Purchases and Sales Made in Q4 2024 in Global X Fdsnasdaq 100 Covered (QYLD)
This table provides information about the institutional ownership of Global X Fdsnasdaq 100 Covered (QYLD) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.8K+ 38.02% |
$86K - $90.2K
|
17.4K
$323K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.68K+ 24.15% |
$83.8K - $87.9K
|
24K
$446K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4.59KNew |
$82.3K - $86.3K
|
4.59K
$85.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
4.57K+ 20.82% |
$81.9K - $85.8K
|
26.5K
$491K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.14K+ 14.12% |
$74.3K - $77.9K
|
33.5K
$621K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.66K+ 14.27% |
$65.6K - $68.8K
|
29.3K
$543K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.62K+ 5.87% |
$65K - $68.1K
|
65.3K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.22K+ 7.84% |
$57.7K - $60.5K
|
44.3K
$821K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.08K+ 0.88% |
$55.2K - $57.9K
|
353K
$6.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.85K+ 5.29% |
$51.1K - $53.6K
|
56.8K
$1.05M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.46K+ 20.6% |
$44.1K - $46.3K
|
14.4K
$267K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.27K+ 141.83% |
$40.6K - $42.6K
|
3.86K
$71.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.03K+ 21.09% |
$36.3K - $38.1K
|
11.6K
$216K
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
1.75K+ 2.67% |
$31.3K - $32.9K
|
67.2K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.4K+ 10.25% |
$25.1K - $26.3K
|
15.1K
$279K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.38K+ 2.59% |
$24.8K - $26K
|
54.7K
$1.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.37KNew |
$24.5K - $25.7K
|
1.37K
$25.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
1.36K+ 4.08% |
$24.3K - $25.5K
|
34.6K
$642K
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.22K+ 1.91% |
$21.9K - $22.9K
|
65.3K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
923+ 9.89% |
$16.5K - $17.4K
|
10.3K
$190K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
781+ 0.46% |
$14K - $14.7K
|
170K
$3.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
774+ 3.61% |
$13.9K - $14.6K
|
22.2K
$412K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
723+ 4.06% |
$13K - $13.6K
|
18.5K
$343K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
676New |
$12.1K - $12.7K
|
676
$12.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
625+ 0.88% |
$11.2K - $11.8K
|
71.7K
$1.33M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
587+ 0.89% |
$10.5K - $11K
|
66.5K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
500New |
$8.97K - $9.4K
|
500
$9.27K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
387+ 12.11% |
$6.94K - $7.28K
|
3.58K
$66.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
220+ 0.98% |
$3.94K - $4.14K
|
22.6K
$420K
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
219+ 2.01% |
$3.93K - $4.12K
|
11.1K
$206K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
219+ 3.39% |
$3.93K - $4.12K
|
6.67K
$124K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
200New |
$3.59K - $3.76K
|
200
$3.71K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
136+ 1.86% |
$2.44K - $2.56K
|
7.46K
$138K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
95+ 0.05% |
$1.7K - $1.79K
|
177K
$3.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
90New |
$1.61K - $1.69K
|
90
$1.67K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
37+ 0.09% |
$663 - $696
|
39.5K
$733K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
27+ 2.05% |
$484 - $508
|
1.34K
$24.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
13+ 2.06% |
$233 - $244
|
643
$11.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
10+ 1.89% |
$179 - $188
|
539
$9.99K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8+ 0.06% |
$143 - $150
|
14.2K
$263K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
7+ 1.94% |
$126 - $132
|
368
$6.82K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7- 0.04% |
$126 - $132
|
18.1K
$336K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-37- 0.23% |
$663 - $696
|
16.2K
$301K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-51- 0.2% |
$914 - $959
|
25.9K
$480K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-151- 1.22% |
$2.71K - $2.84K
|
12.2K
$226K
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-158- 63.2% |
$2.83K - $2.97K
|
92
$1.71K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-158- 1.03% |
$2.83K - $2.97K
|
15.2K
$283K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-279- 0.22% |
$5K - $5.25K
|
127K
$2.36M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-286- 0.77% |
$5.13K - $5.38K
|
37.1K
$688K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-305- 2.32% |
$5.47K - $5.73K
|
12.9K
$238K
|