Purchases and Sales Made in Q2 2023 in Global X Fds S&P 500 Covered C (XYLD)
This table provides information about the institutional ownership of Global X Fds S&P 500 Covered C (XYLD) during Q2 2023. The information is specifically focused on institutions that hold shares of GLOBAL X FDS S&P 500 COVERED C.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
3.58M+ 382.66% |
$143M - $148M
|
4.52M
$196M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
368K+ 20.78% |
$14.7M - $15.2M
|
2.14M
$92.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
330KNew |
$13.2M - $13.6M
|
330K
$14.3M
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
330KNew |
$13.2M - $13.6M
|
330K
$14.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
280KNew |
$11.2M - $11.6M
|
280K
$12.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
147K+ 35.25% |
$5.86M - $6.06M
|
563K
$24.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
121KNew |
$4.82M - $4.98M
|
121K
$5.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
120K+ 10.17% |
$4.78M - $4.95M
|
1.3M
$56.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
119K+ 19.3% |
$4.73M - $4.9M
|
733K
$31.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
96K+ 1502.82% |
$3.83M - $3.97M
|
102K
$4.44M
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
93.8KNew |
$3.75M - $3.88M
|
93.8K
$4.07M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
89.6K+ 20.55% |
$3.58M - $3.7M
|
526K
$22.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
BUY
|
- |
88K+ 37.68% |
$3.51M - $3.64M
|
322K
$14M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
84.5K+ 20.73% |
$3.37M - $3.49M
|
492K
$21.3M
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
82.2K+ 205.62% |
$3.28M - $3.4M
|
122K
$5.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
69.5KNew |
$2.77M - $2.87M
|
69.5K
$3.01M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
63.2K+ 278.3% |
$2.52M - $2.61M
|
86K
$3.73M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
58.4K+ 8.91% |
$2.33M - $2.41M
|
714K
$31M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
57K+ 172.09% |
$2.27M - $2.35M
|
90.1K
$3.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
47K+ 47.46% |
$1.88M - $1.94M
|
146K
$6.33M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
46.4KNew |
$1.85M - $1.92M
|
46.4K
$2.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
42.4KNew |
$1.69M - $1.75M
|
42.4K
$1.84M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
40.9KNew |
$1.63M - $1.69M
|
40.9K
$1.77M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
38.8KNew |
$1.55M - $1.6M
|
38.8K
$1.68M
|
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
38.3KNew |
$1.53M - $1.58M
|
38.3K
$1.66M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
34.4K+ 30.88% |
$1.37M - $1.42M
|
146K
$6.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
32K+ 192.71% |
$1.28M - $1.32M
|
48.6K
$2.11M
|
|
|
Jul 21, 2023
Q2 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
29.6K+ 76.84% |
$1.18M - $1.22M
|
68K
$2.95M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28K+ 34.09% |
$1.12M - $1.16M
|
110K
$4.78M
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
27.6K+ 30.24% |
$1.1M - $1.14M
|
119K
$5.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
27.1K+ 20.28% |
$1.08M - $1.12M
|
161K
$6.98M
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
27.1K+ 32.54% |
$1.08M - $1.12M
|
110K
$4.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
25.3KNew |
$1.01M - $1.04M
|
25.3K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.3K+ 538.08% |
$969K - $1M
|
28.8K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
24.1K+ 94.38% |
$964K - $997K
|
49.7K
$2.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.7K+ 12.88% |
$826K - $855K
|
181K
$7.87M
|
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
19.2KNew |
$766K - $792K
|
19.2K
$832K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18K+ 14.92% |
$719K - $744K
|
139K
$6.01M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17KNew |
$678K - $702K
|
17K
$737K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
15.9K+ 25.0% |
$636K - $658K
|
79.6K
$3.45M
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15K+ 23.61% |
$597K - $618K
|
78.4K
$3.4M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
14.3K+ 67.63% |
$569K - $589K
|
35.3K
$1.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
14K+ 27.22% |
$559K - $578K
|
65.4K
$2.84M
|
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
12.4K+ 1.83% |
$496K - $513K
|
691K
$30M
|
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
11.9KNew |
$474K - $491K
|
11.9K
$515K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.4K+ 25.01% |
$456K - $472K
|
57.1K
$2.47M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
11K+ 51.59% |
$439K - $454K
|
32.3K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
9.26K+ 131.74% |
$369K - $382K
|
16.3K
$706K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.97K+ 201.94% |
$358K - $370K
|
13.4K
$581K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.96K+ 69.39% |
$358K - $370K
|
21.9K
$948K
|