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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.7K+ 7.26% |
$235K - $247K
|
202K
$3.65M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.6K- 15.64% |
$62K - $64.9K
|
19.4K
$351K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.44K+ 2.66% |
$24.8K - $26K
|
55.8K
$1.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
103+ 0.99% |
$1.77K - $1.86K
|
10.5K
$190K
|
|
|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
20New |
$344 - $361
|
20
$361
|
|
|
Jul 31, 2024
Q2 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.87K- 15.03% |
$32.2K - $33.7K
|
10.6K
$191K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
916+ 1.38% |
$15.8K - $16.5K
|
67.1K
$1.21M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-16.1K- 34.37% |
$278K - $291K
|
30.8K
$556K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-30.6K- 16.32% |
$527K - $553K
|
157K
$2.84M
|
|
|
Jul 30, 2024
Q2 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-1.76K- 10.29% |
$30.3K - $31.7K
|
15.3K
$277K
|
|
|
Jul 30, 2024
Q2 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-102- 0.85% |
$1.76K - $1.84K
|
11.9K
$214K
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
6KNew |
$103K - $108K
|
6K
$108K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
2.94KNew |
$50.6K - $53K
|
2.94K
$53.1K
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
55KNew |
$947K - $992K
|
55K
$993K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.92K+ 10.44% |
$67.5K - $70.7K
|
41.4K
$748K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
175+ 253.62% |
$3.01K - $3.16K
|
244
$4.41K
|
|
|
Jul 26, 2024
Q2 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
4.39K+ 19.21% |
$75.6K - $79.2K
|
27.2K
$492K
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.18K+ 8.4% |
$20.3K - $21.3K
|
15.2K
$275K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-4.04K- 2.45% |
$69.6K - $72.9K
|
161K
$2.9M
|
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
393+ 3.91% |
$6.77K - $7.09K
|
10.5K
$189K
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
7+ 2.1% |
$121 - $126
|
341
$6.16K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
20.7K+ 62.18% |
$356K - $373K
|
53.9K
$973K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1KNew |
$17.2K - $18K
|
1K
$18.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
11.3KNew |
$195K - $204K
|
11.3K
$204K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.7K+ 82.98% |
$184K - $193K
|
23.6K
$426K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
2.34KNew |
$40.2K - $42.1K
|
2.34K
$42.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19+ 1.38% |
$327 - $343
|
1.4K
$25.3K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-15.1K- 3.49% |
$260K - $273K
|
419K
$7.56M
|
|
|
Jul 19, 2024
Q2 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
5.17K+ 3.05% |
$89K - $93.3K
|
175K
$3.15M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.53K- 3.74% |
$43.6K - $45.7K
|
65.2K
$1.18M
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-4.03K- 12.86% |
$69.3K - $72.6K
|
27.3K
$492K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
133+ 1.26% |
$2.29K - $2.4K
|
10.7K
$192K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.14K- 16.76% |
$71.2K - $74.6K
|
20.5K
$371K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.63K- 6.93% |
$28.1K - $29.5K
|
21.9K
$396K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
12.4KNew |
$214K - $224K
|
12.4K
$224K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.05K+ 37.42% |
$139K - $145K
|
29.6K
$534K
|
|
|
Jul 16, 2024
Q2 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
SELL
|
- |
-1.29K- 1.28% |
$22.1K - $23.2K
|
99.2K
$1.79M
|
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1KNew |
$17.2K - $18K
|
1K
$18.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-3.3K- 7.28% |
$56.8K - $59.5K
|
42K
$758K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.19KNew |
$89.4K - $93.6K
|
5.19K
$93.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-339- 9.11% |
$5.84K - $6.12K
|
3.38K
$61.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Mjp Associates Inc
|
SELL
|
- |
-10.8K- 5.93% |
$186K - $195K
|
171K
$3.1M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-4.62K- 67.04% |
$79.5K - $83.3K
|
2.27K
$41K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.2KNew |
$37.9K - $39.7K
|
2.2K
$39.7K
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
18.3K+ 167.16% |
$312K - $329K
|
29.2K
$528K
|
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
12.4K+ 20.84% |
$212K - $224K
|
72K
$1.3M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.81K+ 9.85% |
$48K - $50.5K
|
31.3K
$565K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-688- 91.01% |
$11.8K - $12.4K
|
68
$1.23K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-5K- 98.37% |
$85.4K - $89.9K
|
83
$1.5K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-250- 9.43% |
$4.27K - $4.5K
|
2.4K
$43.3K
|
|