Latest Institutional Transactions on Global X Fdsnasdaq 100 Covered (QYLD)
This table provides information on the latest institutional transactions involving Global X Fdsnasdaq 100 Covered (QYLD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
576+ 2.89% |
$9.54K - $10.9K
|
20.5K
$341K
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
1.98K+ 5.47% |
$32.7K - $37.2K
|
38.1K
$633K
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-57.5K- 30.36% |
$953K - $1.08M
|
132K
$2.19M
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
13.7K+ 105.49% |
$226K - $257K
|
26.6K
$442K
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-8.91K- 13.19% |
$148K - $168K
|
58.7K
$975K
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
23.8K+ 17.87% |
$394K - $448K
|
157K
$2.61M
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-1.72K- 1.07% |
$28.5K - $32.4K
|
159K
$2.64M
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
66+ 4.92% |
$1.09K - $1.24K
|
1.41K
$23.4K
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
12.6K+ 24.07% |
$209K - $237K
|
64.9K
$1.08M
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.47K- 3.72% |
$24.4K - $27.7K
|
38.1K
$633K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
675+ 18.84% |
$11.2K - $12.7K
|
4.26K
$70.8K
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-753- 6.48% |
$12.5K - $14.2K
|
10.9K
$181K
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
10.5K+ 22.45% |
$173K - $197K
|
57.1K
$948K
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
92K+ 40.86% |
$1.52M - $1.73M
|
317K
$5.27M
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
31.8K+ 93547.06% |
$527K - $600K
|
31.8K
$529K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.34K+ 23.94% |
$71.9K - $81.8K
|
22.5K
$373K
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.48K+ 13.47% |
$57.7K - $65.6K
|
29.3K
$487K
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
39.5K+ 26.75% |
$654K - $744K
|
187K
$3.11M
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.22K+ 10.97% |
$20.2K - $22.9K
|
12.3K
$205K
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
BUY
|
- |
4K+ 69.97% |
$66.3K - $75.4K
|
9.72K
$161K
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3.14K+ 4.91% |
$52K - $59.2K
|
67K
$1.11M
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
28.4K+ 46.34% |
$471K - $535K
|
89.7K
$1.49M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.75K+ 71.08% |
$45.5K - $51.7K
|
6.61K
$110K
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
14+ 0.03% |
$232 - $264
|
40.1K
$666K
|
|
Q4 2024 | |||||||
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
170KNew |
$3.05M - $3.2M
|
170K
$2.83M
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-85.2K- 42.01% |
$1.53M - $1.6M
|
118K
$1.96M
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-218K- 88.69% |
$3.91M - $4.1M
|
27.8K
$463K
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
1.13KNew |
$20.2K - $21.2K
|
1.13K
$18.7K
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
42.2KNew |
$757K - $794K
|
42.2K
$702K
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-11- 5.82% |
$197 - $207
|
178
$2.96K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.53K- 16.94% |
$99.2K - $104K
|
27.1K
$451K
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
14.1KNew |
$254K - $266K
|
14.1K
$235K
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
504+ 1.58% |
$9.04K - $9.48K
|
32.4K
$539K
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
1.25KNew |
$22.4K - $23.5K
|
1.25K
$20.8K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.06K+ 3.81% |
$19K - $19.9K
|
28.9K
$480K
|
|
Feb 20, 2025
Q4 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
9.74K+ 5.95% |
$175K - $183K
|
173K
$2.88M
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
128KNew |
$2.29M - $2.4M
|
128K
$2.12M
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
11.7K+ 12.61% |
$210K - $220K
|
104K
$1.74M
|
|
Feb 18, 2025
Q4 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
11.1K+ 11.87% |
$200K - $209K
|
105K
$1.74M
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
14.4KNew |
$257K - $270K
|
14.4K
$239K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
13K+ 56.03% |
$233K - $245K
|
36.2K
$602K
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
17.4K+ 124.36% |
$311K - $326K
|
31.3K
$520K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.88K+ 77.43% |
$51.7K - $54.2K
|
6.6K
$110K
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
539K+ 30.67% |
$9.66M - $10.1M
|
2.29M
$38.1M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-18.5K- 33.62% |
$332K - $348K
|
36.5K
$607K
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.4KNew |
$25K - $26.2K
|
1.4K
$23.2K
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.36K- 2.88% |
$42.4K - $44.4K
|
79.8K
$1.33M
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
27KNew |
$483K - $507K
|
27K
$448K
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
15.3KNew |
$275K - $288K
|
15.3K
$255K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
779+ 2.2% |
$14K - $14.6K
|
36.1K
$600K
|