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Global X S&P 500 Catholic Values ETF (CATH) Institutional Ownership

Global X S&P 500 Catholic Values ETF logo
$72.28 +0.40 (+0.56%)
(As of 10:09 AM ET)

Institutional Ownership Changes (13F Filings) for Global X S&P 500 Catholic Values ETF (NASDAQ:CATH)

Number of
Institutional Buyers
(last 12 months)
68
Total
Institutional Inflows
(last 12 months)
$30.00M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$34.50M
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CATH Institutional Buying and Selling by Quarter

Global X S&P 500 Catholic Values ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/15/2024 MML Investors Services LLC38,750$2.69M0.0%+1.2%0.296%
11/15/2024 Jane Street Group LLC6,718$466K0.0%-78.4%0.051%
11/15/2024 Stifel Financial Corp37,704$2.62M0.0%-25.2%0.288%
11/14/2024 Flow Traders U.S. LLC5,151$357K0.0%N/A0.039%
11/13/2024 Brown Brothers Harriman & Co.3,110$216K0.0%N/A0.024%
11/9/2024 STAR Financial Bank3,647$253K0.2%N/A0.028%
11/8/2024 Commerce Bank92,555$6.42M0.0%+3.4%0.707%
11/7/2024 Common Fund For Nonprofit Organizations137,670$9.55M1.1%-2.8%1.052%
11/7/2024 Joseph Group Capital Management5,560$386K0.1%+42.7%0.042%
11/7/2024 Thrivent Financial for Lutherans9,940$690K0.0%-9.7%0.076%
11/6/2024 Atlanta Consulting Group Advisors LLC38,000$2.64M0.7%-50.2%0.290%
11/6/2024 BCM Advisors LLC231,518$15.94M3.7%-2.1%1.769%
11/4/2024 Tyler Stone Wealth Management3,072$213K0.0%+122.4%0.023%
11/1/2024 Objective Capital Management LLC3,750$260K0.2%N/A0.029%
10/31/2024 Cozad Asset Management Inc.2,900$201K0.0%-12.0%0.022%
10/28/2024 Focus Financial Network Inc.7,054$489K0.0%+3.3%0.054%
10/25/2024 Voisard Asset Management Group Inc.1,619$112K0.0%N/A0.012%
10/25/2024 Financial Advocates Investment Management3,701$257K0.0%+13.5%0.028%
10/24/2024 MCF Advisors LLC18,122$1.26M0.1%-2.5%0.138%
10/24/2024 First Bank & Trust89,562$6.22M1.2%+12.3%0.684%
10/24/2024 PFG Investments LLC5,909$410K0.0%+62.7%0.045%
10/23/2024 Allworth Financial LP44,875$3.11M0.0%-3.3%0.343%
10/23/2024 Country Club Bank93,065$6.42M0.4%-3.1%0.711%
10/23/2024 CENTRAL TRUST Co616,487$42.78M1.0%-0.2%4.710%
10/21/2024 Foundations Investment Advisors LLC13,649$947K0.0%+17.8%0.104%
10/21/2024 Venture Visionary Partners LLC10,248$711K0.0%-24.0%0.078%
10/21/2024 Asset Planning Corporation3,000$208K0.1%N/A0.023%
10/21/2024 MBE Wealth Management LLC5,095$354K0.2%+3.0%0.039%
10/21/2024 Koss Olinger Consulting LLC38,298$2.66M0.2%-15.1%0.293%
10/19/2024McClarren Financial Advisors Inc.9,249$642K0.3%+2,259.4%0.071%
10/16/2024 Alliance Wealth Advisors LLC2,946$204K0.1%N/A0.023%
10/16/2024 Firethorn Wealth Partners LLC6,842$475K0.2%-21.1%0.052%
10/11/2024 Creative Planning27,808$1.93M0.0%+15.8%0.212%
10/8/2024 CWM LLC116,823$8.11M0.0%+2.2%0.892%
10/5/2024 Corrigan Financial Inc.37,279$2.59M0.6%-0.7%0.286%
8/27/2024 Dana Investment Advisors Inc.4,788$313K0.0%+14.9%0.036%
8/21/2024 Truist Financial Corp207,382$13.56M0.0%+119.3%1.538%
8/16/2024 Northwestern Mutual Wealth Management Co.20,848$1.36M0.0%+7.1%0.155%
8/16/2024 Creative Planning24,024$1.57M0.0%-2.4%0.178%
8/14/2024 Bank of Montreal Can78,333$5.17M0.0%-2.5%0.581%
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8/13/2024 Thrivent Financial for Lutherans11,005$720K0.0%-6.7%0.082%
8/13/2024 Sei Investments Co.58,002$3.79M0.0%-2.1%0.430%
8/13/2024 Bridges Investment Management Inc.3,779$247K0.0%N/A0.028%
8/13/2024 Joseph Group Capital Management3,897$255K0.1%-28.4%0.029%
