Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
461K+ 15.09% |
$17.6M - $20.3M
|
3.52M
$153M
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
243K+ 24.54% |
$9.26M - $10.7M
|
1.23M
$53.5M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
205K+ 175.4% |
$7.81M - $9.03M
|
322K
$14M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
201K+ 900.22% |
$7.67M - $8.87M
|
224K
$9.71M
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
90.5K+ 282.37% |
$3.45M - $3.99M
|
123K
$5.32M
|
|
Nov 10, 2022
Q3 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
67K+ 73.06% |
$2.55M - $2.95M
|
159K
$6.89M
|
|
Nov 10, 2022
Q3 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
62.3K+ 32.19% |
$2.37M - $2.74M
|
256K
$11.1M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
53.9KNew |
$2.05M - $2.37M
|
53.9K
$2.34M
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
53.6K+ 14.02% |
$2.04M - $2.36M
|
436K
$18.9M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
48.9KNew |
$1.86M - $2.15M
|
48.9K
$2.12M
|
|
Nov 14, 2022
Q3 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
48.2KNew |
$1.84M - $2.12M
|
48.2K
$2.09M
|
|
Nov 18, 2022
Q3 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
28.1KNew |
$1.07M - $1.24M
|
28.1K
$1.22M
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.6K+ 391.95% |
$1.01M - $1.17M
|
33.4K
$1.45M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.8K+ 15.87% |
$871K - $1.01M
|
167K
$7.24M
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
22.7KNew |
$864K - $998K
|
22.7K
$984K
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
BUY
|
- |
21.5K+ 4.17% |
$818K - $945K
|
536K
$23.3M
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
20.2K+ 43.8% |
$770K - $890K
|
66.4K
$2.88M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
19.4K+ 31.03% |
$739K - $854K
|
81.8K
$3.55M
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.1K+ 39.46% |
$689K - $797K
|
63.9K
$2.78M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
17.5K+ 13.64% |
$668K - $772K
|
146K
$6.34M
|
|
Nov 02, 2022
Q3 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
15.4K+ 109.0% |
$587K - $679K
|
29.6K
$1.28M
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
15.2K+ 17.53% |
$580K - $670K
|
102K
$4.43M
|
|
Nov 07, 2022
Q3 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
14.9KNew |
$569K - $658K
|
14.9K
$648K
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
14.3KNew |
$544K - $629K
|
14.3K
$620K
|
|
Nov 09, 2022
Q3 2022
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
12KNew |
$457K - $528K
|
12K
$521K
|
|
Nov 08, 2022
Q3 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.8KNew |
$450K - $520K
|
11.8K
$512K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
11.6KNew |
$443K - $512K
|
11.6K
$505K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11.4K+ 8.36% |
$435K - $503K
|
148K
$6.43M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.4K+ 47.19% |
$397K - $458K
|
32.5K
$1.41M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.1K+ 5.29% |
$387K - $447K
|
202K
$8.77M
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.1K+ 120.78% |
$385K - $446K
|
18.5K
$803K
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
9.73K+ 34.11% |
$371K - $428K
|
38.2K
$1.66M
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
9.63KNew |
$367K - $424K
|
9.63K
$418K
|
|
Oct 26, 2022
Q3 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
8.56K+ 128.7% |
$326K - $377K
|
15.2K
$660K
|
|
Nov 14, 2022
Q3 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
8.29KNew |
$316K - $365K
|
8.29K
$360K
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
7.89KNew |
$301K - $348K
|
7.89K
$343K
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
7.1K+ 29.74% |
$271K - $313K
|
31K
$1.35M
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
6.85KNew |
$261K - $302K
|
6.85K
$297K
|
|
Nov 02, 2022
Q3 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
6.8K+ 87.31% |
$259K - $299K
|
14.6K
$633K
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.64K+ 8.87% |
$253K - $292K
|
81.5K
$3.54M
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
6.54K+ 108.06% |
$249K - $288K
|
12.6K
$547K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.34K+ 1.21% |
$242K - $279K
|
528K
$22.9M
|
|
Nov 14, 2022
Q3 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.94KNew |
$226K - $261K
|
5.94K
$258K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.92KNew |
$225K - $261K
|
5.92K
$257K
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5.76K+ 76.31% |
$219K - $254K
|
13.3K
$578K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.72K+ 62.88% |
$218K - $252K
|
14.8K
$644K
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
5.63K+ 13.5% |
$215K - $248K
|
47.3K
$2.06M
|
|
Feb 08, 2023
Q3 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
5.45KNew |
$208K - $240K
|
5.45K
$237K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
4.99K+ 95.15% |
$190K - $220K
|
10.2K
$444K
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
BUY
|
- |
4.59KNew |
$175K - $202K
|
4.59K
$199K
|