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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
5.53KNew |
$208K - $220K
|
5.53K
$218K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
486+ 8.46% |
$18.3K - $19.3K
|
6.23K
$245K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
298+ 5.02% |
$11.2K - $11.8K
|
6.23K
$245K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
60New |
$2.26K - $2.38K
|
60
$2.36K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2+ 1.53% |
$75.2 - $79.5
|
133
$5.23K
|
|
| Q3 2023 | |||||||
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
CALL |
181K+ 20.17% |
$6.99M - $7.48M
|
1.08M
$42.3M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
141K+ 304.15% |
$5.46M - $5.85M
|
187K
$7.37M
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
11.6KNew |
$449K - $481K
|
11.6K
$456K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.39K+ 32.94% |
$131K - $140K
|
13.7K
$538K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.45KNew |
$56.1K - $60.1K
|
1.45K
$57K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.01KNew |
$38.9K - $41.7K
|
1.01K
$39.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
974New |
$37.7K - $40.4K
|
974
$38.3K
|
|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
475+ 5.08% |
$18.4K - $19.7K
|
9.83K
$386K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
204+ 3.82% |
$7.89K - $8.46K
|
5.55K
$218K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
82New |
$3.17K - $3.4K
|
82
$3.23K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
19New |
$735 - $788
|
19
$747
|
|
|
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
$34.2M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
330KNew |
$13.2M - $13.6M
|
330K
$13M
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
CALL |
198KNew |
$7.9M - $8.18M
|
198K
$7.78M
|
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
CALL |
87.9KNew |
$3.51M - $3.63M
|
87.9K
$3.46M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
69.5KNew |
$2.77M - $2.87M
|
69.5K
$2.73M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17KNew |
$678K - $702K
|
17K
$668K
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
8.35KNew |
$333K - $345K
|
8.35K
$329K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
7.24KNew |
$289K - $299K
|
7.24K
$285K
|
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1KNew |
$39.9K - $41.3K
|
1K
$39.3K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
512New |
$20.4K - $21.2K
|
512
$20.1K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
492+ 14.75% |
$19.6K - $20.3K
|
3.83K
$151K
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
150+ 2.19% |
$5.99K - $6.2K
|
7K
$275K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
6New |
$240 - $248
|
6
$236
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1New |
$39.9 - $41.3
|
1
$39.3
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
16.8KNew |
$658K - $687K
|
16.8K
$659K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.86KNew |
$230K - $240K
|
5.86K
$230K
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
5.3KNew |
$208K - $217K
|
5.3K
$208K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.65K+ 28.37% |
$64.7K - $67.5K
|
7.45K
$293K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.24K+ 126.37% |
$48.7K - $50.9K
|
2.22K
$87.4K
|
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
500New |
$19.6K - $20.5K
|
500
$19.7K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
150+ 100.0% |
$5.89K - $6.15K
|
300
$11.8K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
130New |
$5.11K - $5.33K
|
130
$5.11K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
5New |
$196 - $205
|
5
$197
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
4+ 3.7% |
$157 - $164
|
112
$4.4K
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
Prism Advisors, Inc.
|
BUY
|
CALL |
254KNew |
$9.7M - $10.3M
|
254K
$9.99M
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
CALL |
99KNew |
$3.78M - $4.02M
|
99K
$3.89M
|
|
|
Feb 13, 2023
Q4 2022
|
Myda Advisors LLC
Inwood, NY |
BUY
|
- |
80KNew |
$3.05M - $3.25M
|
80K
$3.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
43.1KNew |
$1.64M - $1.75M
|
43.1K
$1.69M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
6.14KNew |
$234K - $249K
|
6.14K
$241K
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
5.68KNew |
$217K - $231K
|
5.68K
$223K
|
|
|
Feb 10, 2023
Q4 2022
|
First Citizens Asset Management, Inc.
Raleigh, NC |
BUY
|
- |
5.14KNew |
$196K - $209K
|
5.14K
$202K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
666+ 10.63% |
$25.4K - $27.1K
|
6.93K
$273K
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
500New |
$19.1K - $20.3K
|
500
$19.7K
|
|