Purchases and Sales Made in Q4 2022 in Global X Fdsnasdaq 100 Covered (QYLD)
This table provides information about the institutional ownership of Global X Fdsnasdaq 100 Covered (QYLD) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.94K+ 6.79% |
$29.8K - $32.4K
|
30.5K
$563K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
1.52KNew |
$23.3K - $25.3K
|
1.52K
$28K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.52KNew |
$23.3K - $25.3K
|
1.52K
$28K
|
|
|
Jan 20, 2023
Q4 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
1.31K+ 5.84% |
$20.1K - $21.8K
|
23.7K
$438K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
1.3K+ 3.08% |
$20K - $21.7K
|
43.6K
$804K
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
1.2KNew |
$18.4K - $20K
|
1.2K
$22.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.09KNew |
$16.8K - $18.2K
|
1.09K
$20.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
1.08K+ 0.93% |
$16.7K - $18.1K
|
118K
$2.17M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.07KNew |
$16.5K - $17.9K
|
1.07K
$19.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.06K+ 1.87% |
$16.3K - $17.7K
|
57.5K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1KNew |
$15.4K - $16.7K
|
1K
$18.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
972New |
$15K - $16.2K
|
972
$18K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
946+ 2.93% |
$14.6K - $15.8K
|
33.2K
$613K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
832New |
$12.8K - $13.9K
|
832
$15.4K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
830New |
$12.8K - $13.9K
|
830
$15.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
822+ 5.96% |
$12.7K - $13.7K
|
14.6K
$270K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
802+ 2.59% |
$12.3K - $13.4K
|
31.7K
$586K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
800New |
$12.3K - $13.4K
|
800
$14.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
786+ 6.79% |
$12.1K - $13.1K
|
12.4K
$228K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Den Berg Management I, Inc
Austin, TX |
BUY
|
- |
750New |
$11.5K - $12.5K
|
750
$13.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
697+ 0.82% |
$10.7K - $11.6K
|
85.4K
$1.58M
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
680New |
$10.5K - $11.4K
|
680
$12.6K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
658+ 252.11% |
$10.1K - $11K
|
919
$17K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
573+ 65.49% |
$8.82K - $9.57K
|
1.45K
$26.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
500+ 2.92% |
$7.7K - $8.36K
|
17.6K
$326K
|
|
|
Feb 15, 2023
Q4 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
500New |
$7.7K - $8.36K
|
500
$9.24K
|
|
|
Jan 20, 2023
Q4 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
490+ 0.5% |
$7.54K - $8.19K
|
98.5K
$1.82M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
454+ 1.28% |
$6.99K - $7.59K
|
35.8K
$661K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
400New |
$6.16K - $6.68K
|
400
$7.39K
|
|
|
Feb 15, 2023
Q4 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
344+ 0.55% |
$5.29K - $5.75K
|
63K
$1.16M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
313+ 1.77% |
$4.82K - $5.23K
|
18K
$333K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
300+ 2.02% |
$4.62K - $5.01K
|
15.2K
$280K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
300New |
$4.62K - $5.01K
|
300
$5.54K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
267+ 25.38% |
$4.11K - $4.46K
|
1.32K
$24.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
260+ 0.9% |
$4K - $4.34K
|
29K
$536K
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
250New |
$3.85K - $4.18K
|
250
$4.62K
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
224+ 2.02% |
$3.45K - $3.74K
|
11.3K
$209K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Cs Group, LLC
|
BUY
|
- |
203+ 1.89% |
$3.12K - $3.39K
|
10.9K
$202K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
107+ 0.5% |
$1.65K - $1.79K
|
21.6K
$399K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
100+ 0.96% |
$1.54K - $1.67K
|
10.5K
$195K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
91+ 0.1% |
$1.4K - $1.52K
|
90.9K
$1.68M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
79+ 0.03% |
$1.22K - $1.32K
|
258K
$4.77M
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
BUY
|
- |
55+ 0.17% |
$846 - $919
|
33.2K
$613K
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
52+ 0.41% |
$800 - $869
|
12.6K
$233K
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
36+ 1.07% |
$554 - $602
|
3.41K
$62.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
33+ 1.36% |
$508 - $551
|
2.47K
$45.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
33+ 0.24% |
$508 - $551
|
13.7K
$253K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
25+ 1.47% |
$385 - $418
|
1.73K
$31.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
19New |
$292 - $317
|
19
$351
|
|
|
Feb 03, 2023
Q4 2022
|
Advisors Management Group Inc
|
BUY
|
- |
16+ 0.05% |
$246 - $267
|
32.2K
$595K
|