Purchases and Sales Made in Q3 2021 in Global X Fdsnasdaq 100 Covered (QYLD)
This table provides information about the institutional ownership of Global X Fdsnasdaq 100 Covered (QYLD) during Q3 2021. 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 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
9.17K+ 9.59% |
$202K - $212K
|
105K
$1.93M
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
8.97K+ 34.52% |
$198K - $207K
|
35K
$643K
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
8.29K+ 21.99% |
$183K - $192K
|
46K
$846K
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
7.64K+ 20.01% |
$168K - $177K
|
45.8K
$843K
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.98K+ 1.48% |
$154K - $161K
|
477K
$8.78M
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
6.91K+ 29.94% |
$152K - $160K
|
30K
$551K
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.82K+ 38.81% |
$150K - $158K
|
24.4K
$448K
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
6.72K+ 32.57% |
$148K - $155K
|
27.3K
$503K
|
|
Nov 02, 2021
Q3 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
6.67K+ 6.65% |
$147K - $154K
|
107K
$1.97M
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.39KNew |
$141K - $148K
|
6.39K
$117K
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
5.95K+ 10.9% |
$131K - $138K
|
60.6K
$1.11M
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
5.9K+ 6.3% |
$130K - $137K
|
99.6K
$1.83M
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.67K+ 23.5% |
$125K - $131K
|
29.8K
$548K
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
5.5K+ 7.11% |
$121K - $127K
|
82.8K
$1.52M
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
5.28K+ 6.34% |
$116K - $122K
|
88.6K
$1.63M
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
5.12K+ 12.45% |
$113K - $118K
|
46.3K
$851K
|
|
Oct 13, 2021
Q3 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
4.85K+ 12.86% |
$107K - $112K
|
42.5K
$782K
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.41K+ 10.96% |
$97.2K - $102K
|
44.6K
$821K
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.12KNew |
$90.8K - $95.3K
|
4.12K
$75.8K
|
|
Oct 26, 2021
Q3 2021
|
Cutler Group LP
|
BUY
|
- |
3.68KNew |
$81.1K - $85.1K
|
3.68K
$67.7K
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
3.45K+ 33.42% |
$76K - $79.7K
|
13.8K
$253K
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.37K+ 9.72% |
$74.3K - $78K
|
38.1K
$700K
|
|
Nov 05, 2021
Q3 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3.32K+ 23.44% |
$73.1K - $76.7K
|
17.5K
$321K
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
3.14KNew |
$69.2K - $72.6K
|
3.14K
$57.7K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.09K+ 35.44% |
$68.2K - $71.5K
|
11.8K
$217K
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.04K+ 6.77% |
$66.9K - $70.2K
|
47.9K
$881K
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.92K+ 187.04% |
$64.2K - $67.4K
|
4.48K
$82.3K
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
2.89K+ 27.28% |
$63.6K - $66.8K
|
13.5K
$248K
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.86K+ 16.14% |
$62.9K - $66K
|
20.5K
$378K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.79K+ 8.45% |
$61.5K - $64.6K
|
35.8K
$659K
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
2.42K+ 4474.07% |
$53.2K - $55.9K
|
2.47K
$45.4K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.4K+ 22.23% |
$52.9K - $55.5K
|
13.2K
$243K
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
2.39KNew |
$52.6K - $55.2K
|
2.39K
$43.9K
|
|
Nov 16, 2021
Q3 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
2.3K+ 22.33% |
$50.7K - $53.2K
|
12.6K
$232K
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.17K+ 17.51% |
$47.7K - $50.1K
|
14.5K
$267K
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
2.14K+ 16.36% |
$47.1K - $49.4K
|
15.2K
$280K
|
|
Oct 12, 2021
Q3 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
2.12K+ 8.65% |
$46.6K - $48.9K
|
26.6K
$489K
|
|
Oct 28, 2021
Q3 2021
|
Weaver Consulting Group
|
BUY
|
- |
2.03K+ 2.51% |
$44.8K - $47K
|
83K
$1.53M
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.89K+ 29.94% |
$41.7K - $43.8K
|
8.22K
$151K
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
1.85KNew |
$40.7K - $42.7K
|
1.85K
$34K
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.71K+ 40.24% |
$37.8K - $39.6K
|
5.97K
$110K
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
1.66KNew |
$36.6K - $38.4K
|
1.66K
$30.6K
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.52KNew |
$33.5K - $35.1K
|
1.52K
$27.9K
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.41K+ 15.27% |
$31.1K - $32.6K
|
10.6K
$196K
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.35K+ 19.11% |
$29.8K - $31.3K
|
8.43K
$155K
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.34K+ 10.04% |
$29.5K - $31K
|
14.7K
$270K
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.21K+ 1.45% |
$26.7K - $28K
|
84.8K
$1.56M
|
|
Nov 05, 2021
Q3 2021
|
Qp Wealth Management, LLC
|
BUY
|
- |
1.2K+ 9.01% |
$26.4K - $27.7K
|
14.5K
$267K
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
BUY
|
- |
1.2K+ 11.46% |
$26.4K - $27.7K
|
11.7K
$215K
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
1.14K+ 1.17% |
$25.1K - $26.3K
|
98.2K
$1.81M
|