Purchases and Sales Made in Q4 2022 in Global X Fds Dow 30 Covered Ca (DJIA)
This table provides information about the institutional ownership of Global X Fds Dow 30 Covered Ca (DJIA) during Q4 2022. The information is specifically focused on institutions that hold shares of GLOBAL X FDS DOW 30 COVERED CA.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
98.5K+ 107.96% |
$2.02M - $2.26M
|
190K
$4.47M
|
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
32.2KNew |
$661K - $741K
|
32.2K
$760K
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
18.1KNew |
$371K - $416K
|
18.1K
$427K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
16.3KNew |
$335K - $375K
|
16.3K
$385K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.8KNew |
$221K - $247K
|
10.8K
$253K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
10.1KNew |
$207K - $232K
|
10.1K
$238K
|
|
|
Feb 14, 2023
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
9.46KNew |
$194K - $217K
|
9.46K
$223K
|
|
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
9.46KNew |
$194K - $217K
|
9.46K
$223K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.99KNew |
$40.8K - $45.7K
|
1.99K
$46.9K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
1.02K+ 21.37% |
$20.9K - $23.4K
|
5.79K
$136K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
804New |
$16.5K - $18.5K
|
804
$19K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
233New |
$4.78K - $5.35K
|
233
$5.49K
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
47New |
$964 - $1.08K
|
47
$1.11K
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
35New |
$718 - $804
|
35
$825
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
3+ 2.88% |
$61.5 - $68.9
|
107
$2.52K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-411- 2.73% |
$8.43K - $9.44K
|
14.6K
$345K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-114K- 16.56% |
$2.34M - $2.62M
|
574K
$13.5M
|