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 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.88K- 8.77% |
$32.1K - $33.8K
|
19.5K
$359K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.05K- 56.19% |
$35K - $36.8K
|
1.6K
$29.3K
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-2.12K- 2.47% |
$36.3K - $38.2K
|
83.8K
$1.54M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.24K- 2.31% |
$38.3K - $40.3K
|
94.8K
$1.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-2.69K- 4.87% |
$46K - $48.5K
|
52.6K
$966K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3.76K- 94.74% |
$64.3K - $67.7K
|
209
$3.84K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.98K- 2.49% |
$67.9K - $71.6K
|
156K
$2.86M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.17K- 3.75% |
$71.2K - $75K
|
107K
$1.97M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.18K- 95.43% |
$71.4K - $75.2K
|
200
$3.68K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-4.42K- 3.83% |
$75.5K - $79.5K
|
111K
$2.04M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.53K- 2.74% |
$77.3K - $81.5K
|
161K
$2.96M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-4.76K- 15.74% |
$81.4K - $85.8K
|
25.5K
$469K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-5K- 98.37% |
$85.4K - $89.9K
|
83
$1.53K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5.16K- 15.0% |
$88.1K - $92.8K
|
29.2K
$537K
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-5.55K- 14.38% |
$94.9K - $100K
|
33.1K
$608K
|
|
|
May 10, 2024
Q1 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-5.66K- 14.53% |
$96.6K - $102K
|
33.3K
$612K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-5.85K- 7.56% |
$100K - $105K
|
71.6K
$1.32M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-6.14K- 12.66% |
$105K - $111K
|
42.4K
$779K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-6.22K- 39.46% |
$106K - $112K
|
9.54K
$175K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-6.64K- 19.81% |
$113K - $120K
|
26.9K
$494K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-6.72K- 4.96% |
$115K - $121K
|
129K
$2.37M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-6.9K- 28.39% |
$118K - $124K
|
17.4K
$320K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-6.98K- 0.57% |
$119K - $126K
|
1.23M
$22.6M
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-7.25K- 82.85% |
$124K - $130K
|
1.5K
$27.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
SELL
|
- |
-8.58K- 15.93% |
$147K - $154K
|
45.3K
$833K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-8.7K- 6.52% |
$149K - $157K
|
125K
$2.29M
|
|
|
Apr 03, 2024
Q1 2024
|
Strategic Advocates LLC
Logan, UT |
SELL
|
- |
-8.77K- 37.39% |
$150K - $158K
|
14.7K
$270K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-9K- 36.0% |
$154K - $162K
|
16K
$294K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-9.99K- 17.54% |
$171K - $180K
|
46.9K
$863K
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-11.1K- 1.51% |
$191K - $201K
|
725K
$13.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-11.2K- 6.39% |
$192K - $202K
|
165K
$3.03M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-11.8K- 13.3% |
$202K - $212K
|
76.9K
$1.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-11.9K- 9.9% |
$204K - $215K
|
108K
$2M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-12.2K- 51.64% |
$209K - $220K
|
11.4K
$210K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-12.8K- 19.8% |
$218K - $230K
|
51.7K
$952K
|
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-13.4K- 19.9% |
$228K - $240K
|
53.8K
$989K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-13.6K- 26.66% |
$232K - $244K
|
37.4K
$687K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-16.4K- 0.55% |
$280K - $295K
|
2.97M
$54.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-18.9K- 4.42% |
$323K - $341K
|
409K
$7.52M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-19.5K- 37.14% |
$333K - $351K
|
33K
$607K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-20.2K- 0.88% |
$345K - $363K
|
2.27M
$41.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-23K- 1.82% |
$393K - $414K
|
1.24M
$22.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-23K- 67.16% |
$393K - $414K
|
11.3K
$207K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-24.4K- 44.6% |
$417K - $439K
|
30.3K
$557K
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-25.9K- 8.17% |
$442K - $466K
|
291K
$5.35M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-26.5KClosed |
$454K - $478K
|
0
$0
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-30.1K- 67.34% |
$514K - $542K
|
14.6K
$268K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-33.9K- 15.31% |
$580K - $610K
|
188K
$3.45M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-37.5K- 9.8% |
$641K - $676K
|
345K
$6.35M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-40.9K- 10.58% |
$698K - $736K
|
345K
$6.35M
|