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 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.21K+ 6.56% |
$26.2K - $27.9K
|
19.6K
$361K
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.21K+ 6.92% |
$26.2K - $27.9K
|
18.7K
$344K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.17K+ 35.12% |
$25.4K - $26.9K
|
4.5K
$82.7K
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.08K+ 8.01% |
$23.3K - $24.8K
|
14.5K
$267K
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
1.03KNew |
$22.3K - $23.6K
|
1.03K
$18.8K
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1KNew |
$21.7K - $23.1K
|
1K
$18.4K
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1KNew |
$21.7K - $23.1K
|
1K
$18.4K
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
979+ 4.76% |
$21.3K - $22.6K
|
21.5K
$396K
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
895+ 2.5% |
$19.4K - $20.6K
|
36.7K
$676K
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
700New |
$15.2K - $16.1K
|
700
$12.9K
|
|
Jun 02, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
566+ 5.56% |
$12.3K - $13K
|
10.7K
$198K
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
500New |
$10.9K - $11.5K
|
500
$9.2K
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
411+ 1.08% |
$8.92K - $9.47K
|
38.5K
$707K
|
|
Feb 14, 2022
Q4 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
406+ 6.14% |
$8.81K - $9.36K
|
7.02K
$129K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
400+ 0.55% |
$8.68K - $9.22K
|
73.7K
$1.35M
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
BUY
|
- |
400New |
$8.68K - $9.22K
|
400
$7.36K
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
359+ 6.01% |
$7.79K - $8.27K
|
6.33K
$116K
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
350+ 233.33% |
$7.6K - $8.07K
|
500
$9.2K
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
293New |
$6.36K - $6.75K
|
293
$5.39K
|
|
Feb 10, 2022
Q4 2021
|
Emc Capital Management
Houston, TX |
BUY
|
- |
250New |
$5.43K - $5.76K
|
250
$4.6K
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
245+ 1.88% |
$5.32K - $5.65K
|
13.3K
$244K
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
236+ 1.88% |
$5.12K - $5.44K
|
12.8K
$235K
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
156+ 0.17% |
$3.39K - $3.6K
|
89.6K
$1.65M
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
147+ 2.74% |
$3.19K - $3.39K
|
5.5K
$101K
|
|
Feb 11, 2022
Q4 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
107+ 0.4% |
$2.32K - $2.47K
|
26.8K
$493K
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
79New |
$1.72K - $1.82K
|
79
$1.45K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
65+ 0.46% |
$1.41K - $1.5K
|
14.1K
$259K
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
62+ 4.13% |
$1.35K - $1.43K
|
1.56K
$28.7K
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
30+ 272.73% |
$651 - $692
|
41
$754
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
18+ 1.02% |
$391 - $415
|
1.79K
$32.9K
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
11+ 2.03% |
$239 - $254
|
552
$10.2K
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
2+ 1.72% |
$43.4 - $46.1
|
118
$2.17K
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 1.54% |
$43.4 - $46.1
|
132
$2.43K
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-76Closed |
$1.65K - $1.75K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-145- 50.0% |
$3.15K - $3.34K
|
145
$2.67K
|
|
Jan 13, 2022
Q4 2021
|
Qp Wealth Management, LLC
|
SELL
|
- |
-200- 1.38% |
$4.34K - $4.61K
|
14.3K
$263K
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
SELL
|
- |
-251- 1.04% |
$5.45K - $5.79K
|
24K
$441K
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-271- 2.47% |
$5.88K - $6.25K
|
10.7K
$197K
|
|
Feb 03, 2022
Q4 2021
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-291- 2.78% |
$6.32K - $6.71K
|
10.2K
$187K
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-450- 3.88% |
$9.77K - $10.4K
|
11.1K
$205K
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-500Closed |
$10.9K - $11.5K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-500Closed |
$10.9K - $11.5K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-638- 6.23% |
$13.9K - $14.7K
|
9.61K
$177K
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-678- 6.37% |
$14.7K - $15.6K
|
9.97K
$183K
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-953- 7.14% |
$20.7K - $22K
|
12.4K
$228K
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-1KClosed |
$21.7K - $23.1K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1.03K- 12.17% |
$22.3K - $23.6K
|
7.41K
$136K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.04K- 9.03% |
$22.6K - $24K
|
10.5K
$193K
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.27K- 51.42% |
$27.6K - $29.3K
|
1.2K
$22.1K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.34KClosed |
$29.1K - $30.9K
|
0
$0
|