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, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
CALL |
10K+ 33.33% |
$169K - $178K
|
40K
$734K
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
CALL |
50KNew |
$847K - $890K
|
50K
$918K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1.14K+ 14.27% |
$19.3K - $20.3K
|
9.14K
$168K
|
|
| Q1 2023 | |||||||
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.73KClosed |
$27.2K - $29.6K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
12.5KNew |
$197K - $214K
|
12.5K
$229K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
718+ 3.26% |
$11.3K - $12.3K
|
22.8K
$418K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
274+ 0.8% |
$4.32K - $4.7K
|
34.6K
$635K
|
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
CALL |
-3.6K- 24.16% |
$56.7K - $61.7K
|
11.3K
$207K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1.5KNew |
$23.6K - $25.7K
|
1.5K
$27.5K
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.11K- 8.89% |
$17.5K - $19K
|
11.4K
$209K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
16.3KNew |
$257K - $280K
|
16.3K
$300K
|
|
|
Apr 27, 2023
Q1 2023
|
Mackay Shields LLC
|
SELL
|
- |
-200- 1.04% |
$3.15K - $3.43K
|
19K
$349K
|
|
|
Apr 26, 2023
Q1 2023
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
11.1KNew |
$175K - $191K
|
11.1K
$204K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
34.3K+ 78.76% |
$541K - $588K
|
77.9K
$1.43M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.42KNew |
$22.3K - $24.3K
|
1.42K
$26K
|
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.01K+ 8.61% |
$16K - $17.4K
|
12.8K
$235K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
4+ 3.7% |
$63 - $68.6
|
112
$2.06K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
800New |
$12.6K - $13.7K
|
800
$14.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
BUY
|
CALL |
2.5K+ 3.33% |
$39.4K - $42.9K
|
77.5K
$1.42M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
200New |
$3.15K - $3.43K
|
200
$3.67K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
10.8KNew |
$170K - $185K
|
10.8K
$198K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
24.8K+ 189.87% |
$391K - $426K
|
37.9K
$695K
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
385+ 3.53% |
$6.07K - $6.6K
|
11.3K
$207K
|
|
| Q4 2022 | |||||||
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
13.8KNew |
$212K - $231K
|
13.8K
$253K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.52KNew |
$23.3K - $25.3K
|
1.52K
$27.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
750New |
$11.5K - $12.5K
|
750
$13.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
19.4KNew |
$299K - $325K
|
19.4K
$357K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1KNew |
$15.4K - $16.7K
|
1K
$18.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
822+ 5.96% |
$12.7K - $13.7K
|
14.6K
$268K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
27.9K+ 708.49% |
$429K - $466K
|
31.8K
$583K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-12.1K- 20.14% |
$185K - $201K
|
47.8K
$877K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
800New |
$12.3K - $13.4K
|
800
$14.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-1.21M- 93.71% |
$18.6M - $20.2M
|
81.1K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
260+ 0.9% |
$4K - $4.34K
|
29K
$533K
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.08K+ 0.93% |
$16.7K - $18.1K
|
118K
$2.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.15K- 1.63% |
$17.7K - $19.2K
|
69.3K
$1.27M
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-9.79K- 41.17% |
$151K - $164K
|
14K
$257K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
138KNew |
$2.13M - $2.31M
|
138K
$2.54M
|
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.64K+ 4.18% |
$40.6K - $44K
|
65.6K
$1.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
CALL |
33.3KNew |
$512K - $556K
|
33.3K
$611K
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.23KNew |
$34.3K - $37.2K
|
2.23K
$40.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
7.49K+ 2.6% |
$115K - $125K
|
295K
$5.42M
|
|
|
Feb 03, 2023
Q4 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
CALL |
20KNew |
$308K - $334K
|
20K
$367K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
19New |
$292 - $317
|
19
$349
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
5.17KNew |
$79.5K - $86.3K
|
5.17K
$94.8K
|
|
|
Jan 30, 2023
Q4 2022
|
Prism Advisors, Inc.
|
BUY
|
CALL |
619KNew |
$9.52M - $10.3M
|
619K
$11.4M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
680New |
$10.5K - $11.4K
|
680
$12.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-62- 3.97% |
$954 - $1.04K
|
1.5K
$27.5K
|
|
|
Jan 25, 2023
Q4 2022
|
Rba Wealth Management, LLC
|
BUY
|
CALL |
198KNew |
$3.05M - $3.31M
|
198K
$3.64M
|
|
|
Jan 24, 2023
Q4 2022
|
Covenant Asset Management, LLC
|
SELL
|
- |
-2.21K- 17.68% |
$34K - $36.9K
|
10.3K
$189K
|
|