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

Global X S&P 500 Catholic Values ETF logo
$68.84
0.00 (0.00%)
(As of 11/4/2024 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)
$41.55M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$31.33M
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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
11/4/2024Tyler 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%
8/27/2024Dana Investment Advisors Inc.4,788$313K0.0%+14.9%0.036%
8/21/2024Truist Financial Corp207,382$13.56M0.0%+119.3%1.538%
8/16/2024Northwestern 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%
8/14/2024Bank of Montreal Can78,333$5.17M0.0%-2.5%0.581%
8/13/2024Thrivent Financial for Lutherans11,005$720K0.0%-6.7%0.082%
8/13/2024Sei 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%
8/13/2024Joseph Group Capital Management3,897$255K0.1%-28.4%0.029%
8/12/2024Mercer Global Advisors Inc. ADV16,012$1.05M0.0%-16.0%0.119%
8/8/2024Envestnet Asset Management Inc.57,050$3.73M0.0%-5.1%0.423%
8/8/2024HHM Wealth Advisors LLC4,561$298K0.0%+7.6%0.034%
8/7/2024Clifford Swan Investment Counsel LLC41,030$2.68M0.1%-0.4%0.304%
8/7/2024 PFG Investments LLC3,631$237K0.0%N/A0.027%
8/6/2024Fund 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%
8/6/2024Advisor OS LLC18,914$1.24M0.1%+1.1%0.140%
Ex WH Advisor Who Predicted Biden Leaving Race Makes Startling New Prediction (Ad)

Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… A predicted Trump would win. You won’t believe what he’s predicting now.

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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%
7/17/2024FinDec 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%
7/9/2024Lynx Investment Advisory1,059$69K0.1%N/A0.008%
5/17/2024Comerica Bank41,352$2.63M0.0%+0.4%0.313%
5/11/2024Jacobi Capital Management LLC5,000$318K0.0%N/A0.038%
5/11/2024Hirtle 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%
5/7/2024Choate Investment Advisors18,715$1.19M0.0%-5.2%0.142%
5/7/2024Sei Investments Co.59,243$3.77M0.0%-16.2%0.449%
5/3/2024Commerce Bank89,515$5.70M0.0%+0.6%0.678%
5/2/2024Haverford Trust Co63,033$4.01M0.0%+48.6%0.478%
4/26/2024Northwest Bancshares Inc.47,390$3.02M0.5%+7.4%0.360%
4/25/2024 Human Investing LLC8,045$512K0.1%-4.4%0.061%
4/25/2024BCM 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%
4/18/2024WESPAC Advisors SoCal LLC11,862$755K0.2%-6.7%0.090%
4/17/2024 First Bank & Trust79,722$5.07M1.0%-35.3%0.605%
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%
4/11/2024MJP 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%
2/20/2024Polen Capital Management LLC5,388$312K0.0%-22.0%0.041%
2/13/2024Hirtle Callaghan & Co LLC282,367$16.37M0.7%-10.3%2.146%
2/13/2024Polen Capital Management LLC5,388$312K0.0%-22.0%0.041%
2/12/2024Focus Financial Network Inc. ADV8,329$486K0.0%N/A0.063%
2/9/2024Commerce Bank88,975$5.16M0.0%+0.8%0.676%
Ex WH Advisor Who Predicted Biden Leaving Race Makes Startling New Prediction (Ad)

Former advisor to the CIA, the Pentagon and the White House Jim Rickards went on multiple TV news programs… A predicted Trump would win. You won’t believe what he’s predicting now.

Click here to see it because it’s a SHOCKER…
2/9/2024Wells Fargo & Company MN147,541$8.56M0.0%+1.2%1.121%
2/8/2024Haverford Trust Co42,428$2.46M0.0%+57.0%0.322%
2/8/2024Advisor OS LLC21,131$1.23M0.2%+26.2%0.161%
2/7/2024 Principal Securities Inc.795$46K0.0%N/A0.006%
2/7/2024FinDec Wealth Services Inc.4,816$279K0.2%N/A0.037%
2/6/2024 Private Advisor Group LLC5,979$347K0.0%-17.2%0.045%
2/6/2024 GUNN & Co INVESTMENT MANAGEMENT INC.13,900$806K0.1%N/A0.106%
2/6/2024Clifford Swan Investment Counsel LLC41,195$2.39M0.1%-1.1%0.313%
2/5/2024Savant Capital LLC42,904$2.49M0.0%+2.1%0.326%
2/5/2024Firestone Capital Management5,682$330K0.1%+3.8%0.043%
(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, 118 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 ($15.10M), Truist Financial Corp ($13.56M), and Wells Fargo & Company MN ($8.56M).Learn more on CATH's institutional investors.

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

Of the 105 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 ($658.52K), Truist Financial Corp ($366.07K), Bank of Montreal Can ($239.66K), 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 3,995,807 shares in the last 24 months. This purchase volume represents approximately $280.26M in transactions.

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

Of the 55 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 950,881 shares in the last 24 months. This volume of shares sold represents approximately $59.02M in transactions.



This page (NASDAQ:CATH) was last updated on 11/5/2024 by MarketBeat.com Staff
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