Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
448K+ 18.25% |
$17.2M - $18.6M
|
2.9M
$123M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
363K+ 10.29% |
$14M - $15.1M
|
3.89M
$165M
|
|
|
Nov 01, 2024
Q3 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
157K+ 1322.13% |
$6.04M - $6.52M
|
169K
$7.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
111K+ 3.56% |
$4.26M - $4.6M
|
3.21M
$136M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
97.9K+ 120.4% |
$3.77M - $4.07M
|
179K
$7.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
97.5K+ 34.98% |
$3.75M - $4.06M
|
376K
$15.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
80.8K+ 50.79% |
$3.11M - $3.36M
|
240K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
73.9K+ 7.37% |
$2.84M - $3.08M
|
1.08M
$45.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
62.9K+ 7.35% |
$2.42M - $2.62M
|
918K
$38.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
56.9KNew |
$2.19M - $2.37M
|
56.9K
$2.41M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
49.8K+ 4.97% |
$1.92M - $2.07M
|
1.05M
$44.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
42.4K+ 13.67% |
$1.63M - $1.76M
|
352K
$14.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
42.2K+ 92.03% |
$1.62M - $1.76M
|
88.1K
$3.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
41.5K+ 14.91% |
$1.6M - $1.73M
|
320K
$13.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
40.2K+ 59.73% |
$1.55M - $1.67M
|
107K
$4.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
37.7K+ 60.19% |
$1.45M - $1.57M
|
100K
$4.25M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
37.2K+ 6.9% |
$1.43M - $1.55M
|
575K
$24.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36.6K+ 9.76% |
$1.41M - $1.52M
|
412K
$17.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
32.4K+ 30.5% |
$1.25M - $1.35M
|
139K
$5.88M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
26.6K+ 3.83% |
$1.02M - $1.11M
|
721K
$30.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
24.5K+ 44536.36% |
$943K - $1.02M
|
24.6K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
21.9K+ 38.49% |
$843K - $912K
|
78.8K
$3.34M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
17.8KNew |
$686K - $742K
|
17.8K
$755K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14KNew |
$540K - $584K
|
14K
$595K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.9KNew |
$536K - $580K
|
13.9K
$590K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
13.5K+ 2.14% |
$518K - $560K
|
644K
$27.3M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12K+ 1078.49% |
$463K - $501K
|
13.2K
$557K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12K+ 1078.49% |
$463K - $501K
|
13.2K
$557K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11.8K+ 2.96% |
$452K - $489K
|
409K
$17.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.1KNew |
$429K - $463K
|
11.1K
$472K
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
10KNew |
$386K - $417K
|
10K
$425K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.65K+ 17.34% |
$371K - $402K
|
65.3K
$2.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.27K+ 12.22% |
$357K - $386K
|
85.1K
$3.61M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.21KNew |
$354K - $383K
|
9.21K
$390K
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
9.1KNew |
$350K - $378K
|
9.1K
$385K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
8.88K+ 128.25% |
$342K - $369K
|
15.8K
$669K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
7.93KNew |
$305K - $330K
|
7.93K
$336K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.93K+ 5.01% |
$267K - $288K
|
145K
$6.15M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.67K+ 3.2% |
$257K - $277K
|
215K
$9.11M
|
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
5.45K+ 13.19% |
$210K - $227K
|
46.7K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
5.43KNew |
$209K - $226K
|
5.43K
$230K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.42K+ 15.54% |
$209K - $226K
|
40.3K
$1.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
5.36KNew |
$206K - $223K
|
5.36K
$227K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.06KNew |
$195K - $210K
|
5.06K
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
5KNew |
$192K - $208K
|
5K
$212K
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.87KNew |
$187K - $203K
|
4.87K
$206K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.84KNew |
$186K - $201K
|
4.84K
$205K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.75K+ 49.4% |
$183K - $198K
|
14.4K
$609K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
4.47K+ 3.5% |
$172K - $186K
|
132K
$5.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.45K+ 16.31% |
$171K - $185K
|
31.8K
$1.35M
|