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 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
63+ 0.29% |
$1.03K - $1.14K
|
22.1K
$406K
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-2.9K- 12.39% |
$47.6K - $52.5K
|
20.5K
$377K
|
|
Oct 09, 2024
Q3 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
10.9KNew |
$179K - $198K
|
10.9K
$201K
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
49K+ 35.89% |
$805K - $889K
|
186K
$3.41M
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
22.4K+ 105.7% |
$367K - $405K
|
43.5K
$800K
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-15.1K- 16.48% |
$248K - $274K
|
76.7K
$1.41M
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
140+ 0.45% |
$2.3K - $2.54K
|
31K
$570K
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
6.31K+ 9.51% |
$104K - $114K
|
72.7K
$1.34M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-5.37K- 6.26% |
$88.2K - $97.3K
|
80.5K
$1.48M
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
40.6K+ 119.68% |
$667K - $736K
|
74.6K
$1.37M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
36.1K+ 3.04% |
$592K - $654K
|
1.22M
$22.5M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-357K- 12.67% |
$5.86M - $6.47M
|
2.46M
$45.3M
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
87+ 4.01% |
$1.43K - $1.58K
|
2.26K
$41.5K
|
|
Oct 08, 2024
Q3 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-6.72K- 1.27% |
$110K - $122K
|
520K
$9.57M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
9.54K+ 4.08% |
$157K - $173K
|
243K
$4.48M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
1.97K+ 4.67% |
$32.3K - $35.6K
|
44K
$809K
|
|
Oct 07, 2024
Q3 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
1.91K+ 8.99% |
$31.3K - $34.6K
|
23.1K
$425K
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
8.67K+ 30.21% |
$142K - $157K
|
37.4K
$687K
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-103K- 35.56% |
$1.69M - $1.86M
|
186K
$3.43M
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-152K- 50.57% |
$2.5M - $2.76M
|
149K
$2.74M
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-143K- 37.41% |
$2.35M - $2.59M
|
239K
$4.4M
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.94K- 13.31% |
$64.6K - $71.3K
|
25.6K
$472K
|
|
Oct 02, 2024
Q3 2024
|
First Community Trust Na
|
BUY
|
- |
2.03K+ 54.89% |
$33.3K - $36.7K
|
5.72K
$105K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
930+ 46.5% |
$16K - $16.8K
|
2.93K
$53.9K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-5.06K- 10.63% |
$87K - $91.2K
|
42.5K
$781K
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
8.9KNew |
$153K - $161K
|
8.9K
$164K
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-140- 35.9% |
$2.41K - $2.53K
|
250
$4.6K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3KNew |
$51.7K - $54.1K
|
3K
$55.2K
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
13New |
$224 - $235
|
13
$239
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
2.83KNew |
$48.8K - $51.1K
|
2.83K
$52.1K
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
563New |
$9.69K - $10.2K
|
563
$10.4K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.81KNew |
$65.6K - $68.7K
|
3.81K
$70K
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-966- 82.85% |
$16.6K - $17.4K
|
200
$3.68K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.18K- 10.48% |
$54.7K - $57.3K
|
27.1K
$499K
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.6K+ 8.48% |
$27.5K - $28.8K
|
20.5K
$376K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.31K- 98.65% |
$126K - $132K
|
100
$1.84K
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-379K- 87.96% |
$6.52M - $6.83M
|
51.8K
$953K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
741K+ 10.13% |
$12.8M - $13.4M
|
8.05M
$148M
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
59+ 1.92% |
$1.02K - $1.06K
|
3.12K
$57.5K
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
25.2KNew |
$434K - $455K
|
25.2K
$464K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
4.16KNew |
$71.6K - $75K
|
4.16K
$76.5K
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
11.6KNew |
$200K - $209K
|
11.6K
$213K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.28K- 34.86% |
$22K - $23K
|
2.38K
$43.8K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.4K+ 6334.36% |
$248K - $259K
|
14.6K
$269K
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
412+ 2.58% |
$7.09K - $7.43K
|
16.4K
$302K
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
202New |
$3.48K - $3.64K
|
202
$3.71K
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4+ 1.83% |
$68.9 - $72.2
|
222
$4.08K
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
4.24K+ 37.29% |
$73K - $76.5K
|
15.6K
$287K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
3.06KNew |
$52.6K - $55.1K
|
3.06K
$56.2K
|
|
Aug 06, 2024
Q2 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-8.52K- 36.16% |
$147K - $154K
|
15K
$277K
|