Purchases and Sales Made in Q3 2025 in Global X Fds Global X S&P 500 (CATH)
This table provides information about the institutional ownership of Global X Fds Global X S&P 500 (CATH) during Q3 2025. The information is specifically focused on institutions that hold shares of GLOBAL X FDS GLOBAL X S&P 500 .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
257K+ 54.02% |
$19.4M - $20.9M
|
733K
$59.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
115KNew |
$8.64M - $9.32M
|
115K
$9.3M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
105KNew |
$7.91M - $8.54M
|
105K
$8.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.4K+ 7.11% |
$2.36M - $2.55M
|
473K
$38.4M
|
|
|
Nov 10, 2025
Q3 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
31.3K+ 77.27% |
$2.36M - $2.55M
|
71.8K
$5.83M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
24.6K+ 4.54% |
$1.85M - $2M
|
566K
$45.9M
|
|
|
Nov 06, 2025
Q3 2025
|
Harpswell Capital Advisors, LLC
Yarmouth, ME |
BUY
|
- |
22.8KNew |
$1.72M - $1.85M
|
22.8K
$1.85M
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
16.9K+ 152.51% |
$1.27M - $1.37M
|
27.9K
$2.27M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.6K+ 10.09% |
$1.02M - $1.11M
|
148K
$12M
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.02KNew |
$529K - $571K
|
7.02K
$570K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.15KNew |
$463K - $500K
|
6.15K
$499K
|
|
|
Nov 13, 2025
Q3 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.99K+ 13.22% |
$452K - $487K
|
51.3K
$4.16M
|
|
|
Oct 14, 2025
Q3 2025
|
Security Financial Services, Inc.
|
BUY
|
- |
5.65KNew |
$426K - $460K
|
5.65K
$459K
|
|
|
Nov 04, 2025
Q3 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
5.49K+ 68.58% |
$414K - $447K
|
13.5K
$1.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.43K+ 14.81% |
$334K - $360K
|
34.3K
$2.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.06KNew |
$306K - $330K
|
4.06K
$329K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
3.67K+ 18.22% |
$277K - $299K
|
23.8K
$1.94M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
3.41K+ 4.63% |
$257K - $277K
|
77K
$6.25M
|
|
|
Nov 07, 2025
Q3 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
3.31KNew |
$250K - $269K
|
3.31K
$269K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.06K+ 7.16% |
$230K - $249K
|
45.7K
$3.71M
|
|
|
Nov 10, 2025
Q3 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.89K+ 12.12% |
$218K - $235K
|
26.7K
$2.17M
|
|
|
Nov 04, 2025
Q3 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
2.81KNew |
$212K - $229K
|
2.81K
$228K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.81K+ 200.0% |
$212K - $228K
|
4.21K
$342K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
2.79KNew |
$210K - $227K
|
2.79K
$226K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
2.5KNew |
$188K - $203K
|
2.5K
$203K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.44K+ 49.19% |
$184K - $199K
|
7.41K
$601K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
1.98KNew |
$149K - $161K
|
1.98K
$160K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.9KNew |
$143K - $155K
|
1.9K
$154K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.73K+ 29.75% |
$131K - $141K
|
7.56K
$614K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.63K+ 5.66% |
$123K - $132K
|
30.4K
$2.46M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.41K+ 14.88% |
$106K - $114K
|
10.9K
$882K
|
|
|
Oct 17, 2025
Q3 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
1.32K+ 0.92% |
$99.5K - $107K
|
144K
$11.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.06K+ 1.73% |
$80.1K - $86.4K
|
62.3K
$5.06M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
994+ 1.5% |
$74.9K - $80.8K
|
67.3K
$5.47M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
771+ 0.28% |
$58.1K - $62.7K
|
272K
$22.1M
|
|
|
Oct 24, 2025
Q3 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
598New |
$45.1K - $48.6K
|
598
$48.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
592+ 31.93% |
$44.6K - $48.1K
|
2.45K
$199K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
573+ 4.29% |
$43.2K - $46.6K
|
13.9K
$1.13M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
515+ 9.17% |
$38.8K - $41.9K
|
6.13K
$498K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
323+ 4.59% |
$24.3K - $26.3K
|
7.36K
$598K
|
|
|
Nov 10, 2025
Q3 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
308+ 4.9% |
$23.2K - $25K
|
6.59K
$535K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
286+ 5.68% |
$21.6K - $23.3K
|
5.32K
$432K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
234+ 3.09% |
$17.6K - $19K
|
7.81K
$634K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
223New |
$16.8K - $18.1K
|
223
$18.1K
|
|
|
Oct 08, 2025
Q3 2025
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
175+ 0.71% |
$13.2K - $14.2K
|
25K
$2.03M
|
|
|
Nov 06, 2025
Q3 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
165+ 0.03% |
$12.4K - $13.4K
|
557K
$45.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
164New |
$12.4K - $13.3K
|
164
$13.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
131+ 12.88% |
$9.87K - $10.7K
|
1.15K
$93.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
119+ 2.14% |
$8.97K - $9.68K
|
5.68K
$461K
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
92+ 3.19% |
$6.93K - $7.48K
|
2.98K
$242K
|
|