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 |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
315New |
$12K - $12.8K
|
315
$12.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
280+ 1.99% |
$10.7K - $11.4K
|
14.3K
$564K
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
180+ 2.63% |
$6.87K - $7.31K
|
7.03K
$276K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
24+ 3.39% |
$916 - $975
|
733
$28.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.94% |
$38.2 - $40.6
|
107
$4.21K
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
7.89KNew |
$301K - $348K
|
7.89K
$310K
|
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
3KNew |
$114K - $132K
|
3K
$118K
|
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
1.77KNew |
$67.6K - $78.1K
|
1.77K
$69.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
1.18KNew |
$45.1K - $52.1K
|
1.18K
$46.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Lincoln National Corp
|
BUY
|
- |
557+ 11.05% |
$21.2K - $24.5K
|
5.6K
$220K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
193+ 3.12% |
$7.36K - $8.5K
|
6.38K
$251K
|
|
|
Nov 14, 2022
Q3 2022
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
93+ 1.24% |
$3.54K - $4.1K
|
7.62K
$300K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
13.2K+ 267.63% |
$555K - $655K
|
18.1K
$711K
|
|
|
Jul 22, 2022
Q2 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
6.74KNew |
$284K - $335K
|
6.74K
$265K
|
|
|
Aug 12, 2022
Q2 2022
|
Barclays PLC
London, X0 |
BUY
|
- |
4.21K+ 1685.2% |
$178K - $210K
|
4.46K
$176K
|
|
|
Jul 12, 2022
Q2 2022
|
Trinity Legacy Partners, LLC
|
BUY
|
- |
1.84K+ 5.07% |
$77.6K - $91.5K
|
38.1K
$1.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.6K+ 21.93% |
$67.4K - $79.4K
|
8.87K
$349K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
1.3KNew |
$55K - $64.9K
|
1.3K
$51.2K
|
|
|
Jul 21, 2022
Q2 2022
|
Belvedere Trading LLC
|
BUY
|
- |
500New |
$21.1K - $24.9K
|
500
$19.7K
|
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
144New |
$6.08K - $7.17K
|
144
$5.66K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
9.32KNew |
$436K - $473K
|
9.32K
$366K
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.77KNew |
$82.8K - $89.9K
|
1.77K
$69.6K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
200New |
$9.35K - $10.2K
|
200
$7.87K
|
|
| Q4 2021 | |||||||
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
165+ 15.21% |
$8K - $8.44K
|
1.25K
$49.2K
|
|
| Q3 2021 | |||||||
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
100New |
$4.81K - $5K
|
100
$3.93K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$39.3
|
|