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 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
850+ 3.23% |
$15.2K - $16K
|
27.1K
$450K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
800+ 400.0% |
$14.3K - $15K
|
1K
$16.6K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
798+ 1.43% |
$14.3K - $15K
|
56.7K
$941K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
781+ 0.46% |
$14K - $14.7K
|
170K
$2.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
779+ 2.2% |
$14K - $14.6K
|
36.1K
$599K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
774+ 3.61% |
$13.9K - $14.6K
|
22.2K
$369K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
723+ 4.06% |
$13K - $13.6K
|
18.5K
$307K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
676New |
$12.1K - $12.7K
|
676
$11.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
625+ 0.88% |
$11.2K - $11.8K
|
71.7K
$1.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
587+ 0.89% |
$10.5K - $11K
|
66.5K
$1.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
586+ 9.2% |
$10.5K - $11K
|
6.96K
$115K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
561+ 1.14% |
$10.1K - $10.5K
|
49.6K
$823K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
551+ 16.63% |
$9.88K - $10.4K
|
3.86K
$64.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
519+ 3.28% |
$9.31K - $9.76K
|
16.4K
$271K
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
504+ 1.58% |
$9.04K - $9.48K
|
32.4K
$537K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
500New |
$8.97K - $9.4K
|
500
$8.29K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
423New |
$7.58K - $7.95K
|
423
$7.01K
|
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
400New |
$7.17K - $7.52K
|
400
$6.63K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
387+ 12.11% |
$6.94K - $7.28K
|
3.58K
$59.4K
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
300New |
$5.38K - $5.64K
|
300
$4.97K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
279+ 0.92% |
$5K - $5.25K
|
30.5K
$505K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
277+ 0.49% |
$4.97K - $5.21K
|
57.1K
$946K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
241+ 1.12% |
$4.32K - $4.53K
|
21.8K
$362K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
231+ 1.98% |
$4.14K - $4.34K
|
11.9K
$197K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
220+ 0.98% |
$3.94K - $4.14K
|
22.6K
$375K
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
219+ 2.01% |
$3.93K - $4.12K
|
11.1K
$185K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
219+ 3.39% |
$3.93K - $4.12K
|
6.67K
$111K
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
211+ 1.14% |
$3.78K - $3.97K
|
18.6K
$309K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
200New |
$3.59K - $3.76K
|
200
$3.32K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
169+ 1.21% |
$3.03K - $3.18K
|
14.2K
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
136+ 1.86% |
$2.44K - $2.56K
|
7.46K
$124K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
95+ 0.05% |
$1.7K - $1.79K
|
177K
$2.94M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
90New |
$1.61K - $1.69K
|
90
$1.49K
|
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
70New |
$1.26K - $1.32K
|
70
$1.16K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
52+ 0.26% |
$932 - $978
|
20.2K
$336K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
46+ 2.04% |
$825 - $865
|
2.3K
$38.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
37+ 0.09% |
$663 - $696
|
39.5K
$656K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
27+ 2.05% |
$484 - $508
|
1.34K
$22.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
21+ 0.16% |
$377 - $395
|
12.9K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
14+ 1.73% |
$251 - $263
|
821
$13.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
13+ 2.06% |
$233 - $244
|
643
$10.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
10+ 1.89% |
$179 - $188
|
539
$8.94K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8+ 0.06% |
$143 - $150
|
14.2K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7+ 0.89% |
$126 - $132
|
795
$13.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
7+ 2.08% |
$126 - $132
|
344
$5.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
7+ 1.94% |
$126 - $132
|
368
$6.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
3+ 2.31% |
$53.8 - $56.4
|
133
$2.21K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7- 0.04% |
$126 - $132
|
18.1K
$300K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-11- 5.82% |
$197 - $207
|
178
$2.95K
|