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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
5+ 4.0% |
$82.1 - $90.6
|
130
$2.39K
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
5+ 0.01% |
$82.1 - $90.6
|
72.2K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1New |
$16.4 - $18.1
|
1
$18.4
|
|
|
Oct 21, 2024
Q3 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-3- 0.02% |
$49.3 - $54.4
|
16.3K
$299K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5- 0.04% |
$82.1 - $90.6
|
14K
$256K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-7- 0.28% |
$115 - $127
|
2.47K
$45.3K
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-10Closed |
$164 - $181
|
0
$0
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-24- 2.17% |
$394 - $435
|
1.08K
$19.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-37- 0.41% |
$608 - $670
|
8.9K
$163K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-53- 0.06% |
$870 - $960
|
82.1K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-60- 0.31% |
$985 - $1.09K
|
19.4K
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-89- 9.93% |
$1.46K - $1.61K
|
807
$14.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-188- 1.04% |
$3.09K - $3.41K
|
18K
$330K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-200- 29.07% |
$3.28K - $3.62K
|
488
$8.95K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-209- 0.37% |
$3.43K - $3.79K
|
55.9K
$1.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
SELL
|
- |
-258- 0.36% |
$4.24K - $4.67K
|
71.1K
$1.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-290- 2.57% |
$4.76K - $5.25K
|
11K
$202K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-340- 0.82% |
$5.58K - $6.16K
|
41.1K
$754K
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-382- 1.86% |
$6.27K - $6.92K
|
20.2K
$370K
|
|
|
Oct 10, 2024
Q3 2024
|
Westend Capital Management, LLC
Sausalito, CA |
SELL
|
- |
-510- 3.47% |
$8.37K - $9.24K
|
14.2K
$260K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-560- 4.32% |
$9.2K - $10.1K
|
12.4K
$228K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-600- 57.14% |
$9.85K - $10.9K
|
450
$8.26K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-610- 57.49% |
$10K - $11.1K
|
451
$8.28K
|
|
|
Oct 11, 2024
Q3 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-670- 17.33% |
$11K - $12.1K
|
3.2K
$58.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-678- 3.6% |
$11.1K - $12.3K
|
18.2K
$333K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-784- 2.94% |
$12.9K - $14.2K
|
25.9K
$475K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-879- 1.31% |
$14.4K - $15.9K
|
66.2K
$1.22M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-885- 4.74% |
$14.5K - $16K
|
17.8K
$327K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-940- 4.57% |
$15.4K - $17K
|
19.6K
$360K
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.02K- 4.35% |
$16.7K - $18.5K
|
22.4K
$411K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-1.11K- 7.36% |
$18.2K - $20.1K
|
14K
$256K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-1.14K- 0.66% |
$18.8K - $20.7K
|
171K
$3.15M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.16K- 8.1% |
$19K - $21K
|
13.2K
$241K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.16K- 8.1% |
$19K - $21K
|
13.2K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.31K- 0.84% |
$21.6K - $23.8K
|
155K
$2.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.36K- 5.45% |
$22.2K - $24.6K
|
23.5K
$432K
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.37K- 3.24% |
$22.5K - $24.8K
|
41K
$752K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1.7K- 13.91% |
$27.9K - $30.8K
|
10.5K
$193K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.74K- 5.88% |
$28.5K - $31.5K
|
27.8K
$511K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.8K- 5.61% |
$29.5K - $32.5K
|
30.2K
$554K
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-1.85K- 24.67% |
$30.4K - $33.5K
|
5.65K
$104K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.09K- 2.85% |
$34.3K - $37.9K
|
71.3K
$1.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-2.33K- 21.32% |
$38.3K - $42.2K
|
8.6K
$158K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-2.44K- 63.86% |
$40K - $44.2K
|
1.38K
$25.3K
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.45K- 3.08% |
$40.2K - $44.3K
|
76.9K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.49K- 13.46% |
$40.8K - $45K
|
16K
$293K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-2.51K- 1.8% |
$41.2K - $45.5K
|
137K
$2.51M
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-2.53K- 6.02% |
$41.5K - $45.8K
|
39.5K
$725K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-2.78K- 17.75% |
$45.7K - $50.4K
|
12.9K
$237K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-2.79K- 21.24% |
$45.8K - $50.6K
|
10.3K
$190K
|