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 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.99K+ 92.37% |
$77.5K - $85.2K
|
4.14K
$161K
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.9K+ 26.94% |
$74.1K - $81.4K
|
8.94K
$348K
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.88K+ 24.85% |
$73.2K - $80.5K
|
9.43K
$367K
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
1.88K+ 17.7% |
$73.2K - $80.4K
|
12.5K
$486K
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.67K+ 6.17% |
$65.3K - $71.8K
|
28.8K
$1.12M
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.57K+ 2.03% |
$61.4K - $67.5K
|
79.1K
$3.08M
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
BUY
|
- |
1.52K+ 25.6% |
$59.4K - $65.3K
|
7.47K
$291K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.28K+ 1.71% |
$49.8K - $54.7K
|
76K
$2.96M
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.24K+ 3.8% |
$48.3K - $53.1K
|
33.8K
$1.32M
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
1.2K+ 2.43% |
$46.8K - $51.4K
|
50.6K
$1.97M
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.19KNew |
$46.4K - $51K
|
1.19K
$46.4K
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.14K+ 6.97% |
$44.4K - $48.8K
|
17.5K
$680K
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.1K+ 7.87% |
$42.9K - $47.2K
|
15.1K
$587K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
975+ 13.57% |
$38K - $41.8K
|
8.16K
$318K
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
941+ 5.44% |
$36.7K - $40.4K
|
18.2K
$711K
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
934+ 201.73% |
$36.4K - $40.1K
|
1.4K
$54.4K
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
895New |
$34.9K - $38.4K
|
895
$34.9K
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
840+ 7.35% |
$32.8K - $36K
|
12.3K
$478K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
828+ 1.4% |
$32.3K - $35.5K
|
60K
$2.34M
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
784+ 9.85% |
$30.6K - $33.6K
|
8.74K
$341K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
630+ 3.73% |
$24.6K - $27K
|
17.5K
$682K
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
531+ 3.11% |
$20.7K - $22.8K
|
17.6K
$685K
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
526+ 4.51% |
$20.5K - $22.6K
|
12.2K
$475K
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
516+ 4.01% |
$20.1K - $22.1K
|
13.4K
$522K
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
513+ 4.11% |
$20K - $22K
|
13K
$506K
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
500New |
$19.5K - $21.4K
|
500
$19.5K
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
500New |
$19.5K - $21.4K
|
500
$19.5K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
441New |
$17.2K - $18.9K
|
441
$17.2K
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
435+ 5.51% |
$17K - $18.7K
|
8.34K
$325K
|
|
May 09, 2025
Q1 2025
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
391+ 4.81% |
$15.3K - $16.8K
|
8.52K
$332K
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
360+ 42.4% |
$14K - $15.4K
|
1.21K
$47.1K
|
|
May 29, 2025
Q1 2025
|
Quaker Wealth Management, LLC
|
BUY
|
PUT |
321New |
$12.5K - $13.8K
|
321
$12.5K
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
316+ 5.18% |
$12.3K - $13.6K
|
6.41K
$250K
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
315+ 4.13% |
$12.3K - $13.5K
|
7.94K
$309K
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
313+ 1.51% |
$12.2K - $13.4K
|
21.1K
$821K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
277+ 6.8% |
$10.8K - $11.9K
|
4.35K
$170K
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
266+ 5.52% |
$10.4K - $11.4K
|
5.09K
$198K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
258+ 15.04% |
$10.1K - $11.1K
|
1.97K
$76.8K
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
225+ 6.8% |
$8.78K - $9.65K
|
3.53K
$138K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
224+ 5.59% |
$8.74K - $9.61K
|
4.23K
$165K
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
200+ 3.73% |
$7.8K - $8.58K
|
5.56K
$217K
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
199+ 0.93% |
$7.76K - $8.54K
|
21.6K
$840K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
197+ 1.99% |
$7.69K - $8.45K
|
10.1K
$393K
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
166+ 2371.43% |
$6.48K - $7.12K
|
173
$6.74K
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
163New |
$6.36K - $6.99K
|
163
$6.35K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
116+ 2.28% |
$4.53K - $4.98K
|
5.21K
$203K
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
115+ 2.78% |
$4.49K - $4.93K
|
4.26K
$166K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$3.9K - $4.29K
|
100
$3.9K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
76+ 5.53% |
$2.97K - $3.26K
|
1.45K
$56.5K
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
75+ 5.51% |
$2.93K - $3.22K
|
1.44K
$55.9K
|