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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.49K+ 10.08% |
$40.8K - $45K
|
27.1K
$499K
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.8K+ 22.6% |
$46K - $50.7K
|
15.2K
$279K
|
|
|
Nov 06, 2024
Q3 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
82+ 0.54% |
$1.35K - $1.49K
|
15.4K
$283K
|
|
|
Nov 06, 2024
Q3 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-290- 2.57% |
$4.76K - $5.25K
|
11K
$202K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
731+ 1.36% |
$12K - $13.2K
|
54.6K
$1M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
614+ 4.03% |
$10.1K - $11.1K
|
15.8K
$291K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
97.7K+ 11.59% |
$1.6M - $1.77M
|
940K
$17.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
10.1K+ 12.18% |
$165K - $183K
|
92.8K
$1.71M
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.11K+ 8.85% |
$34.6K - $38.2K
|
25.9K
$477K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.08K+ 10.94% |
$99.9K - $110K
|
61.7K
$1.13M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-42.7K- 18.48% |
$700K - $773K
|
188K
$3.46M
|
|
|
Nov 05, 2024
Q3 2024
|
Chase Investment Counsel Corp
|
SELL
|
- |
-12.9K- 13.79% |
$211K - $233K
|
80.5K
$1.48M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-6.71K- 12.04% |
$110K - $122K
|
49.1K
$902K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
567+ 3.73% |
$9.31K - $10.3K
|
15.8K
$290K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
SELL
|
- |
-610- 57.49% |
$10K - $11.1K
|
451
$8.29K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-678- 3.6% |
$11.1K - $12.3K
|
18.2K
$334K
|
|
|
Nov 04, 2024
Q3 2024
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-20.4K- 4.24% |
$334K - $369K
|
460K
$8.47M
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.16K- 8.1% |
$19K - $21K
|
13.2K
$242K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.16K- 8.1% |
$19K - $21K
|
13.2K
$242K
|
|
|
Nov 04, 2024
Q3 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-209- 0.37% |
$3.43K - $3.79K
|
55.9K
$1.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
2.88K+ 5.24% |
$47.2K - $52.1K
|
57.8K
$1.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
4.69K+ 2.72% |
$76.9K - $84.9K
|
177K
$3.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-15.4K- 23.56% |
$252K - $278K
|
49.9K
$917K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
7.88KNew |
$129K - $143K
|
7.88K
$145K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-340- 0.82% |
$5.58K - $6.16K
|
41.1K
$756K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
16.1K+ 4.68% |
$265K - $292K
|
361K
$6.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.18K+ 4.39% |
$52.2K - $57.6K
|
75.5K
$1.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.92K+ 4.78% |
$48K - $52.9K
|
64K
$1.18M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
10.3K+ 25.59% |
$170K - $187K
|
50.8K
$934K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.99K+ 5.06% |
$32.6K - $36K
|
41.3K
$760K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.75K+ 4.26% |
$78K - $86.1K
|
116K
$2.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
18.6K+ 7.19% |
$305K - $336K
|
277K
$5.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
35.7K+ 21.15% |
$585K - $646K
|
204K
$3.76M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
452+ 4.04% |
$7.42K - $8.19K
|
11.6K
$214K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-22.2K- 8.09% |
$365K - $403K
|
253K
$4.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
938+ 2.9% |
$15.4K - $17K
|
33.3K
$612K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
27.9K+ 39.51% |
$458K - $506K
|
98.5K
$1.81M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-1.02K- 4.35% |
$16.7K - $18.5K
|
22.4K
$412K
|
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-2.53K- 6.02% |
$41.5K - $45.8K
|
39.5K
$727K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-20.4K- 22.87% |
$336K - $370K
|
68.9K
$1.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-382- 1.86% |
$6.27K - $6.92K
|
20.2K
$371K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
5.45K+ 3.07% |
$89.5K - $98.8K
|
183K
$3.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.86K+ 1.62% |
$47K - $51.9K
|
180K
$3.3M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.88K+ 22.57% |
$96.5K - $106K
|
31.9K
$587K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14K+ 8.58% |
$230K - $254K
|
177K
$3.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
126+ 4.91% |
$2.07K - $2.28K
|
2.69K
$49.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
327+ 2.39% |
$5.37K - $5.93K
|
14K
$258K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.9K+ 2.87% |
$64K - $70.6K
|
140K
$2.57M
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-12.5K- 14.49% |
$205K - $227K
|
73.8K
$1.36M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-58.6K- 88.89% |
$962K - $1.06M
|
7.33K
$135K
|