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 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
69+ 0.78% |
$2.69K - $2.96K
|
8.86K
$345K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
63New |
$2.46K - $2.7K
|
63
$2.45K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
56+ 0.81% |
$2.19K - $2.4K
|
7.01K
$273K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
56+ 0.86% |
$2.19K - $2.4K
|
6.53K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
46+ 0.39% |
$1.79K - $1.97K
|
12K
$466K
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
30+ 0.85% |
$1.17K - $1.29K
|
3.57K
$139K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
23+ 0.11% |
$897 - $986
|
21K
$818K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
23New |
$897 - $986
|
23
$896
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
BUY
|
- |
2+ 8.33% |
$78 - $85.8
|
26
$1.01K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
1+ 20.0% |
$39 - $42.9
|
6
$234
|
|
| Q4 2024 | |||||||
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
109KNew |
$4.45M - $4.73M
|
109K
$4.24M
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
30.1KNew |
$1.23M - $1.31M
|
30.1K
$1.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
18.6K+ 187.39% |
$759K - $807K
|
28.5K
$1.11M
|
|
|
Feb 13, 2025
Q4 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
15.3K+ 16.43% |
$625K - $664K
|
108K
$4.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
14.1KNew |
$574K - $610K
|
14.1K
$547K
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
9.38KNew |
$383K - $407K
|
9.38K
$365K
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
9.32KNew |
$381K - $405K
|
9.32K
$363K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
8.18KNew |
$334K - $355K
|
8.18K
$319K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
7.24KNew |
$296K - $314K
|
7.24K
$282K
|
|
|
Feb 18, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
7.16K+ 12.59% |
$293K - $311K
|
64K
$2.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
6.1KNew |
$249K - $265K
|
6.1K
$238K
|
|
|
Feb 11, 2025
Q4 2024
|
True Mark Investments, LLC
Chicago, IL |
BUY
|
- |
5.36K+ 99.87% |
$219K - $233K
|
10.7K
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
Westbourne Investments, Inc.
Arlington, VA |
BUY
|
- |
5.03KNew |
$206K - $218K
|
5.03K
$196K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
4.97KNew |
$203K - $216K
|
4.97K
$194K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
4.73KNew |
$193K - $205K
|
4.73K
$184K
|
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
2.4KNew |
$98.1K - $104K
|
2.4K
$93.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.7KNew |
$69.3K - $73.6K
|
1.7K
$66.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
849+ 6.09% |
$34.7K - $36.9K
|
14.8K
$576K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
600+ 3.74% |
$24.5K - $26.1K
|
16.6K
$647K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
500New |
$20.4K - $21.7K
|
500
$19.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
250New |
$10.2K - $10.9K
|
250
$9.74K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
229New |
$9.36K - $9.94K
|
229
$8.92K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
170New |
$6.95K - $7.38K
|
170
$6.62K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
125New |
$5.11K - $5.43K
|
125
$4.87K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
102New |
$4.17K - $4.43K
|
102
$3.97K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
- |
74+ 9.25% |
$3.02K - $3.21K
|
874
$34K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
70+ 6.89% |
$2.86K - $3.04K
|
1.09K
$42.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
67New |
$2.74K - $2.91K
|
67
$2.61K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
40+ 9.76% |
$1.63K - $1.74K
|
450
$17.5K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
49.8K+ 4.97% |
$1.92M - $2.07M
|
1.05M
$41M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36.6K+ 9.76% |
$1.41M - $1.52M
|
412K
$16M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
24.5K+ 44536.36% |
$943K - $1.02M
|
24.6K
$956K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.1KNew |
$429K - $463K
|
11.1K
$434K
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
9.1KNew |
$350K - $378K
|
9.1K
$354K
|
|
|
Oct 08, 2024
Q3 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
7.93KNew |
$305K - $330K
|
7.93K
$309K
|
|
|
Nov 14, 2024
Q3 2024
|
B&L Asset Management LLC
Boston, MA |
BUY
|
- |
5.43KNew |
$209K - $226K
|
5.43K
$211K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
5.06KNew |
$195K - $210K
|
5.06K
$197K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
3.03K+ 46.88% |
$117K - $126K
|
9.5K
$370K
|
|
|
Feb 13, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
2.48KNew |
$95.3K - $103K
|
2.48K
$96.4K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
988New |
$38K - $41.1K
|
988
$38.5K
|
|