Purchases and Sales Made in Q1 2024 in Global X Fdsnasdaq 100 Covered (QYLD)
This table provides information about the institutional ownership of Global X Fdsnasdaq 100 Covered (QYLD) during Q1 2024. The information is specifically focused on institutions that hold shares of GLOBAL X FDSNASDAQ 100 COVERED.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
25.2K+ 3.08% |
$430K - $453K
|
843K
$15.5M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
24.7K+ 14.27% |
$421K - $444K
|
197K
$3.63M
|
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
24.6K+ 14.48% |
$420K - $442K
|
194K
$3.57M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
23.8KNew |
$406K - $428K
|
23.8K
$437K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
23.3K+ 27.63% |
$398K - $419K
|
107K
$1.98M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
21.6K+ 8.9% |
$370K - $390K
|
265K
$4.87M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
21.2KNew |
$363K - $382K
|
21.2K
$390K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
20.3K+ 21.13% |
$347K - $365K
|
116K
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20K+ 11.23% |
$342K - $360K
|
198K
$3.64M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
19.8KNew |
$338K - $356K
|
19.8K
$364K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
19.8K+ 44.28% |
$338K - $356K
|
64.4K
$1.19M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
19.6KNew |
$335K - $352K
|
19.6K
$360K
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
19.3K+ 6.7% |
$330K - $348K
|
308K
$5.66M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
19KNew |
$324K - $341K
|
19K
$349K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
18.3K+ 167.16% |
$312K - $329K
|
29.2K
$537K
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
18.2K+ 20.28% |
$311K - $327K
|
108K
$1.98M
|
|
|
May 01, 2024
Q1 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
18.1K+ 20.02% |
$309K - $325K
|
108K
$1.99M
|
|
|
May 16, 2024
Q1 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
17.2K+ 11.3% |
$294K - $310K
|
169K
$3.12M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.5K+ 13.51% |
$282K - $297K
|
138K
$2.55M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
15.2KNew |
$260K - $274K
|
15.2K
$280K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
14.4KNew |
$247K - $260K
|
14.4K
$266K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
14.2KNew |
$243K - $256K
|
14.2K
$262K
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
14.1K+ 8.37% |
$240K - $253K
|
182K
$3.35M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
14KNew |
$240K - $253K
|
14K
$258K
|
|
|
May 14, 2024
Q1 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
13.9KNew |
$238K - $250K
|
13.9K
$256K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
12.8K+ 7.55% |
$219K - $230K
|
182K
$3.35M
|
|
|
Apr 12, 2024
Q1 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
12.7KNew |
$218K - $229K
|
12.7K
$234K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
12.5K+ 38.74% |
$213K - $224K
|
44.7K
$821K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.4K+ 3.83% |
$213K - $224K
|
338K
$6.21M
|
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
12.4K+ 20.84% |
$212K - $224K
|
72K
$1.32M
|
|
|
May 10, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
12.4K+ 20.84% |
$212K - $224K
|
72K
$1.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
11.7K+ 44.69% |
$200K - $210K
|
37.8K
$696K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
11.6K+ 4.12% |
$199K - $209K
|
294K
$5.4M
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
11.5KNew |
$197K - $207K
|
11.5K
$212K
|
|
|
May 10, 2024
Q1 2024
|
Seaview Investment Managers LLC
|
BUY
|
- |
11.4KNew |
$194K - $205K
|
11.4K
$209K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
11.4K+ 5.45% |
$194K - $204K
|
220K
$4.04M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
11.3KNew |
$193K - $203K
|
11.3K
$207K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
11.2KNew |
$192K - $202K
|
11.2K
$207K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
11.1K+ 94.7% |
$191K - $201K
|
22.9K
$422K
|
|
|
Aug 28, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
11.1K+ 94.32% |
$190K - $200K
|
22.9K
$420K
|
|
|
May 02, 2024
Q1 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
11.1K+ 94.32% |
$190K - $200K
|
22.9K
$420K
|
|
|
Apr 15, 2024
Q1 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
11.1KNew |
$189K - $199K
|
11.1K
$203K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
11KNew |
$187K - $197K
|
11K
$202K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
10.8KNew |
$184K - $194K
|
10.8K
$198K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
10.6KNew |
$182K - $192K
|
10.6K
$196K
|
|
|
Apr 17, 2024
Q1 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
10.2K+ 24.25% |
$174K - $184K
|
52.3K
$961K
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
10.1KNew |
$172K - $181K
|
10.1K
$185K
|
|
|
May 10, 2024
Q1 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9.87K+ 42.28% |
$169K - $178K
|
33.2K
$611K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.66KNew |
$165K - $174K
|
9.66K
$178K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
9.55K+ 4.25% |
$163K - $172K
|
234K
$4.31M
|