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 |
---|---|---|---|---|---|---|---|
Nov 14, 2024
Q3 2024
|
Solutions 4 Wealth, LTD
Southlake, TX |
BUY
|
- |
235+ 3.28% |
$9.05K - $9.78K
|
7.41K
$321K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
225+ 1.24% |
$8.66K - $9.36K
|
18.3K
$794K
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
197+ 3.3% |
$7.58K - $8.2K
|
6.16K
$267K
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
180+ 3.28% |
$6.93K - $7.49K
|
5.67K
$246K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
145+ 14500.0% |
$5.58K - $6.03K
|
146
$6.33K
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
135New |
$5.2K - $5.62K
|
135
$5.85K
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
100+ 0.64% |
$3.85K - $4.16K
|
15.7K
$682K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
84+ 0.77% |
$3.23K - $3.5K
|
10.9K
$474K
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
65+ 1.61% |
$2.5K - $2.7K
|
4.1K
$178K
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
34+ 2.59% |
$1.31K - $1.41K
|
1.35K
$58.5K
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
25+ 0.23% |
$962 - $1.04K
|
11K
$476K
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
24New |
$924 - $999
|
24
$1.04K
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
19+ 0.25% |
$731 - $791
|
7.64K
$331K
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
18+ 0.07% |
$693 - $749
|
26.6K
$1.15M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
18New |
$693 - $749
|
18
$781
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
7+ 0.02% |
$269 - $291
|
39.6K
$1.72M
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5+ 3.05% |
$192 - $208
|
169
$7.33K
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
2+ 0.12% |
$77 - $83.2
|
1.66K
$71.9K
|
|
Q2 2024 | |||||||
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
104KNew |
$4.14M - $4.26M
|
104K
$4.53M
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
11KNew |
$436K - $449K
|
11K
$477K
|
|
Aug 14, 2024
Q2 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
7.59K+ 85.12% |
$301K - $310K
|
16.5K
$716K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.93KNew |
$275K - $283K
|
6.93K
$301K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
6.73KNew |
$267K - $275K
|
6.73K
$292K
|
|
Aug 14, 2024
Q2 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
6.56KNew |
$260K - $268K
|
6.56K
$285K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2.63KNew |
$104K - $108K
|
2.63K
$114K
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.63KNew |
$104K - $107K
|
2.63K
$114K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
2.3K+ 4.76% |
$91.1K - $93.7K
|
50.5K
$2.19M
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.28KNew |
$90.4K - $93K
|
2.28K
$98.8K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.48KNew |
$58.5K - $60.2K
|
1.48K
$64K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.45KNew |
$57.4K - $59.1K
|
1.45K
$62.8K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
800New |
$31.7K - $32.7K
|
800
$34.7K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
CALL |
600+ 0.02% |
$23.8K - $24.5K
|
2.63M
$114M
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
528New |
$20.9K - $21.6K
|
528
$22.9K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
446New |
$17.7K - $18.2K
|
446
$19.3K
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
BUY
|
- |
439New |
$17.4K - $17.9K
|
439
$19K
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
412New |
$16.3K - $16.8K
|
412
$17.9K
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
313New |
$12.4K - $12.8K
|
313
$13.6K
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
26+ 0.46% |
$1.03K - $1.06K
|
5.74K
$249K
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
15+ 18.07% |
$595 - $612
|
98
$4.25K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
9+ 1.6% |
$357 - $367
|
571
$24.8K
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7+ 3.7% |
$278 - $286
|
196
$8.5K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5New |
$198 - $204
|
5
$217
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
5New |
$198 - $204
|
5
$217
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
32.3K+ 170.59% |
$1.27M - $1.32M
|
51.2K
$2.22M
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
20KNew |
$786K - $816K
|
20K
$867K
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
12.4KNew |
$487K - $506K
|
12.4K
$538K
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
4.99KNew |
$196K - $204K
|
4.99K
$217K
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.92KNew |
$193K - $201K
|
4.92K
$213K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.96K+ 7.36% |
$76.9K - $79.8K
|
28.5K
$1.24M
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
1KNew |
$39.3K - $40.8K
|
1K
$43.4K
|