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 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
850+ 3.23% |
$15.2K - $16K
|
27.1K
$504K
|
|
|
Feb 06, 2025
Q4 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
798+ 1.43% |
$14.3K - $15K
|
56.7K
$1.05M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
781+ 0.46% |
$14K - $14.7K
|
170K
$3.16M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
774+ 3.61% |
$13.9K - $14.6K
|
22.2K
$413K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
723+ 4.06% |
$13K - $13.6K
|
18.5K
$344K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
676New |
$12.1K - $12.7K
|
676
$12.6K
|
|
|
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
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
551+ 16.63% |
$9.88K - $10.4K
|
3.86K
$71.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
519+ 3.28% |
$9.31K - $9.76K
|
16.4K
$304K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
500New |
$8.97K - $9.4K
|
500
$9.29K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
387+ 12.11% |
$6.94K - $7.28K
|
3.58K
$66.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
279+ 0.92% |
$5K - $5.25K
|
30.5K
$566K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
231+ 1.98% |
$4.14K - $4.34K
|
11.9K
$221K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
220+ 0.98% |
$3.94K - $4.14K
|
22.6K
$420K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
219+ 3.39% |
$3.93K - $4.12K
|
6.67K
$124K
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
219+ 2.01% |
$3.93K - $4.12K
|
11.1K
$207K
|
|
|
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
$139K
|
|
|
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
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
46+ 2.04% |
$825 - $865
|
2.3K
$42.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
37+ 0.09% |
$663 - $696
|
39.5K
$734K
|
|
|
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
$10K
|
|
|
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
$6.83K
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
3+ 2.31% |
$53.8 - $56.4
|
133
$2.47K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7- 0.04% |
$126 - $132
|
18.1K
$337K
|
|
|
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
$481K
|
|
|
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
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-198- 12.7% |
$3.55K - $3.72K
|
1.36K
$25.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-279- 0.22% |
$5K - $5.25K
|
127K
$2.37M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-286- 0.77% |
$5.13K - $5.38K
|
37.1K
$689K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-305- 2.32% |
$5.47K - $5.73K
|
12.9K
$239K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-438- 89.75% |
$7.85K - $8.23K
|
50
$929
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-494- 0.61% |
$8.86K - $9.29K
|
80K
$1.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-529- 2.91% |
$9.48K - $9.95K
|
17.6K
$328K
|
|
|
Feb 04, 2025
Q4 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-610- 5.55% |
$10.9K - $11.5K
|
10.4K
$193K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-617- 0.33% |
$11.1K - $11.6K
|
188K
$3.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-750- 34.88% |
$13.4K - $14.1K
|
1.4K
$26K
|
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-782- 5.92% |
$14K - $14.7K
|
12.4K
$231K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-835- 5.27% |
$15K - $15.7K
|
15K
$278K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-855- 9.94% |
$15.3K - $16.1K
|
7.75K
$144K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-899- 2.19% |
$16.1K - $16.9K
|
40.1K
$744K
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-904- 3.22% |
$16.2K - $17K
|
27.2K
$505K
|