Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
533K+ 58.0% |
$25.9M - $27.2M
|
1.45M
$61.7M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
166K+ 57.89% |
$8.04M - $8.48M
|
452K
$19.2M
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
162K+ 44.08% |
$7.88M - $8.31M
|
531K
$22.6M
|
|
Feb 02, 2022
Q4 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
149KNew |
$7.23M - $7.62M
|
149K
$6.33M
|
|
Feb 15, 2022
Q4 2021
|
Ashford Capital Management Inc
Wilmington, DE |
BUY
|
- |
141K+ 304.74% |
$6.86M - $7.23M
|
188K
$7.98M
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
129K+ 85.68% |
$6.28M - $6.61M
|
280K
$11.9M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
117K+ 42.35% |
$5.65M - $5.96M
|
392K
$16.6M
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
105KNew |
$5.07M - $5.35M
|
105K
$4.44M
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
96.6KNew |
$4.69M - $4.94M
|
96.6K
$4.1M
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
81.4K+ 43.12% |
$3.95M - $4.16M
|
270K
$11.5M
|
|
Feb 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
71.9KNew |
$3.49M - $3.67M
|
71.9K
$3.05M
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
56.9K+ 117.57% |
$2.76M - $2.91M
|
105K
$4.47M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
56.4K+ 53.47% |
$2.73M - $2.88M
|
162K
$6.87M
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
48.3KNew |
$2.34M - $2.47M
|
48.3K
$2.05M
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
48.2K+ 94.38% |
$2.34M - $2.46M
|
99.3K
$4.22M
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
44KNew |
$2.13M - $2.25M
|
44K
$1.87M
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
43.3K+ 601.35% |
$2.1M - $2.21M
|
50.4K
$2.14M
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
40.9K+ 61.39% |
$1.98M - $2.09M
|
108K
$4.57M
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
39.1KNew |
$1.9M - $2M
|
39.1K
$1.66M
|
|
Jan 19, 2022
Q4 2021
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
33.7K+ 31.71% |
$1.63M - $1.72M
|
140K
$5.94M
|
|
Feb 08, 2022
Q4 2021
|
Blue Chip Partners, Inc.
|
BUY
|
- |
28.6KNew |
$1.39M - $1.46M
|
28.6K
$1.21M
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
27.9K+ 26.44% |
$1.36M - $1.43M
|
134K
$5.68M
|
|
Feb 11, 2022
Q4 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
24.1KNew |
$1.17M - $1.23M
|
24.1K
$1.02M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
17.5K+ 339.65% |
$851K - $897K
|
22.7K
$964K
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.7K+ 18.05% |
$812K - $856K
|
110K
$4.65M
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
13.9KNew |
$674K - $711K
|
13.9K
$590K
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.9K+ 69.18% |
$579K - $611K
|
29.2K
$1.24M
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.6K+ 48.23% |
$514K - $542K
|
32.6K
$1.38M
|
|
Jan 13, 2022
Q4 2021
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
10.1K+ 46.09% |
$489K - $515K
|
32K
$1.36M
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
9.78K+ 48.71% |
$474K - $500K
|
29.8K
$1.27M
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
9.23KNew |
$448K - $472K
|
9.23K
$392K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.36K+ 10.65% |
$405K - $427K
|
86.8K
$3.69M
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
7.39KNew |
$358K - $378K
|
7.39K
$314K
|
|
Feb 14, 2022
Q4 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
7.2KNew |
$349K - $368K
|
7.2K
$306K
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
BUY
|
- |
7KNew |
$340K - $358K
|
7K
$297K
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.69KNew |
$324K - $342K
|
6.69K
$284K
|
|
Feb 14, 2022
Q4 2021
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
5.94KNew |
$288K - $303K
|
5.94K
$252K
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
5.88K+ 5071.55% |
$285K - $301K
|
6K
$255K
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.36K+ 14.67% |
$260K - $274K
|
41.9K
$1.78M
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
5.1K+ 30.17% |
$247K - $261K
|
22K
$934K
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.81K+ 10.25% |
$233K - $246K
|
51.7K
$2.2M
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
4.54KNew |
$220K - $232K
|
4.54K
$193K
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
4.49KNew |
$218K - $230K
|
4.49K
$191K
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
4.46KNew |
$216K - $228K
|
4.46K
$189K
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
4.2KNew |
$204K - $215K
|
4.2K
$178K
|
|
Feb 07, 2022
Q4 2021
|
Crew Capital Management, Ltd.
|
BUY
|
- |
4.17KNew |
$202K - $213K
|
4.17K
$177K
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.16KNew |
$202K - $213K
|
4.16K
$177K
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4KNew |
$194K - $205K
|
4K
$170K
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
3.4K+ 11.49% |
$165K - $174K
|
33K
$1.4M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
2.88K+ 69.15% |
$140K - $147K
|
7.05K
$299K
|