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
|
Uniplan Investment Counsel, Inc.
Union Grove, WI |
SELL
|
- |
-1.48K- 1.67% |
$58.9K - $61K
|
86.8K
$3.76M
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.56K- 21.83% |
$62.3K - $64.5K
|
5.59K
$242K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.95K- 14.36% |
$78K - $80.7K
|
11.6K
$505K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.99K- 11.81% |
$79.3K - $82K
|
14.8K
$643K
|
|
|
Aug 10, 2023
Q2 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-2.29K- 7.97% |
$91.6K - $94.8K
|
26.5K
$1.15M
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.35K- 14.53% |
$93.6K - $96.9K
|
13.8K
$598K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-2.72K- 11.38% |
$109K - $112K
|
21.2K
$918K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.73K- 58.9% |
$109K - $113K
|
1.91K
$82.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-5.7K- 11.57% |
$228K - $235K
|
43.6K
$1.89M
|
|
|
Aug 01, 2023
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-6.38K- 29.69% |
$255K - $264K
|
15.1K
$655K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.47K- 0.73% |
$338K - $350K
|
1.16M
$50.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-9.25K- 69.75% |
$369K - $382K
|
4.01K
$174K
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-9.42K- 12.69% |
$376K - $389K
|
64.8K
$2.81M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-10.6K- 21.9% |
$423K - $438K
|
37.8K
$1.64M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12.3K- 78.07% |
$489K - $507K
|
3.45K
$149K
|
|
|
Aug 11, 2023
Q2 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-12.5K- 4.77% |
$501K - $518K
|
250K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-13.1K- 70.57% |
$523K - $542K
|
5.47K
$237K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-15.1K- 34.17% |
$602K - $623K
|
29K
$1.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-29.1K- 5.89% |
$1.16M - $1.2M
|
465K
$20.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-34.3K- 86.72% |
$1.37M - $1.42M
|
5.25K
$228K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-36.1K- 20.54% |
$1.44M - $1.49M
|
140K
$6.06M
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-38.4K- 70.16% |
$1.53M - $1.58M
|
16.3K
$708K
|
|
|
Sep 04, 2024
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-38.9K- 52.44% |
$1.55M - $1.61M
|
35.3K
$1.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-38.9K- 52.44% |
$1.55M - $1.61M
|
35.3K
$1.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-63K- 68.52% |
$2.52M - $2.6M
|
29K
$1.26M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-73.6K- 82.96% |
$2.94M - $3.04M
|
15.1K
$656K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-85.3K- 68.42% |
$3.41M - $3.53M
|
39.4K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-95.2K- 15.3% |
$3.8M - $3.93M
|
527K
$22.9M
|
|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-106K- 87.52% |
$4.23M - $4.38M
|
15.1K
$655K
|
|
|
Aug 01, 2023
Q2 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-162K- 86.23% |
$6.46M - $6.68M
|
25.8K
$1.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-171K- 4.35% |
$6.82M - $7.06M
|
3.75M
$163M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-188K- 11.24% |
$7.52M - $7.78M
|
1.49M
$64.5M
|