Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
228KNew |
$8.82M - $9.45M
|
228K
$9.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
224K+ 10.47% |
$8.67M - $9.29M
|
2.37M
$103M
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
203KNew |
$7.87M - $8.43M
|
203K
$8.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
172K+ 32.59% |
$6.65M - $7.12M
|
699K
$30.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
161K+ 586.53% |
$6.25M - $6.69M
|
189K
$8.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
157KNew |
$6.09M - $6.53M
|
157K
$6.84M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
141K+ 304.15% |
$5.46M - $5.85M
|
187K
$8.14M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
130KNew |
$5.04M - $5.4M
|
130K
$5.65M
|
|
|
Oct 25, 2023
Q3 2023
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
116K+ 41.55% |
$4.51M - $4.83M
|
397K
$17.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
115K+ 82.87% |
$4.45M - $4.76M
|
254K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
109K+ 22.1% |
$4.21M - $4.51M
|
601K
$26.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
97.4K+ 18.53% |
$3.77M - $4.04M
|
623K
$27.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
76.4K+ 6.61% |
$2.96M - $3.17M
|
1.23M
$53.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
68.3K+ 574.74% |
$2.64M - $2.83M
|
80.2K
$3.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
59.3K+ 1129.6% |
$2.3M - $2.46M
|
64.6K
$2.81M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
49.8K+ 6.98% |
$1.93M - $2.07M
|
764K
$33.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
42.1K+ 52.85% |
$1.63M - $1.74M
|
122K
$5.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.8K+ 4.34% |
$1.23M - $1.32M
|
765K
$33.2M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
31.5KNew |
$1.22M - $1.3M
|
31.5K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
30.4K+ 80.48% |
$1.18M - $1.26M
|
68.2K
$2.96M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
29.4KNew |
$1.14M - $1.22M
|
29.4K
$1.28M
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
27K+ 178.7% |
$1.04M - $1.12M
|
42.1K
$1.83M
|
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
27K+ 178.7% |
$1.04M - $1.12M
|
42.1K
$1.83M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.1K+ 25.42% |
$934K - $1M
|
119K
$5.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
24K+ 4.26% |
$929K - $995K
|
587K
$25.5M
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
22.3K+ 15.32% |
$864K - $926K
|
168K
$7.3M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
22.3KNew |
$862K - $924K
|
22.3K
$968K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20.7K+ 16.97% |
$802K - $859K
|
143K
$6.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.9K+ 17.12% |
$730K - $781K
|
129K
$5.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
16.6K+ 14.02% |
$644K - $690K
|
135K
$5.88M
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
14.9KNew |
$575K - $616K
|
14.9K
$645K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.7K+ 37.87% |
$569K - $609K
|
53.5K
$2.32M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.6K+ 94.04% |
$565K - $605K
|
30.1K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
14.4K+ 25.23% |
$557K - $597K
|
71.5K
$3.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.8K+ 27.65% |
$532K - $570K
|
63.5K
$2.76M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.6KNew |
$526K - $564K
|
13.6K
$590K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
13K+ 129.19% |
$505K - $541K
|
23.1K
$1M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
13K+ 12.68% |
$502K - $538K
|
115K
$5.01M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
13K+ 36.68% |
$502K - $537K
|
48.3K
$2.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
12.7KNew |
$492K - $527K
|
12.7K
$552K
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
12.5K+ 108.34% |
$483K - $518K
|
24K
$1.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
11.6KNew |
$449K - $481K
|
11.6K
$504K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
11.3K+ 17.48% |
$439K - $470K
|
76.2K
$3.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11K+ 37.9% |
$425K - $455K
|
39.9K
$1.73M
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.8KNew |
$419K - $448K
|
10.8K
$470K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
10.2K+ 22.3% |
$394K - $422K
|
55.8K
$2.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
9.99KNew |
$387K - $414K
|
9.99K
$434K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.75K+ 12.45% |
$377K - $404K
|
88.1K
$3.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.27K+ 49.37% |
$359K - $384K
|
28K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.73K+ 5.43% |
$338K - $362K
|
170K
$7.36M
|