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 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.67K- 11.28% |
$64.7K - $69.3K
|
13.2K
$571K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.68K- 23.87% |
$64.9K - $69.5K
|
5.35K
$232K
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1.72K- 4.42% |
$66.6K - $71.4K
|
37.3K
$1.62M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-1.78K- 4.61% |
$69K - $73.9K
|
36.9K
$1.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2K- 18.33% |
$77.2K - $82.7K
|
8.89K
$385K
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-2.11K- 8.34% |
$81.5K - $87.3K
|
23.1K
$1M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.3K- 29.67% |
$88.9K - $95.3K
|
5.45K
$236K
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-2.4K- 15.73% |
$92.7K - $99.3K
|
12.8K
$557K
|
|
|
Oct 25, 2023
Q3 2023
|
Bensler, LLC
Bellevue, WA |
SELL
|
- |
-2.66K- 6.94% |
$103K - $110K
|
35.6K
$1.55M
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
SELL
|
- |
-2.73K- 10.55% |
$106K - $113K
|
23.1K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-2.81K- 9.75% |
$109K - $116K
|
26K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.96K- 98.68% |
$153K - $164K
|
53
$2.3K
|
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4.08K- 2.8% |
$158K - $169K
|
142K
$6.16M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-4.29K- 13.28% |
$166K - $178K
|
28K
$1.22M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-5.44K- 1.69% |
$210K - $225K
|
316K
$13.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.45K- 0.15% |
$211K - $226K
|
3.75M
$163M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.48K- 6.07% |
$328K - $351K
|
131K
$5.69M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9.01K- 20.68% |
$349K - $373K
|
34.6K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-11.3K- 42.51% |
$436K - $467K
|
15.2K
$661K
|
|
|
Nov 01, 2023
Q3 2023
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-18.7K- 58.74% |
$724K - $776K
|
13.1K
$570K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-23K- 25.54% |
$890K - $954K
|
67.1K
$2.91M
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-45.8K- 70.03% |
$1.77M - $1.9M
|
19.6K
$850K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-87.1K- 6.71% |
$3.37M - $3.61M
|
1.21M
$52.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-106K- 42.35% |
$4.1M - $4.39M
|
144K
$6.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-129K- 27.86% |
$5.01M - $5.37M
|
335K
$14.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-185K- 26.75% |
$7.15M - $7.66M
|
506K
$21.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-214K- 90.47% |
$8.27M - $8.86M
|
22.5K
$976K
|