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 |
---|---|---|---|---|---|---|---|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-967- 3.64% |
$14.5K - $16.2K
|
25.6K
$428K
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.34K+ 2.35% |
$20K - $22.5K
|
58.4K
$976K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
18K+ 105.31% |
$269K - $302K
|
35.1K
$587K
|
|
Jul 11, 2025
Q2 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
2.22K+ 19.72% |
$33.2K - $37.2K
|
13.4K
$225K
|
|
Jul 11, 2025
Q2 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
2.27M+ 24.56% |
$34M - $38.2M
|
11.5M
$193M
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
300+ 1.82% |
$4.49K - $5.04K
|
16.8K
$280K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.29K- 4.33% |
$64.3K - $72.1K
|
94.9K
$1.59M
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6.17K+ 570.83% |
$92.3K - $104K
|
7.25K
$121K
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
2.29K+ 3.91% |
$34.3K - $38.5K
|
60.9K
$1.02M
|
|
Jul 09, 2025
Q2 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
2.65K+ 12.14% |
$39.6K - $44.4K
|
24.4K
$409K
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
2.42K+ 3.72% |
$36.2K - $40.6K
|
67.4K
$1.13M
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
31.1K+ 118.61% |
$466K - $522K
|
57.3K
$958K
|
|
Jul 09, 2025
Q2 2025
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
10.9K+ 106.47% |
$163K - $183K
|
21.1K
$353K
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.2K+ 5.59% |
$227K - $255K
|
287K
$4.79M
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-6.77K- 17.79% |
$101K - $114K
|
31.3K
$523K
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
10.1KNew |
$152K - $170K
|
10.1K
$169K
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.44M+ 453.8% |
$21.5M - $24.2M
|
1.76M
$29.4M
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
411+ 1.81% |
$6.15K - $6.9K
|
23.2K
$387K
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.72K- 11.25% |
$70.6K - $79.2K
|
37.2K
$622K
|
|
Jul 09, 2025
Q2 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
114+ 0.82% |
$1.71K - $1.91K
|
14.1K
$235K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
230+ 3.45% |
$3.44K - $3.86K
|
6.9K
$115K
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
4+ 0.02% |
$59.9 - $67.2
|
24K
$400K
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.21K- 6.94% |
$33.1K - $37.1K
|
29.6K
$495K
|
|
Jul 07, 2025
Q2 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.3K+ 92.86% |
$19.5K - $21.8K
|
2.7K
$45.1K
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
646+ 15.17% |
$9.67K - $10.8K
|
4.9K
$82K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
413New |
$6.18K - $6.93K
|
413
$6.91K
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
BUY
|
- |
7K+ 5.16% |
$105K - $118K
|
143K
$2.39M
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-3.71K- 10.82% |
$55.5K - $62.2K
|
30.6K
$511K
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-5.68K- 14.16% |
$85K - $95.3K
|
34.4K
$575K
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.82K+ 4.72% |
$132K - $148K
|
196K
$3.27M
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
608+ 4.94% |
$9.1K - $10.2K
|
12.9K
$216K
|
|
Q1 2025 | |||||||
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
16.7KNew |
$277K - $316K
|
16.7K
$280K
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
3.25K+ 0.84% |
$53.8K - $61.2K
|
389K
$6.5M
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-13.9K- 94.88% |
$230K - $262K
|
750
$12.5K
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
15.2KNew |
$252K - $287K
|
15.2K
$254K
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-3.55K- 8.54% |
$58.9K - $67K
|
38K
$636K
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
20.7KNew |
$342K - $389K
|
20.7K
$345K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
42.4K+ 13.92% |
$703K - $799K
|
347K
$5.8M
|
|
May 20, 2025
Q1 2025
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
BUY
|
- |
86.3KNew |
$1.43M - $1.63M
|
86.3K
$1.44M
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-20.8K- 58.32% |
$345K - $392K
|
14.9K
$249K
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
5.35K+ 5.38% |
$88.7K - $101K
|
105K
$1.75M
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.7K- 44.02% |
$28.2K - $32.1K
|
2.16K
$36.2K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
600+ 16.99% |
$9.94K - $11.3K
|
4.13K
$69.1K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
154K+ 60.33% |
$2.55M - $2.9M
|
409K
$6.85M
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-144K- 34.22% |
$2.39M - $2.71M
|
277K
$4.63M
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
11.5KNew |
$190K - $217K
|
11.5K
$192K
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
12.8K+ 38.83% |
$212K - $241K
|
45.8K
$765K
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
34.8K+ 12.21% |
$576K - $656K
|
320K
$5.35M
|
|
May 15, 2025
Q1 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
19.5K+ 23.7% |
$324K - $368K
|
102K
$1.7M
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
306K+ 5.62% |
$5.07M - $5.77M
|
5.76M
$96.2M
|