Latest Institutional Purchases of Global X Fds S&P 500 Covered C (XYLD)

XYLD Quotes by TradingView

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
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

BUY
 -
974
New
$37.7K - $40.4K
974 $37.9K
Oct 23, 2023 Q3 2023
Tria Gen Wealth Management LLC

BUY
 -
744
+ 15.18%
$28.8K - $30.8K
5.64K $220K
Oct 27, 2023 Q3 2023
Alterity Financial Group, LLC

Bangor, ME
BUY
 -
475
+ 5.08%
$18.4K - $19.7K
9.83K $383K
Nov 13, 2023 Q3 2023
Level Four Advisory Services, LLC

Dallas, TX
BUY
 -
204
+ 3.82%
$7.89K - $8.46K
5.55K $216K
Oct 13, 2023 Q3 2023
Optimum Investment Advisors

BUY
 -
82
New
$3.17K - $3.4K
82 $3.19K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
19
New
$735 - $788
19 $740
Nov 13, 2023 Q3 2023
Hollencrest Capital Management

BUY
 -
0
New
$0 - $0
0 $0
Q2 2023
Sep 05, 2023 Q2 2023
Westshore Wealth, LLC

BUY
 CALL
870K
New
$34.7M - $36M
870K $33.9M
May 14, 2024 Q2 2023
Goldman Sachs Group Inc

New York, NY
BUY
 -
330K
New
$13.2M - $13.6M
330K $12.8M
Jul 20, 2023 Q2 2023
C2 C Wealth Management, LLC

BUY
 CALL
198K
New
$7.9M - $8.18M
198K $7.71M
Aug 15, 2023 Q2 2023
Imprint Wealth LLC

Mount Pleasant, SC
BUY
 -
69.5K
New
$2.77M - $2.87M
69.5K $2.71M
Jul 21, 2023 Q2 2023
Creative Planning

Overland Park, KS
BUY
 -
17K
New
$678K - $702K
17K $662K
Aug 11, 2023 Q2 2023
Atlantic Private Wealth, LLC

BUY
 -
8.35K
New
$333K - $345K
8.35K $325K
Jan 12, 2024 Q2 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
7.24K
New
$289K - $299K
7.24K $282K
Aug 07, 2023 Q2 2023
Roffman Miller Associates Inc

Philadelphia, PA
BUY
 -
1K
New
$39.9K - $41.3K
1K $39K
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
512
New
$20.4K - $21.2K
512 $19.9K
Jul 11, 2023 Q2 2023
Worth Asset Management, LLC

BUY
 -
492
+ 14.75%
$19.6K - $20.3K
3.83K $149K
Aug 03, 2023 Q2 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
150
+ 2.19%
$5.99K - $6.2K
7K $273K
Jul 20, 2023 Q2 2023
Tradewinds Capital Management, LLC

BUY
 -
6
New
$240 - $248
6 $234
Jul 17, 2023 Q2 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
1
New
$39.9 - $41.3
1 $39
Q1 2023
May 15, 2023 Q1 2023
Marshall Wace, LLP

London, X0
BUY
 -
16.8K
New
$658K - $687K
16.8K $653K
May 15, 2023 Q1 2023
M Holdings Securities, Inc.

Portland, OR
BUY
 -
5.86K
New
$230K - $240K
5.86K $228K
May 15, 2023 Q1 2023
Cantor Fitzgerald, L. P.

New York, NY
BUY
 -
5.3K
New
$208K - $217K
5.3K $206K
May 12, 2023 Q1 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
1.65K
+ 28.37%
$64.7K - $67.5K
7.45K $290K
May 15, 2023 Q1 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
1.24K
+ 126.37%
$48.7K - $50.9K
2.22K $86.6K
May 04, 2023 Q1 2023
Robbins Farley LLC

Manchester, NH
BUY
 -
500
New
$19.6K - $20.5K
500 $19.5K
Aug 14, 2024 Q1 2023
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
150
+ 100.0%
$5.89K - $6.15K
300 $11.7K
May 10, 2023 Q1 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
130
New
$5.11K - $5.33K
130 $5.06K
Apr 28, 2023 Q1 2023
West End Advisors, LLC

BUY
 -
5
New
$196 - $205
5 $195
Apr 20, 2023 Q1 2023
Private Ocean, LLC

BUY
 -
4
+ 3.7%
$157 - $164
112 $4.36K
Q4 2022
Jan 30, 2023 Q4 2022
Prism Advisors, Inc.

BUY
 CALL
254K
New
$9.7M - $10.3M
254K $9.89M
Jan 20, 2023 Q4 2022
Mjp Associates Inc

BUY
 CALL
99K
New
$3.78M - $4.02M
99K $3.86M
Feb 13, 2023 Q4 2022
Myda Advisors LLC

Inwood, NY
BUY
 -
80K
New
$3.05M - $3.25M
80K $3.12M
Feb 13, 2023 Q4 2022
Owen La Rue, LLC

Elizabethtown, KY
BUY
 -
43.1K
New
$1.64M - $1.75M
43.1K $1.68M
Jan 12, 2023 Q4 2022
Dynamic Advisor Solutions LLC

BUY
 -
6.14K
New
$234K - $249K
6.14K $239K
Feb 03, 2023 Q4 2022
Cfo4 Life Group, LLC

BUY
 -
5.68K
New
$217K - $231K
5.68K $221K
Feb 10, 2023 Q4 2022
First Citizens Asset Management, Inc.

Raleigh, NC
BUY
 -
5.14K
New
$196K - $209K
5.14K $200K
Feb 14, 2023 Q4 2022
Wilbanks Smith & Thomas Asset Management LLC

BUY
 -
666
+ 10.63%
$25.4K - $27.1K
6.93K $270K
Jan 18, 2023 Q4 2022
Activest Wealth Management

BUY
 -
500
New
$19.1K - $20.3K
500 $19.5K
Jan 13, 2023 Q4 2022
Focused Wealth Management, Inc

BUY
 -
315
New
$12K - $12.8K
315 $12.3K
Feb 08, 2023 Q4 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
280
+ 1.99%
$10.7K - $11.4K
14.3K $559K
Feb 13, 2023 Q4 2022
Ford Financial Group, LLC

BUY
 -
180
+ 2.63%
$6.87K - $7.31K
7.03K $274K
Feb 14, 2023 Q4 2022
Cary Street Partners Asset Management LLC

Richmond, VA
BUY
 -
24
+ 3.39%
$916 - $975
733 $28.6K
Feb 03, 2023 Q4 2022
Sugarloaf Wealth Management, LLC

BUY
 -
1
+ 0.94%
$38.2 - $40.6
107 $4.17K
Q3 2022
Nov 09, 2022 Q3 2022
Shepherd Financial Partners LLC

Winchester, MA
BUY
 -
7.89K
New
$301K - $348K
7.89K $307K
Nov 14, 2022 Q3 2022
Hrt Financial LP

New York, NY
BUY
 -
5.94K
New
$226K - $261K
5.94K $231K
Nov 18, 2022 Q3 2022
Industrial Alliance Investment Management Inc.

Quebec, A8
BUY
 -
3K
New
$114K - $132K
3K $117K
Oct 12, 2022 Q3 2022
Horan Securities, Inc.

BUY
 -
1.77K
New
$67.6K - $78.1K
1.77K $69.1K
Nov 09, 2022 Q3 2022
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
1.18K
New
$45.1K - $52.1K
1.18K $46.1K

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