Latest Institutional Transactions on Global X Fds Fintech ETF (De) (FINX)
This table provides information on the latest institutional transactions involving Global X Fds Fintech ETF (De) (FINX) 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
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-63- 55.75% |
$1.56K - $1.72K
|
50
$1.43K
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
100+ 76.92% |
$2.47K - $2.73K
|
230
$6.59K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-641- 92.76% |
$15.8K - $17.5K
|
50
$1.43K
|
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
100+ 0.46% |
$2.47K - $2.73K
|
21.7K
$622K
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
57.2KNew |
$1.41M - $1.56M
|
57.2K
$1.64M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
155New |
$3.83K - $4.23K
|
155
$4.44K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
625New |
$15.4K - $17.1K
|
625
$17.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
198New |
$4.89K - $5.41K
|
198
$5.67K
|
|
|
Jul 29, 2024
Q2 2024
|
Meitav Dash Investments LTD
|
SELL
|
- |
-720- 4.51% |
$17.8K - $19.7K
|
15.3K
$437K
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-75.8KClosed |
$1.87M - $2.07M
|
0
$0
|
|
| Q1 2024 | |||||||
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-181Closed |
$4.3K - $5.04K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.37K- 5.17% |
$32.5K - $38.1K
|
25.1K
$719K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.29KNew |
$30.5K - $35.8K
|
1.29K
$36.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.7KNew |
$278K - $326K
|
11.7K
$335K
|
|
|
May 14, 2024
Q1 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-172K- 94.71% |
$4.09M - $4.8M
|
9.63K
$276K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
13New |
$308 - $362
|
13
$372
|
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-3.83K- 24.91% |
$90.9K - $107K
|
11.5K
$331K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-24- 1.6% |
$570 - $669
|
1.47K
$42.2K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-23.3K- 52.02% |
$552K - $648K
|
21.4K
$615K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1K- 86.96% |
$23.7K - $27.9K
|
150
$4.3K
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.3KNew |
$291K - $342K
|
12.3K
$352K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
66New |
$1.57K - $1.84K
|
66
$1.89K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
50New |
$1.19K - $1.39K
|
50
$1.43K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
212New |
$5.03K - $5.91K
|
212
$6.07K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
437New |
$7.95K - $11.4K
|
437
$12.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
CALL |
18.8KNew |
$342K - $490K
|
18.8K
$539K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-475Closed |
$8.64K - $12.4K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-576- 43.44% |
$10.5K - $15K
|
750
$21.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-9.22K- 18.1% |
$168K - $240K
|
41.7K
$1.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-7.84K- 33.37% |
$143K - $204K
|
15.7K
$448K
|
|
|
Feb 12, 2024
Q4 2023
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
200New |
$3.64K - $5.22K
|
200
$5.73K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
29New |
$528 - $756
|
29
$831
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.51K- 10.21% |
$27.4K - $39.3K
|
13.2K
$380K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-546- 16.55% |
$9.93K - $14.2K
|
2.75K
$78.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
8.4KNew |
$153K - $219K
|
8.4K
$241K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
489New |
$8.89K - $12.8K
|
489
$14K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
10+ 50.0% |
$182 - $261
|
30
$860
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
61+ 92.42% |
$1.11K - $1.59K
|
127
$3.64K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-30.2K- 48.85% |
$550K - $788K
|
31.6K
$906K
|
|
|
Jan 25, 2024
Q4 2023
|
Price Capital Management, Inc.
Lafayette, LA |
BUY
|
- |
29.6KNew |
$538K - $772K
|
29.6K
$848K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
530New |
$9.64K - $13.8K
|
530
$15.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
8.13KNew |
$148K - $212K
|
8.13K
$233K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
155New |
$2.82K - $4.04K
|
155
$4.44K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
CALL |
200+ 200.0% |
$3.64K - $5.22K
|
300
$8.6K
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
41.8KNew |
$760K - $1.09M
|
41.8K
$1.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
125New |
$2.27K - $3.26K
|
125
$3.58K
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-217- 30.01% |
$4.28K - $5.36K
|
506
$14.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
11.1KNew |
$219K - $274K
|
11.1K
$318K
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
10.8KNew |
$213K - $268K
|
10.8K
$310K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
200+ 555.56% |
$3.94K - $4.94K
|
236
$6.76K
|
|