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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q2 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
4New |
$67.7 - $71.2
|
4
$73.6
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.36% |
$67.7 - $71.2
|
1.12K
$20.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 2.68% |
$50.8 - $53.4
|
115
$2.11K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3+ 0.97% |
$50.8 - $53.4
|
312
$5.74K
|
|
|
Aug 10, 2023
Q2 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-32- 0.79% |
$542 - $570
|
4.01K
$73.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
SELL
|
- |
-56- 0.39% |
$948 - $997
|
14.4K
$265K
|
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-77- 0.03% |
$1.3K - $1.37K
|
235K
$4.32M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-97- 74.62% |
$1.64K - $1.73K
|
33
$607
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-114- 8.42% |
$1.93K - $2.03K
|
1.24K
$22.8K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-140- 4.67% |
$2.37K - $2.49K
|
2.86K
$52.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-174- 4.64% |
$2.95K - $3.1K
|
3.58K
$65.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-178- 13.15% |
$3.01K - $3.17K
|
1.18K
$21.6K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-250- 10.0% |
$4.23K - $4.45K
|
2.25K
$41.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-303- 6.73% |
$5.13K - $5.39K
|
4.2K
$77.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-326- 2.06% |
$5.52K - $5.8K
|
15.5K
$285K
|
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-346- 0.19% |
$5.86K - $6.16K
|
182K
$3.35M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-376- 83.0% |
$6.37K - $6.69K
|
77
$1.42K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-376- 83.0% |
$6.37K - $6.69K
|
77
$1.42K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-435- 0.14% |
$7.36K - $7.74K
|
303K
$5.57M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-440- 1.19% |
$7.45K - $7.83K
|
36.5K
$671K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-494- 4.73% |
$8.36K - $8.79K
|
9.95K
$183K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-525- 3.17% |
$8.89K - $9.35K
|
16.1K
$295K
|
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-590- 6.77% |
$9.99K - $10.5K
|
8.13K
$149K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-616- 2.89% |
$10.4K - $11K
|
20.7K
$381K
|
|
|
Jul 19, 2023
Q2 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-693- 2.14% |
$11.7K - $12.3K
|
31.7K
$583K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-707- 1.02% |
$12K - $12.6K
|
68.6K
$1.26M
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-876- 6.43% |
$14.8K - $15.6K
|
12.7K
$234K
|
|
|
Aug 17, 2023
Q2 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-879- 1.54% |
$14.9K - $15.6K
|
56.1K
$1.03M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-914- 7.22% |
$15.5K - $16.3K
|
11.7K
$216K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.17K- 0.29% |
$19.8K - $20.8K
|
408K
$7.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.24K- 1.32% |
$21K - $22.1K
|
93.1K
$1.71M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.25K- 5.34% |
$21.2K - $22.3K
|
22.2K
$409K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.5K- 8.57% |
$25.4K - $26.7K
|
16K
$294K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.54K- 3.9% |
$26K - $27.3K
|
37.8K
$695K
|
|
|
Aug 14, 2023
Q2 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-1.57K- 2.89% |
$26.5K - $27.9K
|
52.7K
$969K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.94K- 7.03% |
$32.8K - $34.5K
|
25.7K
$472K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.99K- 6.63% |
$33.7K - $35.4K
|
28K
$515K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-2.05K- 1.84% |
$34.7K - $36.5K
|
110K
$2.01M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.17K- 12.47% |
$36.7K - $38.6K
|
15.2K
$280K
|
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-2.23K- 5.16% |
$37.7K - $39.7K
|
41K
$754K
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-2.4K- 6.9% |
$40.6K - $42.7K
|
32.4K
$595K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.57K- 8.68% |
$43.5K - $45.7K
|
27K
$497K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-2.64K- 44.84% |
$44.7K - $47K
|
3.25K
$59.7K
|
|
|
Jul 17, 2023
Q2 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-2.91K- 2.38% |
$49.2K - $51.7K
|
119K
$2.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.95K- 4.7% |
$49.9K - $52.5K
|
59.7K
$1.1M
|
|
|
Jul 06, 2023
Q2 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-3.11K- 3.17% |
$52.6K - $55.3K
|
95K
$1.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.12K- 1.02% |
$52.8K - $55.5K
|
304K
$5.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.13K- 96.52% |
$53.1K - $55.8K
|
113
$2.08K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.17K- 20.04% |
$53.7K - $56.5K
|
12.7K
$233K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.65K- 4.79% |
$61.8K - $65K
|
72.6K
$1.34M
|