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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.73K- 0.72% |
$61.8K - $67.3K
|
511K
$9.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
SELL
|
- |
-3.99K- 5.14% |
$66.1K - $72K
|
73.6K
$1.34M
|
|
|
Oct 16, 2023
Q3 2023
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-4.06K- 3.41% |
$67.4K - $73.4K
|
115K
$2.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-4.26K- 3.04% |
$70.6K - $76.9K
|
136K
$2.48M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5K- 16.67% |
$82.9K - $90.3K
|
25K
$455K
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
SELL
|
- |
-5.42K- 3.08% |
$89.8K - $97.8K
|
170K
$3.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-6.59K- 27.23% |
$109K - $119K
|
17.6K
$321K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.61K- 11.62% |
$110K - $119K
|
50.2K
$915K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.84K- 33.63% |
$113K - $123K
|
13.5K
$246K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-7.06K- 80.37% |
$117K - $127K
|
1.73K
$31.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-7.13K- 9.4% |
$118K - $129K
|
68.7K
$1.25M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-8.25K- 82.94% |
$137K - $149K
|
1.7K
$30.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-9.22K- 30.99% |
$153K - $166K
|
20.5K
$374K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-11.3K- 4.2% |
$187K - $204K
|
258K
$4.69M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-11.8K- 6.85% |
$196K - $213K
|
161K
$2.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-13.3K- 51.9% |
$221K - $240K
|
12.3K
$225K
|
|
|
Nov 08, 2023
Q3 2023
|
Chase Investment Counsel Corp
|
SELL
|
- |
-14.9K- 26.31% |
$248K - $269K
|
41.8K
$761K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-16.7K- 50.36% |
$278K - $302K
|
16.5K
$301K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.6K- 1.72% |
$325K - $353K
|
1.12M
$20.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-21.9K- 34.62% |
$363K - $396K
|
41.4K
$754K
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-24.1K- 44.34% |
$399K - $434K
|
30.2K
$550K
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-24.7K- 38.2% |
$409K - $446K
|
39.9K
$727K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-26.4K- 40.07% |
$438K - $477K
|
39.5K
$720K
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-28.4K- 12.1% |
$471K - $513K
|
206K
$3.76M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-30.6K- 48.24% |
$507K - $552K
|
32.8K
$598K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-39.2K- 13.57% |
$650K - $707K
|
250K
$4.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-42.1K- 75.88% |
$698K - $760K
|
13.4K
$244K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-48.9K- 39.93% |
$810K - $882K
|
73.5K
$1.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-80.8K- 78.71% |
$1.34M - $1.46M
|
21.9K
$398K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-95.9K- 79.36% |
$1.59M - $1.73M
|
24.9K
$454K
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-165K- 52.98% |
$2.74M - $2.98M
|
147K
$2.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-187K- 61.97% |
$3.09M - $3.37M
|
115K
$2.09M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-205K- 80.55% |
$3.41M - $3.71M
|
49.6K
$903K
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-210K- 98.68% |
$3.49M - $3.8M
|
2.82K
$51.4K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-328K- 49.82% |
$5.44M - $5.92M
|
330K
$6.02M
|
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-340K- 57.63% |
$5.64M - $6.14M
|
250K
$4.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-435K- 96.24% |
$7.22M - $7.86M
|
17K
$310K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-625K- 88.28% |
$10.4M - $11.3M
|
83K
$1.51M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-627K- 93.58% |
$10.4M - $11.3M
|
43.1K
$784K
|
|
|
Oct 31, 2023
Q3 2023
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-811K- 46.51% |
$13.4M - $14.6M
|
933K
$17M
|