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 |
|---|---|---|---|---|---|---|---|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
118New |
$7.35K - $8.19K
|
118
$9.58K
|
|
|
Feb 18, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
10KNew |
$623K - $694K
|
10K
$812K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.07K+ 26.8% |
$129K - $144K
|
9.8K
$795K
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
5.15KNew |
$321K - $357K
|
5.15K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.03KNew |
$189K - $210K
|
3.03K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-24.3K- 78.36% |
$1.51M - $1.69M
|
6.72K
$545K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
1New |
$62.3 - $69.4
|
1
$81.2
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
5KNew |
$311K - $347K
|
5K
$406K
|
|
|
Nov 08, 2024
Q3 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
3.65KNew |
$227K - $253K
|
3.65K
$296K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-395- 11.99% |
$24.6K - $27.4K
|
2.9K
$235K
|
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
2.89KNew |
$180K - $201K
|
2.89K
$235K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.62KNew |
$101K - $112K
|
1.62K
$131K
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
9.84K+ 12.34% |
$613K - $683K
|
89.6K
$7.27M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.28% |
$62.3 - $69.4
|
360
$29.2K
|
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
3KNew |
$187K - $208K
|
3K
$244K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8- 0.1% |
$498 - $555
|
8.13K
$660K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
798+ 3.73% |
$49.7K - $55.4K
|
22.2K
$1.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.08KNew |
$67.5K - $75.2K
|
1.08K
$88K
|
|
|
Oct 07, 2024
Q3 2024
|
Pioneer Wealth Management Group
Austin, TX |
BUY
|
- |
36+ 1.03% |
$2.24K - $2.5K
|
3.52K
$285K
|
|
| Q2 2024 | |||||||
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
3.5KNew |
$210K - $231K
|
3.5K
$284K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.53K+ 18.1% |
$212K - $233K
|
23K
$1.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2K- 2.49% |
$120K - $132K
|
78.3K
$6.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
30.7K+ 48.78% |
$1.85M - $2.03M
|
93.8K
$7.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
12.4KNew |
$744K - $820K
|
12.4K
$1.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-54- 14.63% |
$3.24K - $3.57K
|
315
$25.6K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
510+ 0.84% |
$30.6K - $33.7K
|
61.2K
$4.97M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.34K+ 12.22% |
$80.1K - $88.3K
|
12.3K
$995K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
1.06KNew |
$63.6K - $70K
|
1.06K
$86K
|
|
| Q1 2024 | |||||||
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-28.4KClosed |
$1.62M - $1.81M
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
67+ 1.66% |
$3.82K - $4.26K
|
4.12K
$334K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
9.84KNew |
$560K - $626K
|
9.84K
$799K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.52K- 35.3% |
$86.6K - $96.7K
|
2.79K
$226K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
BUY
|
- |
575+ 9.29% |
$32.8K - $36.6K
|
6.77K
$549K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
3.75KNew |
$188K - $219K
|
3.75K
$304K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
7New |
$350 - $410
|
7
$568
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.76KNew |
$438K - $512K
|
8.76K
$711K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
8.33KNew |
$416K - $487K
|
8.33K
$676K
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3.86KNew |
$193K - $226K
|
3.86K
$313K
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
5.5KNew |
$275K - $322K
|
5.5K
$446K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-3.26K- 0.69% |
$170K - $183K
|
471K
$38.2M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
SELL
|
- |
-129- 66.84% |
$6.72K - $7.25K
|
64
$5.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
625New |
$32.6K - $35.2K
|
625
$50.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
3.98KNew |
$207K - $224K
|
3.98K
$323K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.61K- 11.79% |
$129K - $142K
|
19.5K
$1.58M
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
185+ 0.37% |
$8.53K - $9.46K
|
50.4K
$4.09M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
17+ 0.3% |
$784 - $869
|
5.6K
$454K
|
|
| Q4 2022 | |||||||
|
May 19, 2025
Q4 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-1.43KClosed |
$62K - $70.9K
|
0
$0
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.11KNew |
$91.7K - $105K
|
2.11K
$171K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.75KNew |
$163K - $187K
|
3.75K
$305K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.3KNew |
$100K - $114K
|
2.3K
$187K
|
|