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 |
---|---|---|---|---|---|---|---|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.08K+ 0.93% |
$16.7K - $18.1K
|
118K
$2.12M
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1KNew |
$15.4K - $16.7K
|
1K
$18.1K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
830New |
$12.8K - $13.9K
|
830
$15K
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
822+ 5.96% |
$12.7K - $13.7K
|
14.6K
$264K
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
800New |
$12.3K - $13.4K
|
800
$14.4K
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
750New |
$11.5K - $12.5K
|
750
$13.5K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
680New |
$10.5K - $11.4K
|
680
$12.3K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
300New |
$4.62K - $5.01K
|
300
$5.42K
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
260+ 0.9% |
$4K - $4.34K
|
29K
$524K
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
19New |
$292 - $317
|
19
$343
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
5New |
$77 - $83.6
|
5
$90.3
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 2.7% |
$61.6 - $66.8
|
152
$2.75K
|
|
Q3 2022 | |||||||
Nov 08, 2022
Q3 2022
|
Bts Asset Management, Inc.
|
BUY
|
- |
7.35K+ 19.62% |
$115K - $136K
|
44.8K
$809K
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
7KNew |
$110K - $130K
|
7K
$126K
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
3.12KNew |
$48.9K - $57.8K
|
3.12K
$56.4K
|
|
Oct 13, 2022
Q3 2022
|
Retirement Planning Group
|
BUY
|
- |
1.98K+ 18.07% |
$30.9K - $36.6K
|
12.9K
$233K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.3KNew |
$20.4K - $24.1K
|
1.3K
$23.5K
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.29K+ 3.1% |
$20.3K - $24K
|
43K
$776K
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.1KNew |
$17.2K - $20.4K
|
1.1K
$19.9K
|
|
Oct 21, 2022
Q3 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
902+ 4.65% |
$14.1K - $16.7K
|
20.3K
$366K
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
898+ 0.33% |
$14.1K - $16.6K
|
275K
$4.97M
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
764New |
$12K - $14.1K
|
764
$13.8K
|
|
Nov 04, 2022
Q3 2022
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
590New |
$9.24K - $10.9K
|
590
$10.7K
|
|
Nov 14, 2022
Q3 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
500New |
$7.83K - $9.26K
|
500
$9.03K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
480New |
$7.52K - $8.88K
|
480
$8.67K
|
|
Nov 08, 2022
Q3 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
100+ 18.35% |
$1.57K - $1.85K
|
645
$11.6K
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
9New |
$141 - $167
|
9
$163
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
4+ 3.13% |
$62.6 - $74
|
132
$2.38K
|
|
Q2 2022 | |||||||
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
58.3KNew |
$999K - $1.23M
|
58.3K
$1.05M
|
|
Aug 08, 2022
Q2 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
50.3KNew |
$861K - $1.06M
|
50.3K
$908K
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
35.6KNew |
$610K - $751K
|
35.6K
$643K
|
|
Jul 15, 2022
Q2 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
18.6KNew |
$318K - $392K
|
18.6K
$336K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
17.2KNew |
$295K - $363K
|
17.2K
$311K
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
6.36KNew |
$109K - $134K
|
6.36K
$115K
|
|
Jul 12, 2022
Q2 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
5.18K+ 9.38% |
$88.8K - $109K
|
60.5K
$1.09M
|
|
Aug 03, 2022
Q2 2022
|
Novare Capital Management LLC
|
BUY
|
- |
5K+ 32.26% |
$85.7K - $105K
|
20.5K
$370K
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
953+ 38.9% |
$16.3K - $20.1K
|
3.4K
$61.5K
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
366New |
$6.27K - $7.72K
|
366
$6.61K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
200New |
$3.43K - $4.22K
|
200
$3.61K
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
140+ 58.82% |
$2.4K - $2.95K
|
378
$6.83K
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
51New |
$874 - $1.08K
|
51
$921
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
4New |
$68.5 - $84.3
|
4
$72.2
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1+ 0.01% |
$17.1 - $21.1
|
10.3K
$186K
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
54KNew |
$1.03M - $1.2M
|
54K
$976K
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
4.19KNew |
$80K - $93.4K
|
4.19K
$75.7K
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
250New |
$4.78K - $5.57K
|
250
$4.52K
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
250New |
$4.78K - $5.57K
|
250
$4.52K
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
200New |
$3.82K - $4.46K
|
200
$3.61K
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
BUY
|
- |
100+ 50.0% |
$1.91K - $2.23K
|
300
$5.42K
|
|
Q4 2021 | |||||||
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
12.3KNew |
$267K - $284K
|
12.3K
$222K
|