Purchases and Sales Made in Q3 2024 in Global X Fdsnasdaq 100 Covered (QYLD)
This table provides information about the institutional ownership of Global X Fdsnasdaq 100 Covered (QYLD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1KNew |
$16.4K - $18.1K
|
1K
$18.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
938+ 2.9% |
$15.4K - $17K
|
33.3K
$610K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
854+ 4.88% |
$14K - $15.5K
|
18.4K
$337K
|
|
|
Oct 21, 2024
Q3 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
819+ 1.27% |
$13.4K - $14.8K
|
65.5K
$1.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
813+ 2.98% |
$13.3K - $14.7K
|
28.1K
$515K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
784+ 0.55% |
$12.9K - $14.2K
|
143K
$2.62M
|
|
|
Oct 29, 2024
Q3 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
732+ 1.84% |
$12K - $13.3K
|
40.5K
$744K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
731+ 1.36% |
$12K - $13.2K
|
54.6K
$1M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
614+ 4.03% |
$10.1K - $11.1K
|
15.8K
$291K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
567+ 3.73% |
$9.31K - $10.3K
|
15.8K
$290K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
550New |
$9.03K - $9.97K
|
550
$10.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
464+ 4.04% |
$7.62K - $8.41K
|
12K
$219K
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
452+ 4.04% |
$7.42K - $8.19K
|
11.6K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
450+ 1.29% |
$7.39K - $8.15K
|
35.3K
$648K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
426+ 2.01% |
$6.99K - $7.72K
|
21.6K
$396K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
392+ 1.13% |
$6.44K - $7.1K
|
35.2K
$646K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
392+ 0.52% |
$6.44K - $7.1K
|
76.2K
$1.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
353+ 0.43% |
$5.8K - $6.4K
|
83K
$1.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
350New |
$5.75K - $6.34K
|
350
$6.42K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
337New |
$5.53K - $6.11K
|
337
$6.18K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
327+ 2.39% |
$5.37K - $5.93K
|
14K
$257K
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
327+ 1.41% |
$5.37K - $5.93K
|
23.5K
$431K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
300+ 3.23% |
$4.93K - $5.44K
|
9.6K
$176K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
289+ 0.68% |
$4.75K - $5.24K
|
43K
$789K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
277+ 21.61% |
$4.55K - $5.02K
|
1.56K
$28.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
263+ 2.28% |
$4.32K - $4.77K
|
11.8K
$217K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
213+ 575.68% |
$3.5K - $3.86K
|
250
$4.59K
|
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
200+ 0.57% |
$3.28K - $3.62K
|
35K
$642K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
195+ 0.55% |
$3.2K - $3.53K
|
35.7K
$655K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
189+ 3.06% |
$3.1K - $3.42K
|
6.37K
$117K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
140+ 0.45% |
$2.3K - $2.54K
|
31K
$569K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
126+ 4.91% |
$2.07K - $2.28K
|
2.69K
$49.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
116+ 0.78% |
$1.9K - $2.1K
|
15K
$274K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100+ 16.67% |
$1.64K - $1.81K
|
700
$12.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
87+ 4.01% |
$1.43K - $1.58K
|
2.26K
$41.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
82+ 0.54% |
$1.35K - $1.49K
|
15.4K
$283K
|
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
BUY
|
- |
67+ 0.44% |
$1.1K - $1.21K
|
15.4K
$282K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
63+ 0.29% |
$1.03K - $1.14K
|
22.1K
$405K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
51+ 4.04% |
$837 - $924
|
1.31K
$24.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
37+ 0.26% |
$608 - $670
|
14.2K
$260K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
35+ 0.12% |
$575 - $634
|
29.4K
$539K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
24+ 0.22% |
$394 - $435
|
10.9K
$200K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
24+ 3.96% |
$394 - $435
|
630
$11.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
24New |
$394 - $435
|
24
$440
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
24New |
$394 - $435
|
24
$440
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
21+ 4.13% |
$345 - $381
|
529
$9.71K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
21+ 0.18% |
$345 - $381
|
11.5K
$212K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
16+ 2.07% |
$263 - $290
|
788
$14.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
14+ 4.03% |
$230 - $254
|
361
$6.62K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
7+ 0.04% |
$115 - $127
|
18.1K
$333K
|