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 |
---|---|---|---|---|---|---|---|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.52K+ 16.67% |
$256K - $267K
|
45.6K
$1.75M
|
|
May 09, 2023
Q1 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
6.48KNew |
$254K - $266K
|
6.48K
$248K
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6.38K+ 59.16% |
$251K - $262K
|
17.2K
$658K
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.28K+ 23.75% |
$247K - $257K
|
32.7K
$1.25M
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
6.21KNew |
$244K - $255K
|
6.21K
$238K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.96K+ 54.96% |
$234K - $245K
|
16.8K
$644K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.86KNew |
$230K - $240K
|
5.86K
$224K
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
5.8K+ 9.97% |
$228K - $238K
|
64K
$2.45M
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
5.3KNew |
$208K - $217K
|
5.3K
$203K
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
5.24KNew |
$206K - $215K
|
5.24K
$201K
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
5.2K+ 32.74% |
$204K - $213K
|
21.1K
$807K
|
|
May 10, 2023
Q1 2023
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
5.08K+ 26.3% |
$199K - $208K
|
24.4K
$934K
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
5.03K+ 50.84% |
$197K - $206K
|
14.9K
$571K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.86KNew |
$191K - $199K
|
4.86K
$186K
|
|
May 03, 2023
Q1 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
4.6K+ 5.84% |
$180K - $188K
|
83.3K
$3.19M
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.5K+ 19.02% |
$177K - $184K
|
28.1K
$1.08M
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.21K+ 50.02% |
$165K - $173K
|
12.6K
$483K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.01K+ 18.61% |
$158K - $165K
|
25.6K
$980K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
3.8KNew |
$149K - $156K
|
3.8K
$145K
|
|
May 02, 2023
Q1 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
3.54K+ 10.14% |
$139K - $145K
|
38.5K
$1.47M
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
3.34KNew |
$131K - $137K
|
3.34K
$128K
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
3.19K+ 4.48% |
$125K - $131K
|
74.3K
$2.84M
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
2.59K+ 38.4% |
$102K - $106K
|
9.34K
$358K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.52K+ 3.98% |
$99K - $103K
|
65.9K
$2.52M
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.44K+ 18.4% |
$95.9K - $100K
|
15.7K
$602K
|
|
May 12, 2023
Q1 2023
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
2.31K+ 8.73% |
$90.8K - $94.8K
|
28.8K
$1.1M
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.71K+ 46.03% |
$67K - $69.9K
|
5.41K
$207K
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.65K+ 28.37% |
$64.7K - $67.5K
|
7.45K
$285K
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.62K+ 8.61% |
$63.5K - $66.3K
|
20.4K
$780K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.59K+ 13.25% |
$62.5K - $65.2K
|
13.6K
$521K
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.5K+ 1.14% |
$59K - $61.6K
|
134K
$5.12M
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
1.29K+ 2.67% |
$50.5K - $52.7K
|
49.5K
$1.89M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.25K+ 1.38% |
$49.1K - $51.3K
|
92K
$3.52M
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.24K+ 126.37% |
$48.7K - $50.9K
|
2.22K
$85.1K
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.24K+ 18.56% |
$48.5K - $50.6K
|
7.89K
$302K
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.08K+ 11.35% |
$42.3K - $44.2K
|
10.6K
$405K
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
1.05K+ 20.29% |
$41K - $42.9K
|
6.2K
$237K
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
814+ 6.56% |
$32K - $33.4K
|
13.2K
$506K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
661+ 10.68% |
$26K - $27.1K
|
6.85K
$262K
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
600New |
$23.6K - $24.6K
|
600
$23K
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
500New |
$19.6K - $20.5K
|
500
$19.2K
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
498+ 4.55% |
$19.6K - $20.4K
|
11.4K
$438K
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
432+ 10.28% |
$17K - $17.7K
|
4.64K
$178K
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
376+ 1.0% |
$14.8K - $15.4K
|
38.1K
$1.46M
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
370+ 26.87% |
$14.5K - $15.2K
|
1.75K
$66.9K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
336+ 2.6% |
$13.2K - $13.8K
|
13.3K
$508K
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
290+ 1.99% |
$11.4K - $11.9K
|
14.9K
$569K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
289+ 3.81% |
$11.4K - $11.9K
|
7.87K
$301K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
248+ 4.04% |
$9.74K - $10.2K
|
6.39K
$245K
|
|
Apr 19, 2023
Q1 2023
|
Manchester Financial Inc
|
BUY
|
- |
243+ 2.05% |
$9.55K - $9.97K
|
12.1K
$464K
|