Purchases and Sales Made in Q3 2023 in Global X Fdsnasdaq 100 Covered (QYLD)
This table provides information about the institutional ownership of Global X Fdsnasdaq 100 Covered (QYLD) during Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.14K+ 0.4% |
$18.9K - $20.5K
|
284K
$5.18M
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.14KNew |
$18.9K - $20.5K
|
1.14K
$20.7K
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
1K+ 6.67% |
$16.6K - $18.1K
|
16K
$291K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1K+ 21.65% |
$16.6K - $18.1K
|
5.62K
$102K
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
983+ 1.61% |
$16.3K - $17.7K
|
62.2K
$1.13M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
717New |
$11.9K - $12.9K
|
717
$13.1K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
684+ 97.16% |
$11.3K - $12.3K
|
1.39K
$25.3K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
673New |
$11.2K - $12.1K
|
673
$12.3K
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
646+ 28.79% |
$10.7K - $11.7K
|
2.89K
$52.6K
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
644+ 1.71% |
$10.7K - $11.6K
|
38.3K
$698K
|
|
Oct 16, 2023
Q3 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
637+ 0.67% |
$10.6K - $11.5K
|
95.6K
$1.74M
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
600+ 4.21% |
$9.95K - $10.8K
|
14.9K
$271K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
533+ 1.68% |
$8.84K - $9.62K
|
32.2K
$587K
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
498+ 3.06% |
$8.26K - $8.99K
|
16.8K
$305K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
430+ 40.19% |
$7.13K - $7.76K
|
1.5K
$27.3K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
418+ 3.06% |
$6.93K - $7.54K
|
14.1K
$256K
|
|
Oct 18, 2023
Q3 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
411+ 3.5% |
$6.81K - $7.42K
|
12.2K
$221K
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
397New |
$6.58K - $7.17K
|
397
$7.23K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
382New |
$6.33K - $6.9K
|
382
$6.96K
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
323+ 2.55% |
$5.36K - $5.83K
|
13K
$236K
|
|
Oct 13, 2023
Q3 2023
|
David J Yvars Group
|
BUY
|
- |
311+ 2.9% |
$5.16K - $5.61K
|
11K
$201K
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
263+ 1.73% |
$4.36K - $4.75K
|
15.5K
$282K
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
256+ 0.95% |
$4.24K - $4.62K
|
27.3K
$497K
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
254+ 3.05% |
$4.21K - $4.58K
|
8.57K
$156K
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
205New |
$3.4K - $3.7K
|
205
$3.73K
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
200+ 40.0% |
$3.32K - $3.61K
|
700
$12.7K
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
195+ 65.0% |
$3.23K - $3.52K
|
495
$9.01K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
170+ 1.12% |
$2.82K - $3.07K
|
15.3K
$279K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
157+ 0.66% |
$2.6K - $2.83K
|
24K
$437K
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
150New |
$2.49K - $2.71K
|
150
$2.73K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
147+ 3.5% |
$2.44K - $2.65K
|
4.35K
$79.1K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
143+ 71.5% |
$2.37K - $2.58K
|
343
$6.25K
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
125+ 0.6% |
$2.07K - $2.26K
|
20.9K
$380K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
102New |
$1.69K - $1.84K
|
102
$1.86K
|
|
Oct 16, 2023
Q3 2023
|
Wealth Effects LLC
|
BUY
|
- |
91+ 0.12% |
$1.51K - $1.64K
|
76.1K
$1.39M
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
82+ 0.93% |
$1.36K - $1.48K
|
8.88K
$162K
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
BUY
|
- |
69New |
$1.14K - $1.25K
|
69
$1.26K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
67New |
$1.11K - $1.21K
|
67
$1.22K
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
63+ 0.99% |
$1.04K - $1.14K
|
6.45K
$117K
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
60+ 1.69% |
$995 - $1.08K
|
3.6K
$65.6K
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
54+ 2.09% |
$895 - $975
|
2.64K
$48.1K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
40+ 0.27% |
$663 - $722
|
14.7K
$268K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
31+ 1.6% |
$514 - $560
|
1.96K
$35.8K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
10+ 0.85% |
$166 - $181
|
1.19K
$21.6K
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
10+ 3.22% |
$166 - $181
|
321
$5.85K
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
9New |
$149 - $162
|
9
$164
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7+ 0.04% |
$116 - $126
|
18.9K
$345K
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
7+ 0.01% |
$116 - $126
|
51.9K
$945K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2+ 0.13% |
$33.2 - $36.1
|
1.52K
$27.6K
|
|
Oct 13, 2023
Q3 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-11- 0.07% |
$182 - $199
|
16.3K
$297K
|