Purchases and Sales Made in Q4 2023 in Global X Fdsnasdaq 100 Covered (QYLD)
This table provides information about the institutional ownership of Global X Fdsnasdaq 100 Covered (QYLD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6K+ 40.8% |
$97.8K - $105K
|
20.7K
$377K
|
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
5.78K+ 43.37% |
$94.3K - $101K
|
19.1K
$348K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.39K+ 31.71% |
$87.9K - $94.4K
|
22.4K
$408K
|
|
|
Jan 23, 2024
Q4 2023
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
5.31K+ 4.61% |
$86.5K - $92.9K
|
120K
$2.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
5.26K+ 4.72% |
$85.7K - $92.1K
|
117K
$2.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5.14K+ 12.99% |
$83.7K - $89.9K
|
44.7K
$814K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5K+ 6020.48% |
$81.5K - $87.5K
|
5.08K
$92.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
4.98K+ 21.78% |
$81.2K - $87.2K
|
27.9K
$507K
|
|
|
Feb 14, 2024
Q4 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
4.9K+ 16.23% |
$79.9K - $85.8K
|
35.1K
$639K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.72K+ 9.04% |
$77K - $82.7K
|
57K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
4.7K+ 85.45% |
$76.6K - $82.3K
|
10.2K
$186K
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4.59K+ 11.49% |
$74.8K - $80.3K
|
44.5K
$811K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.53K+ 2.82% |
$73.8K - $79.2K
|
165K
$3.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
4.5K+ 22.5% |
$73.4K - $78.8K
|
24.5K
$446K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.26K+ 1.44% |
$69.4K - $74.5K
|
299K
$5.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
4.06K+ 1.43% |
$66.2K - $71.1K
|
289K
$5.25M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.83K+ 19.36% |
$62.5K - $67.1K
|
23.6K
$430K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.83K+ 1913.0% |
$62.4K - $67K
|
4.03K
$73.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
3.82KNew |
$62.2K - $66.9K
|
3.82K
$69.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.77K+ 5.49% |
$61.5K - $66K
|
72.5K
$1.32M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3.75K+ 12.27% |
$61.1K - $65.6K
|
34.3K
$624K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
3.71K+ 4.89% |
$60.4K - $64.9K
|
79.5K
$1.45M
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
3.57K+ 3.74% |
$58.2K - $62.6K
|
99.2K
$1.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.54K+ 63.05% |
$57.7K - $62K
|
9.16K
$167K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.45K+ 13.82% |
$56.2K - $60.3K
|
28.4K
$517K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.34K+ 0.87% |
$54.4K - $58.4K
|
386K
$7.03M
|
|
|
Jan 16, 2024
Q4 2023
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
3.3KNew |
$53.8K - $57.8K
|
3.3K
$60.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.1K+ 27.23% |
$50.5K - $54.3K
|
14.5K
$264K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
3.09K+ 15.07% |
$50.4K - $54.2K
|
23.6K
$430K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.09K+ 6.78% |
$50.4K - $54.1K
|
48.7K
$887K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.01K+ 2.33% |
$49K - $52.7K
|
132K
$2.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
2.85K+ 220.65% |
$46.5K - $50K
|
4.15K
$75.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
2.77K+ 0.11% |
$45.2K - $48.5K
|
2.61M
$47.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
2.75K+ 15.59% |
$44.8K - $48.2K
|
20.4K
$371K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2.74K+ 11.71% |
$44.7K - $48K
|
26.2K
$476K
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.64K+ 21.64% |
$43K - $46.1K
|
14.8K
$270K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.59K+ 24.08% |
$42.2K - $45.3K
|
13.3K
$243K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
2.51K+ 5.61% |
$40.9K - $43.9K
|
47.2K
$860K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
2.5K+ 15.63% |
$40.8K - $43.8K
|
18.5K
$337K
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.39KNew |
$38.9K - $41.8K
|
2.39K
$43.5K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
2.33K+ 17.03% |
$38K - $40.8K
|
16K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.3K+ 1.92% |
$37.5K - $40.2K
|
122K
$2.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.26K+ 1.99% |
$36.8K - $39.5K
|
115K
$2.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
2.15K+ 1.6% |
$35K - $37.6K
|
136K
$2.48M
|
|
|
Jan 26, 2024
Q4 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.79K+ 8.29% |
$29.1K - $31.3K
|
23.4K
$425K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
1.72K+ 4.48% |
$28K - $30.1K
|
40K
$729K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.7K+ 4.78% |
$27.7K - $29.8K
|
37.2K
$678K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.59K+ 5.97% |
$25.9K - $27.8K
|
28.2K
$514K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.55K+ 11.55% |
$25.2K - $27.1K
|
14.9K
$272K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.44K+ 2.91% |
$23.4K - $25.2K
|
50.9K
$928K
|