Latest Institutional Purchases of Global X Fdsnasdaq 100 Covered (QYLD)
This list provides information on the latest institutional transactions involving Global X Fdsnasdaq 100 Covered (QYLD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.56K+ 3.84% |
$25.9K - $29.5K
|
42.3K
$707K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.52KNew |
$25.1K - $28.6K
|
1.52K
$25.4K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.51K+ 0.62% |
$25K - $28.5K
|
246K
$4.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.43K+ 10.75% |
$23.7K - $27K
|
14.8K
$247K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.38KNew |
$22.9K - $26K
|
1.38K
$23.1K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.33K+ 0.93% |
$22K - $25K
|
144K
$2.41M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.2K+ 6.64% |
$19.9K - $22.6K
|
19.3K
$322K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.13K+ 0.66% |
$18.6K - $21.2K
|
171K
$2.86M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.08K+ 16.42% |
$18K - $20.4K
|
7.69K
$129K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
915New |
$15.2K - $17.2K
|
915
$15.3K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
913+ 4.82% |
$15.1K - $17.2K
|
19.9K
$332K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
677+ 0.39% |
$11.2K - $12.8K
|
174K
$2.91M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
676+ 3.34% |
$11.2K - $12.7K
|
20.9K
$350K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
659+ 2.07% |
$10.9K - $12.4K
|
32.4K
$542K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
655+ 2.15% |
$10.9K - $12.3K
|
31.1K
$520K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
626New |
$10.4K - $11.8K
|
626
$10.5K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
600+ 16.99% |
$9.94K - $11.3K
|
4.13K
$69.1K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
600+ 300.0% |
$9.94K - $11.3K
|
800
$13.4K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
599+ 2.74% |
$9.93K - $11.3K
|
22.4K
$375K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
592+ 3.62% |
$9.81K - $11.2K
|
16.9K
$283K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
576+ 2.89% |
$9.54K - $10.9K
|
20.5K
$343K
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
546+ 4.9% |
$9.05K - $10.3K
|
11.7K
$195K
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
409+ 2.52% |
$6.78K - $7.71K
|
16.6K
$278K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
393+ 1.7% |
$6.51K - $7.41K
|
23.5K
$392K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
367+ 2.56% |
$6.08K - $6.92K
|
14.7K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
363+ 1.97% |
$6.01K - $6.84K
|
18.8K
$314K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
345+ 1.03% |
$5.72K - $6.5K
|
33.8K
$566K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
319+ 4.59% |
$5.29K - $6.01K
|
7.28K
$122K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
300New |
$4.97K - $5.66K
|
300
$5.02K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
290+ 2.81% |
$4.81K - $5.47K
|
10.6K
$177K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
264+ 1.14% |
$4.37K - $4.98K
|
23.5K
$393K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
257New |
$4.26K - $4.84K
|
257
$4.3K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
240+ 1.28% |
$3.98K - $4.52K
|
19.1K
$319K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
197+ 0.45% |
$3.26K - $3.71K
|
44.2K
$739K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
197+ 0.59% |
$3.26K - $3.71K
|
33.5K
$560K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
143New |
$2.37K - $2.7K
|
143
$2.39K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
126+ 0.62% |
$2.09K - $2.38K
|
20.5K
$342K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
113+ 4.91% |
$1.87K - $2.13K
|
2.41K
$40.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
67+ 12.43% |
$1.11K - $1.26K
|
606
$10.1K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
66+ 4.85% |
$1.09K - $1.24K
|
1.43K
$23.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
66+ 4.92% |
$1.09K - $1.24K
|
1.41K
$23.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
56+ 4.98% |
$928 - $1.06K
|
1.18K
$19.7K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
55New |
$911 - $1.04K
|
55
$920
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
48New |
$795 - $905
|
48
$803
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
41+ 0.31% |
$679 - $773
|
13.4K
$224K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
39+ 4.91% |
$646 - $735
|
834
$13.9K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
29New |
$481 - $547
|
29
$485
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
28+ 0.11% |
$464 - $528
|
25.4K
$424K
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
26+ 0.06% |
$431 - $490
|
41K
$685K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
18+ 4.89% |
$298 - $339
|
386
$6.45K
|