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 |
---|---|---|---|---|---|---|---|
Jul 31, 2024
Q2 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
20New |
$344 - $361
|
20
$371
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
19+ 1.38% |
$327 - $343
|
1.4K
$26K
|
|
Aug 14, 2024
Q2 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
13New |
$224 - $235
|
13
$241
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
7+ 2.1% |
$121 - $126
|
341
$6.33K
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
4+ 1.83% |
$68.9 - $72.2
|
222
$4.12K
|
|
Q1 2024 | |||||||
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
CALL |
326KNew |
$5.57M - $5.87M
|
326K
$6.05M
|
|
Apr 22, 2024
Q1 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
286KNew |
$4.89M - $5.15M
|
286K
$5.31M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
134K+ 243.91% |
$2.3M - $2.42M
|
189K
$3.52M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
99.9K+ 12.89% |
$1.71M - $1.8M
|
875K
$16.2M
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
61.8K+ 53.86% |
$1.06M - $1.11M
|
177K
$3.28M
|
|
May 07, 2024
Q1 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
54.6K+ 54.25% |
$932K - $982K
|
155K
$2.88M
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
14.4KNew |
$247K - $260K
|
14.4K
$268K
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
13.9KNew |
$238K - $250K
|
13.9K
$258K
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
11.5KNew |
$197K - $207K
|
11.5K
$214K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6.93KNew |
$118K - $125K
|
6.93K
$129K
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.75KNew |
$47K - $49.5K
|
2.75K
$51.1K
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.72K+ 197.39% |
$46.6K - $49K
|
4.1K
$76.2K
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
2.64K+ 8.82% |
$45.2K - $47.6K
|
32.6K
$606K
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.45K+ 18.39% |
$41.9K - $44.1K
|
15.8K
$293K
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.24K+ 20.12% |
$38.2K - $40.3K
|
13.4K
$248K
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.9K+ 2.34% |
$32.5K - $34.2K
|
82.9K
$1.54M
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
655New |
$11.2K - $11.8K
|
655
$12.2K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
628+ 1.51% |
$10.7K - $11.3K
|
42.2K
$784K
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
550New |
$9.4K - $9.9K
|
550
$10.2K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
522+ 3.03% |
$8.92K - $9.4K
|
17.8K
$330K
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
500New |
$8.55K - $9K
|
500
$9.29K
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
BUY
|
- |
395+ 0.34% |
$6.75K - $7.11K
|
117K
$2.17M
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
275+ 1.83% |
$4.7K - $4.95K
|
15.3K
$285K
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
55+ 6.63% |
$940 - $990
|
885
$16.4K
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
1New |
$17.1 - $18
|
1
$18.6
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
142K+ 133.13% |
$2.31M - $2.48M
|
248K
$4.61M
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
38KNew |
$619K - $665K
|
38K
$706K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
17.6KNew |
$288K - $309K
|
17.6K
$328K
|
|
Jan 08, 2024
Q4 2023
|
Fluent Financial, LLC
|
BUY
|
- |
16.8KNew |
$274K - $294K
|
16.8K
$312K
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
4.5K+ 22.5% |
$73.4K - $78.8K
|
24.5K
$455K
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
3.71K+ 4.89% |
$60.4K - $64.9K
|
79.5K
$1.48M
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.5K+ 15.63% |
$40.8K - $43.8K
|
18.5K
$344K
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.39KNew |
$38.9K - $41.8K
|
2.39K
$44.3K
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.55K+ 11.55% |
$25.2K - $27.1K
|
14.9K
$277K
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.09KNew |
$17.8K - $19.2K
|
1.09K
$20.3K
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
665New |
$10.8K - $11.6K
|
665
$12.3K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
538New |
$8.77K - $9.42K
|
538
$9.99K
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
500New |
$8.15K - $8.76K
|
500
$9.29K
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
476+ 2.14% |
$7.76K - $8.33K
|
22.7K
$422K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
400New |
$6.52K - $7K
|
400
$7.43K
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
200New |
$3.26K - $3.5K
|
200
$3.71K
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
168+ 1.96% |
$2.74K - $2.94K
|
8.74K
$162K
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
36+ 1.36% |
$587 - $630
|
2.68K
$49.7K
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
10New |
$163 - $175
|
10
$186
|