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 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.29K+ 1.53% |
$21.8K - $22.9K
|
85.4K
$1.57M
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.15K+ 7.82% |
$19.4K - $20.4K
|
15.8K
$290K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1.14K+ 14.27% |
$19.3K - $20.3K
|
9.14K
$168K
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.12KNew |
$18.9K - $19.9K
|
1.12K
$20.6K
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
1.1K+ 3.32% |
$18.7K - $19.6K
|
34.3K
$631K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.07KNew |
$18.1K - $19.1K
|
1.07K
$19.7K
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.07K+ 8.13% |
$18.1K - $19.1K
|
14.2K
$262K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.06K+ 0.34% |
$17.9K - $18.8K
|
316K
$5.81M
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
947+ 1.1% |
$16K - $16.9K
|
86.7K
$1.59M
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
873New |
$14.8K - $15.5K
|
873
$16.1K
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
853New |
$14.4K - $15.2K
|
853
$15.7K
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
850+ 2.38% |
$14.4K - $15.1K
|
36.5K
$671K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
725+ 1.26% |
$12.3K - $12.9K
|
58.1K
$1.07M
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
704New |
$11.9K - $12.5K
|
704
$12.9K
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
666+ 1.21% |
$11.3K - $11.9K
|
55.9K
$1.03M
|
|
Jul 07, 2023
Q2 2023
|
First Community Trust Na
|
BUY
|
- |
641New |
$10.9K - $11.4K
|
641
$11.8K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
600New |
$10.2K - $10.7K
|
600
$11K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
554+ 6.72% |
$9.38K - $9.86K
|
8.79K
$162K
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
519+ 0.79% |
$8.79K - $9.24K
|
66.6K
$1.22M
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
519+ 1.76% |
$8.79K - $9.24K
|
30K
$552K
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
519+ 1.4% |
$8.79K - $9.24K
|
37.7K
$693K
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
507+ 1.36% |
$8.58K - $9.02K
|
37.8K
$696K
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
500New |
$8.47K - $8.9K
|
500
$9.2K
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
498+ 2.99% |
$8.43K - $8.86K
|
17.1K
$315K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
472+ 2.99% |
$7.99K - $8.4K
|
16.3K
$299K
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
453+ 1.82% |
$7.67K - $8.06K
|
25.4K
$466K
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
444+ 2.74% |
$7.52K - $7.9K
|
16.7K
$306K
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
411+ 6.88% |
$6.96K - $7.32K
|
6.39K
$117K
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
406+ 1.18% |
$6.87K - $7.23K
|
34.7K
$638K
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
397+ 2.99% |
$6.72K - $7.07K
|
13.7K
$251K
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
300New |
$5.08K - $5.34K
|
300
$5.52K
|
|
Jul 10, 2023
Q2 2023
|
David J Yvars Group
|
BUY
|
- |
295+ 2.83% |
$4.99K - $5.25K
|
10.7K
$197K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
209New |
$3.54K - $3.72K
|
209
$3.84K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
190+ 0.39% |
$3.22K - $3.38K
|
49.5K
$910K
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
181+ 2.23% |
$3.06K - $3.22K
|
8.32K
$153K
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
150New |
$2.54K - $2.67K
|
150
$2.76K
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
BUY
|
- |
87+ 0.54% |
$1.47K - $1.55K
|
16.3K
$300K
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
79+ 0.05% |
$1.34K - $1.41K
|
173K
$3.17M
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
65+ 2.98% |
$1.1K - $1.16K
|
2.24K
$41.3K
|
|
Aug 08, 2023
Q2 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
62+ 0.25% |
$1.05K - $1.1K
|
25.2K
$464K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
58+ 1.67% |
$982 - $1.03K
|
3.54K
$65.1K
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
52+ 2.05% |
$880 - $926
|
2.59K
$47.6K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
47+ 2.49% |
$796 - $837
|
1.93K
$35.5K
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
40+ 0.34% |
$677 - $712
|
11.8K
$217K
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
29+ 3.03% |
$491 - $516
|
985
$18.1K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
9New |
$152 - $160
|
9
$166
|
|
Aug 03, 2023
Q2 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
9+ 2.98% |
$152 - $160
|
311
$5.72K
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
8+ 0.02% |
$135 - $142
|
34.1K
$628K
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
BUY
|
- |
7+ 0.01% |
$119 - $125
|
51.9K
$954K
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
7+ 0.04% |
$119 - $125
|
16.3K
$300K
|