Latest Institutional Purchases of Global X Fds S&P 500 Covered C (XYLD)
This list provides information on the latest institutional transactions involving Global X Fds S&P 500 Covered C (XYLD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
669K+ 15.72% |
$26.1M - $28.7M
|
4.92M
$188M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
574K+ 20.26% |
$22.4M - $24.6M
|
3.41M
$130M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
448K+ 53.85% |
$17.5M - $19.2M
|
1.28M
$48.9M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
331K+ 123.46% |
$12.9M - $14.2M
|
600K
$22.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
317K+ 80.87% |
$12.4M - $13.6M
|
710K
$27.1M
|
|
|
May 13, 2025
Q1 2025
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
283KNew |
$11M - $12.1M
|
283K
$10.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
186KNew |
$7.27M - $7.99M
|
186K
$7.12M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
169K+ 188.39% |
$6.58M - $7.23M
|
258K
$9.87M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
141K+ 19.29% |
$5.5M - $6.05M
|
872K
$33.3M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
104K+ 2.9% |
$4.05M - $4.45M
|
3.68M
$141M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
96.1KNew |
$3.75M - $4.12M
|
96.1K
$3.68M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
90.1K+ 32.59% |
$3.52M - $3.86M
|
367K
$14M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
83.6KNew |
$3.26M - $3.59M
|
83.6K
$3.2M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
81.8K+ 17.9% |
$3.19M - $3.51M
|
539K
$20.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
74.9K+ 10.58% |
$2.92M - $3.21M
|
783K
$29.9M
|
|
|
Apr 24, 2025
Q1 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
74.8K+ 27.42% |
$2.92M - $3.21M
|
347K
$13.3M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
73.5K+ 37.66% |
$2.87M - $3.15M
|
269K
$10.3M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
73.5KNew |
$2.87M - $3.15M
|
73.5K
$2.81M
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
65.8K+ 42.19% |
$2.57M - $2.82M
|
222K
$8.47M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
49.2K+ 89.0% |
$1.92M - $2.11M
|
105K
$4M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
46.3K+ 264.49% |
$1.81M - $1.98M
|
63.8K
$2.44M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
46.2KNew |
$1.8M - $1.98M
|
46.2K
$1.77M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
43.7KNew |
$1.7M - $1.87M
|
43.7K
$1.67M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
42.8K+ 41.63% |
$1.67M - $1.84M
|
146K
$5.57M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
36.1KNew |
$1.41M - $1.55M
|
36.1K
$1.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
36K+ 75.19% |
$1.4M - $1.54M
|
83.8K
$3.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
35.7K+ 11.0% |
$1.39M - $1.53M
|
361K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
35.6K+ 3.25% |
$1.39M - $1.53M
|
1.13M
$43.2M
|
|
|
May 08, 2025
Q1 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
26.1KNew |
$1.02M - $1.12M
|
26.1K
$997K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
24.7K+ 25.59% |
$962K - $1.06M
|
121K
$4.63M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
24.3K+ 75.85% |
$950K - $1.04M
|
56.4K
$2.16M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
20.7KNew |
$808K - $888K
|
20.7K
$792K
|
|
|
May 15, 2025
Q1 2025
|
Mirae Asset Global Etfs Holdings Ltd.
Central, K3 |
BUY
|
- |
20K+ 18.85% |
$780K - $857K
|
126K
$4.82M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
19.8KNew |
$773K - $850K
|
19.8K
$757K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
15.3KNew |
$599K - $658K
|
15.3K
$587K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
15.2K+ 46.8% |
$591K - $650K
|
47.5K
$1.82M
|
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
14.9KNew |
$582K - $639K
|
14.9K
$570K
|
|
|
May 07, 2025
Q1 2025
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
13.9K+ 197.24% |
$543K - $597K
|
21K
$802K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.1K+ 6.58% |
$512K - $563K
|
213K
$8.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
12.9K+ 23.23% |
$505K - $555K
|
68.6K
$2.62M
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
12.7K+ 42.92% |
$495K - $544K
|
42.2K
$1.61M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
11.9KNew |
$464K - $510K
|
11.9K
$455K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.5K+ 5.21% |
$447K - $492K
|
232K
$8.85M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.4K+ 91.23% |
$405K - $445K
|
21.8K
$832K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.81K+ 7.41% |
$383K - $421K
|
142K
$5.44M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.35K+ 63.8% |
$365K - $401K
|
24K
$918K
|
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
PUT |
8.9KNew |
$347K - $382K
|
8.9K
$340K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
8.62K+ 103.15% |
$336K - $370K
|
17K
$649K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.59K+ 35.9% |
$335K - $369K
|
32.5K
$1.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
7.03KNew |
$274K - $301K
|
7.03K
$269K
|