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 |
---|---|---|---|---|---|---|---|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.15K- 1.4% |
$84K - $92.4K
|
152K
$5.91M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
35.6K+ 3.25% |
$1.39M - $1.53M
|
1.13M
$44M
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.43K- 18.89% |
$94.7K - $104K
|
10.4K
$406K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-56.8K- 3.7% |
$2.22M - $2.44M
|
1.48M
$57.6M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.4K+ 91.23% |
$405K - $445K
|
21.8K
$847K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
CALL |
-47.8K- 10.43% |
$1.87M - $2.05M
|
411K
$16M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.14K+ 6.97% |
$44.4K - $48.8K
|
17.5K
$680K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-5.29K- 75.05% |
$206K - $227K
|
1.76K
$68.5K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.03K- 57.04% |
$196K - $216K
|
3.78K
$147K
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
14.9KNew |
$582K - $639K
|
14.9K
$581K
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.54K- 13.72% |
$177K - $195K
|
28.6K
$1.11M
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-604- 2.28% |
$23.6K - $25.9K
|
25.8K
$1.01M
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-1.29K- 95.42% |
$50.4K - $55.4K
|
62
$2.41K
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-130K- 93.59% |
$5.06M - $5.56M
|
8.87K
$346K
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
316+ 5.18% |
$12.3K - $13.6K
|
6.41K
$250K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.28K+ 1.71% |
$49.8K - $54.7K
|
76K
$2.96M
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.31K+ 25.07% |
$90.3K - $99.2K
|
11.5K
$450K
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.99K+ 92.37% |
$77.5K - $85.2K
|
4.14K
$161K
|
|
May 09, 2025
Q1 2025
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-77- 53.85% |
$3K - $3.3K
|
66
$2.57K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.48K- 82.87% |
$57.6K - $63.3K
|
305
$11.9K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.1K+ 6.58% |
$512K - $563K
|
213K
$8.28M
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.52K+ 25.6% |
$59.4K - $65.3K
|
7.47K
$291K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
630+ 3.73% |
$24.6K - $27K
|
17.5K
$682K
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
115+ 2.78% |
$4.49K - $4.93K
|
4.26K
$166K
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
391+ 4.81% |
$15.3K - $16.8K
|
8.52K
$332K
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-90- 0.86% |
$3.51K - $3.86K
|
10.4K
$404K
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.23K- 2.68% |
$47.9K - $52.6K
|
44.6K
$1.74M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
6.42KNew |
$251K - $275K
|
6.42K
$250K
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.88K+ 24.85% |
$73.2K - $80.5K
|
9.43K
$367K
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
895New |
$34.9K - $38.4K
|
895
$34.9K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.52KNew |
$98.1K - $108K
|
2.52K
$98K
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
516+ 4.01% |
$20.1K - $22.1K
|
13.4K
$522K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
116+ 2.28% |
$4.53K - $4.98K
|
5.21K
$203K
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
5.59K+ 22.85% |
$218K - $240K
|
30.1K
$1.17M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
258+ 15.04% |
$10.1K - $11.1K
|
1.97K
$76.8K
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
199+ 0.93% |
$7.76K - $8.54K
|
21.6K
$840K
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
26.1KNew |
$1.02M - $1.12M
|
26.1K
$1.02M
|
|
May 08, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-1.18M- 97.47% |
$46.1M - $50.7M
|
30.7K
$1.2M
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
435+ 5.51% |
$17K - $18.7K
|
8.34K
$325K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.56K+ 11.14% |
$99.9K - $110K
|
25.6K
$995K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
104K+ 2.9% |
$4.05M - $4.45M
|
3.68M
$143M
|
|
May 07, 2025
Q1 2025
|
Horizon Financial Services, LLC
|
SELL
|
- |
-38.5K- 97.47% |
$1.5M - $1.65M
|
1K
$39K
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
13.9K+ 197.24% |
$543K - $597K
|
21K
$817K
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-91.2K- 21.98% |
$3.56M - $3.91M
|
324K
$12.6M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
23+ 0.11% |
$897 - $986
|
21K
$818K
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
20.7KNew |
$808K - $888K
|
20.7K
$807K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2K+ 84.7% |
$78.2K - $86K
|
4.37K
$170K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.43K+ 5.39% |
$173K - $190K
|
86.5K
$3.37M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.54K- 10.1% |
$60.1K - $66K
|
13.7K
$534K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.81K+ 7.41% |
$383K - $421K
|
142K
$5.54M
|