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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2022
Q3 2022
|
Tranquility Partners, LLC
|
SELL
|
- |
-2.39K- 17.72% |
$37.4K - $44.2K
|
11.1K
$188K
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-12.3K- 30.25% |
$193K - $228K
|
28.4K
$481K
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
764New |
$12K - $14.1K
|
764
$13K
|
|
|
Oct 26, 2022
Q3 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-6.28K- 23.03% |
$98.4K - $116K
|
21K
$356K
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.29K+ 3.1% |
$20.3K - $24K
|
43K
$729K
|
|
|
Oct 25, 2022
Q3 2022
|
Diversified, LLC
|
SELL
|
- |
-11.4K- 38.25% |
$178K - $211K
|
18.4K
$312K
|
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
902+ 4.65% |
$14.1K - $16.7K
|
20.3K
$344K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
9New |
$141 - $167
|
9
$153
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
4+ 3.13% |
$62.6 - $74
|
132
$2.24K
|
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
BUY
|
- |
1.98K+ 18.07% |
$30.9K - $36.6K
|
12.9K
$219K
|
|
|
Oct 12, 2022
Q3 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-1.46K- 6.68% |
$22.8K - $26.9K
|
20.3K
$345K
|
|
| Q2 2022 | |||||||
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
140+ 58.82% |
$2.4K - $2.95K
|
378
$6.41K
|
|
|
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
$989K
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-900- 25.71% |
$15.4K - $19K
|
2.6K
$44.1K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1.87KClosed |
$32K - $39.3K
|
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
$174K
|
|
|
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
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4New |
$68.5 - $84.3
|
4
$67.9
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-197K- 65.9% |
$3.37M - $4.14M
|
102K
$1.73M
|
|
|
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
|
Barclays PLC
London, X0 |
SELL
|
- |
-35.8K- 37.56% |
$613K - $755K
|
59.5K
$1.01M
|
|
|
Aug 11, 2022
Q2 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-3.1K- 68.59% |
$53.1K - $65.4K
|
1.42K
$24.1K
|
|
|
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
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-20.5K- 34.33% |
$351K - $432K
|
39.2K
$665K
|
|
|
Aug 08, 2022
Q2 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-9.97KClosed |
$171K - $210K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.2KClosed |
$20.6K - $25.3K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
F3 Logic, LLC
|
SELL
|
- |
-9.59KClosed |
$164K - $202K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Novare Capital Management LLC
|
BUY
|
- |
5K+ 32.26% |
$85.7K - $105K
|
20.5K
$348K
|
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
6.36KNew |
$109K - $134K
|
6.36K
$108K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-81- 50.0% |
$1.39K - $1.71K
|
81
$1.37K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
17.2KNew |
$295K - $363K
|
17.2K
$292K
|
|
|
Jul 29, 2022
Q2 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-11.9KClosed |
$204K - $251K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
35.6KNew |
$610K - $751K
|
35.6K
$604K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
SELL
|
- |
-4.56K- 31.26% |
$78.2K - $96.2K
|
10K
$170K
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Performance Advisors LLP
|
SELL
|
- |
-18KClosed |
$309K - $380K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
200New |
$3.43K - $4.22K
|
200
$3.39K
|
|
|
Jul 22, 2022
Q2 2022
|
C2 C Wealth Management, LLC
|
SELL
|
CALL |
-60KClosed |
$1.03M - $1.26M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
953+ 38.9% |
$16.3K - $20.1K
|
3.4K
$57.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-500Closed |
$8.57K - $10.5K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-5K- 28.89% |
$85.7K - $105K
|
12.3K
$209K
|
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
18.6KNew |
$318K - $392K
|
18.6K
$315K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
51New |
$874 - $1.08K
|
51
$865
|
|
|
Jul 12, 2022
Q2 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
5.18K+ 9.38% |
$88.8K - $109K
|
60.5K
$1.03M
|
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
SELL
|
- |
-12.3KClosed |
$211K - $260K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-79Closed |
$1.51K - $1.76K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-1.05MClosed |
$20.1M - $23.4M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-7.41KClosed |
$141K - $165K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-145Closed |
$2.77K - $3.23K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-327Closed |
$6.25K - $7.29K
|
0
$0
|
|