Purchases and Sales Made in Q4 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2026
Q4 2025
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
8.9KNew |
$480K - $568K
|
8.9K
$568K
|
|
|
Jan 16, 2026
Q4 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
3.7KNew |
$200K - $236K
|
3.7K
$236K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.61K+ 67.83% |
$195K - $230K
|
8.94K
$570K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
821New |
$44.3K - $52.4K
|
821
$52.4K
|
|
|
Jan 12, 2026
Q4 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
200New |
$10.8K - $12.8K
|
200
$12.8K
|
|
|
Jan 15, 2026
Q4 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
191+ 1.5% |
$10.3K - $12.2K
|
12.9K
$823K
|
|
|
Jan 12, 2026
Q4 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-20- 57.14% |
$1.08K - $1.28K
|
15
$957
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-50- 8.93% |
$2.7K - $3.19K
|
510
$32.5K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-60- 32.43% |
$3.24K - $3.83K
|
125
$7.97K
|
|
|
Jan 08, 2026
Q4 2025
|
Pacifica Partners Inc.
|
SELL
|
- |
-110- 13.58% |
$5.93K - $7.01K
|
700
$44.6K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-293- 7.58% |
$15.8K - $18.7K
|
3.57K
$228K
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-420- 0.94% |
$22.6K - $26.8K
|
44.1K
$2.82M
|
|
|
Jan 14, 2026
Q4 2025
|
Whitcomb & Hess, Inc.
|
SELL
|
- |
-26K- 12.57% |
$1.4M - $1.66M
|
181K
$11.5M
|
|