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 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
11.9KNew |
$464K - $510K
|
11.9K
$463K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.5K+ 5.21% |
$447K - $492K
|
232K
$9.02M
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.4K+ 91.23% |
$405K - $445K
|
21.8K
$847K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.81K+ 7.41% |
$383K - $421K
|
142K
$5.54M
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.35K+ 63.8% |
$365K - $401K
|
24K
$935K
|
|
Apr 30, 2025
Q1 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
PUT |
8.9KNew |
$347K - $382K
|
8.9K
$347K
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
8.62K+ 103.15% |
$336K - $370K
|
17K
$661K
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.59K+ 35.9% |
$335K - $369K
|
32.5K
$1.27M
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
6.8K+ 14.58% |
$265K - $292K
|
53.5K
$2.08M
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
6.77KNew |
$264K - $290K
|
6.77K
$264K
|
|
Apr 15, 2025
Q1 2025
|
Collier Financial
Denver, CO |
BUY
|
- |
6.74KNew |
$263K - $289K
|
6.74K
$263K
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
6.74K+ 49.39% |
$263K - $289K
|
20.4K
$794K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.67K+ 1.14% |
$260K - $286K
|
592K
$23M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.51K+ 13.49% |
$254K - $279K
|
54.7K
$2.13M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
6.42KNew |
$251K - $275K
|
6.42K
$250K
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
6.41K+ 5.85% |
$250K - $275K
|
116K
$4.52M
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
6.38KNew |
$249K - $274K
|
6.38K
$249K
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.33KNew |
$247K - $271K
|
6.33K
$246K
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
BUY
|
- |
6.29KNew |
$246K - $270K
|
6.29K
$245K
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
6.18KNew |
$241K - $265K
|
6.18K
$241K
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
5.59K+ 22.85% |
$218K - $240K
|
30.1K
$1.17M
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
5.5KNew |
$215K - $236K
|
5.5K
$214K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
5.18K+ 47.85% |
$202K - $222K
|
16K
$624K
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
5.13KNew |
$200K - $220K
|
5.13K
$200K
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.83K+ 6.16% |
$189K - $207K
|
83.3K
$3.24M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
4.57K+ 27.33% |
$178K - $196K
|
21.3K
$830K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
4.43K+ 5.39% |
$173K - $190K
|
86.5K
$3.37M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.3K+ 10.58% |
$168K - $184K
|
44.9K
$1.75M
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
4.13K+ 4.32% |
$161K - $177K
|
99.8K
$3.89M
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
4KNew |
$156K - $172K
|
4K
$156K
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
3.97K+ 48.49% |
$155K - $170K
|
12.2K
$474K
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.79K+ 11.82% |
$148K - $163K
|
35.9K
$1.4M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
3.65K+ 141.91% |
$142K - $157K
|
6.22K
$242K
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.29K+ 65.61% |
$128K - $141K
|
8.31K
$324K
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.18K+ 4.52% |
$124K - $136K
|
73.6K
$2.87M
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.06K+ 16.79% |
$119K - $131K
|
21.3K
$829K
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.9K+ 19.19% |
$113K - $124K
|
18K
$702K
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
2.73K+ 2.84% |
$106K - $117K
|
98.7K
$3.85M
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.61K+ 66.93% |
$102K - $112K
|
6.5K
$253K
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.56K+ 11.14% |
$99.9K - $110K
|
25.6K
$995K
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.53K+ 8.11% |
$98.8K - $109K
|
33.8K
$1.32M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.52K+ 17.56% |
$98.3K - $108K
|
16.9K
$657K
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
2.52KNew |
$98.1K - $108K
|
2.52K
$98K
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.4K+ 0.58% |
$93.6K - $103K
|
416K
$16.2M
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.39K+ 10.92% |
$93.2K - $102K
|
24.3K
$945K
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.33K+ 37.14% |
$90.8K - $99.8K
|
8.59K
$335K
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.31K+ 25.07% |
$90.3K - $99.2K
|
11.5K
$450K
|
|
Apr 11, 2025
Q1 2025
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
2.26K+ 3.98% |
$88K - $96.8K
|
59K
$2.3M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2.03K+ 397.84% |
$79.2K - $87K
|
2.54K
$98.9K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2K+ 84.7% |
$78.2K - $86K
|
4.37K
$170K
|