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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
475+ 5.08% |
$18.4K - $19.7K
|
9.83K
$426K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
449+ 1.04% |
$17.4K - $18.6K
|
43.6K
$1.89M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
427+ 33.0% |
$16.5K - $17.7K
|
1.72K
$74.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
419+ 0.45% |
$16.2K - $17.4K
|
94.3K
$4.09M
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
367+ 43.38% |
$14.2K - $15.2K
|
1.21K
$52.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Manchester Financial Inc
|
BUY
|
- |
311+ 2.47% |
$12K - $12.9K
|
12.9K
$559K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
251+ 1.78% |
$9.71K - $10.4K
|
14.3K
$622K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
250+ 5.15% |
$9.68K - $10.4K
|
5.11K
$221K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
215+ 3.23% |
$8.32K - $8.91K
|
6.87K
$298K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
204+ 3.82% |
$7.89K - $8.46K
|
5.55K
$241K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
165+ 2.52% |
$6.39K - $6.84K
|
6.72K
$291K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
156+ 2.79% |
$6.04K - $6.47K
|
5.75K
$249K
|
|
|
Oct 24, 2023
Q3 2023
|
Independent Advisor Alliance
|
BUY
|
- |
153+ 2.41% |
$5.92K - $6.34K
|
6.51K
$282K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
126+ 2.51% |
$4.88K - $5.22K
|
5.15K
$223K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
88+ 0.3% |
$3.41K - $3.65K
|
29.1K
$1.26M
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
82New |
$3.17K - $3.4K
|
82
$3.56K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
80+ 30.77% |
$3.1K - $3.32K
|
340
$14.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
79+ 0.47% |
$3.06K - $3.27K
|
16.8K
$727K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
70+ 3.35% |
$2.71K - $2.9K
|
2.16K
$93.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
27+ 0.2% |
$1.04K - $1.12K
|
13.8K
$600K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
21+ 2.53% |
$813 - $870
|
850
$36.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
19New |
$735 - $788
|
19
$824
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
17New |
$658 - $705
|
17
$737
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
15+ 0.93% |
$581 - $622
|
1.63K
$70.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
5+ 0.05% |
$194 - $207
|
10.1K
$437K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 2.34% |
$116 - $124
|
131
$5.68K
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-10- 90.91% |
$387 - $415
|
1
$43.4
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-10- 0.5% |
$387 - $415
|
2K
$86.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-41- 0.13% |
$1.59K - $1.7K
|
32.4K
$1.41M
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
SELL
|
- |
-145- 1.78% |
$5.61K - $6.01K
|
8.01K
$348K
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-252- 0.52% |
$9.75K - $10.4K
|
48.4K
$2.1M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-434- 62.72% |
$16.8K - $18K
|
258
$11.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-450- 19.96% |
$17.4K - $18.7K
|
1.81K
$78.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-473- 7.73% |
$18.3K - $19.6K
|
5.65K
$245K
|
|
|
Nov 06, 2023
Q3 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-489- 1.02% |
$18.9K - $20.3K
|
47.3K
$2.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-647- 2.96% |
$25K - $26.8K
|
21.2K
$920K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-791- 4.86% |
$30.6K - $32.8K
|
15.5K
$672K
|
|
|
Sep 04, 2024
Q3 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-802- 2.27% |
$31K - $33.2K
|
34.5K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-802- 2.27% |
$31K - $33.2K
|
34.5K
$1.49M
|
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-820- 5.09% |
$31.7K - $34K
|
15.3K
$664K
|
|
|
Oct 31, 2023
Q3 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-822- 7.77% |
$31.8K - $34.1K
|
9.76K
$423K
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-857- 7.79% |
$33.2K - $35.5K
|
10.1K
$440K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-858- 1.0% |
$33.2K - $35.6K
|
85.1K
$3.69M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-918- 89.56% |
$35.5K - $38.1K
|
107
$4.64K
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-969- 6.41% |
$37.5K - $40.2K
|
14.2K
$614K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-1K- 26.34% |
$38.7K - $41.5K
|
2.8K
$121K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.27K- 66.88% |
$49.3K - $52.8K
|
631
$27.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.38K- 4.62% |
$53.3K - $57K
|
28.4K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.49K- 13.29% |
$57.5K - $61.6K
|
9.7K
$420K
|