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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.7KNew |
$69.3K - $73.6K
|
1.7K
$66.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
74+ 9.25% |
$3.02K - $3.21K
|
874
$34K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
125New |
$5.11K - $5.43K
|
125
$4.87K
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
5.36K+ 99.87% |
$219K - $233K
|
10.7K
$418K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
67New |
$2.74K - $2.91K
|
67
$2.61K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
849+ 6.09% |
$34.7K - $36.9K
|
14.8K
$576K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
102New |
$4.17K - $4.43K
|
102
$3.97K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-145- 99.32% |
$5.92K - $6.3K
|
1
$39
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
2.4KNew |
$98.1K - $104K
|
2.4K
$93.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
8.18KNew |
$334K - $355K
|
8.18K
$319K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
9.32KNew |
$381K - $405K
|
9.32K
$363K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
4.97KNew |
$203K - $216K
|
4.97K
$194K
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-1.5K- 19.03% |
$61.1K - $64.9K
|
6.36K
$248K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
70+ 6.89% |
$2.86K - $3.04K
|
1.09K
$42.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-6.46K- 36.24% |
$264K - $281K
|
11.4K
$443K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
600+ 3.74% |
$24.5K - $26.1K
|
16.6K
$647K
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
30.1KNew |
$1.23M - $1.31M
|
30.1K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
SELL
|
- |
-804- 5.58% |
$32.9K - $34.9K
|
13.6K
$529K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.27K- 51.94% |
$256K - $272K
|
5.8K
$226K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
500New |
$20.4K - $21.7K
|
500
$19.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
109KNew |
$4.45M - $4.73M
|
109K
$4.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
229New |
$9.36K - $9.94K
|
229
$8.92K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
4.73KNew |
$193K - $205K
|
4.73K
$184K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
170New |
$6.95K - $7.38K
|
170
$6.62K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-295- 15.78% |
$12.1K - $12.8K
|
1.58K
$61.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
40+ 9.76% |
$1.63K - $1.74K
|
450
$17.5K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
18.6K+ 187.39% |
$759K - $807K
|
28.5K
$1.11M
|
|
| Q3 2024 | |||||||
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
378New |
$14.5K - $15.7K
|
378
$14.7K
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
2.48KNew |
$95.3K - $103K
|
2.48K
$96.4K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
988New |
$38K - $41.1K
|
988
$38.5K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-5- 10.64% |
$192 - $208
|
42
$1.64K
|
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
5.43KNew |
$209K - $226K
|
5.43K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.1KNew |
$429K - $463K
|
11.1K
$434K
|
|
|
Nov 14, 2024
Q3 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-81.7K- 24.35% |
$3.15M - $3.4M
|
254K
$9.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-2.86M- 63.42% |
$110M - $119M
|
1.65M
$64.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
460New |
$17.7K - $19.1K
|
460
$17.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-700- 42.94% |
$26.9K - $29.1K
|
930
$36.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
24.5K+ 44536.36% |
$943K - $1.02M
|
24.6K
$956K
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
9.1KNew |
$350K - $378K
|
9.1K
$354K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-24.8K- 54.22% |
$955K - $1.03M
|
21K
$816K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-150- 1.54% |
$5.77K - $6.24K
|
9.61K
$374K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
593New |
$22.8K - $24.7K
|
593
$23.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
180+ 3.28% |
$6.93K - $7.49K
|
5.67K
$221K
|
|
|
Oct 24, 2024
Q3 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-30- 0.32% |
$1.15K - $1.25K
|
9.22K
$359K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.03K+ 46.88% |
$117K - $126K
|
9.5K
$370K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4.5K- 3.67% |
$173K - $187K
|
118K
$4.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.06KNew |
$195K - $210K
|
5.06K
$197K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36.6K+ 9.76% |
$1.41M - $1.52M
|
412K
$16M
|
|
|
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
$41M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
18New |
$693 - $749
|
18
$701
|
|