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 |
---|---|---|---|---|---|---|---|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.29K+ 6.04% |
$165K - $178K
|
75.3K
$3.16M
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.95K+ 28.67% |
$152K - $165K
|
17.7K
$744K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.69K+ 29.64% |
$142K - $154K
|
16.2K
$677K
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
3.52K+ 4.05% |
$136K - $147K
|
90.6K
$3.8M
|
|
Nov 13, 2024
Q3 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3.31K+ 2.74% |
$127K - $138K
|
124K
$5.21M
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.24K+ 34.19% |
$125K - $135K
|
12.7K
$533K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.11K+ 41.94% |
$120K - $129K
|
10.5K
$441K
|
|
Oct 31, 2024
Q3 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
3.08K+ 13.66% |
$119K - $128K
|
25.6K
$1.07M
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.04K+ 2.51% |
$117K - $126K
|
124K
$5.2M
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.03K+ 46.88% |
$117K - $126K
|
9.5K
$398K
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.76K+ 21.5% |
$106K - $115K
|
15.6K
$654K
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.74K+ 10.6% |
$105K - $114K
|
28.6K
$1.2M
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.23KNew |
$85.9K - $92.9K
|
2.23K
$93.6K
|
|
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 22, 2024
Q3 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
2.14K+ 41.6% |
$82.3K - $89K
|
7.28K
$305K
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2.02K+ 22.78% |
$77.7K - $84K
|
10.9K
$456K
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
BUY
|
- |
1.91K+ 23.85% |
$73.5K - $79.5K
|
9.92K
$416K
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.89K+ 2.32% |
$72.8K - $78.7K
|
83.4K
$3.5M
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.68K+ 24.02% |
$64.7K - $70K
|
8.69K
$364K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.51K+ 4.14% |
$58K - $62.7K
|
37.9K
$1.59M
|
|
Oct 22, 2024
Q3 2024
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.47K+ 9.33% |
$56.6K - $61.2K
|
17.2K
$723K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.44K+ 10.57% |
$55.3K - $59.8K
|
15K
$630K
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.32K+ 4.96% |
$50.9K - $55K
|
28K
$1.17M
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.31K+ 4.75% |
$50.4K - $54.5K
|
28.9K
$1.21M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.28K+ 2.32% |
$49.1K - $53.1K
|
56.2K
$2.36M
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
1.23K+ 4.46% |
$47.2K - $51.1K
|
28.7K
$1.2M
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.22K+ 8.77% |
$47K - $50.8K
|
15.2K
$636K
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.01K+ 19.48% |
$38.8K - $41.9K
|
6.18K
$259K
|
|
Nov 15, 2024
Q3 2024
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
1K+ 3.08% |
$38.5K - $41.6K
|
33.4K
$1.4M
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
985+ 2.24% |
$37.9K - $41K
|
44.9K
$1.88M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
967+ 1.99% |
$37.2K - $40.2K
|
49.7K
$2.08M
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
913+ 3.4% |
$35.1K - $38K
|
27.8K
$1.16M
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
850+ 141.67% |
$32.7K - $35.4K
|
1.45K
$60.8K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
834+ 11.5% |
$32.1K - $34.7K
|
8.09K
$339K
|
|
Oct 24, 2024
Q3 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
718+ 0.96% |
$27.6K - $29.9K
|
75.7K
$3.17M
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
683+ 11.95% |
$26.3K - $28.4K
|
6.4K
$268K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
602+ 5.94% |
$23.2K - $25K
|
10.7K
$450K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
593New |
$22.8K - $24.7K
|
593
$24.9K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
503+ 1.77% |
$19.4K - $20.9K
|
29K
$1.22M
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
486New |
$18.7K - $20.2K
|
486
$20.4K
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
460New |
$17.7K - $19.1K
|
460
$19.3K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
458+ 8.97% |
$17.6K - $19.1K
|
5.56K
$233K
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
433+ 8.58% |
$16.7K - $18K
|
5.48K
$230K
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
399+ 2.96% |
$15.4K - $16.6K
|
13.9K
$583K
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
389+ 0.75% |
$15K - $16.2K
|
52K
$2.18M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
375+ 12.2% |
$14.4K - $15.6K
|
3.45K
$145K
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
247+ 1.18% |
$9.51K - $10.3K
|
21.1K
$885K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
236+ 3.3% |
$9.08K - $9.82K
|
7.39K
$310K
|
|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
235+ 3.28% |
$9.05K - $9.78K
|
7.41K
$311K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
225+ 1.24% |
$8.66K - $9.36K
|
18.3K
$767K
|