Purchases and Sales Made in Q1 2024 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 2024. 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 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
501K+ 112.99% |
$19.7M - $20.4M
|
944K
$40.4M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
402K+ 17.21% |
$15.8M - $16.4M
|
2.74M
$117M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
270K+ 204.39% |
$10.6M - $11M
|
402K
$17.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
210K+ 378.4% |
$8.24M - $8.56M
|
265K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
119K+ 6.48% |
$4.68M - $4.86M
|
1.96M
$83.7M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
115K+ 43.37% |
$4.52M - $4.69M
|
380K
$16.3M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
86.6K+ 2.45% |
$3.4M - $3.53M
|
3.62M
$155M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
57.8K+ 19.0% |
$2.27M - $2.36M
|
362K
$15.5M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
53.5K+ 483.45% |
$2.1M - $2.18M
|
64.6K
$2.77M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
51.3K+ 53.5% |
$2.02M - $2.09M
|
147K
$6.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
49.6K+ 206.59% |
$1.95M - $2.03M
|
73.7K
$3.15M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
32.3K+ 170.59% |
$1.27M - $1.32M
|
51.2K
$2.19M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
30.4K+ 25.34% |
$1.2M - $1.24M
|
150K
$6.44M
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
29.1K+ 45.03% |
$1.15M - $1.19M
|
93.9K
$4.02M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
28.5K+ 98.52% |
$1.12M - $1.16M
|
57.5K
$2.46M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
27K+ 19.0% |
$1.06M - $1.1M
|
169K
$7.23M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
24.1K+ 100.37% |
$948K - $985K
|
48.2K
$2.06M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
24.1K+ 46.82% |
$947K - $983K
|
75.6K
$3.24M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
22.5K+ 13.51% |
$883K - $916K
|
189K
$8.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
20KNew |
$786K - $816K
|
20K
$856K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
19.3K+ 39.54% |
$757K - $786K
|
68K
$2.91M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
18.4K+ 83.57% |
$725K - $752K
|
40.5K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
17.6K+ 50.96% |
$690K - $716K
|
52K
$2.23M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17.5K+ 4.79% |
$686K - $712K
|
382K
$16.4M
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
13.8K+ 12.95% |
$543K - $563K
|
120K
$5.16M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
13K+ 1893.15% |
$510K - $530K
|
13.7K
$585K
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
12.8KNew |
$505K - $524K
|
12.8K
$550K
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
12.5K+ 145.03% |
$491K - $510K
|
21.1K
$905K
|
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
12.4KNew |
$487K - $506K
|
12.4K
$531K
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
11.9KNew |
$466K - $484K
|
11.9K
$508K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.7K+ 71.13% |
$459K - $476K
|
28.1K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
10.6K+ 30.01% |
$417K - $433K
|
46K
$1.97M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.78KNew |
$384K - $399K
|
9.78K
$419K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
9.36KNew |
$368K - $382K
|
9.36K
$401K
|
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
8.88K+ 10.69% |
$349K - $362K
|
91.9K
$3.94M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.33K+ 4.44% |
$327K - $340K
|
196K
$8.39M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8K+ 10.45% |
$314K - $326K
|
84.5K
$3.62M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.92K+ 5.81% |
$311K - $323K
|
144K
$6.18M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.56K+ 58.24% |
$297K - $308K
|
20.5K
$880K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.13K+ 36.09% |
$280K - $291K
|
26.9K
$1.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
7.01KNew |
$275K - $286K
|
7.01K
$300K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.96KNew |
$273K - $284K
|
6.96K
$298K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.61KNew |
$260K - $269K
|
6.61K
$283K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.51K+ 23.71% |
$256K - $266K
|
34K
$1.46M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.48K+ 91.42% |
$255K - $264K
|
13.6K
$581K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
6.25K+ 39.04% |
$246K - $255K
|
22.3K
$953K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
6.21KNew |
$244K - $253K
|
6.21K
$266K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.87KNew |
$231K - $239K
|
5.87K
$251K
|
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
5.57K+ 16.43% |
$219K - $227K
|
39.4K
$1.69M
|
|
|
May 10, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
5.57K+ 16.43% |
$219K - $227K
|
39.4K
$1.69M
|