Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Global X Lithium ETF (LIT)  
$46.46 0.93 (2.04%) as of 4:30 Thu 5/9


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 346    42
Total shares held : 
8,495,701  
% of shares held : 
37.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -121  
Amount of shares held : 
-2,261,498  
% of shares held change : 
  -9.98%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$54.17  
Last Quarter's Ending Price : 
$50.94  
Last Quarter's Average Price
$49.58  
Change from last quarter's     
avg. price to the last closing  : 
3.12 (6.29%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
28
 161,350
 1.9%
 
Increased Positions :
66
 780,321
 9.18%
 
Unchanged Positions :
107
 377,807
 4.45%
 
Decreased Positions :
145
-2,508,625
-29.53%
 
Closed Positions :
70
-694,544
-8.18%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Longbow Finance SA 66 - 2024-03-31 80,000 $3,630,000 0
   Susquehanna International Group Ltd. 13 - 2023-12-31 69,919 $3,562,000 0
   CANAL INSURANCE CO 50 - 2024-03-31 33,100 $1,499,000 0
   DHK Financial Advisors Inc. 44 - 2023-12-31 12,728 $653,000 0
   HBW Advisory Services LLC 169 - 2024-03-31 13,295 $569,000 0
   BOS Asset Management LLC 67 - 2023-12-31 10,113 $515,000 0
   Ashburton (Jersey) Ltd 29 - 2023-12-31 8,482 $468,000 0
   SOMERSET GROUP LLC 45 - 2023-12-31 8,870 $452,000 0
   Intrua Financial LLC 207 - 2023-03-31 6,656 $408,000 0
   GLENMEDE TRUST CO NA 1037 - 2023-12-31 5,757 $293,000 0
   Founders Capital Management 50 - 2024-03-31 5,207 $236,000 0
   OXFORD FINANCIAL GROUP LTD 210 - 2023-12-31 4,637 $236,000 0
   EVOKE WEALTH LLC 556 - 2023-12-31 4,450 $228,000 0
   NewEdge Wealth LLC 684 - 2023-12-31 4,358 $222,000 0
   Turim 21 Investimentos Ltda. 34 - 2023-12-31 2,882 $147,000 0
   Compagnie Lombard Odier SCA 316 - 2024-03-31 1,900 $86,000 0
   Lindbrook Capital LLC 640 - 2024-03-31 1,624 $74,000 0
   PROEQUITIES INC. - 2024-03-31 1,427 $65,000 0
   BALDWIN BROTHERS INC/MA 331 - 2024-03-31 1,420 $64,000 0
   MILESTONE GROUP INC - 2024-03-31 1,420 $64,000 0
   SMITHFIELD TRUST CO 520 - 2023-12-31 1,179 $59,000 0
   RFP Financial Group LLC 174 - 2023-12-31 1,098 $56,000 0
   Systematic Alpha Investments LLC 277 - 2023-12-31 1,000 $51,000 0
   Itau Unibanco Holding S.A. 216 - 2023-12-31 912 $46,000 0
   Core Wealth Advisors Inc. 104 - 2023-12-31 747 $38,000 0
   Pacifica Partners Inc. 242 - 2024-03-31 810 $36,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 513 - 2022-12-31 591 $35,000 0
   Sutton Wealth Advisors Inc. 279 - 2023-09-30 600 $33,000 0
   Resurgent Financial Advisors LLC 418 - 2023-12-31 600 $31,000 0
   BARTLETT & CO. LLC 770 - 2023-12-31 600 $31,000 0
   BARTLETT & CO. WEALTH MANAGEMENT LLC 773 - 2023-12-31 600 $31,000 0
   HOLLENCREST SECURITIES LLC - 2024-03-31 671 $30,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 414 - 2024-03-31 659 $30,000 0
   NBT BANK N A /NY 425 - 2024-03-31 651 $29,000 0
   First Command Financial Services Inc. 276 - 2023-06-30 423 $28,000 0
   First Command Bank 278 - 2023-06-30 423 $28,000 0
   Ameliora Wealth Management Ltd. 156 - 2024-03-31 580 $26,000 0
   ARMSTRONG ADVISORY GROUP INC 436 - 2024-03-31 510 $26,000 0
   Westside Investment Management Inc. 453 - 2024-03-31 560 $25,000 0
   First PREMIER Bank 259 - 2024-03-31 521 $24,000 0
   ATTICUS WEALTH MANAGEMENT LLC 310 - 2024-03-31 500 $23,000 0
   Milestone Investment Advisors LLC 102 - 2023-12-31 457 $23,000 0
   CGC Financial Services LLC 150 - 2024-03-31 514 $23,000 0
