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

$63.97
-0.01 (-0.02%)
(As of 09:55 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)
67
Total
Institutional Inflows
(last 12 months)
$130.44M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$45.27M
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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
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%
4/23/2024 Fifth Third Bancorp58,586$3.73M0.0%-4.4%0.445%
4/23/2024 Raymond 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%
4/16/2024 MCF Advisors LLC19,091$1.22M0.1%-2.0%0.145%
4/15/2024 Janiczek 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%
4/11/2024 RFG Advisory LLC6,335$403K0.0%-4.8%0.048%
4/9/2024 Montecito Bank & Trust6,765$431K0.1%+9.3%0.051%
3/7/2024Objective 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%
2/12/2024Focus Financial Network Inc. ADV8,329$486K0.0%N/A0.063%
2/9/2024 Commerce Bank88,975$5.16M0.0%+0.8%0.676%
2/9/2024 Wells Fargo & Company MN147,541$8.56M0.0%+1.2%1.121%
2/8/2024 Haverford Trust Co42,428$2.46M0.0%+57.0%0.322%
2/8/2024 Advisor OS LLC21,131$1.23M0.2%+26.2%0.161%
2/7/2024 Principal Securities Inc.795$46K0.0%N/A0.006%
2/7/2024 FinDec 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%
2/6/2024 Clifford Swan Investment Counsel LLC41,195$2.39M0.1%-1.1%0.313%
2/5/2024 Savant Capital LLC42,904$2.49M0.0%+2.1%0.326%
2/5/2024 Firestone Capital Management5,682$330K0.1%+3.8%0.043%
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2/5/2024 Islay Capital Management LLC11,189$649K0.5%+25.0%0.085%
2/5/2024 Cozad Asset Management Inc.3,620$210K0.0%N/A0.028%
2/2/2024 Truist Financial Corp105,584$6.12M0.0%+3.2%0.802%
2/2/2024 McClarren Financial Advisors Inc.8,148$473K0.4%+2.8%0.062%
2/1/2024 MCF Advisors LLC19,477$1.13M0.1%+0.9%0.148%
2/1/2024 CWM LLC100,388$5.82M0.0%+8.7%0.763%
1/31/2024 BCM Advisors LLC245,554$14.64M3.9%+1.6%1.866%
1/31/2024 Oakworth Capital Inc.7,982$463K0.0%N/A0.061%
1/25/2024 RFG Advisory LLC6,656$386K0.0%-8.9%0.051%
1/25/2024 WESPAC Advisors SoCal LLC12,712$737K0.2%-1.5%0.097%
1/25/2024 Firethorn Wealth Partners LLC8,540$495K0.3%+3.1%0.065%
1/24/2024 Stratos Wealth Partners LTD.4,079$237K0.0%N/A0.031%
1/24/2024 CENTRAL TRUST Co649,638$37.67M1.0%-4.4%4.936%
1/24/2024 Venture Visionary Partners LLC14,118$819K0.0%-1.4%0.107%
1/24/2024 Allworth Financial LP43,217$2.51M0.0%+2.1%0.328%
1/23/2024 Planning Alternatives Ltd. ADV3,451$200K0.0%N/A0.026%
1/23/2024 UMB Bank n.a.3,200$186K0.0%+33.3%0.024%
1/23/2024 Capital Planning LLC3,689$215K0.1%N/A0.028%
1/22/2024 Country Club Bank GFN80,950$4.71M0.4%+40.5%0.615%
1/19/2024 Fifth Third Bancorp61,289$3.55M0.0%+32.2%0.462%
1/19/2024 Cornerstone Management Inc.8,198$475K0.1%-18.3%0.062%
1/18/2024 Gradient Investments LLC16,326$947K0.0%+7.5%0.123%
1/16/2024 Raymond James Financial Services Advisors Inc.44,308$2.57M0.0%+7.9%0.334%
1/16/2024 Raymond James & Associates9,606$557K0.0%+5.4%0.072%
1/12/2024 Disciplined Investments LLC5,499$319K0.2%N/A0.041%
1/11/2024 Bremer Bank National Association40,169$2.33M0.4%-7.5%0.303%
12/18/2023 Vanguard Group Inc.470,545$24.61M0.0%-0.7%3.565%
12/7/2023Dagco Inc.6,829$357K0.1%-91.0%0.052%
11/14/2023Aristotle Capital Management LLC128,690$6.73M0.0%N/A0.975%
11/13/2023 LPL Financial LLC92,964$4.86M0.0%-0.9%0.704%
11/13/2023 Polen Capital Management LLC6,905$361K0.0%-85.3%0.052%
