Purchases and Sales Made in Q1 2023 in Global X Fdsnasdaq 100 Covered (QYLD)
This table provides information about the institutional ownership of Global X Fdsnasdaq 100 Covered (QYLD) during Q1 2023. The information is specifically focused on institutions that hold shares of GLOBAL X FDSNASDAQ 100 COVERED.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
513K+ 7.83% |
$8.08M - $8.79M
|
7.06M
$130M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
409K+ 14.22% |
$6.45M - $7.02M
|
3.29M
$60.5M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
387K+ 10.43% |
$6.1M - $6.64M
|
4.1M
$75.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
344K+ 17.82% |
$5.42M - $5.89M
|
2.27M
$41.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
304KNew |
$4.79M - $5.21M
|
304K
$5.59M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
254K+ 477.52% |
$4M - $4.35M
|
307K
$5.64M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
249K+ 3.15% |
$3.92M - $4.26M
|
8.15M
$150M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
199K+ 9.35% |
$3.14M - $3.42M
|
2.33M
$42.9M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
198KNew |
$3.12M - $3.39M
|
198K
$3.64M
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
193K+ 47.07% |
$3.03M - $3.3M
|
602K
$11.1M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
181K+ 11.87% |
$2.86M - $3.11M
|
1.71M
$31.4M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
170K+ 11.52% |
$2.68M - $2.91M
|
1.65M
$30.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
161KNew |
$2.53M - $2.76M
|
161K
$2.96M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
154K+ 5.23% |
$2.42M - $2.64M
|
3.09M
$56.8M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
148K+ 17.8% |
$2.33M - $2.54M
|
979K
$18M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
136K+ 52.62% |
$2.14M - $2.33M
|
394K
$7.25M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
135K+ 187.33% |
$2.13M - $2.32M
|
208K
$3.82M
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
105K+ 398.34% |
$1.65M - $1.8M
|
131K
$2.41M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
82.8KNew |
$1.3M - $1.42M
|
82.8K
$1.52M
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
73.5KNew |
$1.16M - $1.26M
|
73.5K
$1.35M
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
66.1KNew |
$1.04M - $1.13M
|
66.1K
$1.21M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
63K+ 6.68% |
$993K - $1.08M
|
1.01M
$18.5M
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
62.7KNew |
$988K - $1.07M
|
62.7K
$1.15M
|
|
|
May 04, 2023
Q1 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
57.8K+ 2.82% |
$911K - $991K
|
2.1M
$38.7M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
51.6KNew |
$813K - $885K
|
51.6K
$949K
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
50.9K+ 8.95% |
$803K - $873K
|
620K
$11.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
46.5K+ 24.59% |
$732K - $797K
|
235K
$4.33M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
45.6K+ 304.2% |
$719K - $783K
|
60.6K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
42.5K+ 9.21% |
$670K - $729K
|
504K
$9.27M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
41.9K+ 3.49% |
$661K - $719K
|
1.24M
$22.9M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
39.3KNew |
$620K - $674K
|
39.3K
$723K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
38K+ 135.83% |
$599K - $652K
|
66K
$1.21M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
37.3K+ 153.35% |
$588K - $640K
|
61.6K
$1.13M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
37.2KNew |
$586K - $637K
|
37.2K
$684K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
34.8K+ 3.12% |
$548K - $596K
|
1.15M
$21.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
34.3K+ 78.76% |
$541K - $588K
|
77.9K
$1.43M
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
BUY
|
- |
33.6K+ 211.63% |
$529K - $576K
|
49.5K
$909K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
33.1K+ 7.68% |
$522K - $568K
|
465K
$8.54M
|
|
|
Apr 20, 2023
Q1 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
32.7K+ 9.33% |
$515K - $561K
|
383K
$7.05M
|
|
|
May 15, 2023
Q1 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
32.2KNew |
$507K - $552K
|
32.2K
$592K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
28.4K+ 269.66% |
$448K - $487K
|
39K
$716K
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
28.2KNew |
$445K - $484K
|
28.2K
$519K
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
26.7K+ 25.33% |
$421K - $458K
|
132K
$2.43M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.6K+ 39.46% |
$419K - $456K
|
93.9K
$1.73M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
26.4KNew |
$417K - $454K
|
26.4K
$486K
|
|
|
May 02, 2023
Q1 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
26.4K+ 146.48% |
$416K - $453K
|
44.4K
$817K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
26K+ 8.93% |
$410K - $446K
|
318K
$5.84M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
BUY
|
- |
25.6KNew |
$403K - $439K
|
25.6K
$470K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
24.8K+ 189.87% |
$391K - $426K
|
37.9K
$697K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
22.9KNew |
$360K - $392K
|
22.9K
$420K
|