8/12/2024 Mercer Global Advisors Inc. ADV16,012$1.05M0.0%-16.0%0.119%
8/8/2024 Envestnet Asset Management Inc.57,050$3.73M0.0%-5.1%0.423%
8/8/2024 HHM Wealth Advisors LLC4,561$298K0.0%+7.6%0.034%
8/7/2024 Clifford Swan Investment Counsel LLC41,030$2.68M0.1%-0.4%0.304%
8/7/2024 PFG Investments LLC3,631$237K0.0%N/A0.027%
8/6/2024 Fund Evaluation Group LLC397,928$26.02M1.6%+2.8%2.952%
8/6/2024 Koss Olinger Consulting LLC45,093$2.95M0.3%N/A0.335%
8/6/2024 Advisor OS LLC18,914$1.24M0.1%+1.1%0.140%
8/5/2024 MCF Advisors LLC18,591$1.22M0.1%-2.6%0.138%
8/3/2024 Nottingham Advisors Inc.12,096$791K0.1%-5.1%0.090%
8/2/2024 Foundations Investment Advisors LLC11,588$758K0.0%N/A0.086%
8/2/2024 Cozad Asset Management Inc.3,295$215K0.0%-9.0%0.025%
7/31/2024Commonwealth Equity Services LLC29,978$1.96M0.0%+8.6%0.224%
7/29/2024 UMB Bank n.a.5,424$355K0.0%+69.5%0.040%
7/29/2024 Smith Chas P & Associates PA Cpas12,400$811K0.0%-10.8%0.092%
7/26/2024McClarren Financial Advisors Inc.392$26K0.0%-96.7%0.003%
7/26/2024 Cambridge Investment Research Advisors Inc.28,283$1.85M0.0%+34.2%0.211%
7/26/2024 Shaker Investments LLC OH3,060$200K0.1%N/A0.023%
7/22/2024Fifth Third Bancorp58,215$3.81M0.0%-0.6%0.435%
7/19/2024 Oakworth Capital Inc.12,257$802K0.1%+12.2%0.092%
7/17/2024 Human Investing LLC7,683$502K0.1%-4.5%0.057%
7/17/2024 FinDec Wealth Services Inc.3,847$252K0.2%-10.7%0.029%
7/17/2024 Country Club Bank96,015$6.31M0.4%-5.7%0.718%
7/16/2024Bremer Bank National Association39,916$2.61M0.5%+0.5%0.299%
7/13/2024 Pioneer Wealth Management Group3,479$227K0.1%N/A0.026%
7/10/2024 CWM LLC114,301$7.48M0.0%+6.4%0.853%
7/9/2024 Lynx Investment Advisory1,059$69K0.1%N/A0.008%
5/17/2024 Comerica Bank41,352$2.63M0.0%+0.4%0.313%
5/11/2024 Jacobi Capital Management LLC5,000$318K0.0%N/A0.038%
5/11/2024 Hirtle Callaghan & Co LLC102,033$6.49M0.3%-63.9%0.773%
5/9/2024 Koshinski Asset Management Inc.5,441$346K0.0%N/A0.041%
5/7/2024 Choate Investment Advisors18,715$1.19M0.0%-5.2%0.142%
5/7/2024 Sei Investments Co.59,243$3.77M0.0%-16.2%0.449%
5/3/2024 Commerce Bank89,515$5.70M0.0%+0.6%0.678%
5/2/2024 Haverford Trust Co63,033$4.01M0.0%+48.6%0.478%
4/26/2024 Northwest Bancshares Inc.47,390$3.02M0.5%+7.4%0.360%
4/25/2024 Human Investing LLC8,045$512K0.1%-4.4%0.061%
4/25/2024 BCM Advisors LLC246,163$15.10M3.8%+0.2%1.868%
4/24/2024 CENTRAL TRUST Co652,874$41.55M1.0%+0.5%4.954%
4/23/2024 Gradient Investments LLC14,876$947K0.0%-8.9%0.113%
4/23/2024Fifth Third Bancorp58,586$3.73M0.0%-4.4%0.445%
4/23/2024Raymond James Financial Services Advisors Inc.21,485$1.37M0.0%-51.5%0.163%
4/22/2024 Corrigan Financial Inc.37,544$2.39M0.6%-6.9%0.285%
4/22/2024 Oakworth Capital Inc.10,922$695K0.1%+36.8%0.083%
4/18/2024 WESPAC Advisors SoCal LLC11,862$755K0.2%-6.7%0.090%
4/17/2024 First Bank & Trust79,722$5.07M1.0%-35.3%0.605%
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4/16/2024 MCF Advisors LLC19,091$1.22M0.1%-2.0%0.145%
4/15/2024Janiczek Wealth Management LLC60,717$3.86M0.8%+8.9%0.461%
4/11/2024 MJP Associates Inc. ADV6,135$390K0.1%+3.7%0.047%
4/11/2024RFG Advisory LLC6,335$403K0.0%-4.8%0.048%
4/9/2024 Montecito Bank & Trust6,765$431K0.1%+9.3%0.051%
3/7/2024 Objective Capital Management LLC3,750$217K0.2%N/A0.028%
3/1/2024Pineridge Advisors LLC664$39K0.0%N/A0.005%
2/20/2024 Polen Capital Management LLC5,388$312K0.0%-22.0%0.041%
2/13/2024 Hirtle Callaghan & Co LLC282,367$16.37M0.7%-10.3%2.146%
2/13/2024 Polen Capital Management LLC5,388$312K0.0%-22.0%0.041%
(Data available from 1/1/2016 forward)

