $10.9K
|
41K
$2.98M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
8.01KNew |
$481K - $530K
|
8.01K
$582K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-1.5K- 10.79% |
$90K - $99.2K
|
12.4K
$901K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
510+ 0.84% |
$30.6K - $33.7K
|
61.2K
$4.45M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.34K+ 12.22% |
$80.1K - $88.3K
|
12.3K
$890K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.06KNew |
$63.6K - $70K
|
1.06K
$76.9K
|
|
| Q1 2024 | |||||||
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-4.25K- 50.73% |
$242K - $270K
|
4.13K
$300K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-125- 10.96% |
$7.12K - $7.96K
|
1.02K
$73.7K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
3.54KNew |
$201K - $225K
|
3.54K
$257K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
67+ 1.66% |
$3.82K - $4.26K
|
4.12K
$299K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
416New |
$23.7K - $26.5K
|
416
$30.2K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
9.84KNew |
$560K - $626K
|
9.84K
$715K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.52K- 35.3% |
$86.6K - $96.7K
|
2.79K
$202K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
105New |
$5.98K - $6.68K
|
105
$7.63K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-1.03K- 5.19% |
$58.4K - $65.2K
|
18.7K
$1.36M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
35+ 1.41% |
$1.99K - $2.23K
|
2.52K
$183K
|
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
SELL
|
- |
-253- 7.33% |
$14.4K - $16.1K
|
3.2K
$232K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
575+ 9.29% |
$32.8K - $36.6K
|
6.77K
$491K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
3.75KNew |
$188K - $219K
|
3.75K
$272K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.28KNew |
$214K - $250K
|
4.28K
$311K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
7New |
$350 - $410
|
7
$508
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.76KNew |
$438K - $512K
|
8.76K
$636K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.4K- 37.27% |
$320K - $375K
|
10.8K
$783K
|
|
|
Feb 13, 2024
Q4 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
300+ 5.03% |
$15K - $17.6K
|
6.27K
$455K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
8.33KNew |
$416K - $487K
|
8.33K
$605K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.58KNew |
$79K - $92.5K
|
1.58K
$115K
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3.86KNew |
$193K - $226K
|
3.86K
$280K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-25- 0.98% |
$1.25K - $1.46K
|
2.53K
$183K
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Planning LLC
|
BUY
|
- |
3.69KNew |
$184K - $216K
|
3.69K
$268K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5.5KNew |
$275K - $322K
|
5.5K
$399K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-3.26K- 0.69% |
$170K - $183K
|
471K
$34.2M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-129- 66.84% |
$6.72K - $7.25K
|
64
$4.65K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
625New |
$32.6K - $35.2K
|
625
$45.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
3.98KNew |
$207K - $224K
|
3.98K
$289K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Banco Santander, S.A.
|
BUY
|
- |
3.98KNew |
$197K - $217K
|
3.98K
$289K
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.61K- 11.79% |
$129K - $142K
|
19.5K
$1.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.3KNew |
$561K - $616K
|
11.3K
$822K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.2KNew |
$194K - $215K
|
4.2K
$305K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
185+ 0.37% |
$8.53K - $9.46K
|
50.4K
$3.66M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
17+ 0.3% |
$784 - $869
|
5.6K
$406K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.11KNew |
$91.7K - $105K
|
2.11K
$153K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.75KNew |
$163K - $187K
|
3.75K
$272K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.3KNew |
$100K - $114K
|
2.3K
$167K
|
|
|
Feb 06, 2023
Q4 2022
|
Amarillo National Bank
|
SELL
|
- |
-2.58K- 7.17% |
$112K - $128K
|
33.4K
$2.43M
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
1.28K+ 12.56% |
$55.7K - $63.7K
|
11.5K
$833K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
53New |
$2.31K - $2.79K
|
53
$3.85K
|
|