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
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
895+ 7.15% |
$19.7K - $20.7K
|
13.4K
$247K
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
541New |
$11.9K - $12.5K
|
541
$9.95K
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
525+ 18.72% |
$11.6K - $12.1K
|
3.33K
$61.2K
|
|
Jun 02, 2022
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
516+ 5.18% |
$11.4K - $11.9K
|
10.5K
$193K
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
500New |
$11K - $11.6K
|
500
$9.2K
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
484New |
$10.7K - $11.2K
|
484
$8.9K
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
471+ 3.41% |
$10.4K - $10.9K
|
14.3K
$263K
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
471+ 7.67% |
$10.4K - $10.9K
|
6.61K
$122K
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
391+ 0.36% |
$8.61K - $9.04K
|
110K
$2.02M
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
341+ 2.69% |
$7.51K - $7.88K
|
13K
$240K
|
|
Nov 03, 2021
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
334+ 3.47% |
$7.36K - $7.72K
|
9.95K
$183K
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
329+ 2.69% |
$7.25K - $7.61K
|
12.6K
$231K
|
|
Oct 19, 2021
Q3 2021
|
Dfpg Investments, LLC
|
BUY
|
- |
238+ 0.62% |
$5.24K - $5.5K
|
38.5K
$707K
|
|
Nov 15, 2021
Q3 2021
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
200+ 66.67% |
$4.41K - $4.62K
|
500
$9.2K
|
|
Nov 16, 2021
Q3 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
148+ 0.56% |
$3.26K - $3.42K
|
26.7K
$491K
|
|
Nov 12, 2021
Q3 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
139+ 2.66% |
$3.06K - $3.21K
|
5.36K
$98.5K
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
130New |
$2.86K - $3.01K
|
130
$2.39K
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
25+ 1.43% |
$551 - $578
|
1.77K
$32.6K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
21+ 0.15% |
$463 - $486
|
14K
$258K
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
12+ 0.09% |
$264 - $277
|
13.5K
$248K
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
11New |
$242 - $254
|
11
$202
|
|
Nov 12, 2021
Q3 2021
|
F3 Logic, LLC
|
BUY
|
- |
4+ 0.02% |
$88.1 - $92.5
|
18.3K
$336K
|
|
Oct 08, 2021
Q3 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
3+ 2.65% |
$66.1 - $69.4
|
116
$2.13K
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 2.7% |
$44.1 - $46.2
|
76
$1.4K
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-4- 0.12% |
$88.1 - $92.5
|
3.2K
$58.9K
|
|
Nov 09, 2021
Q3 2021
|
Milestone Advisory Partners
|
SELL
|
- |
-4- 0.02% |
$88.1 - $92.5
|
18.9K
$347K
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-39- 0.16% |
$859 - $902
|
25K
$460K
|
|
Nov 15, 2021
Q3 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-49- 0.42% |
$1.08K - $1.13K
|
11.5K
$212K
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-51- 10.18% |
$1.12K - $1.18K
|
450
$8.28K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-126Closed |
$2.78K - $2.91K
|
0
$0
|
|
Oct 25, 2021
Q3 2021
|
Rpg Investment Advisory, LLC
|
SELL
|
- |
-159- 1.14% |
$3.5K - $3.68K
|
13.8K
$253K
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
SELL
|
- |
-250- 33.33% |
$5.51K - $5.78K
|
500
$9.2K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-269- 0.08% |
$5.93K - $6.22K
|
348K
$6.4M
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-405- 2.49% |
$8.92K - $9.36K
|
15.9K
$292K
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-500Closed |
$11K - $11.6K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-652- 0.94% |
$14.4K - $15.1K
|
68.6K
$1.26M
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-704- 2.01% |
$15.5K - $16.3K
|
34.3K
$630K
|
|
Nov 12, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-836- 5.79% |
$18.4K - $19.3K
|
13.6K
$250K
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-1K- 50.0% |
$22K - $23.1K
|
1K
$18.4K
|
|
Oct 19, 2021
Q3 2021
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-1.09K- 1.14% |
$24K - $25.2K
|
94.3K
$1.73M
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.1KClosed |
$24.2K - $25.4K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.15K- 95.5% |
$25.2K - $26.5K
|
54
$993
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.22KClosed |
$26.9K - $28.3K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.31KClosed |
$28.9K - $30.3K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.31K- 10.68% |
$28.9K - $30.3K
|
11K
$202K
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.38K- 6.99% |
$30.5K - $32K
|
18.4K
$339K
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.44K- 6.86% |
$31.8K - $33.3K
|
19.6K
$360K
|
|
Nov 12, 2021
Q3 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.73KClosed |
$38.1K - $40K
|
0
$0
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-1.98K- 2.31% |
$43.5K - $45.7K
|
83.4K
$1.53M
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-2.17K- 5.15% |
$47.7K - $50.1K
|
39.9K
$733K
|