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 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.65K+ 28.37% |
$64.7K - $67.5K
|
7.45K
$290K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
130New |
$5.11K - $5.33K
|
130
$5.06K
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
500New |
$19.6K - $20.5K
|
500
$19.5K
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
SELL
|
CALL |
-41.1K- 71.48% |
$1.61M - $1.69M
|
16.4K
$639K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-165K- 60.66% |
$6.5M - $6.78M
|
107K
$4.18M
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
5New |
$196 - $205
|
5
$195
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
4+ 3.7% |
$157 - $164
|
112
$4.36K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-220- 31.25% |
$8.64K - $9.02K
|
484
$18.9K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
SELL
|
- |
-3.8K- 87.36% |
$145K - $154K
|
550
$21.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
24+ 3.39% |
$916 - $975
|
733
$28.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
666+ 10.63% |
$25.4K - $27.1K
|
6.93K
$270K
|
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
43.1KNew |
$1.64M - $1.75M
|
43.1K
$1.68M
|
|
|
Feb 13, 2023
Q4 2022
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
80KNew |
$3.05M - $3.25M
|
80K
$3.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
180+ 2.63% |
$6.87K - $7.31K
|
7.03K
$274K
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
5.14KNew |
$196K - $209K
|
5.14K
$200K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.64K- 10.11% |
$101K - $107K
|
23.4K
$912K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
280+ 1.99% |
$10.7K - $11.4K
|
14.3K
$559K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.94% |
$38.2 - $40.6
|
107
$4.17K
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
5.68KNew |
$217K - $231K
|
5.68K
$221K
|
|
|
Jan 30, 2023
Q4 2022
|
Prism Advisors, Inc.
|
BUY
|
CALL |
254KNew |
$9.7M - $10.3M
|
254K
$9.89M
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
CALL |
99KNew |
$3.78M - $4.02M
|
99K
$3.86M
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
500New |
$19.1K - $20.3K
|
500
$19.5K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-62.3K- 75.99% |
$2.38M - $2.53M
|
19.7K
$766K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
315New |
$12K - $12.8K
|
315
$12.3K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.14KNew |
$234K - $249K
|
6.14K
$239K
|
|
|
Jan 12, 2023
Q4 2022
|
Community Capital Management, LLC
|
SELL
|
- |
-8.25K- 50.0% |
$315K - $335K
|
8.25K
$321K
|
|
| Q3 2022 | |||||||
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
3KNew |
$114K - $132K
|
3K
$117K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
93+ 1.24% |
$3.54K - $4.1K
|
7.62K
$297K
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.67K- 12.16% |
$140K - $162K
|
26.5K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.94KNew |
$226K - $261K
|
5.94K
$231K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-100Closed |
$3.81K - $4.41K
|
0
$0
|
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.18KNew |
$45.1K - $52.1K
|
1.18K
$46.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
7.89KNew |
$301K - $348K
|
7.89K
$307K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
193+ 3.12% |
$7.36K - $8.5K
|
6.38K
$248K
|
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4+ 0.97% |
$152 - $176
|
417
$16.2K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
557+ 11.05% |
$21.2K - $24.5K
|
5.6K
$218K
|
|
|
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-5.68KClosed |
$217K - $250K
|
0
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1.77KNew |
$67.6K - $78.1K
|
1.77K
$69.1K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-7.45KClosed |
$315K - $371K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-4.05KClosed |
$171K - $202K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
4.21K+ 1685.2% |
$178K - $210K
|
4.46K
$174K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.53KClosed |
$191K - $226K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
13.2K+ 267.63% |
$555K - $655K
|
18.1K
$704K
|
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-5.94KClosed |
$251K - $295K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.52KClosed |
$233K - $275K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.6K+ 21.93% |
$67.4K - $79.4K
|
8.87K
$345K
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-300Closed |
$12.7K - $14.9K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-4.6KClosed |
$194K - $229K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
144New |
$6.08K - $7.17K
|
144
$5.61K
|
|
|
Jul 28, 2022
Q2 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-4.4KClosed |
$186K - $219K
|
0
$0
|
|