Global X Conscious Companies ETF (KRMA) Institutional Ownership

$35.24
+0.46 (+1.32%)
(As of 02:45 PM ET)

Institutional Ownership Changes (13F Filings) for Global X Conscious Companies ETF (NASDAQ:KRMA)

Number of
Institutional Buyers
(last 12 months)
18
Total
Institutional Inflows
(last 12 months)
$64.30M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$109.61M
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KRMA Institutional Buying and Selling by Quarter

Global X Conscious Companies ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/9/2024CreativeOne Wealth LLC11,580$387K0.0%-16.0%0.064%
2/9/2024Gladstone Institutional Advisory LLC216,780$7.24M0.4%+0.7%1.201%
2/8/2024Kingsview Wealth Management LLC33,626$1.12M0.0%-3.1%0.186%
2/8/2024Farrow Financial Inc.8,113$271K0.2%N/A0.045%
2/8/2024US Financial Advisors LLC32,824$1.10M0.4%+7.5%0.182%
2/6/2024Merit Financial Group LLC23,951$800K0.0%-3.1%0.133%
1/31/2024Western Wealth Management LLC11,375$380K0.0%N/A0.063%
1/31/2024Daiwa Securities Group Inc.13,220,068$441.55M2.7%+2.3%73.241%
1/24/2024Allworth Financial LP3,581$120K0.0%-17.9%0.020%
11/16/2023Smart Portfolios LLC17,369$519K0.9%-3.2%0.097%
11/13/2023US Financial Advisors LLC30,540$912K0.4%+2.7%0.171%
11/8/2023HighTower Advisors LLC23,497$701K0.0%N/A0.131%
11/7/2023Kingsview Wealth Management LLC34,715$1.04M0.0%+3.3%0.194%
11/7/2023Merit Financial Group LLC24,706$738K0.0%+3.2%0.138%
11/1/2023Daiwa Securities Group Inc.12,920,000$385.79M2.7%-22.0%72.260%
11/1/2023 Wealthfront Advisers LLC16,809$502K0.0%+6.6%0.094%
10/31/2023Allworth Financial LP4,360$130K0.0%+21.8%0.024%
10/30/2023 Congress Wealth Management LLC DE15,834$473K0.0%+13.7%0.089%
10/23/2023Commonwealth Equity Services LLC20,096$600K0.0%+2.4%0.112%
10/17/2023CreativeOne Wealth LLC13,787$412K0.0%-18.4%0.077%
8/14/2023Perennial Investment Advisors LLC28,464$883K0.2%+8.8%0.132%
8/10/2023GeoWealth Management LLC7,510$233K0.0%-7.1%0.035%
8/10/2023US Financial Advisors LLC29,747$923K0.4%-4.9%0.138%
8/9/2023Flow Traders U.S. LLC7,331$227K0.0%N/A0.034%
8/8/20233D L Capital Management LLC25,617$795K0.2%+2.8%0.119%
8/1/2023Merit Financial Group LLC23,939$743K0.0%+24.3%0.111%
7/31/2023LPL Financial LLC43,831$1.36M0.0%-3.8%0.204%
7/18/2023Allworth Financial LP3,581$111K0.0%N/A0.017%
7/6/2023 HBW Advisory Services LLC5,451$169K0.0%N/A0.025%
5/23/2023Toroso Investments LLC63,588$1.88M0.1%-2.8%0.293%
5/16/2023Syntegra Private Wealth Group LLC11,473$338K0.1%N/A0.053%
5/15/2023Gladstone Institutional Advisory LLC253,856$7.49M0.5%+6.1%1.169%
5/12/2023Financial Architects Inc22,242$656K0.1%-1.5%0.102%
5/12/2023GeoWealth Management LLC8,083$238K0.0%+14.7%0.037%
5/8/20233D L Capital Management LLC24,919$735K0.2%-3.8%0.115%
5/4/2023US Financial Advisors LLC31,284$923K0.4%+7.0%0.144%
5/2/2023Daiwa Securities Group Inc.16,570,000$488.65M3.4%+5.4%76.324%
4/28/2023 Wealthfront Advisers LLC15,689$463K0.0%-4.6%0.072%
4/24/2023Merit Financial Group LLC19,257$568K0.0%+8.1%0.089%
2/13/2023GeoWealth Management LLC7,046$195K0.0%+1,036.5%0.032%
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2/7/2023LPL Financial LLC50,503$1.40M0.0%-13.8%0.231%
2/7/2023Financial Architects Inc22,586$625K0.1%-7.4%0.103%
2/6/2023Daiwa Securities Group Inc.15,720,000$435.29M3.3%+2.3%71.846%
2/2/2023 Congress Wealth Management LLC DE13,575$376K0.0%+11.8%0.062%
2/1/2023Gladstone Institutional Advisory LLC239,309$6.63M0.5%+167.4%1.094%
1/26/2023US Financial Advisors LLC29,230$809K0.4%N/A0.139%
