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 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
2K+ 200.0% |
$43.4K - $46.1K
|
3K
$55.2K
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-500Closed |
$10.9K - $11.5K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
12.3KNew |
$267K - $284K
|
12.3K
$226K
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
293New |
$6.36K - $6.75K
|
293
$5.39K
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-1KClosed |
$21.7K - $23.1K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-500Closed |
$10.9K - $11.5K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Mathes Company, Inc.
|
BUY
|
- |
11.5KNew |
$250K - $265K
|
11.5K
$211K
|
|
Feb 01, 2022
Q4 2021
|
3 Edge Asset Management, LP
|
SELL
|
- |
-26.3KClosed |
$571K - $606K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
CALL |
-302KClosed |
$6.55M - $6.95M
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
12.3KNew |
$267K - $283K
|
12.3K
$226K
|
|
Jan 18, 2022
Q4 2021
|
Soundmark Wealth Management, LLC
|
SELL
|
CALL |
-45.8KClosed |
$995K - $1.06M
|
0
$0
|
|
Q3 2021 | |||||||
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
15K+ 150.0% |
$330K - $347K
|
25K
$460K
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
4.12KNew |
$90.8K - $95.3K
|
4.12K
$75.8K
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.92K+ 187.04% |
$64.2K - $67.4K
|
4.48K
$82.3K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.45KClosed |
$54K - $56.7K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-126Closed |
$2.78K - $2.91K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-154KClosed |
$3.38M - $3.55M
|
0
$0
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.1KClosed |
$24.2K - $25.4K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.52KNew |
$33.5K - $35.1K
|
1.52K
$27.9K
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-10.3KClosed |
$227K - $239K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-3.23KClosed |
$71K - $74.6K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-4- 0.12% |
$88.1 - $92.5
|
3.2K
$58.9K
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
102New |
$2.25K - $2.36K
|
102
$1.88K
|
|
Oct 21, 2021
Q3 2021
|
Financial Services Advisory Inc
|
SELL
|
- |
-15.2KClosed |
$335K - $352K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-1.22KClosed |
$26.9K - $28.3K
|
0
$0
|
|
Q2 2021 | |||||||
Jul 27, 2021
Q2 2021
|
Regions Financial Corp
|
SELL
|
- |
-35KClosed |
$748K - $799K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
125New |
$2.67K - $2.86K
|
125
$2.3K
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-3Closed |
$64.1 - $68.5
|
0
$0
|
|
Q1 2021 | |||||||
May 27, 2021
Q1 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
CALL |
9.72KNew |
$209K - $228K
|
9.72K
$179K
|
|
May 14, 2021
Q1 2021
|
Mackay Shields LLC
|
BUY
|
CALL |
2.04MNew |
$43.8M - $47.9M
|
2.04M
$37.6M
|
|
May 13, 2021
Q1 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
2KNew |
$42.9K - $46.9K
|
2K
$36.8K
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.5KClosed |
$32.1K - $35.1K
|
0
$0
|
|
Apr 30, 2021
Q1 2021
|
Creative Planning
Overland Park, KS |
BUY
|
CALL |
500New |
$10.7K - $11.7K
|
500
$9.2K
|
|
Q4 2020 | |||||||
Mar 05, 2021
Q4 2020
|
Chiron Capital Management, LLC
|
SELL
|
- |
-8Closed |
$166 - $184
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
CALL |
-100Closed |
$2.07K - $2.3K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
100New |
$2.07K - $2.3K
|
100
$1.84K
|
|
Feb 10, 2021
Q4 2020
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-24KClosed |
$497K - $553K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-184Closed |
$3.81K - $4.24K
|
0
$0
|
|
Jan 20, 2021
Q4 2020
|
Busey Wealth Management
|
SELL
|
- |
-15.1KClosed |
$313K - $349K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 19, 2020
Q3 2020
|
Tru Independence LLC
|
SELL
|
- |
-1.97KClosed |
$41.3K - $43.9K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
-636Closed |
$13.3K - $14.2K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-4KClosed |
$83.8K - $89.1K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-463Closed |
$9.7K - $10.3K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Lincoln National Corp
|
SELL
|
CALL |
-1.82M- 70.24% |
$38.2M - $40.6M
|
773K
$14.2M
|
|
Oct 30, 2020
Q3 2020
|
Columbus Macro, LLC
|
SELL
|
- |
-16.5KClosed |
$346K - $368K
|
0
$0
|
|
Oct 14, 2020
Q3 2020
|
Tfo Tdc, LLC
|
SELL
|
- |
-300Closed |
$6.29K - $6.68K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
3.02K+ 10.25% |
$57K - $63.4K
|
32.4K
$597K
|
|
Sep 28, 2020
Q2 2020
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-8KClosed |
$151K - $168K
|
0
$0
|
|
Aug 18, 2020
Q2 2020
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-124Closed |
$2.34K - $2.6K
|
0
$0
|