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 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.03K- 12.43% |
$79.8K - $82.8K
|
14.3K
$548K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.08K- 16.52% |
$81.8K - $84.9K
|
10.5K
$403K
|
|
|
Apr 17, 2024
Q1 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-2.15K- 0.76% |
$84.6K - $87.8K
|
280K
$10.7M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-2.24K- 4.57% |
$87.9K - $91.3K
|
46.7K
$1.79M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.56K- 12.91% |
$101K - $105K
|
17.3K
$662K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-2.93K- 16.45% |
$115K - $119K
|
14.9K
$569K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.98K- 19.46% |
$117K - $122K
|
12.4K
$473K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.18K- 98.73% |
$125K - $130K
|
41
$1.57K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.26K- 0.69% |
$128K - $133K
|
470K
$18M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.34K- 22.52% |
$131K - $136K
|
11.5K
$441K
|
|
|
May 13, 2024
Q1 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-3.38K- 6.95% |
$133K - $138K
|
45.2K
$1.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.41K- 6.11% |
$134K - $139K
|
52.4K
$2.01M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.8K- 23.1% |
$149K - $155K
|
12.6K
$484K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.8K- 9.32% |
$149K - $155K
|
37K
$1.42M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-3.87K- 5.15% |
$152K - $158K
|
71.1K
$2.72M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.08K- 42.36% |
$160K - $166K
|
5.55K
$213K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-5.1K- 27.15% |
$200K - $208K
|
13.7K
$524K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-5.13K- 19.12% |
$202K - $209K
|
21.7K
$832K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.44K- 27.53% |
$214K - $222K
|
14.3K
$548K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.16K- 8.8% |
$242K - $251K
|
63.8K
$2.44M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-6.26K- 27.19% |
$246K - $255K
|
16.8K
$642K
|
|
|
Apr 17, 2024
Q1 2024
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-6.48K- 28.1% |
$255K - $264K
|
16.6K
$635K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-6.74K- 7.28% |
$265K - $275K
|
85.8K
$3.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-7.04K- 22.09% |
$276K - $287K
|
24.8K
$950K
|
|
|
Feb 13, 2025
Q1 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-7.36K- 46.58% |
$289K - $300K
|
8.44K
$323K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.26K- 13.39% |
$325K - $337K
|
53.5K
$2.05M
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-9.5K- 53.07% |
$373K - $388K
|
8.4K
$322K
|
|
|
May 15, 2024
Q1 2024
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-11.3K- 14.04% |
$446K - $463K
|
69.5K
$2.66M
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-11.4K- 10.95% |
$446K - $463K
|
92.3K
$3.54M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-11.6K- 88.45% |
$457K - $475K
|
1.52K
$58.2K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-11.9K- 21.18% |
$468K - $486K
|
44.3K
$1.7M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-12.4KClosed |
$485K - $504K
|
0
$0
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-13.5K- 26.74% |
$532K - $552K
|
37.1K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-13.8K- 1.73% |
$541K - $562K
|
781K
$29.9M
|
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
SELL
|
- |
-20.4K- 57.04% |
$802K - $833K
|
15.4K
$589K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-26.5K- 2.65% |
$1.04M - $1.08M
|
974K
$37.3M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-36.3K- 4.81% |
$1.43M - $1.48M
|
719K
$27.5M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-46K- 99.95% |
$1.81M - $1.88M
|
25
$957
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-46.9K- 43.54% |
$1.84M - $1.91M
|
60.8K
$2.33M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-47.9K- 75.3% |
$1.88M - $1.95M
|
15.7K
$601K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-67.7K- 8.6% |
$2.66M - $2.76M
|
719K
$27.5M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-81.5K- 26.13% |
$3.2M - $3.32M
|
230K
$8.82M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-105K- 2.82% |
$4.12M - $4.28M
|
3.62M
$138M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-105K- 2.82% |
$4.12M - $4.28M
|
3.62M
$138M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-164K- 96.3% |
$6.44M - $6.68M
|
6.3K
$241K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-184K- 90.88% |
$7.23M - $7.51M
|
18.5K
$707K
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-205K- 96.66% |
$8.04M - $8.34M
|
7.06K
$270K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-312K- 24.31% |
$12.2M - $12.7M
|
970K
$37.1M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-366K- 99.59% |
$14.4M - $14.9M
|
1.52K
$58.2K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-426K- 59.2% |
$16.7M - $17.4M
|
294K
$11.2M
|