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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
6.77K+ 5.43% |
$101K - $114K
|
131K
$2.23M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-152K- 11.87% |
$2.28M - $2.56M
|
1.13M
$19.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
10.1KNew |
$151K - $170K
|
10.1K
$171K
|
|
|
Jul 31, 2025
Q2 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
6.03KNew |
$90.3K - $101K
|
6.03K
$102K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
7.36K+ 9.22% |
$110K - $124K
|
87.1K
$1.48M
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
11+ 3.05% |
$165 - $185
|
372
$6.31K
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
15.5K+ 8.3% |
$232K - $260K
|
202K
$3.43M
|
|
|
Jul 31, 2025
Q2 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
100New |
$1.5K - $1.68K
|
100
$1.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
171K+ 16.39% |
$2.56M - $2.87M
|
1.21M
$20.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-7.96K- 42.54% |
$119K - $134K
|
10.8K
$182K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
11New |
$165 - $185
|
11
$187
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.94K+ 14.9% |
$29.1K - $32.6K
|
15K
$254K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-19.3K- 33.39% |
$289K - $325K
|
38.6K
$654K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
9.52K+ 16.39% |
$142K - $160K
|
67.6K
$1.15M
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
3K+ 5.64% |
$44.9K - $50.4K
|
56.2K
$954K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
116K+ 8.89% |
$1.74M - $1.95M
|
1.42M
$24.2M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-35.7K- 77.56% |
$534K - $599K
|
10.3K
$175K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
191K+ 225.62% |
$2.86M - $3.2M
|
275K
$4.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
129KNew |
$1.92M - $2.16M
|
129K
$2.18M
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
63.7K+ 17.3% |
$954K - $1.07M
|
432K
$7.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
608+ 2.96% |
$9.1K - $10.2K
|
21.1K
$359K
|
|
|
Jul 29, 2025
Q2 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
26.6K+ 53.76% |
$398K - $446K
|
76K
$1.29M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-976- 2.24% |
$14.6K - $16.4K
|
42.5K
$722K
|
|
|
Jul 29, 2025
Q2 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
38.6K+ 3.89% |
$577K - $647K
|
1.03M
$17.5M
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-47- 23.38% |
$704 - $789
|
154
$2.61K
|
|
|
Jul 28, 2025
Q2 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
860New |
$12.9K - $14.4K
|
860
$14.6K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
67.5K+ 16.91% |
$1.01M - $1.13M
|
467K
$7.92M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.01K+ 7.02% |
$75K - $84.1K
|
76.3K
$1.3M
|
|
|
Jul 28, 2025
Q2 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
2.74K+ 7.94% |
$40.9K - $45.9K
|
37.2K
$631K
|
|
|
Jul 28, 2025
Q2 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-1.69K- 2.32% |
$25.4K - $28.4K
|
71.2K
$1.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
98.2K+ 20.31% |
$1.47M - $1.65M
|
582K
$9.87M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.31K- 3.01% |
$109K - $123K
|
236K
$4M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
105K+ 4.14% |
$1.57M - $1.76M
|
2.64M
$44.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
69.4K+ 35.53% |
$1.04M - $1.17M
|
265K
$4.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
762+ 2.55% |
$11.4K - $12.8K
|
30.7K
$521K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
84+ 1.99% |
$1.26K - $1.41K
|
4.31K
$73.2K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
297+ 2.75% |
$4.45K - $4.99K
|
11.1K
$189K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-252K- 55.03% |
$3.77M - $4.23M
|
206K
$3.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-58.6K- 46.18% |
$878K - $984K
|
68.3K
$1.16M
|
|
|
Jul 24, 2025
Q2 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
27.2K+ 59.96% |
$407K - $456K
|
72.5K
$1.23M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-60.2K- 23.04% |
$902K - $1.01M
|
201K
$3.41M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
15.5K+ 67.33% |
$232K - $260K
|
38.5K
$654K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
2+ 3.64% |
$29.9 - $33.6
|
57
$967
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-5.71K- 13.74% |
$85.4K - $95.8K
|
35.8K
$608K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.59K- 10.07% |
$53.7K - $60.3K
|
32K
$544K
|
|
|
Jul 24, 2025
Q2 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2.65K+ 6.58% |
$39.6K - $44.4K
|
42.8K
$727K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.32K+ 5.6% |
$49.7K - $55.7K
|
62.5K
$1.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
21.5KNew |
$322K - $362K
|
21.5K
$366K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-11.1K- 16.5% |
$166K - $186K
|
56K
$950K
|
|
|
Jul 23, 2025
Q2 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-21.2K- 55.67% |
$318K - $356K
|
16.9K
$287K
|