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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
200New |
$7.86K - $8.2K
|
200
$8.56K
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
BUY
|
- |
162+ 1.7% |
$6.36K - $6.64K
|
9.69K
$415K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
150+ 100.0% |
$5.89K - $6.15K
|
300
$12.8K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
130New |
$5.11K - $5.33K
|
130
$5.57K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
109+ 9.35% |
$4.28K - $4.47K
|
1.28K
$54.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
106+ 1.95% |
$4.16K - $4.35K
|
5.55K
$238K
|
|
|
Apr 05, 2023
Q1 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
105+ 2.12% |
$4.12K - $4.31K
|
5.07K
$217K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
104+ 17.08% |
$4.09K - $4.27K
|
713
$30.5K
|
|
|
May 08, 2023
Q1 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
99+ 0.31% |
$3.89K - $4.06K
|
32.5K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
94+ 7.64% |
$3.69K - $3.85K
|
1.33K
$56.7K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
73+ 4.08% |
$2.87K - $2.99K
|
1.86K
$79.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
32+ 4.11% |
$1.26K - $1.31K
|
810
$34.7K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5+ 4.17% |
$196 - $205
|
125
$5.35K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
5New |
$196 - $205
|
5
$214
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
4+ 3.7% |
$157 - $164
|
112
$4.8K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-4- 4.08% |
$157 - $164
|
94
$4.03K
|
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-45- 0.61% |
$1.77K - $1.85K
|
7.39K
$317K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-81- 0.23% |
$3.18K - $3.32K
|
35.9K
$1.54M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-87- 4.89% |
$3.42K - $3.57K
|
1.69K
$72.5K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-99- 0.85% |
$3.89K - $4.06K
|
11.6K
$496K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-103- 1.53% |
$4.05K - $4.22K
|
6.63K
$284K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-139- 0.54% |
$5.46K - $5.7K
|
25.4K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-200- 1.71% |
$7.86K - $8.2K
|
11.5K
$491K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-220- 31.25% |
$8.64K - $9.02K
|
484
$20.7K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-233- 14.31% |
$9.15K - $9.56K
|
1.4K
$59.7K
|
|
|
May 04, 2023
Q1 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-250- 2.39% |
$9.82K - $10.3K
|
10.2K
$436K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-340- 32.69% |
$13.4K - $13.9K
|
700
$30K
|
|
|
Feb 13, 2025
Q1 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-466- 1.16% |
$18.3K - $19.1K
|
39.8K
$1.71M
|
|
|
May 15, 2023
Q1 2023
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-512- 0.58% |
$20.1K - $21K
|
88.2K
$3.78M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-615- 1.61% |
$24.2K - $25.2K
|
37.6K
$1.61M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-700- 5.83% |
$27.5K - $28.7K
|
11.3K
$484K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-1.07K- 14.44% |
$42K - $43.8K
|
6.33K
$271K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.37K- 8.43% |
$53.9K - $56.3K
|
14.9K
$639K
|
|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.4K- 8.13% |
$54.8K - $57.2K
|
15.8K
$675K
|
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.83K- 2.4% |
$71.8K - $74.9K
|
74.1K
$3.18M
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.83K- 2.4% |
$71.8K - $74.9K
|
74.1K
$3.18M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.11K- 1.72% |
$83K - $86.7K
|
121K
$5.17M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.25K- 16.09% |
$88.3K - $92.2K
|
11.7K
$502K
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2.4K- 30.97% |
$94.3K - $98.4K
|
5.35K
$229K
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.52K- 3.83% |
$99K - $103K
|
63.4K
$2.71M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.08K- 32.54% |
$121K - $126K
|
6.39K
$273K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.47K- 43.86% |
$136K - $142K
|
4.44K
$190K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-3.53K- 17.95% |
$139K - $145K
|
16.1K
$691K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3.89K- 35.25% |
$153K - $160K
|
7.15K
$306K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-5.33K- 8.88% |
$209K - $218K
|
54.7K
$2.34M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-6.36K- 14.72% |
$250K - $261K
|
36.8K
$1.58M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-6.43K- 33.25% |
$253K - $264K
|
12.9K
$553K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-7.34K- 12.15% |
$288K - $301K
|
53K
$2.27M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-9K- 29.69% |
$354K - $369K
|
21.3K
$913K
|