Purchases and Sales Made in Q4 2023 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 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.87K- 5.01% |
$70.2K - $74.2K
|
35.4K
$1.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.9K- 1.0% |
$71.3K - $75.4K
|
188K
$7.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.94K- 11.22% |
$72.8K - $77K
|
15.3K
$643K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.98K- 24.36% |
$74.3K - $78.5K
|
6.14K
$258K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.09K- 15.86% |
$78.4K - $82.9K
|
11.1K
$464K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.34K- 3.49% |
$88K - $93K
|
64.7K
$2.72M
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-2.41K- 11.93% |
$90.6K - $95.7K
|
17.8K
$746K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
SELL
|
- |
-2.59K- 8.9% |
$97.4K - $103K
|
26.5K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-3.29K- 1.94% |
$124K - $131K
|
166K
$6.98M
|
|
|
Feb 02, 2024
Q4 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-3.29K- 14.22% |
$124K - $131K
|
19.9K
$833K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-3.37K- 10.69% |
$127K - $134K
|
28.1K
$1.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.42K- 38.49% |
$129K - $136K
|
5.47K
$229K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-3.84K- 10.4% |
$144K - $153K
|
33.1K
$1.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-4.82K- 14.87% |
$181K - $192K
|
27.6K
$1.16M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-4.97K- 92.89% |
$187K - $197K
|
380
$15.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-5.94K- 6.85% |
$223K - $236K
|
80.8K
$3.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-6.1K- 27.18% |
$229K - $242K
|
16.3K
$685K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-6.13K- 5.4% |
$230K - $243K
|
107K
$4.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.2K- 4.72% |
$233K - $246K
|
125K
$5.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.65K- 6.63% |
$287K - $304K
|
108K
$4.52M
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-8.7KClosed |
$327K - $346K
|
0
$0
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-8.79K- 24.66% |
$330K - $349K
|
26.9K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.37K- 1.22% |
$352K - $372K
|
755K
$31.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-11.5K- 28.7% |
$431K - $455K
|
28.5K
$1.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-11.5K- 3.43% |
$432K - $456K
|
324K
$13.6M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.6K- 13.13% |
$435K - $460K
|
76.5K
$3.21M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-13.1K- 5.75% |
$492K - $520K
|
215K
$9.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-14.2K- 20.3% |
$535K - $565K
|
55.8K
$2.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-14.8K- 42.83% |
$556K - $588K
|
19.8K
$829K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-16.7K- 24.54% |
$629K - $665K
|
51.5K
$2.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-19.7K- 67.2% |
$742K - $784K
|
9.63K
$404K
|
|
|
Feb 02, 2024
Q4 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-20.7K- 43.8% |
$778K - $822K
|
26.6K
$1.11M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-22.7K- 31.69% |
$854K - $903K
|
49K
$2.06M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-27.8K- 62.81% |
$1.04M - $1.1M
|
16.4K
$690K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28.2K- 0.75% |
$1.06M - $1.12M
|
3.72M
$156M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-31.1K- 1.32% |
$1.17M - $1.24M
|
2.33M
$98M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-37.7K- 28.92% |
$1.42M - $1.5M
|
92.6K
$3.88M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-41.8K- 13.23% |
$1.57M - $1.66M
|
274K
$11.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-43.3K- 5.67% |
$1.63M - $1.72M
|
720K
$30.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-49.1K- 57.66% |
$1.84M - $1.95M
|
36K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-93.9K- 59.64% |
$3.53M - $3.73M
|
63.5K
$2.67M
|
|
|
Jan 19, 2024
Q4 2023
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-115K- 28.93% |
$4.31M - $4.56M
|
282K
$11.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-127K- 21.15% |
$4.77M - $5.05M
|
474K
$19.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-144K- 24.46% |
$5.4M - $5.7M
|
443K
$18.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-232K- 18.81% |
$8.71M - $9.21M
|
1M
$42M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-432K- 97.16% |
$16.2M - $17.1M
|
12.6K
$530K
|
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-474K- 93.71% |
$17.8M - $18.8M
|
31.8K
$1.34M
|