1/17/2023Rede Wealth LLC7,499$208K0.1%N/A0.036%
1/13/2023Merit Financial Group LLC17,809$493K0.0%+11.1%0.081%
11/23/2022Toroso Investments LLC65,714$1.68M0.1%+4.5%0.289%
11/15/2022Financial Architects Inc24,379$622K0.1%N/A0.107%
11/2/2022Daiwa Securities Group Inc.15,370,000$392.09M3.3%-1.6%67.560%
10/31/2022Merit Financial Group LLC16,025$409K0.0%+5.0%0.070%
10/20/2022Gladstone Institutional Advisory LLC89,509$2.28M0.2%+44.1%0.391%
10/5/2022 HBW Advisory Services LLC6,530$167K0.0%N/A0.028%
8/23/2022WCG Wealth Advisors LLC55,050$1.47M0.2%N/A0.235%
8/15/2022Johnson Financial Group Inc.2,500$67K0.0%-28.6%0.011%
8/12/2022 Congress Wealth Management LLC DE12,068$322K0.0%-36.3%0.052%
8/9/2022 SeaCrest Wealth Management LLC1,000$27K0.0%N/A0.004%
8/8/2022Merit Financial Group LLC15,262$408K0.0%+63.2%0.065%
8/4/2022Harvest Group Wealth Management LLC4,746$137K0.1%-33.6%0.020%
8/2/20223D L Capital Management LLC27,182$726K0.2%+1.3%0.116%
7/20/2022 Wealthfront Advisers LLC15,679$419K0.0%+11.3%0.067%
5/10/20223D L Capital Management LLC26,822$869K0.2%+4.8%0.120%
5/9/2022Perennial Investment Advisors LLC26,197$848K0.3%+24.8%0.117%
5/5/2022National Bank of Canada FI950$30K0.0%N/A0.004%
5/5/2022Financial Architects Inc24,371$790K0.1%-3.6%0.109%
5/4/2022Commonwealth Equity Services LLC20,598$667K0.0%+15.9%0.092%
5/4/2022Gladstone Institutional Advisory LLC54,160$1.76M0.1%-4.2%0.243%
4/29/2022Daiwa Securities Group Inc.14,420,000$467.42M2.9%+10.3%64.577%
4/28/2022Seaview Investment Managers LLC11,421$370K0.1%-5.6%0.051%
4/21/2022Harvest Group Wealth Management LLC7,144$232K0.1%-88.2%0.032%
2/8/2022Bank of America Corp DE342,419$11.80M0.0%+0.8%1.653%
2/8/2022Stegent Equity Advisors Inc.10,219$352K0.3%N/A0.049%
2/7/2022WFA of San Diego LLC11,212$386K0.2%+21.9%0.054%
2/7/2022 Sweet Financial Partners LLC12,635$436K0.2%N/A0.061%
2/4/2022Claudia M.P. Batlle CRP R LLC12,101$417K0.1%N/A0.058%
2/4/2022Envestnet Asset Management Inc.6,469$223K0.0%N/A0.031%
2/4/2022 Congress Wealth Management LLC DE19,011$655K0.0%N/A0.092%
2/3/2022Advisor Group Holdings Inc.8,090$279K0.0%+33.5%0.039%
2/3/2022Daiwa Securities Group Inc.13,070,000$450.52M2.6%+16.2%63.110%
1/31/2022Commonwealth Equity Services LLC17,773$612K0.0%+19.6%0.086%
1/21/2022 Wealthfront Advisers LLC10,744$370K0.0%+48.4%0.052%
1/21/2022Harvest Group Wealth Management LLC60,464$2.08M1.2%+91.4%0.292%
12/3/2021Kingsview Wealth Management LLC25,741$807K0.0%+6.0%0.132%
11/16/2021Cetera Investment Advisers16,911$530K0.0%+9.8%0.085%
11/16/2021Toroso Investments LLC76,503$2.40M0.1%+2.2%0.386%
11/16/2021LPL Financial LLC54,480$1.71M0.0%+24.7%0.275%
11/15/2021Flow Traders U.S. LLC19,875$623K0.0%+38.5%0.100%
11/15/2021Morgan Stanley2,983,613$93.57M0.0%+0.6%15.038%
11/5/2021Daiwa Securities Group Inc.11,250,000$352.80M2.3%+17.9%56.904%
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11/3/2021Harvest Group Wealth Management LLC31,584$990K0.6%+32.6%0.160%
11/2/2021 Raymond James Financial Services Advisors Inc.21,299$668K0.0%+16.1%0.108%
10/29/2021GWM Advisors LLC12,343$387K0.0%-15.4%0.055%
10/25/2021WFA of San Diego LLC9,196$288K0.2%N/A0.047%
8/24/2021Flow Traders U.S. LLC14,354$449K0.0%-37.7%0.093%
8/23/2021Morgan Stanley2,967,106$92.86M0.0%+8.9%19.143%
8/17/2021Kingsview Wealth Management LLC24,278$764K0.0%-1.4%0.157%
8/16/2021Bank of America Corp DE341,676$10.69M0.0%+1.6%2.204%
8/16/2021Royal Bank of Canada21,330$668K0.0%+9.8%0.138%
8/16/2021Morgan Stanley2,967,106$92.86M0.0%+8.9%19.143%
(Data available from 1/1/2016 forward)

