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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
8.7KNew |
$337K - $361K
|
8.7K
$377K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
8.46K+ 1409.67% |
$327K - $351K
|
9.06K
$393K
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.19K+ 19.34% |
$317K - $340K
|
50.6K
$2.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
8.12KNew |
$314K - $336K
|
8.12K
$352K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.03K+ 4.43% |
$311K - $333K
|
189K
$8.22M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.51K+ 67.96% |
$291K - $311K
|
18.6K
$805K
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
6.97KNew |
$270K - $289K
|
6.97K
$302K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
6.47K+ 45.37% |
$250K - $268K
|
20.7K
$899K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
6.28K+ 346.52% |
$243K - $260K
|
8.09K
$351K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.93KNew |
$230K - $246K
|
5.93K
$257K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.89K+ 11556.86% |
$228K - $244K
|
5.95K
$258K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.29K+ 45.39% |
$205K - $219K
|
16.9K
$734K
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
5.18K+ 86.37% |
$200K - $215K
|
11.2K
$484K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
5.02K+ 47.32% |
$194K - $208K
|
15.6K
$678K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.92K+ 22.88% |
$152K - $163K
|
21.1K
$914K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3.87KNew |
$150K - $160K
|
3.87K
$168K
|
|
|
Oct 17, 2023
Q3 2023
|
1900 Wealth Management LLC
|
BUY
|
- |
3.7K+ 5.44% |
$143K - $153K
|
71.7K
$3.11M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
3.52K+ 164.29% |
$136K - $146K
|
5.67K
$246K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
3.39K+ 8.31% |
$131K - $141K
|
44.2K
$1.92M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.39K+ 32.94% |
$131K - $140K
|
13.7K
$593K
|
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
3.07K+ 2.78% |
$119K - $127K
|
113K
$4.92M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.83K+ 15.45% |
$109K - $117K
|
21.1K
$917K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.77K+ 19.07% |
$107K - $115K
|
17.3K
$749K
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.57K+ 34.37% |
$99.5K - $107K
|
10.1K
$436K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.46K+ 45.62% |
$95.4K - $102K
|
7.87K
$341K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.42K+ 13.84% |
$93.7K - $100K
|
19.9K
$864K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
2.42K+ 27.24% |
$93.5K - $100K
|
11.3K
$489K
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.27K+ 32.82% |
$87.7K - $93.9K
|
9.17K
$398K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.22K+ 16.56% |
$85.9K - $92K
|
15.6K
$678K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.02K+ 18.89% |
$78.3K - $83.9K
|
12.7K
$552K
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.62K+ 8.7% |
$62.6K - $67K
|
20.2K
$876K
|
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
BUY
|
- |
1.48K+ 16.21% |
$57.4K - $61.4K
|
10.6K
$461K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
1.45KNew |
$56.1K - $60.1K
|
1.45K
$62.9K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.4KNew |
$54.1K - $57.9K
|
1.4K
$60.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.26K+ 5.94% |
$48.6K - $52.1K
|
22.4K
$973K
|
|
|
Nov 08, 2023
Q3 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
1.23K+ 10.51% |
$47.6K - $51K
|
12.9K
$561K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1.17K+ 1.7% |
$45.2K - $48.5K
|
70.1K
$3.04M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.01KNew |
$38.9K - $41.7K
|
1.01K
$43.6K
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
991+ 18.12% |
$38.4K - $41.1K
|
6.46K
$280K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
974New |
$37.7K - $40.4K
|
974
$42.2K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
944+ 2.62% |
$36.5K - $39.1K
|
37K
$1.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
865+ 77.51% |
$33.5K - $35.9K
|
1.98K
$85.9K
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
815+ 3.49% |
$31.5K - $33.8K
|
24.1K
$1.05M
|
|
|
Oct 23, 2023
Q3 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
744+ 15.18% |
$28.8K - $30.8K
|
5.64K
$245K
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
731+ 3.28% |
$28.3K - $30.3K
|
23K
$999K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
630New |
$24.4K - $26.1K
|
630
$27.3K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
600New |
$23.2K - $24.9K
|
600
$26K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
600New |
$23.2K - $24.9K
|
600
$26K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
600+ 5.23% |
$23.2K - $24.9K
|
12.1K
$524K
|
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
486+ 2.22% |
$18.8K - $20.1K
|
22.4K
$971K
|