Purchases and Sales Made in Q2 2024 in Global X Fdsnasdaq 100 Covered (QYLD)
This table provides information about the institutional ownership of Global X Fdsnasdaq 100 Covered (QYLD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.41K+ 3591.04% |
$41.4K - $43.4K
|
2.47K
$45.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
2.35K+ 1.37% |
$40.5K - $42.4K
|
174K
$3.2M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
2.34KNew |
$40.2K - $42.1K
|
2.34K
$42.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.2KNew |
$37.9K - $39.7K
|
2.2K
$40.5K
|
|
|
Jul 12, 2024
Q2 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
2.03K+ 10.63% |
$35K - $36.7K
|
21.1K
$389K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.02K+ 2.52% |
$34.7K - $36.4K
|
82.2K
$1.51M
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.97K+ 5.28% |
$34K - $35.6K
|
39.3K
$723K
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
1.94K+ 15.25% |
$33.4K - $35K
|
14.7K
$270K
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.86K+ 0.62% |
$32.1K - $33.6K
|
301K
$5.54M
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.76K+ 7.4% |
$30.3K - $31.8K
|
25.5K
$470K
|
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.6K+ 8.48% |
$27.5K - $28.8K
|
20.5K
$376K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.44K+ 2.66% |
$24.8K - $26K
|
55.8K
$1.03M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.34K+ 2.08% |
$23.1K - $24.2K
|
65.9K
$1.21M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.18K+ 8.4% |
$20.3K - $21.3K
|
15.2K
$280K
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.14K+ 1.46% |
$19.6K - $20.6K
|
79.4K
$1.46M
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.05KNew |
$18.1K - $18.9K
|
1.05K
$19.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
1.02K+ 5.24% |
$17.6K - $18.5K
|
20.6K
$378K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1KNew |
$17.2K - $18K
|
1K
$18.4K
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1KNew |
$17.2K - $18K
|
1K
$18.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
984+ 5.19% |
$16.9K - $17.8K
|
19.9K
$367K
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
978+ 0.76% |
$16.8K - $17.6K
|
130K
$2.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
974+ 0.88% |
$16.8K - $17.6K
|
112K
$2.06M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
965+ 2.93% |
$16.6K - $17.4K
|
34K
$624K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
930+ 46.5% |
$16K - $16.8K
|
2.93K
$53.9K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
916+ 1.38% |
$15.8K - $16.5K
|
67.1K
$1.23M
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
756New |
$13K - $13.6K
|
756
$13.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
703+ 4.59% |
$12.1K - $12.7K
|
16K
$294K
|
|
|
Jul 15, 2024
Q2 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
623+ 3.47% |
$10.7K - $11.2K
|
18.6K
$342K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
622+ 2.32% |
$10.7K - $11.2K
|
27.4K
$505K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
600+ 5.48% |
$10.3K - $10.8K
|
11.6K
$213K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
563New |
$9.69K - $10.2K
|
563
$10.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
561+ 0.86% |
$9.66K - $10.1K
|
65.5K
$1.2M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
517+ 1.79% |
$8.9K - $9.33K
|
29.3K
$539K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
488+ 244.0% |
$8.4K - $8.8K
|
688
$12.7K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
438+ 2.87% |
$7.54K - $7.9K
|
15.7K
$288K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
412+ 2.58% |
$7.09K - $7.43K
|
16.4K
$302K
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
393+ 3.91% |
$6.77K - $7.09K
|
10.5K
$192K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
378+ 1.66% |
$6.51K - $6.82K
|
23.2K
$426K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
287+ 1.92% |
$4.94K - $5.18K
|
15.2K
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
272+ 0.37% |
$4.68K - $4.91K
|
73.4K
$1.35M
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
270+ 2.45% |
$4.65K - $4.87K
|
11.3K
$208K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
264+ 1.0% |
$4.55K - $4.76K
|
26.7K
$491K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
243+ 1.24% |
$4.18K - $4.38K
|
19.8K
$365K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
218+ 0.69% |
$3.75K - $3.93K
|
32K
$588K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
216+ 1.92% |
$3.72K - $3.9K
|
11.5K
$211K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
202New |
$3.48K - $3.64K
|
202
$3.71K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
175+ 253.62% |
$3.01K - $3.16K
|
244
$4.49K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
173+ 2.88% |
$2.98K - $3.12K
|
6.18K
$114K
|
|
|
Aug 13, 2024
Q2 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
160+ 0.22% |
$2.76K - $2.89K
|
72.2K
$1.33M
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
133+ 1.26% |
$2.29K - $2.4K
|
10.7K
$196K
|