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 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
8.87KNew |
$354K - $366K
|
8.87K
$384K
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
8.35KNew |
$333K - $345K
|
8.35K
$362K
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
8.15K+ 13.41% |
$325K - $337K
|
68.9K
$2.99M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.82K+ 8.98% |
$312K - $323K
|
94.9K
$4.12M
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
7.54K+ 19.77% |
$301K - $311K
|
45.7K
$1.98M
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
7.24KNew |
$289K - $299K
|
7.24K
$314K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.96K+ 33.86% |
$278K - $288K
|
27.5K
$1.19M
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.9KNew |
$276K - $285K
|
6.9K
$299K
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.12KNew |
$244K - $253K
|
6.12K
$265K
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.4KNew |
$216K - $223K
|
5.4K
$234K
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
5.24KNew |
$209K - $216K
|
5.24K
$227K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
5.14KNew |
$205K - $212K
|
5.14K
$223K
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
5.03KNew |
$201K - $208K
|
5.03K
$218K
|
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
4.9KNew |
$196K - $202K
|
4.9K
$213K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
4.69K+ 86.67% |
$187K - $194K
|
10.1K
$438K
|
|
Aug 09, 2023
Q2 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4.56K+ 10.57% |
$182K - $189K
|
47.8K
$2.07M
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.13K+ 29.11% |
$165K - $171K
|
18.3K
$794K
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
3.97K+ 59.92% |
$159K - $164K
|
10.6K
$460K
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.97K+ 10.77% |
$158K - $164K
|
40.8K
$1.77M
|
|
Aug 16, 2023
Q2 2023
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
3.8K+ 15.59% |
$152K - $157K
|
28.2K
$1.22M
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.77K+ 54.37% |
$151K - $156K
|
10.7K
$465K
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
3.72K+ 25.03% |
$149K - $154K
|
18.6K
$806K
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
3.69K+ 53.62% |
$147K - $153K
|
10.6K
$459K
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
2.96K+ 14.51% |
$118K - $122K
|
23.3K
$1.01M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.58K+ 17.29% |
$103K - $106K
|
17.5K
$759K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.51K+ 21.61% |
$100K - $103K
|
14.1K
$611K
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.43K+ 30.97% |
$97.1K - $101K
|
10.3K
$446K
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
2.38K+ 25.46% |
$94.9K - $98.2K
|
11.7K
$508K
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
2.26KNew |
$90K - $93.2K
|
2.26K
$97.8K
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.19K+ 27.78% |
$87.5K - $90.5K
|
10.1K
$437K
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.89K+ 14.94% |
$75.2K - $77.9K
|
14.5K
$629K
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.65K+ 5.85% |
$65.7K - $68K
|
29.8K
$1.29M
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.57K+ 3.76% |
$62.5K - $64.7K
|
43.2K
$1.87M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.38K+ 192.85% |
$54.9K - $56.8K
|
2.09K
$90.6K
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.08K+ 2.86% |
$43K - $44.4K
|
38.7K
$1.68M
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
1.04K+ 7.86% |
$41.5K - $43K
|
14.3K
$619K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.03KNew |
$40.9K - $42.3K
|
1.03K
$44.5K
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1K+ 6.2% |
$40K - $41.4K
|
17.2K
$744K
|
|
Aug 07, 2023
Q2 2023
|
Roffman Miller Associates Inc
Philadelphia, PA |
BUY
|
- |
1KNew |
$39.9K - $41.3K
|
1K
$43.4K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
948New |
$37.8K - $39.2K
|
948
$41.1K
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
932+ 4.45% |
$37.2K - $38.5K
|
21.9K
$949K
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
909+ 14.36% |
$36.3K - $37.6K
|
7.24K
$314K
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
891+ 0.38% |
$35.6K - $36.8K
|
236K
$10.2M
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
745+ 2.76% |
$29.7K - $30.8K
|
27.7K
$1.2M
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
629+ 41.49% |
$25.1K - $26K
|
2.15K
$93K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
616+ 123.2% |
$24.6K - $25.4K
|
1.12K
$48.4K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
603+ 5.7% |
$24.1K - $24.9K
|
11.2K
$485K
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
512New |
$20.4K - $21.2K
|
512
$22.2K
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
492+ 14.75% |
$19.6K - $20.3K
|
3.83K
$166K
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
482New |
$19.2K - $19.9K
|
482
$20.9K
|