11/13/2023 Envestnet Asset Management Inc.60,577$3.17M0.0%-5.3%0.459%
11/13/2023Kestra Advisory Services LLC6,257$327K0.0%+15.4%0.047%
11/9/2023 WESPAC Advisors SoCal LLC12,912$675K0.2%-1.6%0.098%
11/9/2023 BCM Advisors LLC241,595$12.86M3.8%+34.1%1.830%
11/9/2023 UBS Group AG62,422$3.27M0.0%-11.2%0.473%
11/8/2023 HighTower Advisors LLC19,370$1.01M0.0%+13.6%0.147%
11/8/2023 Hirtle Callaghan & Co LLC314,648$16.46M0.8%+13.6%2.384%
11/8/2023 Keybank National Association OH120,268$6.29M0.0%+7.4%0.911%
11/7/2023 Savant Capital LLC42,006$2.20M0.0%+7.3%0.318%
11/7/2023 Firestone Capital Management5,472$286K0.1%+33.6%0.041%
11/6/2023 McClarren Financial Advisors Inc.7,927$414K0.4%-3.0%0.060%
11/4/2023 HHM Wealth Advisors LLC4,237$222K0.0%-8.2%0.032%
11/4/2023 Corient Private Wealth LLC127,055$6.65M0.0%+68.0%0.963%
11/3/2023 Private Advisor Group LLC7,222$378K0.0%+12.3%0.055%
11/3/2023 Advisor OS LLC16,739$875K0.1%+40.5%0.127%
11/2/2023 Islay Capital Management LLC8,950$468K0.3%+79.0%0.068%
11/2/2023 Fund Evaluation Group LLC381,977$19.98M1.8%-5.2%2.894%
11/2/2023 Pittenger & Anderson Inc.2,550$133K0.0%-8.1%0.019%
11/2/2023 Cullen Frost Bankers Inc.625$33K0.0%N/A0.005%
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10/31/2023 Allworth Financial LP42,326$2.21M0.0%+1.5%0.321%
10/31/2023 Fifth Third Bancorp46,349$2.42M0.0%-55.4%0.351%
10/27/2023 Gradient Investments LLC15,180$794K0.0%+13.9%0.114%
10/26/2023 CENTRAL TRUST Co679,323$35.53M1.0%-4.3%5.112%
10/24/2023 Hanson & Doremus Investment Management4,085$214K0.0%+25.1%0.031%
10/24/2023 Raymond James Financial Services Advisors Inc.41,046$2.15M0.0%+8.3%0.309%
10/24/2023 Raymond James & Associates9,112$477K0.0%+12.1%0.069%
10/24/2023 Cambridge Investment Research Advisors Inc.12,513$654K0.0%+5.1%0.094%
10/20/2023 Country Club Bank GFN57,620$3.02M0.2%+51.7%0.434%
10/20/2023 MCF Advisors LLC19,295$1.01M0.1%-4.4%0.145%
(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, 110 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 ($41.55M), Bank of America Corp DE ($36.37M), Vanguard Group Inc. ($24.61M), Fund Evaluation Group LLC ($19.98M), BCM Advisors LLC ($15.10M), Wells Fargo & Company MN ($8.56M), and Aristotle Capital Management LLC ($6.73M).Learn more on CATH's institutional investors.

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

Of the 99 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 ($274.99K), Bank of Montreal Can ($240.91K), Aristotle Capital Management LLC ($128.69K), Polen Capital Management LLC ($114.87K), and BCM Advisors LLC ($77.16K).

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

Institutional investors have bought a total of 4,003,758 shares in the last 24 months. This purchase volume represents approximately $288.64M in transactions.

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

Of the 52 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), BCM Advisors LLC ($145.24K), Fifth Third Bancorp ($83.98K), DAGCO Inc. ($70.72K), CENTRAL TRUST Co ($60.08K), and Polen Capital Management LLC ($52.82K).

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

Institutional investors have sold a total of 1,079,893 shares in the last 24 months. This volume of shares sold represents approximately $72.14M in transactions.


This page (NASDAQ:CATH) was last updated on 5/16/2024 by MarketBeat.com Staff

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