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 |
---|---|---|---|---|---|---|---|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
405+ 5.17% |
$7.47K - $8.91K
|
8.24K
$236K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
57New |
$1.05K - $1.25K
|
57
$1.63K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
878New |
$16.2K - $19.3K
|
878
$25.2K
|
|
Q3 2022 | |||||||
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
22.5KNew |
$456K - $607K
|
22.5K
$645K
|
|
Nov 14, 2022
Q3 2022
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
62.2KNew |
$1.26M - $1.68M
|
62.2K
$1.78M
|
|
Nov 14, 2022
Q3 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
52.6K+ 35.76% |
$1.07M - $1.42M
|
200K
$5.72M
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-9.52K- 27.67% |
$193K - $257K
|
24.9K
$713K
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
244New |
$4.95K - $6.59K
|
244
$6.99K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1K- 90.91% |
$20.3K - $27K
|
100
$2.87K
|
|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.9K+ 15.83% |
$79K - $105K
|
28.5K
$817K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
224+ 8.09% |
$4.54K - $6.05K
|
2.99K
$85.7K
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
77New |
$1.56K - $2.08K
|
77
$2.21K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
77New |
$1.56K - $2.08K
|
77
$2.21K
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
654+ 3.92% |
$13.3K - $17.7K
|
17.4K
$497K
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
127K+ 107.3% |
$2.58M - $3.43M
|
245K
$7.03M
|
|
Oct 26, 2022
Q3 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.09K- 6.2% |
$22K - $29.3K
|
16.4K
$470K
|
|
Oct 26, 2022
Q3 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
348K+ 38.7% |
$7.07M - $9.41M
|
1.25M
$35.8M
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-1.2K- 90.98% |
$24.3K - $32.4K
|
119
$3.41K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5New |
$101 - $135
|
5
$143
|
|
Q2 2022 | |||||||
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
386New |
$8.06K - $12.8K
|
386
$11.1K
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-14.5K- 53.39% |
$303K - $481K
|
12.7K
$363K
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.57K- 12.1% |
$32.7K - $51.9K
|
11.4K
$326K
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-984Closed |
$20.5K - $32.6K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-11.8KClosed |
$246K - $392K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
41New |
$856 - $1.36K
|
41
$1.17K
|
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-39.8KClosed |
$831K - $1.32M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-16.8KClosed |
$351K - $558K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.57KClosed |
$158K - $251K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
27KNew |
$564K - $897K
|
27K
$775K
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
10+ 9.09% |
$209 - $332
|
120
$3.44K
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
173+ 61.57% |
$3.61K - $5.74K
|
454
$13K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
100New |
$2.09K - $3.32K
|
100
$2.87K
|
|
Aug 11, 2022
Q2 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
65.8KNew |
$1.37M - $2.18M
|
65.8K
$1.89M
|
|
Aug 11, 2022
Q2 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-8.21KClosed |
$171K - $273K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-460Closed |
$9.6K - $15.3K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Level Financial Advisors, Inc.
|
BUY
|
- |
27New |
$563 - $896
|
27
$774
|
|
Aug 10, 2022
Q2 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-6.69KClosed |
$140K - $222K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-23.4KClosed |
$488K - $777K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
8.46KNew |
$176K - $281K
|
8.46K
$242K
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.18K+ 24.04% |
$66.3K - $105K
|
16.4K
$470K
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-22.6KClosed |
$471K - $749K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-86- 1.98% |
$1.79K - $2.85K
|
4.27K
$122K
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
3.16KNew |
$65.9K - $105K
|
3.16K
$90.5K
|
|
Aug 05, 2022
Q2 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-47Closed |
$981 - $1.56K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-34.4KClosed |
$718K - $1.14M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Ckw Financial Group
|
SELL
|
- |
-1.5KClosed |
$31.3K - $49.8K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1Closed |
$20.9 - $33.2
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-7.65KClosed |
$160K - $254K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-9.39KClosed |
$196K - $312K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.3K+ 100.0% |
$27.1K - $43.1K
|
2.6K
$74.5K
|