Latest Institutional Transactions on Global X Fds S&P 500 Covered C (XYLD)
This table provides information on the latest institutional transactions involving Global X Fds S&P 500 Covered C (XYLD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.66K+ 5.39% |
$68K - $72.2K
|
32.5K
$1.3M
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
15.8KNew |
$645K - $686K
|
15.8K
$629K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-383- 2.9% |
$15.6K - $16.6K
|
12.8K
$511K
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
91+ 1.82% |
$3.72K - $3.95K
|
5.09K
$203K
|
|
Feb 20, 2025
Q4 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
SELL
|
- |
-6.7K- 20.04% |
$274K - $291K
|
26.7K
$1.07M
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.67K- 30.05% |
$68.3K - $72.6K
|
3.89K
$155K
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.16K+ 12.59% |
$293K - $311K
|
64K
$2.55M
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-181- 0.68% |
$7.4K - $7.86K
|
26.5K
$1.05M
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
499+ 4.56% |
$20.4K - $21.7K
|
11.4K
$455K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
14.3KNew |
$586K - $623K
|
14.3K
$572K
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
9.38KNew |
$383K - $407K
|
9.38K
$374K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.62K+ 46.71% |
$311K - $331K
|
23.9K
$953K
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
221+ 0.12% |
$9.03K - $9.6K
|
192K
$7.64M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
19.2K+ 1.79% |
$786K - $835K
|
1.1M
$43.6M
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
65+ 0.31% |
$2.66K - $2.82K
|
21.4K
$852K
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
897New |
$36.7K - $38.9K
|
897
$35.7K
|
|
Feb 14, 2025
Q4 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
821+ 2.86% |
$33.5K - $35.6K
|
29.5K
$1.18M
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-69K- 2.38% |
$2.82M - $3M
|
2.83M
$113M
|
|
Feb 14, 2025
Q4 2024
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
BUY
|
- |
1.17K+ 1.83% |
$47.9K - $50.9K
|
65.3K
$2.6M
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-21.4K- 9.89% |
$875K - $930K
|
195K
$7.78M
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.92K+ 2.29% |
$201K - $213K
|
220K
$8.77M
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-176- 0.47% |
$7.19K - $7.64K
|
37.1K
$1.48M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.4K+ 1.28% |
$302K - $321K
|
585K
$23.3M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-86.1K- 9.38% |
$3.52M - $3.74M
|
832K
$33.1M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4- 1.32% |
$163 - $174
|
300
$12K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
250New |
$10.2K - $10.9K
|
250
$9.96K
|
|
Feb 14, 2025
Q4 2024
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
11.9KNew |
$487K - $517K
|
11.9K
$475K
|
|
Feb 14, 2025
Q4 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-5K- 31.25% |
$204K - $217K
|
11K
$438K
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
12.5KNew |
$510K - $542K
|
12.5K
$498K
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.74K+ 28.28% |
$71.2K - $75.6K
|
7.9K
$315K
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
5.03KNew |
$206K - $218K
|
5.03K
$200K
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.24KNew |
$296K - $314K
|
7.24K
$288K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-1.6K- 10.74% |
$65.4K - $69.5K
|
13.3K
$530K
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
14.1KNew |
$574K - $610K
|
14.1K
$560K
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
6.1KNew |
$249K - $265K
|
6.1K
$243K
|
|
Feb 14, 2025
Q4 2024
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
27.1K+ 34.43% |
$1.11M - $1.18M
|
106K
$4.22M
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
360K+ 9.25% |
$14.7M - $15.6M
|
4.25M
$169M
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-496- 3.72% |
$20.3K - $21.5K
|
12.9K
$512K
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
500+ 1.85% |
$20.4K - $21.7K
|
27.6K
$1.1M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.12K- 7.19% |
$250K - $266K
|
79K
$3.15M
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-184- 18.7% |
$7.52K - $7.99K
|
800
$31.9K
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
2.58K+ 2.57% |
$105K - $112K
|
103K
$4.1M
|
|
Feb 13, 2025
Q4 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
700+ 48.28% |
$28.6K - $30.4K
|
2.15K
$85.7K
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
5.95KNew |
$243K - $258K
|
5.95K
$237K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.37KNew |
$96.7K - $103K
|
2.37K
$94.3K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.82K- 7.57% |
$156K - $166K
|
46.7K
$1.86M
|
|
Feb 13, 2025
Q4 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-43.1K- 34.73% |
$1.76M - $1.87M
|
81.1K
$3.23M
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
7.13KNew |
$291K - $310K
|
7.13K
$284K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-65- 0.34% |
$2.66K - $2.82K
|
18.9K
$752K
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.51K- 14.03% |
$61.5K - $65.4K
|
9.23K
$368K
|