Purchases and Sales Made in Q3 2023 in Global X Fdsnasdaq 100 Covered (QYLD)
This table provides information about the institutional ownership of Global X Fdsnasdaq 100 Covered (QYLD) during Q3 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 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
28.1KNew |
$466K - $507K
|
28.1K
$515K
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
27.3K+ 6200.0% |
$452K - $492K
|
27.7K
$508K
|
|
|
Oct 20, 2023
Q3 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
27.1KNew |
$450K - $490K
|
27.1K
$497K
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
26.3KNew |
$436K - $475K
|
26.3K
$482K
|
|
|
Nov 09, 2023
Q3 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
25.1K+ 47.67% |
$416K - $453K
|
77.8K
$1.42M
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
25K+ 34.14% |
$414K - $451K
|
98.1K
$1.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
24.5K+ 20.01% |
$407K - $443K
|
147K
$2.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24.5K+ 14.44% |
$407K - $443K
|
195K
$3.56M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
24.1K+ 7.64% |
$400K - $435K
|
340K
$6.22M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
20.7K+ 77.12% |
$343K - $373K
|
47.5K
$870K
|
|
|
Nov 09, 2023
Q3 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
20.2K+ 34.44% |
$335K - $365K
|
78.9K
$1.44M
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
19.6K+ 17.97% |
$325K - $354K
|
129K
$2.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
19.4K+ 5.8% |
$322K - $350K
|
354K
$6.48M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
19.1K+ 4.8% |
$316K - $344K
|
417K
$7.63M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
17.8K+ 5.79% |
$295K - $321K
|
325K
$5.96M
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
17K+ 52.13% |
$282K - $307K
|
49.7K
$910K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
17KNew |
$282K - $307K
|
17K
$311K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
16.8K+ 6.21% |
$279K - $304K
|
288K
$5.27M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.3KNew |
$270K - $294K
|
16.3K
$299K
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
15.9KNew |
$263K - $287K
|
15.9K
$291K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
15.6KNew |
$258K - $281K
|
15.6K
$285K
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
12.9KNew |
$214K - $233K
|
12.9K
$236K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
12.6KNew |
$208K - $227K
|
12.6K
$230K
|
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
12.2KNew |
$202K - $220K
|
12.2K
$223K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
12.1KNew |
$201K - $219K
|
12.1K
$222K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
11.8K+ 7.16% |
$196K - $213K
|
177K
$3.24M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
11.8KNew |
$196K - $213K
|
11.8K
$216K
|
|
|
Nov 08, 2023
Q3 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
11.6KNew |
$193K - $210K
|
11.6K
$213K
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
11.6K+ 107.36% |
$192K - $209K
|
22.3K
$409K
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
11.5KNew |
$190K - $207K
|
11.5K
$210K
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
11.4K+ 63.12% |
$189K - $206K
|
29.5K
$541K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.4KNew |
$189K - $206K
|
11.4K
$209K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
10.7KNew |
$178K - $194K
|
10.7K
$197K
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
10.6K+ 30.98% |
$175K - $191K
|
44.7K
$819K
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
9.87K+ 53.47% |
$164K - $178K
|
28.3K
$518K
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
9.64K+ 14.4% |
$160K - $174K
|
76.5K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
9.55K+ 34.1% |
$158K - $172K
|
37.6K
$688K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
8.79K+ 12.81% |
$146K - $159K
|
77.4K
$1.42M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
8.67K+ 7.92% |
$144K - $157K
|
118K
$2.16M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
8.53K+ 4.53% |
$141K - $154K
|
197K
$3.61M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.43K+ 11.61% |
$140K - $152K
|
81K
$1.48M
|
|
|
Oct 10, 2023
Q3 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
8.34K+ 2.04% |
$138K - $150K
|
417K
$7.64M
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
BUY
|
- |
8.2K+ 13.07% |
$136K - $148K
|
70.9K
$1.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
8.15K+ 56.47% |
$135K - $147K
|
22.6K
$413K
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
7.57K+ 5.59% |
$125K - $137K
|
143K
$2.62M
|
|
|
Oct 25, 2023
Q3 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
7.32K+ 51.35% |
$121K - $132K
|
21.6K
$395K
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.97K+ 12.82% |
$116K - $126K
|
61.4K
$1.12M
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
6.75K+ 40.48% |
$112K - $122K
|
23.4K
$429K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
6.52K+ 17.45% |
$108K - $118K
|
43.9K
$803K
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
6.21K+ 33.46% |
$103K - $112K
|
24.8K
$453K
|