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 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
649+ 25.86% |
$25.5K - $26.5K
|
3.16K
$137K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
619New |
$24.3K - $25.2K
|
619
$26.8K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
516+ 7.1% |
$20.3K - $21K
|
7.78K
$337K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
359+ 4.92% |
$14.1K - $14.6K
|
7.66K
$332K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
200+ 33.33% |
$7.86K - $8.16K
|
800
$34.7K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
122+ 3.1% |
$4.79K - $4.98K
|
4.06K
$176K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
100+ 1.9% |
$3.93K - $4.08K
|
5.36K
$232K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
35+ 9.33% |
$1.38K - $1.43K
|
410
$17.8K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17New |
$668 - $693
|
17
$737
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$39.3 - $40.8
|
1
$43.4
|
|
| Q4 2023 | |||||||
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
39.3KNew |
$1.48M - $1.56M
|
39.3K
$1.71M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
14.9KNew |
$561K - $593K
|
14.9K
$648K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14KNew |
$526K - $556K
|
14K
$607K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.18KNew |
$345K - $365K
|
9.18K
$398K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
8.3KNew |
$312K - $330K
|
8.3K
$360K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.02KNew |
$264K - $279K
|
7.02K
$304K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
7KNew |
$263K - $278K
|
7K
$304K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
5.53KNew |
$208K - $220K
|
5.53K
$240K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
5.5KNew |
$207K - $219K
|
5.5K
$239K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
3.44K+ 37.5% |
$129K - $137K
|
12.6K
$547K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
2.5KNew |
$94K - $99.3K
|
2.5K
$108K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.2KNew |
$45.1K - $47.7K
|
1.2K
$52K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
486+ 8.46% |
$18.3K - $19.3K
|
6.23K
$270K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
298+ 5.02% |
$11.2K - $11.8K
|
6.23K
$270K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
60New |
$2.26K - $2.38K
|
60
$2.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 1.53% |
$75.2 - $79.5
|
133
$5.77K
|
|
| Q3 2023 | |||||||
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
CALL |
181K+ 20.17% |
$6.99M - $7.48M
|
1.08M
$46.6M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
141K+ 304.15% |
$5.46M - $5.85M
|
187K
$8.13M
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
11.6KNew |
$449K - $481K
|
11.6K
$503K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.39K+ 32.94% |
$131K - $140K
|
13.7K
$593K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.45KNew |
$56.1K - $60.1K
|
1.45K
$62.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.01KNew |
$38.9K - $41.7K
|
1.01K
$43.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
974New |
$37.7K - $40.4K
|
974
$42.2K
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
744+ 15.18% |
$28.8K - $30.8K
|
5.64K
$245K
|
|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
475+ 5.08% |
$18.4K - $19.7K
|
9.83K
$426K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
204+ 3.82% |
$7.89K - $8.46K
|
5.55K
$241K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
82New |
$3.17K - $3.4K
|
82
$3.56K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
19New |
$735 - $788
|
19
$824
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2023 | |||||||
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
BUY
|
CALL |
870KNew |
$34.7M - $36M
|
870K
$37.7M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
330KNew |
$13.2M - $13.6M
|
330K
$14.3M
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
CALL |
198KNew |
$7.9M - $8.18M
|
198K
$8.58M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
121KNew |
$4.82M - $4.98M
|
121K
$5.23M
|
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
CALL |
87.9KNew |
$3.51M - $3.63M
|
87.9K
$3.81M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
69.5KNew |
$2.77M - $2.87M
|
69.5K
$3.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
19.2KNew |
$766K - $792K
|
19.2K
$832K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17KNew |
$678K - $702K
|
17K
$737K
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
8.35KNew |
$333K - $345K
|
8.35K
$362K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
7.24KNew |
$289K - $299K
|
7.24K
$314K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1KNew |
$39.9K - $41.3K
|
1K
$43.4K
|
|