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 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.87K- 6.66% |
$65.6K - $68.9K
|
54.3K
$998K
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-4.66K- 10.43% |
$78.8K - $82.9K
|
40K
$735K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-4.79K- 14.94% |
$81.1K - $85.3K
|
27.3K
$502K
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-4.86K- 10.72% |
$82.2K - $86.4K
|
40.4K
$743K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-5K- 15.69% |
$84.7K - $89K
|
26.9K
$494K
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-5.01K- 14.88% |
$84.8K - $89.2K
|
28.7K
$527K
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-5.7K- 23.93% |
$96.4K - $101K
|
18.1K
$333K
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.91K- 6.38% |
$117K - $123K
|
101K
$1.86M
|
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-8.9K- 12.11% |
$151K - $158K
|
64.6K
$1.19M
|
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.36K- 12.88% |
$158K - $167K
|
63.3K
$1.16M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-10.9K- 9.57% |
$184K - $193K
|
103K
$1.89M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11.1K- 13.03% |
$188K - $198K
|
74.2K
$1.37M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-12.3K- 1.59% |
$209K - $220K
|
765K
$14.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-12.5K- 18.94% |
$212K - $223K
|
53.5K
$984K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-12.9K- 27.15% |
$218K - $229K
|
34.6K
$636K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-14K- 86.49% |
$238K - $250K
|
2.19K
$40.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-14.5K- 27.97% |
$246K - $258K
|
37.4K
$687K
|
|
|
Jul 31, 2023
Q2 2023
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-15K- 46.48% |
$253K - $266K
|
17.2K
$317K
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-15K- 55.53% |
$254K - $267K
|
12K
$221K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-15.5K- 34.18% |
$262K - $275K
|
29.8K
$547K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-19.8K- 24.0% |
$335K - $353K
|
62.7K
$1.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20.3K- 69.75% |
$343K - $361K
|
8.79K
$162K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
SELL
|
- |
-20.3K- 21.1% |
$344K - $362K
|
76K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-20.7K- 6.81% |
$350K - $368K
|
283K
$5.21M
|
|
|
Aug 11, 2023
Q2 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-29.6K- 4.78% |
$501K - $527K
|
590K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-32.9K- 8.33% |
$557K - $586K
|
362K
$6.67M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-41.9K- 13.48% |
$709K - $746K
|
269K
$4.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-46.3K- 74.92% |
$783K - $824K
|
15.5K
$285K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-48.3K- 52.69% |
$818K - $860K
|
43.4K
$798K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-74.1K- 40.67% |
$1.25M - $1.32M
|
108K
$1.99M
|
|
|
Sep 04, 2024
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-81.9K- 56.42% |
$1.39M - $1.46M
|
63.3K
$1.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-81.9K- 56.42% |
$1.39M - $1.46M
|
63.3K
$1.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-155K- 19.68% |
$2.63M - $2.76M
|
634K
$11.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-189K- 15.18% |
$3.2M - $3.36M
|
1.05M
$19.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-251K- 54.11% |
$4.26M - $4.47M
|
213K
$3.92M
|
|
|
Jul 31, 2023
Q2 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-361K- 17.15% |
$6.11M - $6.43M
|
1.74M
$32.1M
|