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
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
102+ 0.61% |
$4.01K - $4.16K
|
16.9K
$673K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
100+ 1.9% |
$3.93K - $4.08K
|
5.36K
$213K
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
83New |
$3.26K - $3.39K
|
83
$3.3K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
72+ 97.3% |
$2.83K - $2.94K
|
146
$5.81K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
50+ 0.58% |
$1.96K - $2.04K
|
8.75K
$348K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
41+ 2.33% |
$1.61K - $1.67K
|
1.8K
$71.7K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
37+ 0.42% |
$1.45K - $1.51K
|
8.92K
$355K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
35+ 9.33% |
$1.38K - $1.43K
|
410
$16.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
22+ 1.56% |
$864 - $897
|
1.43K
$56.9K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
18New |
$707 - $734
|
18
$716
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17New |
$668 - $693
|
17
$676
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
3+ 0.33% |
$118 - $122
|
924
$36.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2+ 0.12% |
$78.6 - $81.6
|
1.62K
$64.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$39.3 - $40.8
|
1
$39.8
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-34Closed |
$1.34K - $1.39K
|
0
$0
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-54- 53.47% |
$2.12K - $2.2K
|
47
$1.87K
|
|
|
Apr 18, 2024
Q1 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-125- 6.25% |
$4.91K - $5.1K
|
1.88K
$74.6K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-141- 1.08% |
$5.54K - $5.75K
|
13K
$515K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
SELL
|
- |
-160- 34.41% |
$6.29K - $6.53K
|
305
$12.1K
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-190- 3.28% |
$7.47K - $7.75K
|
5.6K
$223K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-192- 4.57% |
$7.54K - $7.83K
|
4.01K
$159K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-323- 51.52% |
$12.7K - $13.2K
|
304
$12.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-346- 91.05% |
$13.6K - $14.1K
|
34
$1.35K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-367- 1.31% |
$14.4K - $15K
|
27.7K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-381- 5.1% |
$15K - $15.5K
|
7.08K
$282K
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-398- 0.52% |
$15.6K - $16.2K
|
76.2K
$3.03M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-398- 2.9% |
$15.6K - $16.2K
|
13.3K
$531K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-451- 1.58% |
$17.7K - $18.4K
|
28K
$1.11M
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-532- 6.85% |
$20.9K - $21.7K
|
7.23K
$288K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-538- 4.79% |
$21.1K - $21.9K
|
10.7K
$425K
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-567- 1.42% |
$22.3K - $23.1K
|
39.4K
$1.57M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-582- 2.37% |
$22.9K - $23.7K
|
23.9K
$952K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-646- 6.76% |
$25.4K - $26.4K
|
8.9K
$354K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-660- 0.43% |
$25.9K - $26.9K
|
153K
$6.08M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-728- 2.64% |
$28.6K - $29.7K
|
26.9K
$1.07M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-898- 7.3% |
$35.3K - $36.6K
|
11.4K
$454K
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-925- 18.95% |
$36.3K - $37.7K
|
3.96K
$157K
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.13K- 3.43% |
$44.6K - $46.3K
|
32K
$1.27M
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
SELL
|
- |
-1.29K- 10.46% |
$50.8K - $52.7K
|
11.1K
$440K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-1.41K- 6.28% |
$55.3K - $57.4K
|
21K
$834K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.46K- 5.62% |
$57.2K - $59.4K
|
24.4K
$972K
|
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-1.6K- 2.49% |
$62.9K - $65.3K
|
62.6K
$2.49M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.71K- 2.09% |
$67.3K - $69.9K
|
80.3K
$3.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-1.76K- 9.64% |
$69.2K - $71.8K
|
16.5K
$656K
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-1.77K- 1.74% |
$69.7K - $72.3K
|
100K
$3.98M
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-1.77K- 1.74% |
$69.7K - $72.3K
|
100K
$3.98M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.8K- 90.01% |
$70.8K - $73.5K
|
200
$7.95K
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-1.81K- 16.75% |
$71.1K - $73.8K
|
8.99K
$358K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.9K- 8.45% |
$74.6K - $77.4K
|
20.6K
$817K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-1.98K- 1.84% |
$77.8K - $80.7K
|
105K
$4.19M
|