Purchases and Sales Made in Q1 2023 in Global X Fds S&P 500 Covered C (XYLD)
This table provides information about the institutional ownership of Global X Fds S&P 500 Covered C (XYLD) during Q1 2023. The information is specifically focused on institutions that hold shares of GLOBAL X FDS S&P 500 COVERED C.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 19, 2023
Q1 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
657K+ 3023.44% |
$25.8M - $26.9M
|
678K
$28.6M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
367K+ 26.1% |
$14.4M - $15.1M
|
1.77M
$74.7M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
255K+ 27.59% |
$10M - $10.4M
|
1.18M
$49.6M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
177K+ 11.83% |
$6.96M - $7.26M
|
1.67M
$70.5M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
123K+ 24.74% |
$4.85M - $5.06M
|
622K
$26.2M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
120K+ 11.51% |
$4.72M - $4.93M
|
1.16M
$49M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
96.7K+ 31.13% |
$3.8M - $3.97M
|
407K
$17.2M
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
78.9K+ 806.56% |
$3.1M - $3.24M
|
88.7K
$3.74M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
78.4K+ 21.91% |
$3.08M - $3.22M
|
436K
$18.4M
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
67.6K+ 184.41% |
$2.65M - $2.77M
|
104K
$4.39M
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
60.7KNew |
$2.39M - $2.49M
|
60.7K
$2.56M
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
60.6K+ 10.19% |
$2.38M - $2.49M
|
656K
$27.6M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
58.5K+ 57.27% |
$2.3M - $2.4M
|
161K
$6.77M
|
|
May 04, 2023
Q1 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
55.9K+ 138.4% |
$2.2M - $2.29M
|
96.4K
$4.06M
|
|
May 08, 2023
Q1 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
52.5K+ 11.9% |
$2.06M - $2.15M
|
494K
$20.8M
|
|
May 12, 2023
Q1 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
51.4KNew |
$2.02M - $2.11M
|
51.4K
$2.16M
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
49.3KNew |
$1.93M - $2.02M
|
49.3K
$2.07M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33.7K+ 23.7% |
$1.32M - $1.38M
|
176K
$7.4M
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
32.1KNew |
$1.26M - $1.32M
|
32.1K
$1.35M
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
32K+ 332.09% |
$1.26M - $1.31M
|
41.6K
$1.75M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
31.4K+ 0.81% |
$1.23M - $1.29M
|
3.93M
$165M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
27.8K+ 235.88% |
$1.09M - $1.14M
|
39.6K
$1.67M
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
25.8K+ 6.61% |
$1.01M - $1.06M
|
416K
$17.5M
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
24.3K+ 155.85% |
$956K - $999K
|
40K
$1.68M
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
22.3KNew |
$876K - $915K
|
22.3K
$939K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
21.1K+ 23.37% |
$829K - $866K
|
111K
$4.69M
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
21KNew |
$823K - $860K
|
21K
$883K
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
16.8KNew |
$658K - $687K
|
16.8K
$706K
|
|
May 08, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
16.6KNew |
$652K - $681K
|
16.6K
$699K
|
|
May 03, 2023
Q1 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
15.9K+ 7.3% |
$624K - $652K
|
234K
$9.84M
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14.2KNew |
$557K - $582K
|
14.2K
$597K
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
14.2K+ 5.69% |
$556K - $580K
|
263K
$11.1M
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
11.4KNew |
$447K - $466K
|
11.4K
$479K
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
11.2K+ 150.16% |
$438K - $457K
|
18.6K
$782K
|
|
May 01, 2023
Q1 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
11K+ 6.2% |
$431K - $450K
|
188K
$7.9M
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
9.76K+ 56.68% |
$383K - $400K
|
27K
$1.14M
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
9.6K+ 67.17% |
$377K - $394K
|
23.9K
$1.01M
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
9.5K+ 11.63% |
$373K - $390K
|
91.2K
$3.84M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.7KNew |
$342K - $357K
|
8.7K
$366K
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.58K+ 71.71% |
$337K - $352K
|
20.6K
$866K
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.27K+ 14.92% |
$325K - $339K
|
63.7K
$2.68M
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
7.86KNew |
$309K - $322K
|
7.86K
$331K
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
7.71KNew |
$303K - $316K
|
7.71K
$325K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.31K+ 1.2% |
$287K - $300K
|
614K
$25.9M
|
|
Apr 17, 2023
Q1 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
7.03KNew |
$276K - $288K
|
7.03K
$296K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.03K+ 84.85% |
$276K - $288K
|
15.3K
$645K
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.03KNew |
$276K - $288K
|
7.03K
$296K
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.94KNew |
$273K - $285K
|
6.94K
$292K
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
6.89KNew |
$270K - $282K
|
6.89K
$290K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.69K+ 8.32% |
$263K - $274K
|
87.1K
$3.67M
|