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 |
|---|---|---|---|---|---|---|---|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-5.05KClosed |
$213K - $251K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
6.74KNew |
$284K - $335K
|
6.74K
$262K
|
|
|
Jul 21, 2022
Q2 2022
|
Belvedere Trading LLC
|
BUY
|
- |
500New |
$21.1K - $24.9K
|
500
$19.5K
|
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-800- 26.39% |
$33.8K - $39.8K
|
2.23K
$86.9K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.3KNew |
$55K - $64.9K
|
1.3K
$50.8K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-158Closed |
$6.67K - $7.86K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.84K+ 5.07% |
$77.6K - $91.5K
|
38.1K
$1.48M
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
200New |
$9.35K - $10.2K
|
200
$7.79K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.32KNew |
$436K - $473K
|
9.32K
$363K
|
|
|
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-94.7K- 90.47% |
$4.43M - $4.81M
|
9.97K
$388K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.77KNew |
$82.8K - $89.9K
|
1.77K
$68.9K
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-7KClosed |
$327K - $355K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-4.54KClosed |
$212K - $230K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
SELL
|
- |
-3Closed |
$140 - $152
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-971Closed |
$45.4K - $49.3K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-1.2KClosed |
$58.2K - $61.4K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-6.7KClosed |
$325K - $343K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
165+ 15.21% |
$8K - $8.44K
|
1.25K
$48.7K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.06KClosed |
$100K - $106K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-65Closed |
$3.15K - $3.32K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
CALL |
-46.5KClosed |
$2.23M - $2.33M
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
100New |
$4.81K - $5K
|
100
$3.9K
|
|
| Q2 2021 | |||||||
|
Aug 09, 2021
Q2 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-10.7KClosed |
$502K - $523K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 23, 2021
Q1 2021
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-5.09KClosed |
$234K - $243K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 08, 2021
Q4 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-6Closed |
$257 - $281
|
0
$0
|
|
|
Jan 29, 2021
Q4 2020
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-134Closed |
$5.74K - $6.28K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Lindbrook Capital, LLC
|
SELL
|
- |
-196Closed |
$8.39K - $9.18K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 27, 2020
Q3 2020
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-86Closed |
$3.64K - $3.9K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 10, 2020
Q2 2020
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-460Closed |
$17.4K - $19.8K
|
0
$0
|
|
| Q1 2020 | |||||||
|
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-48.4K- 98.98% |
$1.67M - $2.54M
|
500
$19.5K
|
|
| Q2 2019 | |||||||
|
Jan 27, 2020
Q2 2019
|
Tsfg, LLC
|
SELL
|
- |
-444Closed |
N/A
|
0
$0
|
|
| Q1 2019 | |||||||
|
May 16, 2019
Q1 2019
|
Wealthpoint, LLC
|
SELL
|
- |
-800Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$39
|
|