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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.29K+ 32.92% |
$159K - $167K
|
37.5K
$690K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.09K+ 2.66% |
$155K - $164K
|
351K
$6.46M
|
|
|
May 02, 2024
Q1 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
9.05K+ 10.35% |
$155K - $163K
|
96.5K
$1.77M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.82K+ 35.99% |
$151K - $159K
|
33.3K
$613K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
8.58K+ 4.47% |
$147K - $154K
|
200K
$3.68M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
7.63K+ 13.39% |
$130K - $137K
|
64.6K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
7.51K+ 12.81% |
$128K - $135K
|
66.2K
$1.22M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
7.5KNew |
$128K - $135K
|
7.5K
$138K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
6.93KNew |
$118K - $125K
|
6.93K
$127K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.83K+ 20.66% |
$117K - $123K
|
39.9K
$734K
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
6.73K+ 23.94% |
$115K - $121K
|
34.8K
$641K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.71K+ 35.92% |
$115K - $121K
|
25.4K
$467K
|
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
6.6K+ 9.84% |
$113K - $119K
|
73.6K
$1.35M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
6.01KNew |
$103K - $108K
|
6.01K
$111K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.85K+ 8.89% |
$99.9K - $105K
|
71.6K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.59K+ 1.52% |
$95.5K - $101K
|
374K
$6.88M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
5.51K+ 7.57% |
$94.1K - $99.1K
|
78.2K
$1.44M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
5.35K+ 21.08% |
$91.4K - $96.3K
|
30.7K
$565K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.27K+ 23.52% |
$90K - $94.8K
|
27.7K
$509K
|
|
|
May 08, 2024
Q1 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
5.14K+ 29.01% |
$87.8K - $92.5K
|
22.8K
$420K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
4.96K+ 24.32% |
$84.7K - $89.2K
|
25.3K
$466K
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
4.78K+ 3.21% |
$81.7K - $86.1K
|
154K
$2.82M
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
4.55K+ 137.88% |
$77.8K - $81.9K
|
7.85K
$144K
|
|
|
Apr 17, 2024
Q1 2024
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
4.38K+ 1.77% |
$74.8K - $78.8K
|
252K
$4.63M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.19K+ 3.43% |
$71.6K - $75.4K
|
126K
$2.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
3.8K+ 26.85% |
$65K - $68.4K
|
18K
$330K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.73K+ 4.33% |
$63.7K - $67.1K
|
89.9K
$1.65M
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
3.57K+ 2.16% |
$60.9K - $64.2K
|
169K
$3.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.52K+ 1.8% |
$60.1K - $63.3K
|
200K
$3.67M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.42K+ 5.15% |
$58.5K - $61.6K
|
69.9K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.38K+ 84.03% |
$57.8K - $60.9K
|
7.41K
$136K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
3.29K+ 2.57% |
$56.2K - $59.2K
|
131K
$2.41M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
3.21K+ 3.32% |
$54.9K - $57.8K
|
99.9K
$1.84M
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
3.2K+ 13.54% |
$54.7K - $57.6K
|
26.8K
$493K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.88K+ 4.53% |
$49.2K - $51.8K
|
66.4K
$1.22M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.86K+ 5.87% |
$48.9K - $51.5K
|
51.6K
$948K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.85K+ 5.62% |
$48.7K - $51.3K
|
53.5K
$984K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2.81K+ 9.85% |
$48K - $50.5K
|
31.3K
$576K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.75KNew |
$47K - $49.5K
|
2.75K
$50.6K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.66K+ 21.09% |
$45.4K - $47.9K
|
15.3K
$281K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
2.64K+ 8.82% |
$45.2K - $47.6K
|
32.6K
$600K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
2.48K+ 4.16% |
$42.4K - $44.7K
|
62.2K
$1.14M
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.45K+ 18.39% |
$41.9K - $44.1K
|
15.8K
$290K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
2.27K+ 163.47% |
$38.8K - $40.8K
|
3.66K
$67.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.27K+ 9.51% |
$38.8K - $40.8K
|
26.1K
$480K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.23K+ 10.75% |
$38.2K - $40.2K
|
23K
$423K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.21K+ 8.3% |
$37.7K - $39.7K
|
28.8K
$530K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.06K+ 9.09% |
$35.1K - $37K
|
24.7K
$454K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
2KNew |
$34.2K - $36K
|
2K
$36.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.93K+ 963.5% |
$32.9K - $34.7K
|
2.13K
$39.1K
|