Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-141- 1.08% |
$5.54K - $5.75K
|
13K
$562K
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-34Closed |
$1.34K - $1.39K
|
0
$0
|
|
Q4 2023 | |||||||
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-8.7KClosed |
$327K - $346K
|
0
$0
|
|
Jan 29, 2024
Q4 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.42K- 10.8% |
$53.4K - $56.4K
|
11.7K
$509K
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-600- 4.97% |
$22.6K - $23.8K
|
11.5K
$498K
|
|
Q3 2023 | |||||||
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-106K- 42.35% |
$4.1M - $4.39M
|
144K
$6.26M
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-11.3K- 42.51% |
$436K - $467K
|
15.2K
$661K
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-4.29K- 13.28% |
$166K - $178K
|
28K
$1.22M
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-820- 5.09% |
$31.7K - $34K
|
15.3K
$664K
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
SELL
|
- |
-145- 1.78% |
$5.61K - $6.01K
|
8.01K
$348K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-38.4K- 70.16% |
$1.53M - $1.58M
|
16.3K
$708K
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12.3K- 78.07% |
$489K - $507K
|
3.45K
$149K
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-200- 3.67% |
$7.98K - $8.26K
|
5.25K
$228K
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-174- 3.43% |
$6.95K - $7.19K
|
4.89K
$212K
|
|
Q1 2023 | |||||||
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-165K- 60.66% |
$6.5M - $6.78M
|
107K
$4.65M
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
SELL
|
CALL |
-41.1K- 71.48% |
$1.61M - $1.69M
|
16.4K
$711K
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-220- 31.25% |
$8.64K - $9.02K
|
484
$21K
|
|
Q4 2022 | |||||||
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-62.3K- 75.99% |
$2.38M - $2.53M
|
19.7K
$853K
|
|
Jan 12, 2023
Q4 2022
|
Community Capital Management, LLC
|
SELL
|
- |
-8.25K- 50.0% |
$315K - $335K
|
8.25K
$358K
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
SELL
|
- |
-3.8K- 87.36% |
$145K - $154K
|
550
$23.9K
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.64K- 10.11% |
$101K - $107K
|
23.4K
$1.02M
|
|
Q3 2022 | |||||||
Oct 27, 2022
Q3 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-5.68KClosed |
$217K - $250K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.67K- 12.16% |
$140K - $162K
|
26.5K
$1.15M
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-100Closed |
$3.81K - $4.41K
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-100- 40.0% |
$3.81K - $4.41K
|
150
$6.51K
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-7.45KClosed |
$315K - $371K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-5.94KClosed |
$251K - $295K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-5.52KClosed |
$233K - $275K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Columbus Macro, LLC
|
SELL
|
- |
-5.05KClosed |
$213K - $251K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-4.6KClosed |
$194K - $229K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.53KClosed |
$191K - $226K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-4.4KClosed |
$186K - $219K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Moore Capital Management, LP
New York, NY |
SELL
|
- |
-4.05KClosed |
$171K - $202K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-800- 26.39% |
$33.8K - $39.8K
|
2.23K
$96.8K
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-300Closed |
$12.7K - $14.9K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-158Closed |
$6.67K - $7.86K
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-94.7K- 90.47% |
$4.43M - $4.81M
|
9.97K
$432K
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-7KClosed |
$327K - $355K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-4.54KClosed |
$212K - $230K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-971Closed |
$45.4K - $49.3K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
SELL
|
- |
-3Closed |
$140 - $152
|
0
$0
|
|
Q4 2021 | |||||||
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-6.7KClosed |
$325K - $343K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.06KClosed |
$100K - $106K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-1.2KClosed |
$58.2K - $61.4K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-65Closed |
$3.15K - $3.32K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
CALL |
-46.5KClosed |
$2.23M - $2.33M
|
0
$0
|
|
Q2 2021 | |||||||
Aug 09, 2021
Q2 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-10.7KClosed |
$502K - $523K
|
0
$0
|
|
Q1 2021 | |||||||
Apr 23, 2021
Q1 2021
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-5.09KClosed |
$234K - $243K
|
0
$0
|
|
Q4 2020 | |||||||
Jan 27, 2021
Q4 2020
|
Lindbrook Capital, LLC
|
SELL
|
- |
-196Closed |
$8.39K - $9.18K
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-134Closed |
$5.74K - $6.28K
|
0
$0
|