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 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.9K+ 2.34% |
$32.5K - $34.2K
|
82.9K
$1.52M
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.87K+ 6.24% |
$31.9K - $33.6K
|
31.8K
$582K
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.8K+ 7.27% |
$30.8K - $32.4K
|
26.5K
$486K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.74K+ 19.0% |
$29.7K - $31.3K
|
10.9K
$200K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.7K+ 18.49% |
$29K - $30.5K
|
10.9K
$199K
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
1.29K+ 1.3% |
$22K - $23.1K
|
100K
$1.84M
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.26K+ 5.24% |
$21.5K - $22.7K
|
25.3K
$463K
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.21K+ 6.88% |
$20.7K - $21.8K
|
18.9K
$345K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.17KNew |
$19.9K - $21K
|
1.17K
$21.3K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.16K+ 70.66% |
$19.9K - $20.9K
|
2.81K
$51.4K
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.16K+ 2.88% |
$19.7K - $20.8K
|
41.2K
$754K
|
|
May 03, 2024
Q1 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
1.13K+ 9.62% |
$19.3K - $20.3K
|
12.8K
$235K
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
979+ 7.29% |
$16.7K - $17.6K
|
14.4K
$264K
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
837+ 3.01% |
$14.3K - $15.1K
|
28.7K
$525K
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
835+ 4.1% |
$14.3K - $15K
|
21.2K
$388K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
814+ 1.76% |
$13.9K - $14.7K
|
46.9K
$859K
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
813+ 3.93% |
$13.9K - $14.6K
|
21.5K
$394K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
772New |
$13.2K - $13.9K
|
772
$14.1K
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
677+ 1.27% |
$11.6K - $12.2K
|
54.1K
$991K
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
655New |
$11.2K - $11.8K
|
655
$12K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
628+ 1.51% |
$10.7K - $11.3K
|
42.2K
$773K
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
612+ 0.84% |
$10.5K - $11K
|
73.1K
$1.34M
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
594New |
$10.2K - $10.7K
|
594
$10.9K
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
563+ 0.41% |
$9.62K - $10.1K
|
139K
$2.55M
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
550New |
$9.4K - $9.9K
|
550
$10.1K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
522+ 3.03% |
$8.92K - $9.4K
|
17.8K
$325K
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
500New |
$8.55K - $9K
|
500
$9.16K
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
500+ 33.33% |
$8.55K - $9K
|
2K
$36.6K
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
453+ 26.69% |
$7.74K - $8.15K
|
2.15K
$39.4K
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
395+ 0.34% |
$6.75K - $7.11K
|
117K
$2.14M
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
350+ 1.34% |
$5.98K - $6.3K
|
26.4K
$484K
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
299+ 1.33% |
$5.11K - $5.38K
|
22.8K
$417K
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
297+ 1.42% |
$5.08K - $5.35K
|
21.3K
$390K
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
275+ 1.83% |
$4.7K - $4.95K
|
15.3K
$281K
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
262+ 1.79% |
$4.48K - $4.72K
|
14.9K
$273K
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
243+ 0.61% |
$4.15K - $4.37K
|
40.3K
$738K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
227New |
$3.88K - $4.09K
|
227
$4.16K
|
|
Apr 29, 2024
Q1 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
140+ 56.0% |
$2.39K - $2.52K
|
390
$7.14K
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
122+ 0.66% |
$2.08K - $2.2K
|
18.5K
$338K
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
119+ 4.04% |
$2.03K - $2.14K
|
3.07K
$56.1K
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
102+ 0.99% |
$1.74K - $1.84K
|
10.4K
$190K
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
61+ 0.58% |
$1.04K - $1.1K
|
10.5K
$193K
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
60+ 0.55% |
$1.03K - $1.08K
|
11K
$202K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
55+ 6.63% |
$940 - $990
|
885
$16.2K
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
53+ 0.04% |
$906 - $954
|
130K
$2.38M
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
49+ 4.05% |
$837 - $882
|
1.26K
$23K
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
48+ 4.03% |
$820 - $864
|
1.24K
$22.7K
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
44+ 9.67% |
$752 - $792
|
499
$9.14K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
37New |
$632 - $666
|
37
$677
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
14+ 0.1% |
$239 - $252
|
14.1K
$259K
|