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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-23.2K- 30.66% |
$894K - $966K
|
52.5K
$2.2M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
49.8K+ 4.97% |
$1.92M - $2.07M
|
1.05M
$44.1M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36.6K+ 9.76% |
$1.41M - $1.52M
|
412K
$17.3M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-44.8K- 17.45% |
$1.73M - $1.87M
|
212K
$8.89M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
18New |
$693 - $749
|
18
$755
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2+ 0.12% |
$77 - $83.2
|
1.66K
$69.5K
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
4.87KNew |
$187K - $203K
|
4.87K
$204K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.45K+ 16.31% |
$171K - $185K
|
31.8K
$1.33M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-849- 45.52% |
$32.7K - $35.3K
|
1.02K
$42.6K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
97.9K+ 120.4% |
$3.77M - $4.07M
|
179K
$7.51M
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-5- 0.27% |
$192 - $208
|
1.87K
$78.4K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.67K- 96.84% |
$141K - $153K
|
120
$5.03K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-642- 86.52% |
$24.7K - $26.7K
|
100
$4.19K
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-1.21K- 18.37% |
$46.5K - $50.3K
|
5.37K
$225K
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
2.22K+ 6.55% |
$85.6K - $92.5K
|
36.2K
$1.52M
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.1K- 37.3% |
$42.3K - $45.8K
|
1.85K
$77.5K
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
486New |
$18.7K - $20.2K
|
486
$20.4K
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
10KNew |
$386K - $417K
|
10K
$420K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-344- 25.9% |
$13.2K - $14.3K
|
984
$41.3K
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
4.47K+ 3.5% |
$172K - $186K
|
132K
$5.54M
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
8.88K+ 128.25% |
$342K - $369K
|
15.8K
$662K
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-3.55K- 10.3% |
$136K - $148K
|
30.9K
$1.29M
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
24New |
$924 - $999
|
24
$1.01K
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
3.52K+ 4.05% |
$136K - $147K
|
90.6K
$3.8M
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
4.84KNew |
$186K - $201K
|
4.84K
$203K
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
7.93KNew |
$305K - $330K
|
7.93K
$333K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
375+ 12.2% |
$14.4K - $15.6K
|
3.45K
$145K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
26.6K+ 3.83% |
$1.02M - $1.11M
|
721K
$30.2M
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
19+ 0.25% |
$731 - $791
|
7.64K
$320K
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
985+ 2.24% |
$37.9K - $41K
|
44.9K
$1.88M
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.76K+ 21.5% |
$106K - $115K
|
15.6K
$654K
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.75K+ 49.4% |
$183K - $198K
|
14.4K
$602K
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-9.39K- 21.23% |
$361K - $391K
|
34.8K
$1.46M
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
433+ 8.58% |
$16.7K - $18K
|
5.48K
$230K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.44K+ 10.57% |
$55.3K - $59.8K
|
15K
$630K
|
|
Q2 2024 | |||||||
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.19K- 22.14% |
$325K - $334K
|
28.8K
$1.21M
|
|
Aug 15, 2024
Q2 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-3K- 15.79% |
$119K - $122K
|
16K
$671K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-685- 2.47% |
$27.2K - $28K
|
27.1K
$1.13M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.59K- 7.75% |
$63.2K - $65K
|
19K
$795K
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.02K- 14.65% |
$40.4K - $41.6K
|
5.94K
$249K
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-12.2K- 55.45% |
$484K - $498K
|
9.8K
$411K
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.59K+ 85.12% |
$301K - $310K
|
16.5K
$693K
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.63KNew |
$104K - $107K
|
2.63K
$110K
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.56KNew |
$260K - $268K
|
6.56K
$275K
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
528New |
$20.9K - $21.6K
|
528
$22.1K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.3K+ 4.76% |
$91.1K - $93.7K
|
50.5K
$2.12M
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-25- 0.07% |
$992 - $1.02K
|
37.1K
$1.55M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
600+ 0.02% |
$23.8K - $24.5K
|
2.63M
$110M
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7+ 3.7% |
$278 - $286
|
196
$8.22K
|
|
Aug 13, 2024
Q2 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-25.3K- 24.03% |
$1M - $1.03M
|
80K
$3.35M
|