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 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
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-930- 2.25% |
$16.7K - $17.5K
|
40.4K
$750K
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.08K- 2.16% |
$19.3K - $20.2K
|
48.8K
$906K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.09K- 0.53% |
$19.5K - $20.5K
|
203K
$3.77M
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-1.22K- 9.86% |
$21.9K - $23K
|
11.2K
$208K
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.24K- 1.49% |
$22.2K - $23.3K
|
81.7K
$1.52M
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-1.31K- 4.21% |
$23.4K - $24.5K
|
29.7K
$552K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.32K- 2.01% |
$23.7K - $24.9K
|
64.4K
$1.2M
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.4K- 0.94% |
$25K - $26.2K
|
148K
$2.74M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.5K- 2.26% |
$26.9K - $28.2K
|
64.7K
$1.2M
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-1.51K- 88.08% |
$27K - $28.4K
|
204
$3.79K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.58K- 2.08% |
$28.4K - $29.8K
|
74.7K
$1.39M
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-1.63K- 7.56% |
$29.2K - $30.6K
|
19.9K
$370K
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-1.65K- 10.97% |
$29.6K - $31K
|
13.4K
$249K
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.77K- 7.6% |
$31.8K - $33.4K
|
21.6K
$401K
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
SELL
|
- |
-1.82K- 9.96% |
$32.5K - $34.1K
|
16.4K
$305K
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
SELL
|
- |
-1.89K- 80.9% |
$33.9K - $35.5K
|
446
$8.28K
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-2.09K- 0.76% |
$37.5K - $39.3K
|
275K
$5.1M
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.16K- 14.03% |
$38.7K - $40.6K
|
13.2K
$246K
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
SELL
|
- |
-2.3K- 11.22% |
$41.2K - $43.2K
|
18.2K
$338K
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-2.68K- 11.23% |
$48.1K - $50.5K
|
21.2K
$394K
|
|
Jan 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-2.77K- 10.96% |
$49.7K - $52.1K
|
22.5K
$418K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.81K- 1.13% |
$50.3K - $52.7K
|
245K
$4.55M
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-2.97K- 20.62% |
$53.3K - $55.9K
|
11.4K
$212K
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.03K- 16.86% |
$54.3K - $56.9K
|
14.9K
$277K
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-3.07K- 10.62% |
$55.1K - $57.7K
|
25.8K
$480K
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-3.21K- 11.84% |
$57.6K - $60.4K
|
23.9K
$444K
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.43K- 9.75% |
$61.5K - $64.5K
|
31.8K
$590K
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-3.78K- 91.53% |
$67.8K - $71.1K
|
350
$6.5K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.31K- 15.33% |
$77.3K - $81K
|
23.8K
$442K
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-4.43K- 3.38% |
$79.4K - $83.2K
|
127K
$2.35M
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-4.59K- 10.68% |
$82.4K - $86.4K
|
38.4K
$713K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-6.23K- 3.47% |
$112K - $117K
|
173K
$3.22M
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-6.62K- 4.85% |
$119K - $124K
|
130K
$2.41M
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-6.98K- 4.51% |
$125K - $131K
|
148K
$2.75M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-7.16K- 3.36% |
$128K - $135K
|
206K
$3.82M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-7.33K- 2.92% |
$131K - $138K
|
243K
$4.52M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.38K- 1.68% |
$168K - $176K
|
548K
$10.2M
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-9.73KClosed |
$175K - $183K
|
0
$0
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-10.2K- 13.3% |
$183K - $192K
|
66.7K
$1.24M
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-11.1K- 6.49% |
$200K - $209K
|
160K
$2.98M
|
|
Jan 17, 2025
Q4 2024
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-13K- 12.42% |
$233K - $244K
|
91.6K
$1.7M
|
|
Jan 31, 2025
Q4 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-14.8K- 36.59% |
$266K - $279K
|
25.7K
$477K
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-19.8K- 49.31% |
$355K - $372K
|
20.3K
$377K
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-22.9K- 30.54% |
$411K - $431K
|
52.1K
$967K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-24.8K- 18.32% |
$445K - $466K
|
111K
$2.05M
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-25.7K- 2.1% |
$461K - $484K
|
1.2M
$22.3M
|
|
Jan 27, 2025
Q4 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-27.5K- 38.07% |
$493K - $516K
|
44.7K
$830K
|