Latest Institutional Purchases of Global X Fds Fintech ETF (De) (FINX)
This list provides information on the latest institutional transactions involving Global X Fds Fintech ETF (De) (FINX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2+ 0.21% |
$39.4 - $49.4
|
944
$27K
|
|
Q2 2023 | |||||||
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
84.6KNew |
$1.68M - $1.87M
|
84.6K
$2.42M
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.06KNew |
$41K - $45.5K
|
2.06K
$59K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
242New |
$4.82K - $5.34K
|
242
$6.93K
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
160New |
$3.18K - $3.53K
|
160
$4.58K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
80New |
$1.59K - $1.77K
|
80
$2.29K
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
17New |
$338 - $375
|
17
$487
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
7New |
$139 - $154
|
7
$201
|
|
Q1 2023 | |||||||
May 22, 2023
Q1 2023
|
Aspireon Wealth Advisors
|
BUY
|
- |
45.8K+ 82.07% |
$881K - $1.1M
|
102K
$2.91M
|
|
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 04, 2023
Q1 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
2K+ 49.75% |
$38.5K - $47.8K
|
6.02K
$172K
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.82KNew |
$35K - $43.5K
|
1.82K
$52.1K
|
|
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
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
750New |
$14.4K - $17.9K
|
750
$21.5K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
580New |
$11.2K - $13.9K
|
580
$16.6K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
105New |
$2.02K - $2.51K
|
105
$3.01K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
46.7KNew |
$862K - $1.03M
|
46.7K
$1.34M
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
20.9KNew |
$386K - $461K
|
20.9K
$600K
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
17KNew |
$313K - $373K
|
17K
$486K
|
|
Feb 08, 2023
Q4 2022
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
6.32KNew |
$117K - $139K
|
6.32K
$181K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
3.8KNew |
$70.1K - $83.6K
|
3.8K
$109K
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.32KNew |
$61.2K - $73K
|
3.32K
$95.1K
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.34K+ 3.8% |
$24.6K - $29.4K
|
36.5K
$1.04M
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
878New |
$16.2K - $19.3K
|
878
$25.2K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
550New |
$10.1K - $12.1K
|
550
$15.8K
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
405+ 5.17% |
$7.47K - $8.91K
|
8.24K
$236K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
375New |
$6.92K - $8.25K
|
375
$10.7K
|
|
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
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
90New |
$1.66K - $1.98K
|
90
$2.58K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
57New |
$1.05K - $1.25K
|
57
$1.63K
|
|
Q3 2022 | |||||||
Oct 26, 2022
Q3 2022
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
348K+ 38.7% |
$7.07M - $9.41M
|
1.25M
$35.8M
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
127K+ 107.3% |
$2.58M - $3.43M
|
245K
$7.03M
|
|
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 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
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
3.9K+ 15.83% |
$79K - $105K
|
28.5K
$817K
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
654+ 3.92% |
$13.3K - $17.7K
|
17.4K
$497K
|
|
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
|
Ellis Investment Partners, LLC
|
BUY
|
- |
224+ 8.09% |
$4.54K - $6.05K
|
2.99K
$85.7K
|
|
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
|
Glassman Wealth Services
|
BUY
|
- |
77New |
$1.56K - $2.08K
|
77
$2.21K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5New |
$101 - $135
|
5
$143
|
|
Q2 2022 | |||||||
Aug 11, 2022
Q2 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
65.8KNew |
$1.37M - $2.18M
|
65.8K
$1.89M
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
27KNew |
$564K - $897K
|
27K
$775K
|
|
Jul 21, 2022
Q2 2022
|
Belvedere Trading LLC
|
BUY
|
PUT |
15.8KNew |
$330K - $524K
|
15.8K
$453K
|
|
Jul 27, 2022
Q2 2022
|
Navalign, LLC
|
BUY
|
- |
14.9KNew |
$312K - $496K
|
14.9K
$428K
|
|
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
|