   MONTAG A & ASSOCIATES INC 676 - 2023-12-31 449 $23,000 0
   TRUST CO OF VERMONT - 2024-03-31 500 $23,000 0
   Stonehage Fleming Financial Services Holdings Ltd 199 - 2023-12-31 403 $21,000 0
   Northwest Capital Management Inc 305 - 2024-03-31 462 $21,000 0
   TSFG LLC 381 - 2024-03-31 424 $19,000 0
   Tyler-Stone Wealth Management 498 - 2023-12-31 369 $19,000 0
   ALPHAMARK ADVISORS LLC 461 - 2024-03-31 350 $16,000 0
   BDO Wealth Advisors LLC 636 - 2023-06-30 230 $15,000 0
   DELTA ASSET MANAGEMENT LLC/TN 404 - 2023-12-31 300 $15,000 0
   Key Financial Inc 644 - 2024-03-31 301 $15,000 0
   Riggs Asset Managment Co. Inc. - 2024-03-31 305 $14,000 0
   FIRST UNITED BANK TRUST/ - 2024-03-31 290 $13,000 0
   KISTLERTIFFANY COMPANIES, LLC 678 - 2023-06-30 192 $12,000 0
   Beacon Capital Management LLC 496 - 2023-12-31 195 $11,000 0
   ST GERMAIN D J CO INC 554 - 2024-03-31 220 $10,000 0
   GHP INVESTMENT ADVISORS INC 664 - 2024-03-31 200 $9,000 0
   WASHINGTON TRUST CO 673 - 2024-03-31 200 $9,000 0
   WOLFF WIESE MAGANA LLC 327 - 2024-03-31 185 $8,000 0
   Paladin Advisory Group LLC 203 - 2023-12-31 130 $7,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 809 - 2023-12-31 137 $7,000 0
   SJS Investment Consulting Inc. 407 - 2024-03-31 160 $7,000 0
   Center for Financial Planning Inc. 452 - 2024-03-31 155 $7,000 0
   Stone House Investment Management LLC 187 - 2023-12-31 112 $6,000 0
   Burleson & Company LLC 277 - 2022-12-31 100 $6,000 0
   M&R CAPITAL MANAGEMENT INC 424 - 2024-03-31 142 $6,000 0
   COUNTRY TRUST BANK 249 - 2024-03-31 132 $6,000 0
   ABSOLUTE INVESTMENT MANAGEMENT LLC - 2024-03-31 112 $5,000 0
   Jackson Grant Investment Advisers Inc. 285 - 2023-12-31 105 $5,000 0
   HHM Wealth Advisors LLC 626 - 2023-12-31 100 $5,000 0
   City State Bank 575 - 2024-03-31 120 $5,000 0
   NOMURA ASSET MANAGEMENT CO LTD 1508 - 2023-12-31 100 $5,000 0
   Glass Jacobson Investment Advisors llc 620 - 2024-03-31 100 $5,000 0
   HOEY INVESTMENTS INC 241 - 2023-12-31 100 $5,000 0
   Retirement Group LLC - 2024-03-31 116 $5,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 441 - 2024-03-31 65 $3,000 0
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 521 - 2023-12-31 66 $3,000 0
   Nemes Rush Group LLC 516 - 2023-12-31 50 $3,000 0
   Cassady Schiller Wealth Management LLC 379 - 2023-12-31 64 $3,000 0
   WEST OAK CAPITAL LLC 272 - 2024-03-31 65 $3,000 0
   JDM Financial Group LLC 190 - 2023-12-31 61 $3,000 0
   FINANCIAL MANAGEMENT PROFESSIONALS, INC. 709 - 2024-03-31 61 $3,000 0
   Byrne Asset Management LLC 418 - 2024-03-31 35 $2,000 0
   FARMERS & MERCHANTS INVESTMENTS INC 1088 - 2024-03-31 55 $2,000 0
   Carmichael Hill & Associates Inc. 592 - 2024-03-31 50 $2,000 0
   BerganKDV Wealth Management LLC 690 - 2023-06-30 26 $2,000 0
   PSI Advisors LLC 667 - 2024-03-31 52 $2,000 0
   Hartland & Co. LLC 1307 - 2023-12-31 30 $2,000 0
   GUARANTY TRUST CO OF MISSOURI /MO/ 1273 - 2024-03-31 53 $2,000 0
   Belmont Capital LLC 159 - 2023-12-31 33 $2,000 0
   Johnson Midwest Financial LLC 327 - 2023-09-30 31 $2,000 0
   Gs Investments Inc. 124 - 2023-12-31 26 $1,000 0
   Winch Advisory Services LLC 382 - 2023-12-31 11 $1,000 0
   Centerpoint Advisors LLC 409 - 2024-03-31 30 $1,000 0
   NVWM LLC 379 - 2023-12-31 17 $1,000 0
   American Capital Advisory LLC 420 - 2024-03-31 2 $0 0
   FinTrust Capital Advisors LLC 1205 - 2024-03-31 8 $0 0
   Semmax Financial Advisors Inc. 378 - 2023-12-31 4 $0 0

  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results