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 |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
17.6KNew |
$288K - $309K
|
17.6K
$288K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
36+ 1.36% |
$587 - $630
|
2.68K
$43.6K
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-5.66K- 27.39% |
$92.2K - $99.1K
|
15K
$245K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
500New |
$8.15K - $8.76K
|
500
$8.15K
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
38KNew |
$619K - $665K
|
38K
$619K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
538New |
$8.77K - $9.42K
|
538
$8.77K
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-2.04K- 7.98% |
$33.2K - $35.7K
|
23.5K
$383K
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.5K+ 15.63% |
$40.8K - $43.8K
|
18.5K
$302K
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-1.5K- 13.04% |
$24.5K - $26.3K
|
10K
$163K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.09KNew |
$17.8K - $19.2K
|
1.09K
$17.8K
|
|
Jan 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
SELL
|
- |
-1.75K- 4.38% |
$28.5K - $30.6K
|
38.1K
$621K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
142K+ 133.13% |
$2.31M - $2.48M
|
248K
$4.05M
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-6.69K- 4.57% |
$109K - $117K
|
140K
$2.28M
|
|
Jan 08, 2024
Q4 2023
|
Fluent Financial, LLC
|
BUY
|
- |
16.8KNew |
$274K - $294K
|
16.8K
$274K
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
665New |
$10.8K - $11.6K
|
665
$10.8K
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.3KNew |
$270K - $294K
|
16.3K
$266K
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-533- 1.93% |
$8.84K - $9.62K
|
27.1K
$442K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-484- 2.97% |
$8.02K - $8.74K
|
15.8K
$258K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-254- 38.84% |
$4.21K - $4.58K
|
400
$6.52K
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
62KNew |
$1.03M - $1.12M
|
62K
$1.01M
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
36.8K+ 88.54% |
$610K - $664K
|
78.4K
$1.28M
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
7+ 0.01% |
$116 - $126
|
51.9K
$846K
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
4.09K+ 22.54% |
$67.8K - $73.8K
|
22.2K
$362K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.04% |
$116 - $126
|
18.9K
$309K
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
2.45K+ 9.1% |
$40.6K - $44.2K
|
29.3K
$478K
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-340K- 57.63% |
$5.64M - $6.14M
|
250K
$4.08M
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9New |
$149 - $162
|
9
$147
|
|
Oct 20, 2023
Q3 2023
|
Future Financial Wealth Managment LLC
|
SELL
|
- |
-75- 0.42% |
$1.24K - $1.35K
|
17.9K
$292K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
673New |
$11.2K - $12.1K
|
673
$11K
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-1.74K- 99.94% |
$28.8K - $31.4K
|
1
$16.3
|
|
Oct 13, 2023
Q3 2023
|
David J Yvars Group
|
BUY
|
- |
311+ 2.9% |
$5.16K - $5.61K
|
11K
$180K
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
BUY
|
CALL |
1.05M+ 7.54% |
$17.3M - $18.9M
|
14.9M
$243M
|
|
Oct 10, 2023
Q3 2023
|
Tlwm
San Antonio, TX |
BUY
|
CALL |
75K+ 133.45% |
$1.24M - $1.35M
|
131K
$2.14M
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
1.26K+ 5.01% |
$20.8K - $22.7K
|
26.3K
$429K
|
|
Q2 2023 | |||||||
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-376- 83.0% |
$6.37K - $6.69K
|
77
$1.26K
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
20.3KNew |
$344K - $362K
|
20.3K
$332K
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-4.79K- 14.94% |
$81.1K - $85.3K
|
27.3K
$445K
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
13.6KNew |
$230K - $242K
|
13.6K
$221K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
9.16K+ 207.57% |
$155K - $163K
|
13.6K
$221K
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-3.13K- 96.52% |
$53.1K - $55.8K
|
113
$1.84K
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.95K- 4.7% |
$49.9K - $52.5K
|
59.7K
$973K
|
|
Aug 14, 2023
Q2 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
26.1K+ 8968.04% |
$442K - $465K
|
26.4K
$430K
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
10.7KNew |
$181K - $190K
|
10.7K
$174K
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-15K- 55.53% |
$254K - $267K
|
12K
$196K
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
1.12KNew |
$18.9K - $19.9K
|
1.12K
$18.2K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
1.7K+ 7.16% |
$28.7K - $30.2K
|
25.4K
$414K
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
9.94K+ 90.35% |
$168K - $177K
|
20.9K
$341K
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
853New |
$14.4K - $15.2K
|
853
$13.9K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
1.07KNew |
$18.1K - $19.1K
|
1.07K
$17.5K
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
300New |
$5.08K - $5.34K
|
300
$4.89K
|