Purchases and Sales Made in Q2 2023 in Global X Fdsnasdaq 100 Covered (QYLD)
This table provides information about the institutional ownership of Global X Fdsnasdaq 100 Covered (QYLD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
9.94K+ 90.35% |
$168K - $177K
|
20.9K
$385K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
9.49K+ 20.6% |
$161K - $169K
|
55.5K
$1.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.34K+ 64.37% |
$158K - $166K
|
23.8K
$439K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
9.16K+ 207.57% |
$155K - $163K
|
13.6K
$250K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
8.54K+ 118.3% |
$144K - $152K
|
15.8K
$290K
|
|
|
Aug 16, 2023
Q2 2023
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
8.1K+ 5.62% |
$137K - $144K
|
152K
$2.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
7.79K+ 72.34% |
$132K - $139K
|
18.6K
$341K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
7.69K+ 51.94% |
$130K - $137K
|
22.5K
$414K
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
7.62K+ 2.51% |
$129K - $136K
|
312K
$5.73M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
7.32K+ 37.52% |
$124K - $130K
|
26.8K
$493K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
6.94K+ 60.31% |
$118K - $124K
|
18.5K
$339K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
5.68K+ 45.58% |
$96.2K - $101K
|
18.1K
$334K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
5.67K+ 10.15% |
$96K - $101K
|
61.5K
$1.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.55K+ 7.0% |
$94K - $98.9K
|
84.9K
$1.56M
|
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.55K+ 17.58% |
$94K - $98.8K
|
37.1K
$683K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
5.41K+ 42.18% |
$91.5K - $96.2K
|
18.2K
$335K
|
|
|
Jul 13, 2023
Q2 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
5.01K+ 24.96% |
$84.7K - $89.1K
|
25.1K
$461K
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
4.82K+ 6.71% |
$81.6K - $85.8K
|
76.7K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
4.66K+ 48.54% |
$78.9K - $82.9K
|
14.3K
$262K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.38KNew |
$74.2K - $78K
|
4.38K
$80.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.34K+ 7.04% |
$73.5K - $77.3K
|
66K
$1.21M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.18K+ 2090.0% |
$70.8K - $74.4K
|
4.38K
$80.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
4.16K+ 33.28% |
$70.5K - $74.1K
|
16.7K
$307K
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.14K+ 16.36% |
$70.1K - $73.7K
|
29.5K
$542K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
4.1K+ 8.94% |
$69.4K - $73K
|
50K
$919K
|
|
|
Aug 11, 2023
Q2 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
4.1K+ 15.71% |
$69.4K - $73K
|
30.2K
$555K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
3.97K+ 2.5% |
$67.2K - $70.7K
|
163K
$2.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.65K+ 8.96% |
$61.8K - $64.9K
|
44.4K
$816K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.49K+ 310.49% |
$59.1K - $62.2K
|
4.62K
$84.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
3.49K+ 5.85% |
$59.1K - $62.1K
|
63.2K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.28K+ 0.83% |
$55.5K - $58.3K
|
398K
$7.31M
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.06K+ 4.2% |
$51.7K - $54.4K
|
75.9K
$1.39M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2.8K+ 5.42% |
$47.4K - $49.8K
|
54.4K
$1M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
2.49K+ 13.09% |
$42.1K - $44.3K
|
21.5K
$395K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.22K+ 1.68% |
$37.6K - $39.5K
|
134K
$2.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2.05K+ 9.24% |
$34.6K - $36.4K
|
24.2K
$445K
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.04K+ 11.12% |
$34.5K - $36.2K
|
20.3K
$374K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.89K+ 16.02% |
$31.9K - $33.6K
|
13.7K
$251K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.81K+ 4.95% |
$30.6K - $32.2K
|
38.4K
$706K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
1.75K+ 3500.0% |
$29.6K - $31.2K
|
1.8K
$33.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.74KNew |
$29.5K - $31K
|
1.74K
$32K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.72K+ 6.18% |
$29.1K - $30.6K
|
29.5K
$543K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1.7K+ 7.16% |
$28.7K - $30.2K
|
25.4K
$467K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.63K+ 7.33% |
$27.6K - $29K
|
23.9K
$439K
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.54K+ 2.59% |
$26.1K - $27.5K
|
61.2K
$1.12M
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.52KNew |
$25.6K - $27K
|
1.52K
$27.9K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
1.39KNew |
$23.5K - $24.7K
|
1.39K
$25.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.3K+ 9.73% |
$22K - $23.1K
|
14.7K
$270K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.3K+ 7.37% |
$22K - $23.1K
|
18.9K
$348K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.29KNew |
$21.9K - $23K
|
1.29K
$23.8K
|