Purchases and Sales Made in Q4 2021 in Global X Fdsnasdaq 100 Covered (QYLD)
This table provides information about the institutional ownership of Global X Fdsnasdaq 100 Covered (QYLD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Milestone Advisory Partners
|
BUY
|
- |
33.3K+ 176.5% |
$723K - $768K
|
52.2K
$959K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31.5K+ 12.94% |
$684K - $726K
|
275K
$5.06M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
29.7K+ 111.17% |
$644K - $683K
|
56.3K
$1.04M
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29.3K+ 61.12% |
$636K - $675K
|
77.2K
$1.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
27.7KNew |
$601K - $638K
|
27.7K
$509K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
26.5K+ 64.2% |
$576K - $612K
|
67.9K
$1.25M
|
|
|
Feb 07, 2022
Q4 2021
|
Capital Market Strategies LLC
|
BUY
|
- |
25.1KNew |
$546K - $579K
|
25.1K
$462K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
24.9KNew |
$540K - $573K
|
24.9K
$457K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
24.3K+ 28.16% |
$527K - $559K
|
110K
$2.03M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
22.4K+ 152.6% |
$487K - $517K
|
37.1K
$683K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
22.1K+ 26.73% |
$481K - $510K
|
105K
$1.93M
|
|
|
Jan 13, 2022
Q4 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
22.1K+ 83.13% |
$479K - $509K
|
48.7K
$895K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
21.4K+ 6.72% |
$465K - $494K
|
340K
$6.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Fluent Financial, LLC
|
BUY
|
- |
18.2KNew |
$395K - $420K
|
18.2K
$335K
|
|
|
Jan 28, 2022
Q4 2021
|
Capital Performance Advisors LLP
|
BUY
|
- |
18KNew |
$392K - $416K
|
18K
$332K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
17.7K+ 277.85% |
$385K - $409K
|
24.1K
$444K
|
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
17.3KNew |
$375K - $398K
|
17.3K
$317K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.1K+ 6.14% |
$372K - $395K
|
296K
$5.45M
|
|
|
Feb 15, 2022
Q4 2021
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
17.1K+ 40.2% |
$371K - $394K
|
59.6K
$1.1M
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
16.7K+ 14.47% |
$363K - $386K
|
132K
$2.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
16.6KNew |
$360K - $382K
|
16.6K
$305K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
16.5K+ 27.7% |
$357K - $379K
|
75.9K
$1.39M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
16.2KNew |
$352K - $374K
|
16.2K
$298K
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
15K+ 35.01% |
$325K - $345K
|
57.8K
$1.06M
|
|
|
Jan 18, 2022
Q4 2021
|
David J Yvars Group
|
BUY
|
- |
14.1K+ 115.67% |
$306K - $325K
|
26.3K
$484K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
14.1K+ 30.48% |
$306K - $325K
|
60.4K
$1.11M
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
13.8K+ 3073.11% |
$300K - $319K
|
14.3K
$263K
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
13KNew |
$282K - $299K
|
13K
$239K
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12.5K+ 33.95% |
$271K - $288K
|
49.3K
$907K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
12.4KNew |
$269K - $285K
|
12.4K
$228K
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
12.3KNew |
$267K - $284K
|
12.3K
$226K
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
12.3KNew |
$267K - $283K
|
12.3K
$226K
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
12.3KNew |
$267K - $283K
|
12.3K
$226K
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
12.2KNew |
$265K - $281K
|
12.2K
$224K
|
|
|
Feb 04, 2022
Q4 2021
|
Mathes Company, Inc.
|
BUY
|
- |
11.5KNew |
$250K - $265K
|
11.5K
$211K
|
|
|
Jan 26, 2022
Q4 2021
|
Covenant Asset Management, LLC
|
BUY
|
- |
11.5KNew |
$249K - $265K
|
11.5K
$211K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
11.1K+ 77.93% |
$242K - $257K
|
25.4K
$467K
|
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
11KNew |
$239K - $254K
|
11K
$202K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
10.9KNew |
$237K - $251K
|
10.9K
$201K
|
|
|
Feb 16, 2023
Q4 2021
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
10.9KNew |
$236K - $250K
|
10.9K
$200K
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.7KNew |
$232K - $246K
|
10.7K
$197K
|
|
|
Feb 14, 2022
Q4 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
10.6K+ 98.32% |
$231K - $245K
|
21.4K
$394K
|
|
|
Feb 03, 2022
Q4 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
10.5KNew |
$227K - $241K
|
10.5K
$192K
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
10.4KNew |
$225K - $239K
|
10.4K
$190K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.3K+ 6.34% |
$223K - $237K
|
173K
$3.17M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.3K+ 108.99% |
$223K - $237K
|
19.7K
$363K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
9.61KNew |
$209K - $221K
|
9.61K
$177K
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.97K+ 16.39% |
$195K - $207K
|
63.7K
$1.17M
|
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
BUY
|
- |
8.64K+ 74.0% |
$188K - $199K
|
20.3K
$374K
|
|
|
Jan 20, 2022
Q4 2021
|
Patten Group, Inc.
|
BUY
|
- |
8.6K+ 62.47% |
$187K - $198K
|
22.4K
$411K
|