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 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
593New |
$22.8K - $24.7K
|
593
$23.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
486New |
$18.7K - $20.2K
|
486
$18.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
460New |
$17.7K - $19.1K
|
460
$17.9K
|
|
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
378New |
$14.5K - $15.7K
|
378
$14.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
180+ 3.28% |
$6.93K - $7.49K
|
5.67K
$221K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
18New |
$693 - $749
|
18
$701
|
|
| Q2 2024 | |||||||
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
11KNew |
$436K - $449K
|
11K
$428K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
6.93KNew |
$275K - $283K
|
6.93K
$270K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
2.63KNew |
$104K - $107K
|
2.63K
$102K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
2.28KNew |
$90.4K - $93K
|
2.28K
$88.7K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
800New |
$31.7K - $32.7K
|
800
$31.2K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
446New |
$17.7K - $18.2K
|
446
$17.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
412New |
$16.3K - $16.8K
|
412
$16K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
26+ 0.46% |
$1.03K - $1.06K
|
5.74K
$224K
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
15+ 18.07% |
$595 - $612
|
98
$3.82K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
9+ 1.6% |
$357 - $367
|
571
$22.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7+ 3.7% |
$278 - $286
|
196
$7.63K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5New |
$198 - $204
|
5
$195
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
32.3K+ 170.59% |
$1.27M - $1.32M
|
51.2K
$2M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
20KNew |
$786K - $816K
|
20K
$779K
|
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
12.4KNew |
$487K - $506K
|
12.4K
$483K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
4.99KNew |
$196K - $204K
|
4.99K
$194K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.92KNew |
$193K - $201K
|
4.92K
$192K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.96K+ 7.36% |
$76.9K - $79.8K
|
28.5K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
649+ 25.86% |
$25.5K - $26.5K
|
3.16K
$123K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
619New |
$24.3K - $25.2K
|
619
$24.1K
|
|
|
May 13, 2024
Q1 2024
|
Mattern Wealth Management LLC
|
BUY
|
- |
516+ 7.1% |
$20.3K - $21K
|
7.78K
$303K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
122+ 3.1% |
$4.79K - $4.98K
|
4.06K
$158K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
100+ 1.9% |
$3.93K - $4.08K
|
5.36K
$209K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
17New |
$668 - $693
|
17
$662
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
1New |
$39.3 - $40.8
|
1
$39
|
|
| Q4 2023 | |||||||
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
39.3KNew |
$1.48M - $1.56M
|
39.3K
$1.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
14.9KNew |
$561K - $593K
|
14.9K
$582K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
14KNew |
$526K - $556K
|
14K
$545K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.18KNew |
$345K - $365K
|
9.18K
$358K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
8.3KNew |
$312K - $330K
|
8.3K
$323K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
7KNew |
$263K - $278K
|
7K
$273K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
5.53KNew |
$208K - $220K
|
5.53K
$216K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
5.5KNew |
$207K - $219K
|
5.5K
$214K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.2KNew |
$45.1K - $47.7K
|
1.2K
$46.7K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
486+ 8.46% |
$18.3K - $19.3K
|
6.23K
$243K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
298+ 5.02% |
$11.2K - $11.8K
|
6.23K
$243K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
60New |
$2.26K - $2.38K
|
60
$2.34K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 1.53% |
$75.2 - $79.5
|
133
$5.18K
|
|
| Q3 2023 | |||||||
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
CALL |
181K+ 20.17% |
$6.99M - $7.48M
|
1.08M
$41.9M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
141K+ 304.15% |
$5.46M - $5.85M
|
187K
$7.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
11.6KNew |
$449K - $481K
|
11.6K
$452K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.39K+ 32.94% |
$131K - $140K
|
13.7K
$533K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.45KNew |
$56.1K - $60.1K
|
1.45K
$56.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.01KNew |
$38.9K - $41.7K
|
1.01K
$39.2K
|
|