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 |
---|---|---|---|---|---|---|---|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
731+ 1.36% |
$12K - $13.2K
|
54.6K
$1.01M
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
567+ 3.73% |
$9.31K - $10.3K
|
15.8K
$293K
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
550New |
$9.03K - $9.97K
|
550
$10.2K
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
450+ 1.29% |
$7.39K - $8.15K
|
35.3K
$656K
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
426+ 2.01% |
$6.99K - $7.72K
|
21.6K
$401K
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
350New |
$5.75K - $6.34K
|
350
$6.5K
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
337New |
$5.53K - $6.11K
|
337
$6.26K
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
327+ 1.41% |
$5.37K - $5.93K
|
23.5K
$436K
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
327+ 2.39% |
$5.37K - $5.93K
|
14K
$260K
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
263+ 2.28% |
$4.32K - $4.77K
|
11.8K
$220K
|
|
Nov 14, 2024
Q3 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
200+ 0.57% |
$3.28K - $3.62K
|
35K
$650K
|
|
Nov 12, 2024
Q3 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
195+ 0.55% |
$3.2K - $3.53K
|
35.7K
$662K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
189+ 3.06% |
$3.1K - $3.42K
|
6.37K
$118K
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
126+ 4.91% |
$2.07K - $2.28K
|
2.69K
$50K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
116+ 0.78% |
$1.9K - $2.1K
|
15K
$278K
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100+ 16.67% |
$1.64K - $1.81K
|
700
$13K
|
|
Oct 24, 2024
Q3 2024
|
Reliant Wealth Planning
|
BUY
|
- |
67+ 0.44% |
$1.1K - $1.21K
|
15.4K
$285K
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
24New |
$394 - $435
|
24
$446
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
24New |
$394 - $435
|
24
$446
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
24+ 0.22% |
$394 - $435
|
10.9K
$203K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
21+ 0.18% |
$345 - $381
|
11.5K
$214K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
16+ 2.07% |
$263 - $290
|
788
$14.6K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1New |
$16.4 - $18.1
|
1
$18.6
|
|
Q2 2024 | |||||||
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
55KNew |
$947K - $992K
|
55K
$1.02M
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
25.2KNew |
$434K - $455K
|
25.2K
$469K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.4K+ 6334.36% |
$248K - $259K
|
14.6K
$271K
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
11.6KNew |
$200K - $209K
|
11.6K
$215K
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
11.3KNew |
$195K - $204K
|
11.3K
$210K
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
PUT |
8.9KNew |
$153K - $161K
|
8.9K
$165K
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
6KNew |
$103K - $108K
|
6K
$111K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.19KNew |
$89.4K - $93.6K
|
5.19K
$96.4K
|
|
Aug 07, 2024
Q2 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
4.24K+ 37.29% |
$73K - $76.5K
|
15.6K
$290K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
4.16KNew |
$71.6K - $75K
|
4.16K
$77.2K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.81KNew |
$65.6K - $68.7K
|
3.81K
$70.7K
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
3.06KNew |
$52.6K - $55.1K
|
3.06K
$56.7K
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3KNew |
$51.7K - $54.1K
|
3K
$55.7K
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
2.94KNew |
$50.6K - $53K
|
2.94K
$54.6K
|
|
Aug 14, 2024
Q2 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
2.83KNew |
$48.8K - $51.1K
|
2.83K
$52.6K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.2KNew |
$37.9K - $39.7K
|
2.2K
$40.9K
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.6K+ 8.48% |
$27.5K - $28.8K
|
20.5K
$380K
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1KNew |
$17.2K - $18K
|
1K
$18.6K
|
|
Jul 15, 2024
Q2 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
1KNew |
$17.2K - $18K
|
1K
$18.6K
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
930+ 46.5% |
$16K - $16.8K
|
2.93K
$54.4K
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
563New |
$9.69K - $10.2K
|
563
$10.5K
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
412+ 2.58% |
$7.09K - $7.43K
|
16.4K
$305K
|
|
Jul 25, 2024
Q2 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
393+ 3.91% |
$6.77K - $7.09K
|
10.5K
$194K
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
202New |
$3.48K - $3.64K
|
202
$3.75K
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
133+ 1.26% |
$2.29K - $2.4K
|
10.7K
$198K
|
|
Jul 31, 2024
Q2 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
103+ 0.99% |
$1.77K - $1.86K
|
10.5K
$196K
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
59+ 1.92% |
$1.02K - $1.06K
|
3.12K
$58K
|