Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4+ 3.92% |
$152 - $176
|
106
$4.49K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-36- 4.08% |
$1.37K - $1.59K
|
846
$35.8K
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-45- 0.7% |
$1.71K - $1.98K
|
6.39K
$271K
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-46- 2.72% |
$1.75K - $2.03K
|
1.65K
$69.7K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-89- 2.4% |
$3.39K - $3.92K
|
3.62K
$153K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-89- 11.32% |
$3.39K - $3.92K
|
697
$29.5K
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-100Closed |
$3.81K - $4.41K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-100- 40.0% |
$3.81K - $4.41K
|
150
$6.35K
|
|
Nov 09, 2022
Q3 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-163- 0.36% |
$6.21K - $7.18K
|
45K
$1.91M
|
|
Nov 10, 2022
Q3 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-730- 4.07% |
$27.8K - $32.2K
|
17.2K
$728K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-746- 5.04% |
$28.4K - $32.9K
|
14.1K
$596K
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-770Closed |
$29.3K - $33.9K
|
0
$0
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-798- 12.71% |
$30.4K - $35.2K
|
5.48K
$232K
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-1K- 9.73% |
$38.1K - $44.1K
|
9.28K
$393K
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-1.26K- 9.91% |
$48.1K - $55.6K
|
11.5K
$486K
|
|
Nov 04, 2022
Q3 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-1.77K- 24.52% |
$67.5K - $78.1K
|
5.46K
$231K
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-2.32K- 2.76% |
$88.5K - $102K
|
82K
$3.47M
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
SELL
|
- |
-2.57K- 5.19% |
$97.8K - $113K
|
46.9K
$1.99M
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.67K- 12.16% |
$140K - $162K
|
26.5K
$1.12M
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.77K- 20.69% |
$143K - $166K
|
14.4K
$611K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.98K- 23.47% |
$151K - $175K
|
13K
$549K
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-4.96K- 25.57% |
$189K - $219K
|
14.5K
$612K
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-5.68KClosed |
$217K - $250K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.84K- 37.77% |
$222K - $257K
|
9.62K
$407K
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.07K- 33.34% |
$231K - $267K
|
12.1K
$514K
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.04K- 18.68% |
$307K - $354K
|
35K
$1.48M
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8.38K- 22.55% |
$319K - $369K
|
28.8K
$1.22M
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-9.22K- 33.78% |
$351K - $406K
|
18.1K
$765K
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-12.4K- 3.94% |
$471K - $544K
|
301K
$12.8M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.8K- 13.44% |
$527K - $609K
|
89.1K
$3.77M
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-15.6K- 70.4% |
$594K - $687K
|
6.56K
$278K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-19.7K- 15.65% |
$750K - $867K
|
106K
$4.49M
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-21.6K- 70.02% |
$823K - $951K
|
9.24K
$392K
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-25.2K- 72.32% |
$961K - $1.11M
|
9.65K
$409K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
SELL
|
- |
-34K- 3.52% |
$1.29M - $1.5M
|
931K
$39.4M
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-34.7K- 2.44% |
$1.32M - $1.53M
|
1.38M
$58.7M
|
|
Nov 14, 2022
Q3 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-51.1K- 11.9% |
$1.95M - $2.25M
|
378K
$16M
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-77.9K- 84.18% |
$2.97M - $3.43M
|
14.6K
$620K
|
|
Nov 15, 2022
Q3 2022
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-85.7K- 60.8% |
$3.27M - $3.78M
|
55.3K
$2.34M
|
|
Oct 12, 2022
Q3 2022
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-105K- 61.58% |
$4.01M - $4.63M
|
65.6K
$2.78M
|