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 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
13+ 4.05% |
$222 - $234
|
334
$6.12K
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
13+ 3.98% |
$222 - $234
|
340
$6.23K
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
10+ 0.03% |
$171 - $180
|
35.7K
$654K
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
9+ 4.31% |
$154 - $162
|
218
$3.99K
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4+ 3.39% |
$68.4 - $72
|
122
$2.23K
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1+ 0.0% |
$17.1 - $18
|
47.2K
$865K
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$17.1 - $18
|
1
$18.3
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
1+ 0.09% |
$17.1 - $18
|
1.06K
$19.4K
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-35- 0.31% |
$598 - $630
|
11.3K
$206K
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
SELL
|
- |
-36Closed |
$615 - $648
|
0
$0
|
|
May 01, 2024
Q1 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-44- 0.22% |
$752 - $792
|
19.7K
$361K
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-101- 0.43% |
$1.73K - $1.82K
|
23.5K
$431K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-101- 0.16% |
$1.73K - $1.82K
|
64.6K
$1.18M
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-110- 0.46% |
$1.88K - $1.98K
|
24K
$440K
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-152- 1.11% |
$2.6K - $2.74K
|
13.5K
$248K
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-250- 9.43% |
$4.27K - $4.5K
|
2.4K
$43.9K
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-255- 2.12% |
$4.36K - $4.59K
|
11.8K
$216K
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-300- 0.44% |
$5.13K - $5.4K
|
67.7K
$1.24M
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-306- 0.91% |
$5.23K - $5.51K
|
33.2K
$608K
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-348- 1.1% |
$5.95K - $6.26K
|
31.3K
$573K
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-355- 0.8% |
$6.07K - $6.39K
|
44.2K
$809K
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-377- 0.28% |
$6.44K - $6.79K
|
136K
$2.49M
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-400- 1.59% |
$6.84K - $7.2K
|
24.7K
$452K
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-443- 24.29% |
$7.57K - $7.97K
|
1.38K
$25.3K
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-445- 15.58% |
$7.61K - $8.01K
|
2.41K
$44.2K
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-485- 58.5% |
$8.29K - $8.73K
|
344
$6.3K
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-500- 3.45% |
$8.55K - $9K
|
14K
$256K
|
|
May 13, 2024
Q1 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-630- 0.85% |
$10.8K - $11.3K
|
73.4K
$1.34M
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-658- 4.2% |
$11.2K - $11.8K
|
15K
$275K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-688- 91.01% |
$11.8K - $12.4K
|
68
$1.25K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-711- 23.84% |
$12.2K - $12.8K
|
2.27K
$41.6K
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-740- 6.63% |
$12.6K - $13.3K
|
10.4K
$191K
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-810- 19.54% |
$13.8K - $14.6K
|
3.34K
$61.1K
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-883- 1.09% |
$15.1K - $15.9K
|
80.2K
$1.47M
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-934- 7.77% |
$16K - $16.8K
|
11.1K
$203K
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-971- 2.61% |
$16.6K - $17.5K
|
36.3K
$664K
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-1K- 68.26% |
$17.1K - $18K
|
465
$8.51K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.03K- 51.69% |
$17.5K - $18.5K
|
959
$17.6K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-1.09KClosed |
$18.6K - $19.6K
|
0
$0
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
SELL
|
- |
-1.17K- 0.64% |
$19.9K - $21K
|
181K
$3.31M
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.31K- 1.89% |
$22.3K - $23.5K
|
67.8K
$1.24M
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.35K- 9.87% |
$23.1K - $24.4K
|
12.4K
$226K
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.44K- 5.02% |
$24.7K - $26K
|
27.3K
$501K
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.54K- 10.44% |
$26.4K - $27.8K
|
13.2K
$242K
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.55K- 11.07% |
$26.4K - $27.8K
|
12.4K
$228K
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.57K- 6.23% |
$26.8K - $28.2K
|
23.6K
$431K
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.68K- 6.51% |
$28.7K - $30.2K
|
24.1K
$441K
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.86K- 15.56% |
$31.7K - $33.4K
|
10.1K
$184K
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-1.87K- 2.42% |
$31.9K - $33.6K
|
75.4K
$1.38M
|