Purchases and Sales Made in Q4 2023 in Global X Fds Global X Lithium (LIT)
This table provides information about the institutional ownership of Global X Fds Global X Lithium (LIT) during Q4 2023. The information is specifically focused on institutions that hold shares of GLOBAL X FDS GLOBAL X LITHIUM .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.89K+ 11.73% |
$86.6K - $102K
|
18K
$766K
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.86K+ 16.29% |
$85.4K - $101K
|
13.3K
$566K
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.84K+ 11.69% |
$84.5K - $99.8K
|
17.6K
$750K
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.82K+ 24.52% |
$83.4K - $98.5K
|
9.24K
$393K
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.63K+ 94.18% |
$74.9K - $88.5K
|
3.37K
$143K
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.48K+ 3.49% |
$67.7K - $80K
|
43.8K
$1.86M
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
1.47K+ 27.88% |
$67.4K - $79.6K
|
6.74K
$287K
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
1.37K+ 11.69% |
$62.7K - $74.1K
|
13.1K
$556K
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
1.15KNew |
$52.8K - $62.3K
|
1.15K
$49K
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
1.01K+ 61.69% |
$46.1K - $54.4K
|
2.63K
$112K
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
882New |
$40.5K - $47.8K
|
882
$37.6K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
848New |
$38.9K - $45.9K
|
848
$36.1K
|
|
Jan 23, 2024
Q4 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
700New |
$32.1K - $37.9K
|
700
$29.8K
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
651New |
$29.9K - $35.3K
|
651
$27.7K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
608+ 14.9% |
$27.9K - $32.9K
|
4.69K
$200K
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
574+ 186.36% |
$26.3K - $31.1K
|
882
$37.6K
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
534+ 4.56% |
$24.5K - $28.9K
|
12.3K
$522K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
530+ 212.0% |
$24.3K - $28.7K
|
780
$33.2K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
512+ 5.67% |
$23.5K - $27.7K
|
9.54K
$406K
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
405New |
$18.6K - $21.9K
|
405
$17.2K
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
405New |
$18.6K - $21.9K
|
405
$17.2K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
400+ 261.44% |
$18.3K - $21.7K
|
553
$23.6K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
341+ 2.48% |
$15.6K - $18.5K
|
14.1K
$601K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
326New |
$15K - $17.7K
|
326
$13.9K
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
300New |
$13.8K - $16.3K
|
300
$12.8K
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
295+ 16.14% |
$13.5K - $16K
|
2.12K
$90.4K
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
292New |
$13.4K - $15.8K
|
292
$12.4K
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
290New |
$13.3K - $15.7K
|
290
$12.4K
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
285New |
$13.1K - $15.4K
|
285
$12.1K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
244New |
$11.2K - $13.2K
|
244
$10.4K
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
236+ 2.82% |
$10.8K - $12.8K
|
8.61K
$367K
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
224+ 69.57% |
$10.3K - $12.1K
|
546
$23.3K
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
220+ 20.15% |
$10.1K - $11.9K
|
1.31K
$55.9K
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
220+ 20.15% |
$10.1K - $11.9K
|
1.31K
$55.9K
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
219+ 312.86% |
$10K - $11.9K
|
289
$12.3K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
211+ 5275.0% |
$9.68K - $11.4K
|
215
$9.16K
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
200+ 3.54% |
$9.17K - $10.8K
|
5.85K
$249K
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
175+ 19.62% |
$8.03K - $9.48K
|
1.07K
$45.4K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
170New |
$7.8K - $9.21K
|
170
$7.24K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
155New |
$7.11K - $8.4K
|
155
$6.6K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
150New |
$6.88K - $8.13K
|
150
$6.39K
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
147+ 1.56% |
$6.74K - $7.96K
|
9.56K
$407K
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
137+ 0.64% |
$6.28K - $7.42K
|
21.7K
$923K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
126New |
$5.78K - $6.83K
|
126
$5.37K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
115New |
$5.28K - $6.23K
|
115
$4.9K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
106New |
$4.86K - $5.74K
|
106
$4.51K
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
100+ 20.0% |
$4.59K - $5.42K
|
600
$25.6K
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
100+ 1.79% |
$4.59K - $5.42K
|
5.67K
$242K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
99+ 77.95% |
$4.54K - $5.36K
|
226
$9.63K
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
95+ 0.68% |
$4.36K - $5.15K
|
14K
$597K
|