Purchases and Sales Made in Q4 2024 in Global X Fdsnasdaq 100 Covered (QYLD)
This table provides information about the institutional ownership of Global X Fdsnasdaq 100 Covered (QYLD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
40.9KNew |
$734K - $770K
|
40.9K
$650K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
40.7KNew |
$730K - $766K
|
40.7K
$646K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
39.2KNew |
$704K - $738K
|
39.2K
$623K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39.1K+ 5.76% |
$701K - $735K
|
718K
$11.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
39K+ 16.04% |
$700K - $734K
|
282K
$4.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
31.8K+ 16.46% |
$570K - $598K
|
225K
$3.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
30.6K+ 107.9% |
$548K - $575K
|
58.9K
$935K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
28.7K+ 10.03% |
$514K - $539K
|
315K
$4.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
28.3KNew |
$507K - $532K
|
28.3K
$449K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
27.9K+ 31.41% |
$500K - $524K
|
117K
$1.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
27.1KNew |
$486K - $510K
|
27.1K
$430K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
27KNew |
$483K - $507K
|
27K
$428K
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
24.5K+ 111.17% |
$440K - $461K
|
46.6K
$740K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
23.7KNew |
$426K - $446K
|
23.7K
$377K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
23.4K+ 21.38% |
$420K - $441K
|
133K
$2.11M
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
22.1K+ 29.28% |
$396K - $415K
|
97.4K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
20.3K+ 4.77% |
$364K - $382K
|
446K
$7.08M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
19.7K+ 60.35% |
$353K - $370K
|
52.3K
$831K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
19.5KNew |
$350K - $367K
|
19.5K
$310K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
18.8KNew |
$337K - $354K
|
18.8K
$299K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
18.5K+ 18.74% |
$331K - $347K
|
117K
$1.86M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
18.4K+ 4.16% |
$330K - $346K
|
460K
$7.3M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
18.1KNew |
$325K - $341K
|
18.1K
$288K
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
18.1KNew |
$324K - $340K
|
18.1K
$287K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
17.8K+ 63.55% |
$320K - $335K
|
45.9K
$728K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
17.5K+ 16.83% |
$314K - $329K
|
122K
$1.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
17.4K+ 124.36% |
$311K - $326K
|
31.3K
$497K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
15.9K+ 9.06% |
$286K - $299K
|
192K
$3.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
15.7K+ 30.9% |
$281K - $295K
|
66.4K
$1.05M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.6K+ 98.13% |
$281K - $294K
|
31.6K
$501K
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
15.6KNew |
$279K - $292K
|
15.6K
$247K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
15.3KNew |
$275K - $288K
|
15.3K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
15.3K+ 4.02% |
$274K - $288K
|
396K
$6.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
15KNew |
$269K - $282K
|
15K
$238K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
14.8KNew |
$265K - $278K
|
14.8K
$235K
|
|
|
Jan 29, 2025
Q4 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
14.5K+ 20.98% |
$259K - $272K
|
83.4K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
14.4KNew |
$257K - $270K
|
14.4K
$228K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
14.4KNew |
$257K - $270K
|
14.4K
$228K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
14.1KNew |
$254K - $266K
|
14.1K
$224K
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
13.9K+ 97.75% |
$248K - $260K
|
28K
$445K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
13.5K+ 8.81% |
$242K - $254K
|
167K
$2.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13.5K+ 3.74% |
$242K - $254K
|
375K
$5.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
13.4KNew |
$239K - $251K
|
13.4K
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
13.3K+ 18.72% |
$239K - $251K
|
84.6K
$1.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
13.3KNew |
$239K - $250K
|
13.3K
$211K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13KNew |
$234K - $245K
|
13K
$207K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
13K+ 56.03% |
$233K - $245K
|
36.2K
$575K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.6K+ 31.02% |
$227K - $238K
|
53.4K
$847K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
12.5K+ 7.04% |
$224K - $234K
|
190K
$3.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
12.4K+ 6.97% |
$221K - $232K
|
189K
$3.01M
|