Purchases and Sales Made in Q1 2024 in Global X Fdsnasdaq 100 Covered (QYLD)
This table provides information about the institutional ownership of Global X Fdsnasdaq 100 Covered (QYLD) during Q1 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.06M+ 1137.64% |
$18.2M - $19.2M
|
1.16M
$21.2M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
658K+ 7.6% |
$11.2M - $11.8M
|
9.31M
$170M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
535K+ 30.01% |
$9.14M - $9.63M
|
2.32M
$42.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
383K+ 61.37% |
$6.54M - $6.89M
|
1.01M
$18.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
286KNew |
$4.89M - $5.15M
|
286K
$5.23M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
282K+ 6.27% |
$4.82M - $5.07M
|
4.78M
$87.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
281K+ 10.57% |
$4.8M - $5.06M
|
2.94M
$53.7M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
231K+ 115.82% |
$3.95M - $4.16M
|
430K
$7.87M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
187K+ 232.43% |
$3.2M - $3.37M
|
268K
$4.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
172KNew |
$2.93M - $3.09M
|
172K
$3.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
159K+ 253.64% |
$2.72M - $2.86M
|
222K
$4.05M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
134K+ 243.91% |
$2.3M - $2.42M
|
189K
$3.46M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
133K+ 257.59% |
$2.28M - $2.4M
|
185K
$3.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
132K+ 9.8% |
$2.26M - $2.38M
|
1.48M
$27.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
130K+ 180.73% |
$2.21M - $2.33M
|
201K
$3.68M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
128K+ 21.26% |
$2.18M - $2.3M
|
729K
$13.3M
|
|
|
May 14, 2024
Q1 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
111KNew |
$1.9M - $2M
|
111K
$2.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
109KNew |
$1.87M - $1.97M
|
109K
$2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
99.9K+ 12.89% |
$1.71M - $1.8M
|
875K
$16M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
99.6KNew |
$1.7M - $1.79M
|
99.6K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
98.7K+ 185.91% |
$1.69M - $1.78M
|
152K
$2.78M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
96.2K+ 549.7% |
$1.64M - $1.73M
|
114K
$2.08M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
93K+ 10.13% |
$1.59M - $1.67M
|
1.01M
$18.5M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
91.8K+ 4.97% |
$1.57M - $1.65M
|
1.94M
$35.5M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
90.9K+ 21.72% |
$1.55M - $1.64M
|
509K
$9.31M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
86.4K+ 38.05% |
$1.48M - $1.56M
|
314K
$5.73M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
83.9K+ 23.97% |
$1.43M - $1.51M
|
434K
$7.93M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
79.4K+ 42.5% |
$1.36M - $1.43M
|
266K
$4.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
75.7K+ 113.46% |
$1.29M - $1.36M
|
142K
$2.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
72.2K+ 15.36% |
$1.23M - $1.3M
|
542K
$9.91M
|
|
|
May 13, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
64.9KNew |
$1.11M - $1.17M
|
64.9K
$1.19M
|
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
61.8K+ 53.86% |
$1.06M - $1.11M
|
177K
$3.23M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
59.2K+ 54.61% |
$1.01M - $1.07M
|
168K
$3.07M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
57.3K+ 20.01% |
$980K - $1.03M
|
344K
$6.29M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
54.6K+ 54.25% |
$932K - $982K
|
155K
$2.84M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
49K+ 12.16% |
$838K - $883K
|
452K
$8.27M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
47.6K+ 34.77% |
$814K - $858K
|
185K
$3.38M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
42.3K+ 66.33% |
$723K - $761K
|
106K
$1.94M
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
38.4KNew |
$656K - $691K
|
38.4K
$702K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
36.6K+ 31.85% |
$626K - $660K
|
152K
$2.77M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
33.6K+ 69.49% |
$573K - $604K
|
81.8K
$1.5M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
32.6K+ 149.92% |
$557K - $587K
|
54.3K
$993K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
32KNew |
$547K - $576K
|
32K
$585K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
31.9K+ 24.22% |
$546K - $575K
|
164K
$2.99M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
29.3K+ 280.91% |
$500K - $527K
|
39.7K
$725K
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
28.7KNew |
$491K - $517K
|
28.7K
$525K
|
|
|
Apr 24, 2024
Q1 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
28.1K+ 189.46% |
$480K - $505K
|
42.9K
$784K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
27.8K+ 7.08% |
$476K - $501K
|
421K
$7.7M
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
27.8KNew |
$476K - $501K
|
27.8K
$509K
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
26.9K+ 56.1% |
$459K - $484K
|
74.8K
$1.37M
|