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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
5.29KNew |
$208K - $216K
|
5.29K
$224K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.01K+ 20.27% |
$197K - $205K
|
29.7K
$1.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
4.99KNew |
$196K - $204K
|
4.99K
$211K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.92KNew |
$193K - $201K
|
4.92K
$208K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.58K+ 3.67% |
$180K - $187K
|
130K
$5.49M
|
|
|
May 16, 2024
Q1 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
4.27K+ 15.14% |
$168K - $174K
|
32.4K
$1.37M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.91K+ 8.41% |
$154K - $160K
|
50.4K
$2.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
3.64K+ 0.51% |
$143K - $149K
|
724K
$30.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.16K+ 8.76% |
$124K - $129K
|
39.2K
$1.66M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.09K+ 221.65% |
$121K - $126K
|
4.49K
$190K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
3.08K+ 7.54% |
$121K - $126K
|
43.9K
$1.86M
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.88K+ 15.47% |
$113K - $118K
|
21.5K
$911K
|
|
|
May 02, 2024
Q1 2024
|
Redwood Financial Network Corp
|
BUY
|
- |
2.48K+ 18.62% |
$97.2K - $101K
|
15.8K
$668K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.47K+ 18.47% |
$97.2K - $101K
|
15.9K
$672K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.96K+ 7.36% |
$76.9K - $79.8K
|
28.5K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.9K+ 11.39% |
$74.7K - $77.5K
|
18.6K
$787K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
1.89K+ 9.27% |
$74.1K - $76.9K
|
22.2K
$941K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.81K+ 287.3% |
$71.1K - $73.8K
|
2.44K
$103K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.8K+ 8.07% |
$70.5K - $73.2K
|
24K
$1.02M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.61K+ 2.54% |
$63.3K - $65.7K
|
64.9K
$2.75M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1.57KNew |
$61.8K - $64.2K
|
1.57K
$66.6K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.5K+ 6.12% |
$59.1K - $61.3K
|
26.1K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.48K+ 13.03% |
$58.1K - $60.4K
|
12.8K
$544K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.4K+ 22.06% |
$55K - $57.1K
|
7.74K
$328K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.38K+ 22.54% |
$54.4K - $56.5K
|
7.52K
$319K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.29KNew |
$50.5K - $52.5K
|
1.29K
$54.5K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1KNew |
$39.3K - $40.8K
|
1K
$42.4K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
923+ 3.22% |
$36.3K - $37.6K
|
29.6K
$1.25M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
921+ 9.36% |
$36.2K - $37.6K
|
10.8K
$456K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
699+ 11.71% |
$27.5K - $28.5K
|
6.67K
$282K
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
BUY
|
- |
692+ 0.25% |
$27.2K - $28.2K
|
275K
$11.7M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
670+ 5.76% |
$26.3K - $27.3K
|
12.3K
$521K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
649+ 25.86% |
$25.5K - $26.5K
|
3.16K
$134K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
619New |
$24.3K - $25.2K
|
619
$26.2K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
580+ 4.24% |
$22.8K - $23.7K
|
14.3K
$605K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
562New |
$22.1K - $22.9K
|
562
$23.8K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
516+ 7.1% |
$20.3K - $21K
|
7.78K
$330K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
498+ 27.17% |
$19.6K - $20.3K
|
2.33K
$98.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
494+ 1.86% |
$19.4K - $20.2K
|
27K
$1.14M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
373+ 1.52% |
$14.7K - $15.2K
|
24.9K
$1.06M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
359+ 4.92% |
$14.1K - $14.6K
|
7.66K
$324K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
300New |
$11.8K - $12.2K
|
300
$12.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
269+ 4.94% |
$10.6K - $11K
|
5.71K
$242K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
211+ 3.09% |
$8.29K - $8.61K
|
7.04K
$298K
|
|
|
May 02, 2024
Q1 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
210+ 3.06% |
$8.25K - $8.57K
|
7.07K
$299K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
200+ 33.33% |
$7.86K - $8.16K
|
800
$33.9K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
189New |
$7.43K - $7.71K
|
189
$8.01K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
162+ 3.09% |
$6.36K - $6.61K
|
5.4K
$229K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
159+ 0.12% |
$6.25K - $6.49K
|
136K
$5.77M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
122+ 3.1% |
$4.79K - $4.98K
|
4.06K
$172K
|