CATH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CATH shares?

During the previous two years, 124 institutional investors and hedge funds held shares of Global X S&P 500 Catholic Values ETF. The most heavily invested institutionals were CENTRAL TRUST Co ($42.78M), Bank of America Corp DE ($36.37M), Fund Evaluation Group LLC ($26.02M), Vanguard Group Inc. ($24.61M), BCM Advisors LLC ($15.94M), Truist Financial Corp ($13.56M), and Common Fund For Nonprofit Organizations ($9.55M).Learn more on CATH's institutional investors.

Which institutional investors have been buying Global X S&P 500 Catholic Values ETF stock?

Of the 106 institutional investors that purchased Global X S&P 500 Catholic Values ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($1.44M), CENTRAL TRUST Co ($642.52K), Truist Financial Corp ($366.07K), Bank of Montreal Can ($235.41K), Aristotle Capital Management LLC ($128.69K), Polen Capital Management LLC ($114.87K), and Fund Evaluation Group LLC ($80.91K).

How much institutional buying is happening at Global X S&P 500 Catholic Values ETF?

Institutional investors have bought a total of 3,929,828 shares in the last 24 months. This purchase volume represents approximately $274.20M in transactions.

Which Global X S&P 500 Catholic Values ETF major shareholders have been selling company stock?

Of the 59 institutional investors that sold Global X S&P 500 Catholic Values ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hirtle Callaghan & Co LLC ($214.48K), Truist Financial Corp ($174.63K), Fifth Third Bancorp ($84.35K), DAGCO Inc. ($70.72K), CENTRAL TRUST Co ($61.62K), First Bank & Trust ($43.50K), and Polen Capital Management LLC ($42.95K).

How much institutional selling is happening at Global X S&P 500 Catholic Values ETF?

Institutional investors have sold a total of 1,030,946 shares in the last 24 months. This volume of shares sold represents approximately $64.48M in transactions.



This page (NASDAQ:CATH) was last updated on 11/21/2024 by MarketBeat.com Staff
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