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Global X FDS

Q1 2020 vs Q2 2020

Comparing institutional holders between quarters

Quarters

Q2 2020Q1 2020Q4 2019Q3 2019Q2 2019
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Raymond James & Associates
DECREASED
Shares71,568 from 177,754
Change-106,186 (-60%)
Value$2.2K (-$2.5K)
Filed 2020-07-28
Carroll Financial Associates, Inc.
DECREASED
Shares48,086 from 155,831
Change-107,745 (-69%)
Value$1.5K (-$2.7K)
Filed 2020-07-09
Royal Bank of Canada
NEW
Shares31,443
Change+31,443
Value$977
Filed 2020-08-14
Great Lakes Advisors, LLC
DECREASED
Shares23,073 from 39,970
Change-16,897 (-42%)
Value$717 (-$355)
Filed 2020-08-07
LPL Financial LLC
INCREASED
Shares19,535 from 19,100
Change+435 (+2%)
Value$607 (+$95)
Filed 2020-08-13
Opes Wealth Management LLC
NEW
Shares13,240
Change+13,240
Value$428
Filed 2020-08-11
Susquehanna International Group, LLP
DECREASED
Shares12,995 from 75,024
Change-62,029 (-83%)
Value$404 (-$1.6K)
Filed 2020-08-14
Morgan Stanley
DECREASED
Shares12,022 from 1,115,613
Change-1,103,591 (-99%)
Value$374 (-$29.6K)
Filed 2020-08-14
Wade Financial Advisory, Inc
DECREASED
Shares9,895 from 12,995
Change-3,100 (-24%)
Value$308 (-$41)
Filed 2020-07-16
UBS Group AG
INCREASED
Shares4,857 from 4,102
Change+755 (+18%)
Value$151 (+$41)
Filed 2020-07-31
Bank of America Corp
DECREASED
Shares3,883 from 4,312
Change-429 (-10%)
Value$121 (+$6)
Filed 2020-08-14
Cullen T Bankers, Inc.
UNCHANGED
Shares3,584 from 3,584
Change0 (0%)
Value$111 (+$15)
Filed 2020-08-05
LifePlan Financial Group, Inc
UNCHANGED
Shares1,867 from 1,867
Change0 (0%)
Value$58 (+$8)
Filed 2020-07-30
Providence Capital Advisors, LLC
UNCHANGED
Shares960 from 960
Change0 (0%)
Value$30 (+$4)
Filed 2020-08-04
Princeton Global Asset Management LLC
NEW
Shares909
Change+909
Value$28
Filed 2020-08-11
Victory Capital Management Inc
CLOSED
Shares0 from 409,245
Change-409,245 (-100%)
Value$0 (-$11.0K)
Filed 2020-08-07
United Services Automobile Association
CLOSED
Shares0 from 409,245
Change-409,245 (-100%)
Value$0 (-$11.0K)
Filed 2020-08-14
CreativeOne Wealth, LLC
CLOSED
Shares0 from 125,313
Change-125,313 (-100%)
Value$0 (-$3.4K)
Filed 2020-08-13
Cetera Advisor Networks LLC
CLOSED
Shares0 from 107,745
Change-107,745 (-100%)
Value$0 (-$2.9K)
Filed 2020-08-13
Osaic Holdings, Inc.
CLOSED
Shares0 from 436
Change-436 (-100%)
Value$0 (-$12)
Filed 2020-08-14
Newfound Research LLC
CLOSED
Shares0 from 154
Change-154 (-100%)
Value$0 (-$4)
Filed 2020-08-10
Wells Fargo & Company
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2020-08-13
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2020-08-13
Status
Raymond James & Associates
DECREASED71,568177,754-106,186-60%$4.8K$2.2K-$2.5K2020-07-28
Carroll Financial Associates, Inc.
DECREASED48,086155,831-107,745-69%$4.2K$1.5K-$2.7K2020-07-09
Royal Bank of Canada
NEW31,443—+31,443——$977—2020-08-14
Great Lakes Advisors, LLC
DECREASED23,07339,970-16,897-42%$1.1K$717-$3552020-08-07
LPL Financial LLC
INCREASED19,53519,100+435+2%$512$607+$952020-08-13
Opes Wealth Management LLC
NEW13,240—+13,240——$428—2020-08-11
Susquehanna International Group, LLP
DECREASED12,99575,024-62,029-83%$2.0K$404-$1.6K2020-08-14
Morgan Stanley
DECREASED12,0221,115,613-1,103,591-99%$29.9K$374-$29.6K2020-08-14
Wade Financial Advisory, Inc
DECREASED9,89512,995-3,100-24%$349$308-$412020-07-16
UBS Group AG
INCREASED4,8574,102+755+18%$110$151+$412020-07-31
Bank of America Corp
DECREASED3,8834,312-429-10%$115$121+$62020-08-14
Cullen T Bankers, Inc.
UNCHANGED3,5843,58400%$96$111+$152020-08-05
LifePlan Financial Group, Inc
UNCHANGED1,8671,86700%$50$58+$82020-07-30
Providence Capital Advisors, LLC
UNCHANGED96096000%$26$30+$42020-08-04
Princeton Global Asset Management LLC
NEW909—+909——$28—2020-08-11
Victory Capital Management Inc
CLOSED0409,245-409,245-100%$11.0K$0-$11.0K2020-08-07
United Services Automobile Association
CLOSED0409,245-409,245-100%$11.0K$0-$11.0K2020-08-14
CreativeOne Wealth, LLC
CLOSED0125,313-125,313-100%$3.4K$0-$3.4K2020-08-13
Cetera Advisor Networks LLC
CLOSED0107,745-107,745-100%$2.9K$0-$2.9K2020-08-13
Osaic Holdings, Inc.
CLOSED0436-436-100%$12$0-$122020-08-14
Newfound Research LLC
CLOSED0154-154-100%$4$0-$42020-08-10
Wells Fargo & Company
UNCHANGED000—$0$0$02020-08-13
Proequities, Inc.
UNCHANGED000—$0$0$02020-08-13
Showing 23 of 23 institutions