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 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.6K+ 31.02% |
$227K - $238K
|
53.4K
$885K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
12.5K+ 7.04% |
$224K - $234K
|
190K
$3.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
12.4K+ 6.97% |
$221K - $232K
|
189K
$3.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
12.2K+ 5.55% |
$219K - $230K
|
233K
$3.86M
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
12.2K+ 12.47% |
$219K - $229K
|
110K
$1.82M
|
|
|
Feb 11, 2025
Q4 2024
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
12.2KNew |
$218K - $229K
|
12.2K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
12K+ 56.88% |
$214K - $225K
|
33K
$546K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
11.7K+ 12.61% |
$210K - $220K
|
104K
$1.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
11.6KNew |
$208K - $219K
|
11.6K
$193K
|
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.1K+ 11.87% |
$200K - $209K
|
105K
$1.74M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
11.1KNew |
$199K - $209K
|
11.1K
$184K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
10.9KNew |
$195K - $204K
|
10.9K
$180K
|
|
|
Feb 13, 2025
Q4 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
10.8KNew |
$194K - $204K
|
10.8K
$179K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
10.8K+ 14.47% |
$194K - $203K
|
85.4K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
10.8K+ 73.82% |
$193K - $203K
|
25.4K
$421K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.7KNew |
$192K - $201K
|
10.7K
$178K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
10.6KNew |
$191K - $200K
|
10.6K
$177K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
10.6K+ 25.25% |
$190K - $199K
|
52.6K
$872K
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
10.4KNew |
$187K - $196K
|
10.4K
$173K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
10.3KNew |
$185K - $194K
|
10.3K
$171K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10KNew |
$180K - $189K
|
10K
$167K
|
|
|
May 12, 2025
Q4 2024
|
Infinity Wealth Counsel, LLC
Loveland, OH |
BUY
|
- |
10KNew |
$179K - $188K
|
10K
$166K
|
|
|
Feb 20, 2025
Q4 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
9.74K+ 5.95% |
$175K - $183K
|
173K
$2.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
9.65KNew |
$173K - $181K
|
9.65K
$160K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
9.42K+ 50.54% |
$169K - $177K
|
28.1K
$465K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
8.98K+ 27.54% |
$161K - $169K
|
41.6K
$690K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.97K+ 21.02% |
$161K - $169K
|
51.6K
$856K
|
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
8.5K+ 21.87% |
$152K - $160K
|
47.4K
$786K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.29K+ 55.4% |
$149K - $156K
|
23.2K
$385K
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
8.05K+ 7.1% |
$144K - $151K
|
121K
$2.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.65K+ 11.46% |
$137K - $144K
|
74.4K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
6.99K+ 9.26% |
$125K - $131K
|
82.4K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.98K+ 37.99% |
$125K - $131K
|
25.3K
$420K
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6.56K+ 15.09% |
$118K - $123K
|
50.1K
$830K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
6.48K+ 8.57% |
$116K - $122K
|
82K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
6KNew |
$108K - $113K
|
6K
$99.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.59K+ 24.37% |
$100K - $105K
|
28.5K
$473K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
5.31K+ 22.95% |
$95.1K - $99.7K
|
28.4K
$471K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
5KNew |
$89.7K - $94K
|
5K
$82.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.81K+ 3.1% |
$86.3K - $90.5K
|
160K
$2.65M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.8K+ 38.02% |
$86K - $90.2K
|
17.4K
$289K
|
|
|
Feb 13, 2025
Q4 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
4.69K+ 14.91% |
$84.1K - $88.1K
|
36.1K
$599K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.68K+ 24.15% |
$83.8K - $87.9K
|
24K
$399K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4.59KNew |
$82.3K - $86.3K
|
4.59K
$76.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
4.57K+ 20.82% |
$81.9K - $85.8K
|
26.5K
$439K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.49K+ 3.76% |
$80.4K - $84.3K
|
124K
$2.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
4.47K+ 26.81% |
$80.2K - $84.1K
|
21.2K
$351K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.46KNew |
$80K - $83.8K
|
4.46K
$73.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4.3K+ 310.01% |
$77.2K - $80.9K
|
5.69K
$94.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.14K+ 14.12% |
$74.3K - $77.9K
|
33.5K
$555K
|