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 |
---|---|---|---|---|---|---|---|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
856+ 2.53% |
$30.5K - $33.9K
|
34.6K
$1.36M
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
761+ 2.98% |
$27.1K - $30.2K
|
26.3K
$1.03M
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
750+ 4.02% |
$26.7K - $29.7K
|
19.4K
$764K
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
735+ 4.21% |
$26.2K - $29.1K
|
18.2K
$716K
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
682+ 4.98% |
$24.3K - $27K
|
14.4K
$566K
|
|
Aug 14, 2025
Q2 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
659New |
$23.5K - $26.1K
|
659
$25.9K
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
655+ 3.43% |
$23.3K - $26K
|
19.7K
$776K
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
623+ 10.01% |
$22.2K - $24.7K
|
6.85K
$269K
|
|
Jul 22, 2025
Q2 2025
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
576+ 4.12% |
$20.5K - $22.8K
|
14.6K
$572K
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
571+ 3.13% |
$20.3K - $22.6K
|
18.8K
$740K
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
543New |
$19.3K - $21.5K
|
543
$21.4K
|
|
Jul 30, 2025
Q2 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
506+ 5.79% |
$18K - $20.1K
|
9.25K
$364K
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
409+ 1.42% |
$14.6K - $16.2K
|
29.2K
$1.15M
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
400+ 40000.0% |
$14.2K - $15.9K
|
401
$15.8K
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
374+ 603.23% |
$13.3K - $14.8K
|
436
$17.1K
|
|
Aug 11, 2025
Q2 2025
|
Independent Advisor Alliance
|
BUY
|
- |
349+ 3.93% |
$12.4K - $13.8K
|
9.22K
$363K
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
321New |
$11.4K - $12.7K
|
321
$12.6K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
321+ 20.41% |
$11.4K - $12.7K
|
1.89K
$74.5K
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
300+ 0.07% |
$10.7K - $11.9K
|
411K
$16.2M
|
|
Aug 13, 2025
Q2 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
258+ 3.03% |
$9.19K - $10.2K
|
8.77K
$345K
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
255+ 3.06% |
$9.08K - $10.1K
|
8.59K
$338K
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
241+ 3.04% |
$8.58K - $9.55K
|
8.18K
$322K
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
227+ 2.19% |
$8.09K - $9K
|
10.6K
$416K
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
200+ 1.01% |
$7.12K - $7.93K
|
20K
$787K
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
195+ 17.96% |
$6.95K - $7.73K
|
1.28K
$50.4K
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
174+ 2.96% |
$6.2K - $6.9K
|
6.05K
$238K
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
161+ 1.87% |
$5.73K - $6.38K
|
8.75K
$344K
|
|
Aug 01, 2025
Q2 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
155+ 3.05% |
$5.52K - $6.14K
|
5.24K
$206K
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
132+ 1.59% |
$4.7K - $5.23K
|
8.44K
$332K
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
116+ 0.54% |
$4.13K - $4.6K
|
21.7K
$853K
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
100+ 0.81% |
$3.56K - $3.96K
|
12.4K
$487K
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
99New |
$3.53K - $3.92K
|
99
$3.89K
|
|
Aug 11, 2025
Q2 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
67+ 1.57% |
$2.39K - $2.66K
|
4.32K
$170K
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
43+ 3.0% |
$1.53K - $1.7K
|
1.48K
$58.1K
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
33+ 0.47% |
$1.18K - $1.31K
|
7.04K
$277K
|
|
Aug 11, 2025
Q2 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
23+ 0.56% |
$819 - $912
|
4.16K
$164K
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
11+ 0.02% |
$392 - $436
|
60K
$2.36M
|
|
Jul 29, 2025
Q2 2025
|
Manchester Financial Inc
|
BUY
|
- |
4+ 0.04% |
$142 - $159
|
10.6K
$419K
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1+ 0.02% |
$35.6 - $39.6
|
4.54K
$179K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2025 | |||||||
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
186KNew |
$7.27M - $7.99M
|
186K
$7.32M
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
73.5KNew |
$2.87M - $3.15M
|
73.5K
$2.89M
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
36.1KNew |
$1.41M - $1.55M
|
36.1K
$1.42M
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
20.7KNew |
$808K - $888K
|
20.7K
$815K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
15.3KNew |
$599K - $658K
|
15.3K
$604K
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
14.9KNew |
$582K - $639K
|
14.9K
$586K
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
11.9KNew |
$464K - $510K
|
11.9K
$468K
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
8.62K+ 103.15% |
$336K - $370K
|
17K
$667K
|
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
8.34KNew |
$325K - $358K
|
8.34K
$328K
|