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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-752- 75.2% |
$14.8K - $18.6K
|
248
$7.11K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-497- 68.74% |
$9.8K - $12.3K
|
226
$6.47K
|
|
|
Nov 02, 2023
Q3 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
10.8KNew |
$213K - $267K
|
10.8K
$309K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
594+ 116.7% |
$11.7K - $14.7K
|
1.1K
$31.6K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.21% |
$39.4 - $49.4
|
944
$27K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
85New |
$1.68K - $2.1K
|
85
$2.44K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
12New |
$237 - $297
|
12
$344
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-2.46K- 20.77% |
$48.9K - $54.2K
|
9.37K
$268K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.87K- 98.32% |
$117K - $130K
|
100
$2.87K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
84.6KNew |
$1.68M - $1.87M
|
84.6K
$2.42M
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
242New |
$4.82K - $5.34K
|
242
$6.93K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-52- 27.81% |
$1.03K - $1.15K
|
135
$3.87K
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
160New |
$3.18K - $3.53K
|
160
$4.58K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-106- 67.09% |
$2.11K - $2.34K
|
52
$1.49K
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
80New |
$1.59K - $1.77K
|
80
$2.29K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
7New |
$139 - $154
|
7
$201
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.06KNew |
$41K - $45.5K
|
2.06K
$59K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
17New |
$338 - $375
|
17
$487
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-3.4K- 95.34% |
$67.6K - $74.9K
|
166
$4.76K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.75K- 5.8% |
$34.8K - $38.6K
|
28.4K
$814K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.75K- 85.82% |
$168K - $209K
|
1.45K
$41.4K
|
|
|
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
BUY
|
- |
45.8K+ 82.07% |
$881K - $1.1M
|
102K
$2.91M
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
580New |
$11.2K - $13.9K
|
580
$16.6K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
14.7K+ 344.99% |
$283K - $352K
|
19K
$544K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
13.4KNew |
$257K - $320K
|
13.4K
$383K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.82KNew |
$35K - $43.5K
|
1.82K
$52.1K
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
750New |
$14.4K - $17.9K
|
750
$21.5K
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-23.8K- 9.93% |
$457K - $568K
|
215K
$6.17M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
105New |
$2.02K - $2.51K
|
105
$3.01K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-788- 4.92% |
$15.2K - $18.8K
|
15.2K
$436K
|
|
|
May 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
2K+ 49.75% |
$38.5K - $47.8K
|
6.02K
$172K
|
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.55K+ 378.05% |
$29.8K - $37.1K
|
1.96K
$56.2K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.4KNew |
$26.9K - $33.4K
|
1.4K
$40.1K
|
|
|
Apr 20, 2023
Q1 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-32.1K- 65.0% |
$617K - $768K
|
17.3K
$495K
|
|
|
Apr 11, 2023
Q1 2023
|
Professional Advisory Services Inc
|
SELL
|
- |
-30.4K- 36.1% |
$585K - $727K
|
53.8K
$1.54M
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-16.9K- 90.32% |
$312K - $372K
|
1.81K
$51.9K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
100New |
$1.84K - $2.2K
|
100
$2.87K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.8KNew |
$70.1K - $83.6K
|
3.8K
$109K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
46.7KNew |
$862K - $1.03M
|
46.7K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.32KNew |
$61.2K - $73K
|
3.32K
$95.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
20.9KNew |
$386K - $461K
|
20.9K
$600K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
90New |
$1.66K - $1.98K
|
90
$2.58K
|
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.32K- 9.88% |
$24.4K - $29.1K
|
12.1K
$345K
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-182- 34.47% |
$3.36K - $4.01K
|
346
$9.91K
|
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
6.32KNew |
$117K - $139K
|
6.32K
$181K
|
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 3.8% |
$24.6K - $29.4K
|
36.5K
$1.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-48- 62.34% |
$885 - $1.06K
|
29
$831
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
375New |
$6.92K - $8.25K
|
375
$10.7K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
550New |
$10.1K - $12.1K
|
550
$15.8K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
17KNew |
$313K - $373K
|
17K
$486K
|
|