KRMA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of KRMA shares?

During the previous two years, 30 institutional investors and hedge funds held shares of Global X Conscious Companies ETF. The most heavily invested institutionals were Daiwa Securities Group Inc. ($441.55M), Gladstone Institutional Advisory LLC ($7.24M), Toroso Investments LLC ($1.88M), WCG Wealth Advisors LLC ($1.47M), LPL Financial LLC ($1.36M), Kingsview Wealth Management LLC ($1.12M), and US Financial Advisors LLC ($1.10M).Learn more on KRMA's institutional investors.

Which institutional investors have been buying Global X Conscious Companies ETF stock?

Of the 24 institutional investors that purchased Global X Conscious Companies ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Daiwa Securities Group Inc. ($2.85M), Gladstone Institutional Advisory LLC ($193.18K), WCG Wealth Advisors LLC ($55.05K), US Financial Advisors LLC ($34.36K), Financial Architects Inc ($24.38K), HighTower Advisors LLC ($23.50K), and Merit Financial Group LLC ($15.36K).

How much institutional buying is happening at Global X Conscious Companies ETF?

Institutional investors have bought a total of 3,290,456 shares in the last 24 months. This purchase volume represents approximately $189.40M in transactions.

Which Global X Conscious Companies ETF major shareholders have been selling company stock?

Of the 18 institutional investors that sold Global X Conscious Companies ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Daiwa Securities Group Inc. ($3.90M), LPL Financial LLC ($9.82K), Congress Wealth Management LLC DE ($6.86K), CreativeOne Wealth LLC ($5.32K), Financial Architects Inc ($3.05K), Gladstone Institutional Advisory LLC ($2.40K), and Harvest Group Wealth Management LLC ($2.40K).

How much institutional selling is happening at Global X Conscious Companies ETF?

Institutional investors have sold a total of 3,940,408 shares in the last 24 months. This volume of shares sold represents approximately $123.72M in transactions.


This page (NASDAQ:KRMA) was last updated on 4/26/2024 by MarketBeat.com Staff

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