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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
665New |
$10.8K - $11.6K
|
665
$12.2K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
200New |
$3.26K - $3.5K
|
200
$3.67K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.3KNew |
$270K - $294K
|
16.3K
$299K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-484- 2.97% |
$8.02K - $8.74K
|
15.8K
$290K
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-533- 1.93% |
$8.84K - $9.62K
|
27.1K
$498K
|
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
62KNew |
$1.03M - $1.12M
|
62K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
36.8K+ 88.54% |
$610K - $664K
|
78.4K
$1.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-254- 38.84% |
$4.21K - $4.58K
|
400
$7.34K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
7+ 0.01% |
$116 - $126
|
51.9K
$952K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
397New |
$6.58K - $7.17K
|
397
$7.28K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
53.1K+ 2948.17% |
$880K - $958K
|
54.9K
$1.01M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4.09K+ 22.54% |
$67.8K - $73.8K
|
22.2K
$408K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.45K+ 9.1% |
$40.6K - $44.2K
|
29.3K
$538K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.04% |
$116 - $126
|
18.9K
$348K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9New |
$149 - $162
|
9
$165
|
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-340K- 57.63% |
$5.64M - $6.14M
|
250K
$4.59M
|
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-75- 0.42% |
$1.24K - $1.35K
|
17.9K
$328K
|
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
673New |
$11.2K - $12.1K
|
673
$12.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.74K- 99.94% |
$28.8K - $31.4K
|
1
$18.4
|
|
|
Oct 13, 2023
Q3 2023
|
David J Yvars Group
|
BUY
|
- |
311+ 2.9% |
$5.16K - $5.61K
|
11K
$202K
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
BUY
|
CALL |
1.05M+ 7.54% |
$17.3M - $18.9M
|
14.9M
$274M
|
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
CALL |
75K+ 133.45% |
$1.24M - $1.35M
|
131K
$2.41M
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
1.26K+ 5.01% |
$20.8K - $22.7K
|
26.3K
$483K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
63+ 0.99% |
$1.04K - $1.14K
|
6.45K
$118K
|
|
| Q2 2023 | |||||||
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-376- 83.0% |
$6.37K - $6.69K
|
77
$1.41K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
20.3KNew |
$344K - $362K
|
20.3K
$373K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-4.79K- 14.94% |
$81.1K - $85.3K
|
27.3K
$501K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
9.16K+ 207.57% |
$155K - $163K
|
13.6K
$249K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
13.6KNew |
$230K - $242K
|
13.6K
$249K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
29+ 3.03% |
$491 - $516
|
985
$18.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.95K- 4.7% |
$49.9K - $52.5K
|
59.7K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
26.1K+ 8968.04% |
$442K - $465K
|
26.4K
$484K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
10.7KNew |
$181K - $190K
|
10.7K
$196K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.13K- 96.52% |
$53.1K - $55.8K
|
113
$2.07K
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-15K- 55.53% |
$254K - $267K
|
12K
$220K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.12KNew |
$18.9K - $19.9K
|
1.12K
$20.5K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1.7K+ 7.16% |
$28.7K - $30.2K
|
25.4K
$466K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
9.94K+ 90.35% |
$168K - $177K
|
20.9K
$384K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
853New |
$14.4K - $15.2K
|
853
$15.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
10.4KNew |
$176K - $185K
|
10.4K
$191K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
300New |
$5.08K - $5.34K
|
300
$5.51K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.07KNew |
$18.1K - $19.1K
|
1.07K
$19.7K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-114- 8.42% |
$1.93K - $2.03K
|
1.24K
$22.8K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
498+ 2.99% |
$8.43K - $8.86K
|
17.1K
$315K
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-250- 10.0% |
$4.23K - $4.45K
|
2.25K
$41.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3+ 0.97% |
$50.8 - $53.4
|
312
$5.73K
|
|
|
Jul 26, 2023
Q2 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-4.86K- 10.72% |
$82.2K - $86.4K
|
40.4K
$742K
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.5K- 8.57% |
$25.4K - $26.7K
|
16K
$294K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-97- 74.62% |
$1.64K - $1.73K
|
33
$606
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
3+ 2.68% |
$50.8 - $53.4
|
115
$2.11K
|
|