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 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
5New |
$77 - $83.6
|
5
$91.8
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
4.34KNew |
$66.7K - $72.5K
|
4.34K
$79.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-148- 1.0% |
$2.28K - $2.47K
|
14.7K
$269K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-131K- 69.03% |
$2.02M - $2.19M
|
58.9K
$1.08M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
830New |
$12.8K - $13.9K
|
830
$15.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 2.7% |
$61.6 - $66.8
|
152
$2.79K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
300New |
$4.62K - $5.01K
|
300
$5.51K
|
|
| Q3 2022 | |||||||
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
898+ 0.33% |
$14.1K - $16.6K
|
275K
$5.05M
|
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
7KNew |
$110K - $130K
|
7K
$128K
|
|
|
Nov 15, 2022
Q3 2022
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-78.2K- 51.61% |
$1.22M - $1.45M
|
73.3K
$1.35M
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.3KNew |
$20.4K - $24.1K
|
1.3K
$23.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
480New |
$7.52K - $8.88K
|
480
$8.81K
|
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.1KNew |
$17.2K - $20.4K
|
1.1K
$20.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
500New |
$7.83K - $9.26K
|
500
$9.18K
|
|
|
Nov 10, 2022
Q3 2022
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-577- 4.65% |
$9.04K - $10.7K
|
11.8K
$217K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-8.19K- 6.56% |
$128K - $152K
|
117K
$2.14M
|
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
3.12KNew |
$48.9K - $57.8K
|
3.12K
$57.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
7.35K+ 19.62% |
$115K - $136K
|
44.8K
$822K
|
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
100+ 18.35% |
$1.57K - $1.85K
|
645
$11.8K
|
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
590New |
$9.24K - $10.9K
|
590
$10.8K
|
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-65.9K- 65.68% |
$1.03M - $1.22M
|
34.4K
$632K
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-284- 9.23% |
$4.45K - $5.26K
|
2.79K
$51.3K
|
|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.39K- 17.72% |
$37.4K - $44.2K
|
11.1K
$203K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
764New |
$12K - $14.1K
|
764
$14K
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-12.3K- 30.25% |
$193K - $228K
|
28.4K
$520K
|
|
|
Oct 26, 2022
Q3 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-6.28K- 23.03% |
$98.4K - $116K
|
21K
$385K
|
|
|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
SELL
|
- |
-11.4K- 38.25% |
$178K - $211K
|
18.4K
$337K
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.29K+ 3.1% |
$20.3K - $24K
|
43K
$789K
|
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
902+ 4.65% |
$14.1K - $16.7K
|
20.3K
$372K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
9New |
$141 - $167
|
9
$165
|
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
BUY
|
- |
1.98K+ 18.07% |
$30.9K - $36.6K
|
12.9K
$237K
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
4+ 3.13% |
$62.6 - $74
|
132
$2.42K
|
|
|
Oct 12, 2022
Q3 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.46K- 6.68% |
$22.8K - $26.9K
|
20.3K
$373K
|
|
| Q2 2022 | |||||||
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
140+ 58.82% |
$2.4K - $2.95K
|
378
$6.94K
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-12.2KClosed |
$209K - $257K
|
0
$0
|
|
|
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
58.3KNew |
$999K - $1.23M
|
58.3K
$1.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-900- 25.71% |
$15.4K - $19K
|
2.6K
$47.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-3.52KClosed |
$60.4K - $74.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1+ 0.01% |
$17.1 - $21.1
|
10.3K
$189K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.87KClosed |
$32K - $39.3K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4New |
$68.5 - $84.3
|
4
$73.4
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-35.8K- 37.56% |
$613K - $755K
|
59.5K
$1.09M
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
366New |
$6.27K - $7.72K
|
366
$6.72K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-197K- 65.9% |
$3.37M - $4.14M
|
102K
$1.87M
|
|
|
Aug 12, 2022
Q2 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-2.2KClosed |
$37.7K - $46.4K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-9.72KClosed |
$166K - $205K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-3.1K- 68.59% |
$53.1K - $65.4K
|
1.42K
$26.1K
|
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-36.5KClosed |
$626K - $770K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-10.6KClosed |
$181K - $222K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-20.5K- 34.33% |
$351K - $432K
|
39.2K
$719K
|
|